Accredited Wealth Management, LLC Portfolio Holdings

Accredited Wealth Management, LLC

  • $123 Billion
  • Q2 2025

Accredited Wealth Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 419 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 $13.9B, Ishares Tr with a value of $8.61B, Vaneck Morningstar Wide Moat E with a value of $7.77B, Schwab Strategic Tr Us Dividen with a value of $6.95B, and Fidelity Merrimack Str Tr Tota with a value of $5.94B.

Examining the 13F form we can see an increase of $4.99B in the current position value, from $118B to 123B.

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 $123 Billion
ETFs: $94.5 Billion
Technology: $6.3 Billion
Healthcare: $4.38 Billion
Financial Services: $3.82 Billion
Industrials: $3.4 Billion
Consumer Defensive: $3.18 Billion
Communication Services: $1.38 Billion
Consumer Cyclical: $1.36 Billion
Other: $760 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.82B
$6.72 Million 0.01% of portfolio
210
Q4 2024 New
$1.98B
$8.44 Million 0.01% of portfolio
129
Q2 2025 Added 0.78%
$788M
$14.9 Million 0.01% of portfolio
740
Q2 2025 Reduced 21.28%
$980M
$7.29 Million 0.01% of portfolio
500
Q1 2025 New
$837M
$10.7 Million 0.01% of portfolio
350
Q2 2025 Added 40.0%
$1.79B
$272,000 0.0% of portfolio
25
Q2 2025 New
$378M
$2.56 Million 0.0% of portfolio
500
Q4 2024 New
$797M
$969,000 0.0% of portfolio
100
Q4 2024 New
$1.74B
$5.69 Million 0.0% of portfolio
75
Q4 2024 New
$1.33B
$5.74 Million 0.0% of portfolio
94
Q4 2024 New
$1.8B
$336,000 0.0% of portfolio
25
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 419
  • Current Value $123 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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