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Accredited Investors Inc.
Accredited Investors Inc. is an independent investment advisory and wealth management firm headquartered in Edina, Minnesota. Founded in 1987, the firm serves over 4,800 accounts, focusing mainly on high net worth individuals. As a registered investment adviser with the SEC, Accredited Investors employs approximately 54 staff and offers customized financial planning and portfolio management services.
Investment Strategy
Accredited Investors Inc. specializes in comprehensive wealth management for high net worth individuals, utilizing discretionary portfolio management and personalized financial planning tailored to each client. They primarily invest in diversified portfolios, including equities such as United Parcel Service, Amazon, Apple, Microsoft, and Nvidia, aiming for long-term capital appreciation and risk management. Their approach emphasizes individualized advice, asset allocation across sectors, and careful diligence to meet complex financial goals.
Latest 13F Filing Activity
Accredited Investors Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 239 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Intl Equity Index F, American Centy Etf TR, Schwab Strategic TR among other positions. Accredited Investors Inc. reduced exposure to Ishares TR, Ishares TR, United Parcel Service Inc. among others.
Top Holdings
Equity Positions (239)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVDV | AMERICAN CENTY ETF TR | 11.68% | $197.6M | 2,492,034 | $62.21 | $79.28 | +$24.4M |
I IJH | ISHARES TR | 7.49% | $126.6M | 2,041,023 | $55.05 | $62.02 | -$29.3M |
S SCHB | SCHWAB STRATEGIC TR | 6.88% | $116.4M | 4,883,682 | $15.70 | $23.83 | +$11.0M |
V VTV | VANGUARD INDEX FDS | 4.95% | $83.6M | 473,269 | $148.76 | $176.74 | +$6.7M |
I IVV | ISHARES TR | 4.73% | $80.0M | 128,899 | $183.88 | $620.90 | +$7.9M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Research Analyst | Minneapolis, MN , United States | |
 | Investment Manager and Shareholder | Minneapolis, MN , United States |
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