Accredited Investor Services, LLC Portfolio Holdings

Accredited Investor Services, LLC

  • $132 Billion
  • Q2 2025

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.

Portfolio value $132 Billion
ETFs: $101 Billion
Financial Services: $6.4 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $132 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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