Accredited Investors Inc.

Est. AUM

$1.85B

13F long equity, this entity only

Positions

276

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	INTL SMCP VLU	$263.0M	2633904	14.25%	SOLE
2	SCHWAB STRATEGIC TR	US BRD MKT ETF	$115.6M	4607337	6.26%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$107.4M	547477	5.82%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$95.5M	1413879	5.17%	SOLE
5	ISHARES TR	RUSSELL 2000 ETF	$88.0M	355004	4.77%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$88.0M	134713	4.77%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$82.6M	664311	4.47%	SOLE
8	UNITED PARCEL SVCS INC	CL B	$77.1M	783700	4.18%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL A	$66.8M	93	3.62%	SOLE
10	SEZZLE INC	COM	$56.1M	886642	3.04%	SOLE
11	ISHARES TR	MSCI EAFE ETF	$55.6M	572146	3.01%	SOLE
12	APPLE INC	COM	$54.4M	214235	2.94%	SOLE
13	AMAZON COM INC	COM	$46.4M	222751	2.51%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$40.9M	723052	2.22%	SOLE
15	ISHARES TR	RUS 1000 GRW ETF	$39.4M	92370	2.13%	SOLE
16	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$31.2M	225310	1.69%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$27.6M	57578	1.49%	SOLE
18	ISHARES TR	RUS MD CP GR ETF	$22.6M	176108	1.22%	SOLE
19	C H ROBINSON WORLDWIDE IN	COM NEW	$22.0M	132568	1.19%	SOLE
20	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$21.7M	339208	1.18%	SOLE
21	ROBLOX CORP	CL A	$21.3M	376574	1.15%	SOLE
22	ISHARES TR	EAFE VALUE ETF	$17.5M	234801	0.95%	SOLE
23	STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.3M	23577	0.83%	SOLE
24	MICROSOFT CORP	COM	$15.3M	41240	0.83%	SOLE
25	ISHARES TR	ESG AWARE MSCI	$14.1M	299191	0.76%	SOLE
26	ISHARES TR	ESG AWR US AGRGT	$13.7M	287506	0.74%	SOLE
27	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$12.7M	154210	0.69%	SOLE
28	NVIDIA CORPORATION	COM	$12.0M	68989	0.65%	SOLE
29	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$12.0M	159436	0.65%	SOLE
30	ALPHABET INC	CAP STK CL C	$10.6M	36822	0.57%	SOLE
31	AUTOMATIC DATA PROCESSING IN	COM	$10.5M	51842	0.57%	SOLE
32	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$9.2M	283533	0.50%	SOLE
33	VANGUARD INDEX FDS	MID CAP ETF	$8.4M	29308	0.46%	SOLE
34	OLD NATL BANCORP IND	COM	$8.1M	366545	0.44%	SOLE
35	INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$7.7M	168807	0.42%	SOLE
36	VANGUARD WORLD FD	MEGA GRWTH IND	$7.2M	19535	0.39%	SOLE
37	ISHARES TR	ESG OPTIMIZED	$7.0M	52961	0.38%	SOLE
38	VANGUARD INDEX FDS	SMALL CP ETF	$6.8M	26080	0.37%	SOLE
39	ISHARES TR	RUS MDCP VAL ETF	$6.8M	46804	0.37%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$6.4M	19870	0.35%	SOLE
41	ISHARES TR	ESG AW MSCI EAFE	$6.1M	63457	0.33%	SOLE
42	JPMORGAN CHASE & CO	COM	$6.0M	20550	0.33%	SOLE
43	ALPHABET INC	CAP STK CL A	$5.2M	18191	0.28%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.4M	7321	0.24%	SOLE
45	ISHARES TR	S&P 100 ETF	$4.1M	12953	0.22%	SOLE
46	GENERAL MILLS INC	COM	$4.1M	109461	0.22%	SOLE
47	3M CO	COM	$4.0M	27784	0.22%	SOLE
48	META PLATFORMS INC	CL A	$4.0M	6922	0.21%	SOLE
49	ISHARES TR	ESG AWRE 1 5 YR	$3.9M	156933	0.21%	SOLE
50	ELI LILLY & CO	COM	$3.9M	4250	0.21%	SOLE

1–50 of 276

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.