Accredited Investor Services, LLC Portfolio Holdings

Accredited Investor Services, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $47.8B, Dimensional ETF Tr with a value of $24.5B, Fidelity Covington Tr Blue Chi with a value of $21.2B, American Centy ETF Tr Avantis with a value of $4.52B, and Dimensional ETF Tr U S Core Eq with a value of $3.03B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $120B to 132B.

Accredited Investor Services, LLC is based out at St. Cloud, MN

Below you can find more details about Accredited Investor Services, LLC portfolio as well as his latest detailed transactions.