Accredited Investors
Accredited Investors reported 299 stocks worth $2.3B in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are AVDV (12.0%), SEZL (6.0%) and VEU (6.0%). Compared with Q1 2026, the fund opened new positions in VTIP and LRCX, added to AVDV, VEU and VTV, trimmed SEZL, SCHB and IJH and sold out of FDIQ, AVIG and PLTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVDV Avantis International Small Cap Value ETF | $277M | 12.0% | 2.7M | +51K (+2%) | 8 of 8 | |
| 2 |  SEZL Sezzle Inc | $139M | 6.0% | 807K | −79K (−9%) | 3 of 8 | |
| 3 |  VEU Vanguard Intl Equity Index F | $138M | 6.0% | 1.6M | +1.5M (+934%) | 8 of 8 | |
| 4 |  SCHB Schwab US Broad Market ETF | $129M | 5.6% | 4.4M | −163K (−4%) | 8 of 8 | |
| 5 |  VTV Vanguard Index Fds | $127M | 5.5% | 584K | +37K (+7%) | 8 of 8 | |
| 6 |  IWM Ishares TR | $110M | 4.8% | 366K | +11K (+3%) | 8 of 8 | |
| 7 |  IJH Ishares TR | $108M | 4.7% | 1.4M | −19K (−1%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $103M | 4.5% | 138K | +3,463 (+3%) | 8 of 8 | |
| 9 |  IJR Ishares TR | $100M | 4.3% | 675K | +11K (+2%) | 8 of 8 | |
| 10 |  UPS United Parcel Service Inc | $84.3M | 3.6% | 784K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FDIQ Invesco Kbw Regional Banking ETF | $445K | 6,494 |
 AVIG American Centy ETF TR | $413K | 9,944 |
 PLTR Palantir Technologies Inc | $396K | 2,705 |
 IYG Ishares US Financial Seretf | $346K | 4,182 |
 GDEN Golden Entmt Inc | $314K | 12K |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 21, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Accredited Investors 13F FAQ
What does Accredited Investors own?
Accredited Investors reported 299 stocks worth $2.3B in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are AVDV (12.0%), SEZL (6.0%) and VEU (6.0%). The table above lists every position in the filing (the top 10 without an account).
What did Accredited Investors buy and sell in Q2 2026?
Compared with Q1 2026: 31 new positions, 99 added to, 103 trimmed and 13 sold out. New positions include VTIP and LRCX. It sold all of FDIQ, AVIG and PLTR.
When will Accredited Investors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Accredited Investors's portfolio worth?
The Q2 2026 filing reports $2.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.