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Showing Q3 2025 data
Accredited Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Accredited Wealth Management, LLC
•CIK: 2056519•Filing: Q3 2025
**Accredited Wealth Management, LLC** manages $134M across a diversified portfolio of 380 positions. The strategy exhibits a notable tilt toward established, dividend-focused, and broad-market equity exposure. Top holdings include AVUS at $15.4M and IXUS at $9.9M, complemented by significant allocations to SCHD ($7.7M) and MOAT ($8.5M). This concentration suggests a disciplined approach targeting stable income generation within core market segments.
Total AUM
$134.2M
QoQ Performance
+8.7%
Positions
286
Top 10 Concentration
53.0%
Latest Filing
Q3 2025
Top Holdings Allocation
AVUS
IXUS
MOAT
SCHD
AVUS11.5%
IXUS7.4%
MOAT6.4%
SCHD5.7%
FBND4.9%
VIG4.0%
VIGI3.7%
VGSH3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.5%
Technology5.9%
Healthcare3.3%
Financial2.7%
Industrial1.6%
Consumer1.3%
Consumer Staples0.9%
Utilities0.3%
🚪 Exited Positionssold since Q2 2025
+171 more exited positions
Changes from Q2 2025
NEW3 new positions
↑64 increased
↓132 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024