Accredited Wealth Management, LLC
Q3 2025 13F Holdings
- Locationlouisville, KY
- Num holdings
381
- Value ($000)
$134,205
- Date Filed11/12/2025
- Form type13F-HR
- CIK0002056519
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $15.45 M | 12 % | 7,227 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $9.90 M | 7 % | 24,281 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $8.55 M | 6 % | 3,610 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $7.70 M | 6 % | 18,574 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $6.55 M | 5 % | 13,968 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.37 M | 4 % | 2,230 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $4.92 M | 4 % | 2,358 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $4.85 M | 4 % | 5,060 | ||
QLTY 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | $3.59 M | 3 % | 3,898 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $3.50 M | 3 % | 6,603 |
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