Accredited Wealth Management, LLC — 13F holdings

Accredited Wealth Management, LLC reported 431 holdings worth $134M in its 13F filing for Q3 2025, filed November 12, 2025.

Largest positions

  1. AVUS AMERICAN CENTY ETF TR — $15.4M (11.5%)
  2. IXUS ISHARES TR — $9.90M (7.4%)
  3. MOAT VANECK ETF TRUST — $8.55M (6.4%)
  4. SCHD SCHWAB STRATEGIC TR — $7.70M (5.7%)
  5. FBND FIDELITY MERRIMACK STR TR — $6.55M (4.9%)
  6. VIG VANGUARD SPECIALIZED FUNDS — $5.37M (4.0%)
  7. VIGI VANGUARD WHITEHALL FDS — $4.92M (3.7%)
  8. VGSH VANGUARD SCOTTSDALE FDS — $4.85M (3.6%)
  9. QLTY GMO ETF TRUST — $3.59M (2.7%)
  10. DIMENSIONAL ETF TRUST — $3.50M (2.6%)