ACCREDITED INVESTOR SERVICES, LLC
Q4 2025 13F Holdings
- Locationst. cloud, MN
- Num holdings
75
- Value ($000)
$150,936
- Date Filed02/09/2026
- Form type13F-HR
- CIK0002028621
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $55.02M | 37 % | 492,255 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $27.96M | 19 % | 854,164 | ||
FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $24.37M | 16 % | 444,462 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.52M | 4 % | 54,155 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $3.32M | 2 % | 83,831 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $2.49M | 2 % | 30,695 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | $2.36M | 2 % | 25,047 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.84M | 1 % | 2,705 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | $1.84M | 1 % | 17,226 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $1.73M | 1 % | 16,153 |
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