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Accredited Wealth Management, LLC
Accredited Wealth Management, LLC is an SEC-registered investment adviser based in Louisville, Kentucky. Founded in 2016, the firm provides comprehensive wealth management and financial advisory services to individuals, families, and small institutions. It employs approximately 5 staff and manages assets on a fee-only basis, offering financial planning, portfolio management, and fiduciary services.
Investment Strategy
The firm follows a fiduciary approach with transparent, fee-based compensation structures. Its investment strategy focuses on customized asset allocation and financial planning tailored to client goals, avoiding conflicts of interest by not accepting commissions. Accredited Wealth Management emphasizes long-term growth and risk management through diversified portfolio construction across equities, fixed income, and alternative assets.
Latest 13F Filing Activity
Accredited Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 373 equity positions with a total 13F market value of $123M. The fund increased holdings in American Centy Etf TR, American Centy Etf TR, Apple Inc. among other positions. Accredited Wealth Management, LLC reduced exposure to Ishares Gold TR, Vanguard Index FDS, Eli Lilly & Co. among others.
Top Holdings
Equity Positions (373)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 11.27% | $13.9M | 137,900 | $100.82 | $100.82 | +$13.9M |
I IXUS | ISHARES TR | 6.98% | $8.6M | 111,414 | $66.31 | $77.31 | +$360.0K |
M MOAT | VANECK ETF TRUST | 6.29% | $7.8M | 82,794 | $92.64 | $93.79 | +$219.4K |
S SCHD | SCHWAB STRATEGIC TR | 5.63% | $7.0M | 262,398 | $27.32 | $26.50 | +$20.2K |
F FBND | FIDELITY MERRIMACK STR TR | 4.82% | $5.9M | 129,431 | $45.02 | $45.75 | +$394.5K |
Industry Allocation
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