ACCREDITED INVESTOR SERVICES, LLC: 13F holdings
CIK 20286212026Q2
| Positions | 81 |
|---|
| Reported value | $177.0m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 81 (+4 vs prior quarter) |
|---|
| Reported value | $177.0m (+13.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 517,498 | $66.3m | 37.4% |
| DFAX DIMENSIONAL ETF TRUST | 880,269 | $32.4m | 18.3% |
| FBCG FIDELITY COVINGTON TRUST | 467,976 | $29.1m | 16.4% |
| AVUV AMERICAN CENTY ETF TR | 57,154 | $7.1m | 4.0% |
| DIMENSIONAL ETF TRUST | 82,584 | $3.7m | 2.1% |
| IAU ISHARES GOLD TR | 32,090 | $2.4m | 1.4% |
| USMV ISHARES TR | 23,674 | $2.3m | 1.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 2,955 | $2.2m | 1.2% |
| SUB ISHARES TR | 16,971 | $1.8m | 1.0% |
| MUB ISHARES TR | 15,652 | $1.7m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2028621")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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