Accredited Wealth Management, LLC Top Holdings and 13F Report (2025) About Accredited Wealth Management, LLCInvestment ActivityAccredited Wealth Management, LLC has $114.29 million in total holdings as of December 31, 2024.Accredited Wealth Management, LLC owns shares of 357 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Largest Holdings Avantis U.S. Equity ETF $12,846,823VanEck Morningstar Wide Moat ETF $7,795,945iShares Core MSCI Total International Stock ETF $7,452,575Schwab US Dividend Equity ETF $6,316,506Fidelity Total Bond ETF $4,771,112 Sector AllocationMap of 500 Largest Holdings ofAccredited Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$12,846,823132,53711.2%ETFMOATVanEck Morningstar Wide Moat ETF$7,795,94584,0766.8%ETFIXUSiShares Core MSCI Total International Stock ETF$7,452,575112,6796.5%ManufacturingSCHDSchwab US Dividend Equity ETF$6,316,506231,2045.5%ETFFBNDFidelity Total Bond ETF$4,771,112105,7764.2%ETFVIGIVanguard International Dividend Appreciation ETF$4,475,05555,9453.9%ETFVIGVanguard Dividend Appreciation ETF$4,455,58022,7523.9%ETFVXFVanguard Extended Market ETF$4,038,90721,2603.5%ETF2023 ETF SERIES TRUST II$3,091,18196,6902.7%GMO US QUALITY EBSVVanguard Short-Term Bond ETF$2,968,76538,4212.6%ETFVGSHVanguard Short-Term Treasury Index ETF$2,892,44649,7152.5%ETFAAPLApple$2,385,9899,5282.1%Computer and TechnologyVOVanguard Mid-Cap ETF$2,280,4998,6342.0%ETFMSFTMicrosoft$2,212,8755,2501.9%Computer and TechnologyAVDEAvantis International Equity ETF$2,192,68035,7291.9%ETFPIMCO ETF TR$1,894,46020,8641.7%ACTIVE BD ETFVTIVanguard Total Stock Market ETF$1,886,9386,5111.7%ETFBNDVanguard Total Bond Market ETF$1,720,55523,9271.5%ETFVEUVanguard FTSE All-World ex-US ETF$1,669,18029,0751.5%ETFIJRiShares Core S&P Small-Cap ETF$1,443,02412,5241.3%ETFDFASDimensional U.S. Small Cap ETF$1,346,37620,6881.2%ETFIAUiShares Gold Trust$1,260,08025,4511.1%FinanceTMOThermo Fisher Scientific$1,254,1742,4091.1%MedicalAMZNAmazon.com$1,140,6105,1991.0%Retail/WholesaleADPAutomatic Data Processing$1,130,5863,8421.0%Business ServicesBACBank of America$1,013,40023,0580.9%FinanceMOTIVanEck Morningstar International Moat ETF$909,21530,0120.8%ETFCATCaterpillar$878,5012,4220.8%Industrial ProductsAMGNAmgen$847,0803,2500.7%MedicalKOCoca-Cola$802,48112,8890.7%Consumer StaplesJPMJPMorgan Chase & Co.$794,6393,3150.7%FinanceORCLOracle$752,8804,5180.7%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$750,99816,6150.7%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$711,3707,0610.6%ETFSLViShares Silver Trust$659,69925,0550.6%ETFPGProcter & Gamble$634,2203,7830.6%Consumer StaplesGILDGilead Sciences$620,6356,7190.5%MedicalSCHPSchwab U.S. TIPS ETF$547,90621,2120.5%ETFGOOGLAlphabet$520,5752,7500.5%Computer and TechnologyCPCanadian Pacific Kansas City$501,7876,9210.4%TransportationBMYBristol-Myers Squibb$477,8758,4490.4%MedicalGOOGAlphabet$444,4882,3340.4%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$441,2839,1140.4%ManufacturingLDURPIMCO Low Duration Exchange-Traded Fund$422,3674,4300.4%ETFVTEBVanguard Tax-Exempt Bond ETF$405,4898,0890.4%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$393,0943,4130.3%ETFSCHBSchwab US Broad Market ETF$391,55517,2490.3%ETFAVESAvantis Emerging Markets Value ETF$388,4798,4090.3%ETFIJHiShares Core S&P Mid-Cap ETF$335,9145,3910.3%ETFLLYEli Lilly and Company$334,2764330.3%MedicalBRK.BBerkshire Hathaway$326,3627200.3%FinanceNEENextEra Energy$314,0744,3810.3%UtilitiesVVisa$307,5089730.3%Business ServicesCOSTCostco Wholesale$303,1993310.3%Retail/WholesaleNVDANVIDIA$262,5371,9550.2%Computer and TechnologyOEFiShares S&P 100 ETF$257,0778900.2%ETFMRKMerck & Co., Inc.$243,0722,4230.2%MedicalUPSUnited Parcel Service$222,9811,7680.2%TransportationPEPPepsiCo$222,8131,4520.2%Consumer StaplesGDXVanEck Gold Miners ETF$218,7206,4500.2%ETFMAMastercard$217,0114120.2%Business ServicesTSLATesla$211,6135240.2%Auto/Tires/TrucksQUALiShares MSCI USA Quality Factor ETF$210,1101,1800.2%ETFEMREmerson Electric$207,7951,6770.2%Industrial ProductsAGGiShares Core U.S. Aggregate Bond ETF$203,9752,1050.2%FinanceTGTTarget$202,3651,4970.2%Retail/WholesaleGEGeneral Electric$195,3831,1690.2%TransportationSPYSPDR S&P 500 ETF Trust$191,7033260.2%FinanceDISWalt Disney$190,2011,7010.2%Consumer DiscretionarySCHFSchwab International Equity ETF$182,5469,8670.2%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$178,4922,8130.2%ManufacturingSUBiShares Short-Term National Muni Bond ETF$177,2071,6800.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$162,0943,1250.1%ETFQQQInvesco QQQ$161,5493160.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$157,0765,6360.1%ETFCVSCVS Health$154,9163,4510.1%MedicalQCOMQUALCOMM$151,0449830.1%Computer and TechnologyROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$150,6603,3450.1%ManufacturingLMTLockheed Martin$142,3812930.1%AerospaceESGUiShares ESG Aware MSCI USA ETF$140,4141,0900.1%ManufacturingPFEPfizer$136,5875,1480.1%MedicalVNQVanguard Real Estate ETF$133,6201,5000.1%ETFWTAIWisdomTree Artificial Intelligence and Innovation Fund$130,7025,9410.1%FinanceBIVVanguard Intermediate-Term Bond ETF$129,6571,7350.1%ETFMSMorgan Stanley$127,4811,0140.1%FinanceSCHYSchwab International Dividend Equity ETF$120,7335,2220.1%ETFMETAMeta Platforms$118,2742020.1%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$115,5771,7030.1%ETFVANGUARD MALVERN FDS$112,1991,4800.1%CORE BD ETFVYMVanguard High Dividend Yield ETF$111,6528750.1%ETFAVSCAvantis U.S. Small Cap Equity ETF$109,3312,0110.1%ETFSYYSysco$108,6421,4210.1%Consumer StaplesABBVAbbVie$108,5586110.1%MedicalVOOVanguard S&P 500 ETF$105,0741950.1%ETFWMTWalmart$103,5971,1440.1%Retail/WholesaleLOWLowe's Companies$102,9164170.1%Retail/WholesaleRTXRTX$102,4818860.1%AerospaceHUMHumana$100,5663950.1%MedicalMUBiShares National Muni Bond ETF$99,8749370.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$97,2714,2850.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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