Accredited Investors Inc. Top Holdings and 13F Report (2026)

About Accredited Investors Inc.

Investment Activity

Accredited Investors Inc. has $2.31 billion in total holdings as of June 30, 2026.
Accredited Investors Inc. owns shares of 299 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 11.68% of the portfolio was purchased this quarter.
About 2.69% of the portfolio was sold this quarter.
This quarter, Accredited Investors Inc. has purchased 281 new stocks and bought additional shares in 106 stocks.
Accredited Investors Inc. sold shares of 104 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Avantis International Small Cap Value ETF: $276,727,857
SEZZLE INC: $138,581,271
Vanguard FTSE All-World ex-US ETF: $138,022,229
Schwab US Broad Market ETF: $128,693,779
Vanguard Value ETF: $127,270,680

Largest New Holdings this Quarter

922020805 - Vanguard Short-Term Inflation-Protected Securities ETF: $50,952,609 Holding
512807306 - LAM RESEARCH CORP: $1,493,751 Holding
247361702 - Delta Air Lines: $675,683 Holding
808524649 - Schwab Municipal Bond ETF: $662,903 Holding
808524797 - Schwab US Dividend Equity ETF: $576,864 Holding

Largest Purchases this Quarter

Vanguard FTSE All-World ex-US ETF: 1,488,591 shares (about $124.67M)
Vanguard Short-Term Inflation-Protected Securities ETF: 1,014,386 shares (about $50.95M)
iShares Russell 1000 Growth ETF: 271,432 shares (about $33.70M)
Vanguard Value ETF: 36,521 shares (about $7.96M)
Vanguard Mega Cap Growth ETF: 80,207 shares (about $7.05M)

