Accredited Wealth Management, LLC

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Shawn Clark - Chief Compliance Officer
Location
Louisville, KY
Holdings as of
September 30, 2025
Value $
$3.64M
Num holdings
388
Date filed
11/12/2025, 09:07 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included GOOGL, IUSB, VTIP, COST, and NVDA.
Previous filing
Q2 2025 - Aug 12, 2025
SEC
View on sec.gov
Our algorithm has found invalid data in this filing
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Shawn Clark Chief Compliance Officer Louisville, Kentucky 11/12/2025