Accredited Investors Inc.

hedge fundUpdated 52 days ago

Managed by Accredited Investors Inc. • Latest filing Q2 2026

Portfolio value

$2.3B

Q2 2026

Filings

13

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

18.1%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table

Period	Portfolio value
Q2 2023	$1.4B
Q3 2023	$1.3B
Q4 2023	$1.4B
Q1 2024	$1.6B
Q2 2024	$1.6B
Q3 2024	$1.7B
Q4 2024	$1.7B
Q1 2025	$1.6B
Q2 2025	$1.7B
Q3 2025	$1.8B
Q4 2025	$1.9B
Q1 2026	$1.9B
Q2 2026	$2.3B

Top holdings

299 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A AMERICAN CENTY ETF TR	$276.7M	2.69M	11.96%	Added(+1.9%)
2	S SEZL SEZZLE INC	$138.6M	807.4K	5.99%	Trimmed(-8.9%)
3	V VGES VANGUARD INTL EQUITY INDEX F	$138M	1.65M	5.96%	Added(+933.7%)
4	S SCHW-PJ SCHWAB STRATEGIC TR	$128.7M	4.44M	5.56%	Trimmed(-3.5%)
5	V VGES VANGUARD INDEX FDS	$127.3M	584.0K	5.50%	Added(+6.7%)
6	E ETHA ISHARES TR	$109.9M	365.8K	4.75%	Added(+3.0%)
7	E ETHA ISHARES TR	$107.6M	1.39M	4.65%	Trimmed(-1.3%)
8	E ETHA ISHARES TR	$103.5M	138.2K	4.47%	Added(+2.6%)
9	E ETHA ISHARES TR	$100.1M	674.8K	4.32%	Added(+1.6%)
10	U UPS UNITED PARCEL SVCS INC	$84.3M	784.0K	3.64%	Added(+0.0%)
11	B BRK-A BERKSHIRE HATHAWAY INC DEL	$69.6M	93	3.01%	Unchanged
12	A AAPL APPLE INC	$58.3M	201.5K	2.52%	Trimmed(-5.9%)
13	E ETHA ISHARES TR	$56.8M	546.7K	2.45%	Trimmed(-4.5%)
14	A AMZN AMAZON COM INC	$56.1M	235.5K	2.43%	Added(+5.7%)
15	? N/A VANGUARD MALVERN FDS	$51M	1.01M	2.20%	—
16	E ETHA ISHARES TR	$45.2M	363.8K	1.95%	Added(+293.9%)
17	? N/A SPDR SERIES TRUST	$42.7M	701.7K	1.84%	Trimmed(-3.0%)
18	? N/A VANGUARD INTL EQUITY INDEX F	$35.3M	225.1K	1.53%	Trimmed(-0.1%)
19	B BRK-A BERKSHIRE HATHAWAY INC DEL	$25.7M	51.3K	1.11%	Trimmed(-10.9%)
20	A AVGO C H ROBINSON WORLDWIDE IN	$25.1M	133.2K	1.08%	Added(+0.5%)

?

1.N/A

AMERICAN CENTY ETF TR

+1.9%

Value

$276.7M

Shares

2.69M

% Port

11.96%

S

SEZZLE INC

-8.9%

Value

$138.6M

Shares

807.4K

% Port

5.99%

V

VANGUARD INTL EQUITY INDEX F

+933.7%

Value

$138M

Shares

1.65M

% Port

5.96%

S

SCHWAB STRATEGIC TR

-3.5%

Value

$128.7M

Shares

4.44M

% Port

5.56%

V

VANGUARD INDEX FDS

+6.7%

Value

$127.3M

Shares

584.0K

% Port

5.50%

E

ISHARES TR

+3.0%

Value

$109.9M

Shares

365.8K

% Port

4.75%

E

ISHARES TR

-1.3%

Value

$107.6M

Shares

1.39M

% Port

4.65%

E

ISHARES TR

+2.6%

Value

$103.5M

Shares

138.2K

% Port

4.47%

E

ISHARES TR

+1.6%

Value

$100.1M

Shares

674.8K

% Port

4.32%

U

10.UPS

UNITED PARCEL SVCS INC

+0.0%

Value

$84.3M

Shares

784.0K

% Port

3.64%

B

BERKSHIRE HATHAWAY INC DEL

Unchanged

Value

$69.6M

Shares

93

% Port

3.01%

A

APPLE INC

-5.9%

Value

$58.3M

Shares

201.5K

% Port

2.52%

E

ISHARES TR

-4.5%

Value

$56.8M

Shares

546.7K

% Port

2.45%

A

AMAZON COM INC

+5.7%

Value

$56.1M

Shares

235.5K

% Port

2.43%

?

15.N/A

VANGUARD MALVERN FDS

Value

$51M

Shares

1.01M

% Port

2.20%

E

ISHARES TR

+293.9%

Value

$45.2M

Shares

363.8K

% Port

1.95%

?

17.N/A

SPDR SERIES TRUST

-3.0%

Value

$42.7M

Shares

701.7K

% Port

1.84%

?

18.N/A

VANGUARD INTL EQUITY INDEX F

-0.1%

Value

$35.3M

Shares

225.1K

% Port

1.53%

B

BERKSHIRE HATHAWAY INC DEL

-10.9%

Value

$25.7M

Shares

51.3K

% Port

1.11%

A

C H ROBINSON WORLDWIDE IN

+0.5%

Value

$25.1M

Shares

133.2K

% Port

1.08%

View full portfolio (299 holdings) →

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