Largest Sales this Quarter

SEZZLE INC: 79,200 shares (about $13.59M)
Vanguard FTSE Europe ETF: 87,942 shares (about $7.79M)
Schwab US Broad Market ETF: 163,491 shares (about $4.73M)
iShares S&P 100 ETF: 10,139 shares (about $3.71M)
Apple: 12,688 shares (about $3.67M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVDV Avantis International Small Cap Value ETF	$276,727,857	$5,304,086 â–²	2.0%	2,685,375	12.0%	ETF
SEZZLE INC	$138,581,271	$13,593,096 â–¼	-8.9%	807,442	6.0%	COM
VEU Vanguard FTSE All-World ex-US ETF	$138,022,229	$124,669,467 â–²	933.7%	1,648,027	6.0%	ETF
SCHB Schwab US Broad Market ETF	$128,693,779	$4,734,699 â–¼	-3.5%	4,443,846	5.6%	ETF
VTV Vanguard Value ETF	$127,270,680	$7,959,021 â–²	6.7%	583,998	5.5%	ETF
IWM iShares Russell 2000 ETF	$109,895,586	$3,234,644 â–²	3.0%	365,770	4.7%	Finance
IJH iShares Core S&P Mid-Cap ETF	$107,561,797	$1,462,391 â–¼	-1.3%	1,394,914	4.6%	ETF
IVV iShares Core S&P 500 ETF	$103,478,557	$2,593,404 â–²	2.6%	138,176	4.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$100,081,767	$1,557,848 â–²	1.6%	674,815	4.3%	ETF
UPS United Parcel Service	$84,277,344	$29,563 â–²	0.0%	783,975	3.6%	Transportation
BRK.A Berkshire Hathaway	$69,643,050		0.0%	93	3.0%	Finance
AAPL Apple	$58,319,722	$3,671,405 â–¼	-5.9%	201,547	2.5%	Computer and Technology
EFA iShares MSCI EAFE ETF	$56,787,734	$2,646,757 â–¼	-4.5%	546,667	2.5%	Finance
AMZN Amazon.com	$56,123,018	$3,032,633 â–²	5.7%	235,475	2.4%	Retail/Wholesale
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$50,952,609	$50,952,609 â–²	New Holding	1,014,386	2.2%	Manufacturing
IWF iShares Russell 1000 Growth ETF	$45,173,289	$33,703,707 â–²	293.9%	363,802	2.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$42,657,795	$1,296,529 â–¼	-2.9%	701,724	1.8%	ETF
VT Vanguard Total World Stock ETF	$35,334,848	$27,623 â–¼	-0.1%	225,134	1.5%	ETF
BRK.B Berkshire Hathaway	$25,670,964	$3,140,442 â–¼	-10.9%	51,302	1.1%	Finance
CHRW C.H. Robinson Worldwide	$25,090,725	$122,798 â–²	0.5%	133,220	1.1%	Transportation
IWP iShares Russell Mid-Cap Growth ETF	$24,933,669	$850,351 â–¼	-3.3%	170,300	1.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$23,410,675	$757,886 â–¼	-3.1%	328,571	1.0%	ETF
RBLX Roblox	$20,478,095		0.0%	376,574	0.9%	Consumer Discretionary
EFV iShares MSCI EAFE Value ETF	$17,723,288	$250,701 â–¼	-1.4%	231,526	0.8%	ETF
SPY SPDR S&P 500 ETF Trust	$17,442,396	$164,290 â–¼	-0.9%	23,357	0.8%	Finance
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$16,899,259	$165,497 â–²	1.0%	302,150	0.7%	ETF
MSFT Microsoft	$15,364,665	$18,651 â–¼	-0.1%	41,190	0.7%	Computer and Technology
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$13,572,802	$57,840 â–¼	-0.4%	286,286	0.6%	ETF
NVDA NVIDIA	$12,893,000	$911,010 â–¼	-6.6%	64,436	0.6%	Computer and Technology
GOOG Alphabet	$12,819,197	$191,152 â–¼	-1.5%	36,281	0.6%	Computer and Technology
ADP Automatic Data Processing	$11,610,546	$448 â–²	0.0%	51,844	0.5%	Computer and Technology
FNDA Schwab Fundamental U.S. Small Company ETF	$10,141,165	$650,103 â–¼	-6.0%	266,452	0.4%	ETF
ONB Old National Bancorp	$9,493,526		0.0%	366,545	0.4%	Finance
PRFZ Invesco RAFI US 1500 Small-Mid ETF	$9,018,852	$395,521 â–¼	-4.2%	161,715	0.4%	Manufacturing
MGK Vanguard Mega Cap Growth ETF	$8,768,320	$7,050,998 â–²	410.6%	99,742	0.4%	ETF
VO Vanguard Mid-Cap ETF	$8,685,608	$6,324,262 â–²	267.8%	107,802	0.4%	ETF
DMXF iShares ESG Advanced MSCI EAFE ETF	$8,602,890	$1,443,276 â–²	20.2%	101,689	0.4%	Manufacturing
SUSA iShares MSCI USA ESG Select ETF	$8,064,976	$106,930 â–¼	-1.3%	52,268	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$7,546,313	$193,533 â–²	2.6%	20,393	0.3%	ETF
VB Vanguard Small-Cap ETF	$7,494,196	$411,023 â–¼	-5.2%	24,724	0.3%	ETF
IWS iShares Russell Mid-Cap Value ETF	$7,076,977	$626,961 â–¼	-8.1%	42,995	0.3%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$6,497,450	$26,525 â–¼	-0.4%	63,199	0.3%	Manufacturing
GOOGL Alphabet	$6,127,946	$373,102 â–¼	-5.7%	17,147	0.3%	Computer and Technology
VGK Vanguard FTSE Europe ETF	$5,867,335	$7,786,340 â–¼	-57.0%	66,268	0.3%	ETF
JPM JPMorgan Chase & Co.	$5,731,813	$994,745 â–¼	-14.8%	17,511	0.2%	Finance
VOO Vanguard S&P 500 ETF	$5,435,550	$407,288 â–²	8.1%	7,914	0.2%	ETF
USXF iShares ESG Advanced MSCI USA ETF	$4,937,687	$31,322 â–²	0.6%	71,097	0.2%	Manufacturing
UNH UnitedHealth Group	$4,912,323	$894,019 â–²	22.2%	11,819	0.2%	Medical
