Notify me when Accredited Investors Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 284 | $1,883,024,909 | +$111,192,190 | -$56,971,903 | +$54,220,287 | AVDV, SCHB, VTV, IJH, IVV | 13F-HR | 05 Feb 2026, 15:38 |
| Q3 2025 | 264 | $1,792,805,232 | +$63,090,219 | -$86,829,003 | -$23,738,784 | AVDV, SCHB, IJH, VTV, IVV | 13F-HR | 30 Oct 2025, 12:01 |
| Q2 2025 | 239 | $1,691,161,975 | +$65,952,527 | -$127,933,302 | -$61,980,775 | AVDV, IJH, SCHB, VTV, IVV | 13F-HR | 08 Aug 2025, 09:38 |
| Q1 2025 | 238 | $1,610,621,522 | +$86,539,089 | -$129,348,526 | -$42,809,437 | AVDV, IJH, SCHB, UPS, IJR | 13F-HR | 06 May 2025, 11:25 |
| Q4 2024 | 228 | $1,706,396,670 | +$149,107,115 | -$95,788,640 | +$53,318,475 | IJH, AVDV, SCHB, UPS, IJR | 13F-HR | 13 Feb 2025, 11:42 |
| Q3 2024 | 236 | $1,748,043,453 | +$52,748,038 | -$20,507,923 | +$32,240,115 | AVDV, IJH, SCHB, UPS, IJR | Restatement | 06 Nov 2024, 16:17 |
| Q2 2024 | 220 | $1,603,254,195 | +$112,734,163 | -$49,770,038 | +$62,964,125 | AVDV, IJH, UPS, SCHB, IJR | 13F-HR | 19 Jul 2024, 12:41 |
| Q1 2024 | 210 | $1,556,490,406 | +$240,805,039 | -$90,525,615 | +$150,279,424 | IJH, UPS, AVDV, IJR, EFA | 13F-HR | 14 May 2024, 11:20 |
| Q4 2023 | 195 | $1,410,569,478 | +$147,779,568 | -$199,786,799 | -$52,007,231 | UPS, IJH, IJR, AVDV, EFA | 13F-HR | 07 Feb 2024, 10:34 |
| Q3 2023 | 192 | $1,333,276,873 | +$105,039,105 | -$85,773,162 | +$19,265,943 | UPS, SHV, EFA, IJR, IVV | 13F-HR | 07 Nov 2023, 12:10 |
| Q2 2023 | 190 | $1,403,277,072 | +$91,291,238 | -$35,254,535 | +$56,036,703 | UPS, SHV, EFA, SPYV, AVDV | 13F-HR | 03 Aug 2023, 10:18 |
| Q1 2023 | 189 | $1,317,722,451 | +$108,339,551 | -$66,656,690 | +$41,682,861 | UPS, EFA, SPYV, AVDV, IJR | 13F-HR | 24 Apr 2023, 09:25 |
| Q4 2022 | 185 | $1,182,552,557 | +$347,823,912 | -$77,628,053 | +$270,195,859 | UPS, EFA, SPYV, IJR, AVDV | 13F-HR | 07 Feb 2023, 16:56 |
| Q3 2022 | 171 | $861,873,000 | +$98,491,559 | -$28,502,494 | +$69,989,065 | EFA, IJR, RBLX, IVV, IWM | 13F-HR | 08 Nov 2022, 14:03 |
| Q2 2022 | 174 | $843,287,000 | +$53,825,583 | -$134,168,166 | -$80,342,583 | IJR, EFV, RBLX, IVV, SPYV | 13F-HR | 21 Jul 2022, 10:26 |
| Q1 2022 | 180 | $1,110,490,000 | +$161,025,123 | -$26,596,448 | +$134,428,675 | SPYV, IJR, RBLX, EFV, IVV | 13F-HR | 06 May 2022, 15:22 |
