Accredited Investors Inc.
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$1.9B
Holdings
288
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVDV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
14.2%
02
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
6.2%
03
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
5.8%
04
$IJH
ISHARES TR
Held since at least Q1 2024
5.1%
05
$IWM
ISHARES TR
Held since at least Q1 2024
4.7%
06
$IVV
ISHARES TR
Held since at least Q1 2024
4.7%
07
$IJR
ISHARES TR
Held since at least Q1 2024
4.5%
08
$UPS
UNITED PARCEL SVCS INC
Held since at least Q1 2024
4.2%
09
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
3.6%
10
$SEZL
SEZZLE INC
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:25 UTC.