13F Filings History of Accredited Wealth Management, LLC

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$3,637,145
Signature - Title
Shawn Clark - Chief Compliance Officer
Location
Louisville, KY
Summary
This page shows a list of all the recent 13F filings made by Accredited Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Accredited Wealth Management, LLC reported 388 stock holdings with total value $3,637,145 as of Q3 2025. Top holdings included GOOGL, IUSB, VTIP, COST, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 388 $3,637,145 $0 $0 $0 GOOGL, IUSB, VTIP, COST, NVDA 13F-HR 12 Nov 2025, 09:07
Q2 2025 373 $123,406,135 +$27,951,347 -$22,440,255 +$5,511,092 AVUS, IXUS, MOAT, SCHD, FBND 13F-HR 12 Aug 2025, 11:59
Q1 2025 360 $112,517,422 +$23,384,938 -$24,964,132 -$1,579,194 WORLD GOLD TR, IXUS, MOAT, SCHD, FBND 13F-HR 14 May 2025, 09:37
Q4 2024 356 $114,292,341 $0 $0 $0 AVUS, MOAT, IXUS, SCHD, FBND 13F-HR 14 Feb 2025, 15:51