| Q4 2021 | 186 | $1,122,327,000 | +$107,965,416 | -$19,599,776 | +$88,365,640 | RBLX, SPYV, IJR, IVV, IWM | 13F-HR | 31 Jan 2022, 17:00 |
| Q3 2021 | 171 | $925,682,000 | +$38,450,882 | -$55,519,735 | -$17,068,853 | RBLX, SPYV, IWM, IJR, IVV | 13F-HR | 12 Nov 2021, 10:59 |
| Q2 2021 | 165 | $977,609,000 | +$189,231,777 | -$6,838,428 | +$182,393,349 | RBLX, SPYV, IWM, IVV, IJR | 13F-HR | 30 Jul 2021, 16:39 |
| Q1 2021 | 160 | $746,870,000 | +$134,570,138 | -$26,914,087 | +$107,656,051 | SPYV, IWM, IJR, IVV, EFV | 13F-HR | 16 Apr 2021, 16:22 |
| Q4 2020 | 156 | $597,142,000 | +$63,617,022 | -$12,001,320 | +$51,615,702 | IWM, SPYV, IJR, IVV, IWF | 13F-HR | 11 Feb 2021, 12:01 |
| Q3 2020 | 137 | $477,378,000 | +$26,506,249 | -$60,519,180 | -$34,012,931 | SPYV, IWM, IVV, IJR, IWF | 13F-HR | 05 Nov 2020, 15:51 |
| Q2 2020 | 131 | $490,175,000 | +$54,335,450 | -$73,820,469 | -$19,485,019 | IVV, SPYV, IWM, IJR, SCHB | 13F-HR | 29 Jul 2020, 16:56 |
| Q1 2020 | 129 | $424,900,000 | +$43,440,527 | -$62,893,595 | -$19,453,068 | IJR, SPYV, IVV, IWM, SCHB | 13F-HR | 15 May 2020, 09:36 |
| Q4 2019 | 147 | $588,817,000 | +$33,191,158 | -$8,393,712 | +$24,797,446 | IJR, SPYV, IWM, IVV, SCHB | 13F-HR | 23 Jan 2020, 13:25 |
| Q3 2019 | 134 | $519,401,000 | +$27,971,342 | -$19,591,884 | +$8,379,458 | IJR, IWM, IVV, SPYV, SCHB | 13F-HR | 14 Nov 2019, 13:56 |
| Q2 2019 | 133 | $511,114,000 | +$14,145,522 | -$10,485,374 | +$3,660,148 | IWM, IJR, IVV, SCHB, SPYV | 13F-HR | 13 Aug 2019, 15:52 |
| Q1 2019 | 138 | $496,668,000 | +$23,933,956 | -$30,517,312 | -$6,583,356 | IWM, IJR, IVV, SCHB, SPYV | 13F-HR | 17 Apr 2019, 10:27 |
| Q4 2018 | 126 | $447,569,000 | +$132,120,884 | -$25,768,479 | +$106,352,405 | IWM, IVV, EFV, SCHB, IJR | 13F-HR | 12 Feb 2019, 18:00 |
| Q3 2018 | 127 | $404,726,000 | +$29,775,742 | -$32,090,974 | -$2,315,232 | IWM, IVV, SCHB, IJR, IWF | 13F-HR | 23 Oct 2018, 16:04 |
| Q2 2018 | 122 | $386,640,000 | +$60,434,984 | -$49,418,332 | +$11,016,652 | IWM, SCHB, IVV, KBWB, IJR | 13F-HR | 31 Jul 2018, 11:51 |
| Q1 2018 | 115 | $366,042,000 | +$33,777,032 | -$26,371,236 | +$7,405,796 | IWM, SCHB, IVV, KBWB, IJR | 13F-HR | 18 Apr 2018, 10:50 |
| Q4 2017 | 117 | $361,493,000 | +$7,445,237 | -$27,722,687 | -$20,277,450 | IWM, SCHB, IVV, KBWB, IJR | 13F-HR | 17 Jan 2018, 11:57 |
