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CIK: 0002056519
Total reported value
$134.2M
$134.2M
357 檔
29.2%
The Q4 2024 SEC filing reveals that Accredited Wealth Management, LLC held a total portfolio value of $134.2M, covering 357 public equity positions.
During Q4 2024, Accredited Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 357 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 11.24% | +11.51% | NEW | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 6.82% | — | — | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 6.52% | +0.41% | — | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.53% | -0.12% | — | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.17% | +0.19% | — | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.92% | -0.25% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.90% | -0.10% | — | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.53% | -2.76% | — | |
| 9 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.70% | +0.26% | — | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.60% | — | — | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.53% | +0.42% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.09% | +1.53% | NEW | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.00% | +0.33% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.25% | — | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 1.92% | +2.40% | NEW | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.66% | +0.28% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.65% | -0.06% | — | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.51% | -1.23% | — | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.46% | -0.07% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.26% | -0.01% | — | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.18% | +1.51% | — | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.10% | -0.26% | — | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.10% | — | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.63% | NEW | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 0.99% | +0.66% | NEW | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | +0.87% | NEW | |
| 27 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 0.80% | -0.01% | — | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.77% | +0.19% | — | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | +0.68% | NEW | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.03% | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.66% | +0.36% | — | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.66% | — | — | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.62% | +0.14% | — | |
| 35 | SLV | Ishares Silver Trust | ETF-Commodities | 0.58% | +0.14% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | — | — | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.54% | — | — | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.48% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.08% | — | |
| 40 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.44% | — | — | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.42% | -0.14% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.11% | — | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.39% | — | — | |
| 44 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.37% | +0.07% | — | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.35% | — | — | |
| 46 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.34% | -0.15% | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.34% | — | — | |
| 48 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.34% | +0.40% | NEW | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | +0.56% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | -0.25% | — |
According to official SEC Form 13F filings, Accredited Wealth Management, LLC reported a total U.S. public equity portfolio value of $134.2M across 357 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, MOAT, IXUS) accounted for 29.2% of total reported equity market value during Q4 2024.
During Q4 2024, Accredited Wealth Management, LLC's top holdings by market value included AVUS (11.2%)、MOAT (6.8%)、IXUS (6.5%). The largest single position, AVUS, represented 11.2% of total portfolio value.
In Q4 2024, Accredited Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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