MMM 3M	$4,806,466	$307,953 â–²	6.8%	29,686	0.2%	Multi-Sector Conglomerates
QQQ Invesco QQQ	$4,575,280	$758,496 â–²	19.9%	6,213	0.2%	Finance
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$4,080,596	$158,837 â–²	4.1%	163,289	0.2%	Manufacturing
GIS General Mills	$3,804,931	$4,315 â–¼	-0.1%	109,337	0.2%	Consumer Staples
LLY Eli Lilly and Company	$3,779,864	$1,318,334 â–¼	-25.9%	3,151	0.2%	Medical
VXUS Vanguard Total International Stock ETF	$3,616,843	$121,482 â–¼	-3.2%	42,307	0.2%	ETF
IWD iShares Russell 1000 Value ETF	$3,602,801	$146,187 â–¼	-3.9%	14,861	0.2%	ETF
META Meta Platforms	$3,531,615	$367,243 â–¼	-9.4%	6,270	0.2%	Computer and Technology
USB U.S. Bancorp	$3,479,366	$70,427 â–¼	-2.0%	57,605	0.2%	Finance
DSI iShares ESG MSCI KLD 400 ETF	$3,359,171	$160,191 â–¼	-4.6%	23,591	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$3,177,839	$184,102 â–¼	-5.5%	32,106	0.1%	Finance
LABCORP HOLDINGS INC	$2,982,000		0.0%	10,650	0.1%	COM SHS
V Visa	$2,855,203	$607,957 â–²	27.1%	8,322	0.1%	Business Services
IWB iShares Russell 1000 ETF	$2,831,693	$377,969 â–¼	-11.8%	6,915	0.1%	ETF
TCMD Tactile Systems Technology	$2,825,527		0.0%	94,880	0.1%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$2,777,785	$222,913 â–²	8.7%	16,910	0.1%	ETF
TRV Travelers Companies	$2,739,986		0.0%	8,300	0.1%	Finance
CELC Celcuity	$2,690,618	$131,194 â–¼	-4.6%	25,718	0.1%	Medical
COST Costco Wholesale	$2,546,285	$108,512 â–¼	-4.1%	2,722	0.1%	Retail/Wholesale
TSLA Tesla	$2,534,739		0.0%	6,026	0.1%	Auto/Tires/Trucks
XOM ExxonMobil	$2,458,627	$49,903 â–²	2.1%	17,983	0.1%	Energy
ABBV AbbVie	$2,249,408	$183,194 â–²	8.9%	8,939	0.1%	Medical
PWR Quanta Services	$2,227,084		0.0%	3,093	0.1%	Construction
EUSB iShares ESG Advanced Total USD Bond Market ETF	$2,220,904	$438,802 â–²	24.6%	51,114	0.1%	ETF
GE GE Aerospace	$2,104,085	$91,189 â–²	4.5%	5,630	0.1%	Aerospace
CAT Caterpillar	$2,060,873	$159,758 â–²	8.4%	1,935	0.1%	Industrials
JNJ Johnson & Johnson	$2,019,602	$200,386 â–²	11.0%	7,952	0.1%	Medical
HD Home Depot	$2,008,567	$177,403 â–²	9.7%	5,695	0.1%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$1,977,977	$153,058 â–²	8.4%	58,451	0.1%	ETF
AVGO Broadcom	$1,961,355	$25,310 â–²	1.3%	5,192	0.1%	Computer and Technology
AMAT Applied Materials	$1,846,195	$4,337 â–²	0.2%	2,554	0.1%	Computer and Technology
GWX SPDR S&P International Small Cap ETF	$1,844,703	$13,784 â–¼	-0.7%	42,155	0.1%	ETF
MU Micron Technology	$1,843,400	$175,452 â–²	10.5%	1,597	0.1%	Computer and Technology
XEL Xcel Energy	$1,799,704	$28,908 â–¼	-1.6%	22,412	0.1%	Utilities
GGG Graco	$1,794,906		0.0%	23,739	0.1%	Industrials
ORCL Oracle	$1,772,681	$21,396 â–²	1.2%	12,096	0.1%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$1,756,446	$20,399 â–²	1.2%	2,497	0.1%	ETF
BAC Bank of America	$1,741,669	$304,105 â–²	21.2%	30,566	0.1%	Finance
WALMART INC	$1,622,194	$35,563 â–²	2.2%	14,323	0.1%	COM
MRK Merck & Co., Inc.	$1,611,787	$205,858 â–²	14.6%	12,543	0.1%	Medical
AXP American Express	$1,580,715	$56,152 â–¼	-3.4%	4,673	0.1%	Finance
GE VERNOVA INC	$1,551,091	$118,682 â–¼	-7.1%	1,320	0.1%	COM
CSCO Cisco Systems	$1,521,261	$517,424 â–²	51.5%	12,951	0.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,498,150		0.0%	3,137	0.1%	Computer and Technology
LAM RESEARCH CORP	$1,493,751	$1,493,751 â–²	New Holding	3,447	0.1%	COM NEW
CDNS Cadence Design Systems	$1,469,003	$5,630 â–²	0.4%	3,914	0.1%	Computer and Technology
PG Procter & Gamble	$1,462,023	$68,922 â–¼	-4.5%	9,970	0.1%	Consumer Staples
AVDE Avantis International Equity ETF	$1,460,829	$26,225 â–²	1.8%	16,377	0.1%	ETF
PANW Palo Alto Networks	$1,398,865	$199,497 â–²	16.6%	4,102	0.1%	Computer and Technology
FAST Fastenal	$1,394,937	$67,242 â–¼	-4.6%	29,043	0.1%	Retail/Wholesale
IYW iShares U.S. Technology ETF	$1,338,548	$380,100 â–¼	-22.1%	5,307	0.1%	Manufacturing
IVW iShares S&P 500 Growth ETF	$1,330,219	$278,504 â–¼	-17.3%	9,672	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Accredited Investors Inc. Top Holdings and 13F Report (2026)

About Accredited Investors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Accredited Investors Inc. Top Holdings and 13F Report (2026)

About Accredited Investors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAccredited Investors Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools