ACCREDITED INVESTORS INC
Q3 2026 Form 13-F
EDINA, MINNESOTA
CIK 0001518364
· CRD 105439
· SEC-registered investment adviser
$2.3B Reported Value Total
ACCREDITED INVESTORS WEALTH MANAGEMENT reports 5,077 total accounts under management (AUM). There are 4,461 discretionary accounts valued at $4,026,538,759, and 616 non-discretionary accounts valued at $386,347,479.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-08-06
Reported value
$2.3B
Quarter over quarter
-3.0%
Holdings
301
Top-10 concentration
56.4%
Key People
Form ADV owners & control persons
Rebecca Mary Krieger
MANAGING PARTNER/OFFICER/SHAREHOLDER/DIRECTOR
Brian Gregory Martin
MANAGING PARTNER/OFFICER/SHAREHOLDER/DIRECTOR
Steven Scott Gilbertson
SHAREHOLDER
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | November 03, 2026 |
| Form | 13F-HR |
| Reported value | $2.3B |
| Positions | 301 |
| Change in reported value | +0.6% |
| New positions | 19 |
| Exited positions | 17 |
| Position turnover | 11.3% |
| Top-10 concentration | 56.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 3, 2026
|
301 | $2.3B |
|
Q2 2026 13F
Filed Jul 21, 2026
|
299 | $2.3B |
|
Q1 2026 13F
Filed Apr 30, 2026
|
281 | $1.9B |
|
Q4 2025 13F
Filed Feb 5, 2026
|
284 | $1.9B |
|
Q3 2025 13F
Filed Oct 30, 2025
|
264 | $1.8B |
|
Q2 2025 13F
Filed Aug 8, 2025
|
239 | $1.7B |
|
Q1 2025 13F
Filed May 6, 2025
|
238 | $1.6B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
228 | $1.7B |
|
Q3 2024 13F
Filed Nov 5, 2024
|
236 | $1.7B |
|
Q2 2024 13F
Filed Jul 19, 2024
|
220 | $1.6B |
|
Q1 2024 13F
Filed May 14, 2024
|
210 | $1.6B |
|
Q4 2023 13F
Filed Feb 7, 2024
|
195 | $1.4B |
|
Q3 2023 13F
Filed Nov 7, 2023
|
192 | $1.3B |
|
Q2 2023 13F
Filed Aug 3, 2023
|
190 | $1.4B |
|
Q1 2023 13F
Filed Apr 24, 2023
|
189 | $1.3B |
|
Q4 2022 13F
Filed Feb 7, 2023
|
185 | $1.2B |
|
Q3 2022 13F
Filed Nov 8, 2022
|
171 | $861.9M |
|
Q2 2022 13F
Filed Jul 21, 2022
|
174 | $843.3M |
|
Q1 2022 13F
Filed May 6, 2022
|
180 | $1.1B |
|
Q4 2021 13F
Filed Jan 31, 2022
|
186 | $1.1B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AVDV AMERICAN CENTY ETF TR | $293.0M | 12.58% |
| 2 | VEU VANGUARD INTL EQUITY INDEX F | $178.5M | 7.66% |
| 3 | VTV VANGUARD INDEX FDS | $138.9M | 5.96% |
| 4 | SCHB SCHWAB STRATEGIC TR | $126.0M | 5.41% |
| 5 | IVV ISHARES TR | $111.9M | 4.8% |
| 6 | IWM ISHARES TR | $108.6M | 4.66% |
| 7 | IJH ISHARES TR | $101.9M | 4.37% |
| 8 | IJR ISHARES TR | $96.1M | 4.12% |
| 9 | SEZL SEZZLE INC | $85.2M | 3.66% |
| 10 | UPS UNITED PARCEL SVCS INC | $73.2M | 3.14% |
| 11 | VTIP VANGUARD MALVERN FDS | $68.5M | 2.94% |
| 12 | AAPL APPLE INC | $66.8M | 2.87% |
| 13 | BRK-A BERKSHIRE HATHAWAY INC DEL | $66.5M | 2.85% |
| 14 | AMZN AMAZON COM INC | $58.5M | 2.51% |
| 15 | EFA ISHARES TR | $55.4M | 2.38% |
| 16 | IWF ISHARES TR | $46.4M | 1.99% |
| 17 | SPYV SPDR SERIES TRUST | $42.7M | 1.83% |
| 18 | VT VANGUARD INTL EQUITY INDEX F | $34.6M | 1.49% |
| 19 | BRK-B BERKSHIRE HATHAWAY INC DEL | $27.7M | 1.19% |
| 20 | IWP ISHARES TR | $23.5M | 1.01% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.