| Q3 2017 | 117 | $362,354,000 | +$25,830,467 | -$66,708,965 | -$40,878,498 | IWM, IVV, SCHB, KBWB, IJR | 13F-HR | 30 Oct 2017, 10:40 |
| Q2 2017 | 106 | $386,572,000 | +$7,126,915 | -$29,541,633 | -$22,414,718 | QUAL, IWM, SCHB, IVV, KBWB | 13F-HR | 02 Aug 2017, 16:34 |
| Q1 2017 | 109 | $399,998,000 | +$30,077,809 | -$16,497,602 | +$13,580,207 | IWM, SCHB, QUAL, IVV, KBWB | 13F-HR | 10 May 2017, 16:59 |
| Q4 2016 | 98 | $386,249,000 | +$12,785,220 | -$11,099,973 | +$1,685,247 | IWM, SCHB, QUAL, IVV, KBWB | 13F-HR | 08 Feb 2017, 14:33 |
| Q3 2016 | 96 | $364,166,000 | +$13,501,875 | -$28,594,655 | -$15,092,780 | IWM, IVV, SCHB, QUAL, IJR | 13F-HR | 03 Nov 2016, 14:10 |
| Q2 2016 | 98 | $362,285,000 | +$15,519,605 | -$51,423,315 | -$35,903,710 | IWM, IVV, QUAL, DEM, SCHB | 13F-HR | 08 Aug 2016, 19:08 |
| Q1 2016 | 93 | $391,498,000 | +$68,830,865 | -$90,979,246 | -$22,148,381 | DEM, IWM, IVV, QUAL, SCHB | 13F-HR | 12 May 2016, 15:39 |
| Q4 2015 | 89 | $406,505,000 | +$39,537,303 | -$16,399,505 | +$23,137,798 | IWM, IVV, QUAL, IEMG, IWF | 13F-HR | 19 Jan 2016, 10:44 |
| Q3 2015 | 85 | $372,016,000 | $0 | $0 | $0 | IWM, IVV, IEMG, QUAL, IWF | New Holdings | 28 Oct 2015, 16:48 |
| Q3 2015 | 85 | $372,016,000 | +$101,312,206 | -$71,182,412 | +$30,129,794 | IWM, IVV, IEMG, QUAL, IWF | 13F-HR | 26 Oct 2015, 16:48 |
| Q2 2015 | 79 | $380,578,000 | +$13,940,112 | -$24,225,400 | -$10,285,288 | IWM, IVV, DEM, IAU, IWP | 13F-HR | 11 Aug 2015, 11:49 |
| Q1 2015 | 75 | $393,040,000 | +$58,886,996 | -$11,940,978 | +$46,946,018 | IWM, IVV, IWP, DEM, IWF | 13F-HR | 07 Apr 2015, 17:38 |
| Q4 2014 | 75 | $338,015,000 | +$47,216,733 | -$49,798,549 | -$2,581,816 | IWM, IVV, IWP, DEM, IWF | 13F-HR | 09 Feb 2015, 16:56 |
| Q3 2014 | 73 | $330,899,000 | +$39,509,824 | -$6,025,944 | +$33,483,880 | IWM, DEM, IVV, IWP, IWF | 13F-HR | 20 Oct 2014, 15:37 |
| Q2 2014 | 67 | $307,643,000 | +$8,290,764 | -$11,121,173 | -$2,830,409 | IWM, DEM, IVV, IWP, IWF | 13F-HR | 29 Jul 2014, 15:49 |
| Q1 2014 | 61 | $299,458,000 | +$19,648,710 | -$6,320,111 | +$13,328,599 | IWM, DEM, IVV, IWP, IWF | 13F-HR | 07 May 2014, 15:26 |
| Q4 2013 | 57 | $285,769,000 | $0 | $0 | $0 | IWM, DEM, IVV, IWP, IWF | 13F-HR | 04 Feb 2014, 16:23 |