Accredited Wealth Management, LLC Portfolio Holdings

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025

Accredited Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 431 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 $15.4B, Ishares Tr with a value of $9.9B, Vaneck Morningstar Wide Moat E with a value of $8.55B, Schwab Strategic Tr Us Dividen with a value of $7.7B, and Fidelity Merrimack Str Tr Tota with a value of $6.55B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $123B to 134B. Also it can be appreciated an additional of 23 stocks purchases and 1 closed positions.

Accredited Wealth Management, LLC is based out at Louisville, KY

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

Portfolio value $134 Billion
ETFs: $101 Billion
Technology: $6.92 Billion
Healthcare: $4.64 Billion
Financial Services: $3.89 Billion
Industrials: $3.67 Billion
Consumer Defensive: $2.97 Billion
Communication Services: $1.57 Billion
Consumer Cyclical: $1.44 Billion
Other: $750 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.28B
$64.6 Million 0.05% of portfolio
50
Q3 2025 Reduced 75.0%
$6.2B
$46.9 Million 0.03% of portfolio
400
Q3 2025 Reduced 8.05%
$8.87B
$36.6 Million 0.03% of portfolio
30,213
Q3 2025 Added 3,257.0%
$8.25B
$21.4 Million 0.02% of portfolio
138
Q3 2025 Reduced 49.82%
$9.31B
$25.3 Million 0.02% of portfolio
90
Q3 2025 Reduced 88.82%
$9.38B
$14.3 Million 0.01% of portfolio
2,477
Q3 2025 Added 1,138.5%
$2.51B
$8.36 Million 0.01% of portfolio
900
Q3 2025 Added 597.67%
$4.32B
$9.72 Million 0.01% of portfolio
129
Q3 2025 Reduced 14.0%
$9.78B
$14.2 Million 0.01% of portfolio
500
Q3 2025 Added 58.23%
$4.52B
$11.4 Million 0.01% of portfolio
2,407
Q3 2025 Added 1,905.83%
$7.01B
$13.3 Million 0.01% of portfolio
6,921
Q3 2025 Added 1,877.43%
$9.12B
$13.2 Million 0.01% of portfolio
408
Q3 2025 Added 193.53%
$7.8B
$11.3 Million 0.01% of portfolio
113
Q3 2025 Added 28.41%
$8.47B
$9.41 Million 0.01% of portfolio
0
Q3 2025 Sold Out
$9.3B
$10.4 Million 0.01% of portfolio
143
Q3 2025 Reduced 37.28%
$9.69B
$12.9 Million 0.01% of portfolio
230
Q3 2025 Reduced 54.0%
$4.09B
$2.77 Million 0.0% of portfolio
100
Q3 2025 Added 233.33%
$8.36B
$4.26 Million 0.0% of portfolio
87
Q3 2025 Reduced 61.84%
$4.16B
$151,000 0.0% of portfolio
375
Q3 2025 Added 4,587.5%
$3.72B
$6.3 Million 0.0% of portfolio
500
Q3 2025 New
$3.74B
$6.07 Million 0.0% of portfolio
500
Q3 2025 Added 156.41%
$4.88B
$5.4 Million 0.0% of portfolio
120
Q3 2025 New
$8.76B
$3.79 Million 0.0% of portfolio
403
Q3 2025 Added 1,051.43%
$8.16B
$310,000 0.0% of portfolio
327
Q3 2025 Added 16,250.0%
$2.32B
$3.95 Million 0.0% of portfolio
93
Q3 2025 Reduced 84.5%
$3.22B
$270,000 0.0% of portfolio
1,423
Q3 2025 New
$4.28B
$5.68 Million 0.0% of portfolio
156
Q3 2025 Added 524.0%
$5.88B
$2.65 Million 0.0% of portfolio
600
Q3 2025 Added 1,100.0%
$2.16B
$465,000 0.0% of portfolio
1,345
Q3 2025 Added 5,280.0%
$5.83B
$91,000 0.0% of portfolio
78
Q3 2025 Added 2,500.0%

Summary

  • Portfolio
  • No. of Stocks 431
  • Current Value $134 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 171 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 185 stocks
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