Accredited Wealth Management, LLC current holdings: USA ETF
Accredited Wealth Management, LLC reported $0.11 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 139 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are AVUS, IXUS, MOAT.
- AGG: Country of operation —; Class CORE US AGGBD ET; Shares 465; Value $14,035.
- TGRW: Country of operation —; Class PRICE GRW STOCK; Shares 42; Value $13,665.
- PRF: Country of operation —; Class RAFI US 1000 ETF; Shares 170; Value $13,563.
- BLOK: Country of operation —; Class BLOCKCHAIN LDR; Shares 300; Value $13,408.
Form 13F-HR as filed (SEC CIK 2056519): quarter ended 2025-09-30, filed 2025-11-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
AGG
ISHARES TR | | CORE US AGGBD ET | 465 | $14,035 | 2025-09-30 | 2025-11-12 | |
|---|
TGRW
T ROWE PRICE ETF INC | | PRICE GRW STOCK | 42 | $13,665 | 2025-09-30 | 2025-11-12 | |
|---|
PRF
INVESCO EXCHANGE TRADED FD T | | RAFI US 1000 ETF | 170 | $13,563 | 2025-09-30 | 2025-11-12 | |
|---|
BLOK
AMPLIFY ETF TR | | BLOCKCHAIN LDR | 300 | $13,408 | 2025-09-30 | 2025-11-12 | |
|---|
BOTZ
GLOBAL X FDS | | RBTCS ARTFL INTE | 1,362 | $13,287 | 2025-09-30 | 2025-11-12 | |
|---|
VUSB
VANGUARD BD INDEX FDS | | VANGUARD ULTRA | 2,832 | $12,999 | 2025-09-30 | 2025-11-12 | |
|---|
AVEM
AMERICAN CENTY ETF TR | | AVANTIS EMGMKT | 137 | $12,831 | 2025-09-30 | 2025-11-12 | |
|---|
FNDF
SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 300 | $12,803 | 2025-09-30 | 2025-11-12 | |
|---|
DFEV
DIMENSIONAL ETF TRUST | | EMERGING MKTS VA | 85 | $12,756 | 2025-09-30 | 2025-11-12 | |
|---|
VONV
VANGUARD SCOTTSDALE FDS | | VNG RUS1000VAL | 24,333 | $11,619 | 2025-09-30 | 2025-11-12 | |
|---|
HELO
J P MORGAN EXCHANGE TRADED F | | HEDGED EQUITY LA | 235 | $11,375 | 2025-09-30 | 2025-11-12 | |
|---|
ARKK
ARK ETF TR | | INNOVATION ETF | 1,568 | $10,356 | 2025-09-30 | 2025-11-12 | |
|---|
RSPN
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL IND | 340 | $9,537 | 2025-09-30 | 2025-11-12 | |
|---|
AVMC
AMERICAN CENTY ETF TR | | AVANTIS US MID C | 1,432 | $9,533 | 2025-09-30 | 2025-11-12 | |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 25,957 | $9,372 | 2025-09-30 | 2025-11-12 | |
|---|
FTEC
FIDELITY COVINGTON TRUST | | MSCI INFO TECH I | 680 | $9,248 | 2025-09-30 | 2025-11-12 | |
|---|
PPH
VANECK ETF TRUST | | PHARMACEUTCL ETF | 20 | $9,036 | 2025-09-30 | 2025-11-12 | |
|---|
FNDA
SCHWAB STRATEGIC TR | | FUNDAMENTAL US S | 4,607 | $8,912 | 2025-09-30 | 2025-11-12 | |
|---|
BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 86 | $8,519 | 2025-09-30 | 2025-11-12 | |
|---|
ICLN
ISHARES TR | | GL CLEAN ENE ETF | 908 | $8,514 | 2025-09-30 | 2025-11-12 | |
|---|
FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 286 | $7,890 | 2025-09-30 | 2025-11-12 | |
|---|
WTAI
WISDOMTREE TR | | ARTIFICIAL INTEL | 125 | $7,712 | 2025-09-30 | 2025-11-12 | |
|---|
IWM
ISHARES TR | | RUSSELL 2000 ETF | 590 | $7,259 | 2025-09-30 | 2025-11-12 | |
|---|
SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 303 | $6,634 | 2025-09-30 | 2025-11-12 | |
|---|
IHI
ISHARES TR | | U.S. MED DVC ETF | 237 | $6,129 | 2025-09-30 | 2025-11-12 | |
|---|
IJS
ISHARES TR | | SP SMCP600VL ETF | 265 | $5,751 | 2025-09-30 | 2025-11-12 | |
|---|
XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 8 | $5,387 | 2025-09-30 | 2025-11-12 | |
|---|
PXH
INVESCO EXCH TRADED FD TR II | | RAFI EMRGNG MRKT | 300 | $5,110 | 2025-09-30 | 2025-11-12 | |
|---|
BTC
GRAYSCALE BITCOIN MINI TR ET | United States | SHS NEW | 211 | $5,063 | 2025-09-30 | 2025-11-12 | |
|---|
VSS
VANGUARD INTL EQUITY INDEX F | | FTSE SMCAP ETF | 112 | $4,562 | 2025-09-30 | 2025-11-12 | |
|---|
REGL
PROSHARES TR | | S&P MDCP 400 DIV | 565 | $4,310 | 2025-09-30 | 2025-11-12 | |
|---|
PDN
INVESCO EXCH TRADED FD TR II | | RAFI DVLPD MRKTS | 201 | $3,289 | 2025-09-30 | 2025-11-12 | |
|---|
DFAI
DIMENSIONAL ETF TRUST | | INTL CORE EQT MK | 1,004 | $3,090 | 2025-09-30 | 2025-11-12 | |
|---|
SPXM
TIDAL TRUST III | | AZORIA 500 MERIT | 35 | $2,135 | 2025-09-30 | 2025-11-12 | |
|---|
IVOV
VANGUARD ADMIRAL FDS INC | | MIDCP 400 VAL | 1,735 | $1,008 | 2025-09-30 | 2025-11-12 | |
|---|
XLRE
SELECT SECTOR SPDR TR | | RL EST SEL SEC | 2,850 | $338 | 2025-09-30 | 2025-11-12 | |
|---|
SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 800 | $236 | 2025-09-30 | 2025-11-12 | |
|---|
HKND
HUMANKIND BENEFIT CORPORATIO | | HUMANKIND US STK | 353 | $107 | 2025-09-30 | 2025-11-12 | |
|---|
SPGM
SPDR INDEX SHS FDS | | PORTFLI MSCI GBL | 126 | $75 | 2025-09-30 | 2025-11-12 | |
|---|
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