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Jenna Holm

Accredited Investors Inc.

Assets Managed
$1.856B
Holdings
281
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
-1.45%(2Q avg: 1.79%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Accredited Investors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 281 positions.

Assets under management

The assets under management (AUM) of Accredited Investors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.856B in assets, with a quarterly growth rate of -1.45% and a 2-quarter average growth rate of 1.79%. The portfolio is managed by Jenna Holm, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 0.91%
14.18%
$263.022M
2.634M shares@ $99.86 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -2.37%
6.24%
$115.644M
4.607M shares@ $25.11 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 9.52%
5.79%
$107.415M
547,477 shares@ $196.21 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.12%
5.15%
$95.479M
1.414M shares@ $67.53 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 7.53%
4.75%
$88.041M
355,004 shares@ $248.0 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.93%
4.75%
$87.996M
134,713 shares@ $653.21 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 4.38%
4.46%
$82.58M
664,311 shares@ $124.31 avg price
UPS
United Parcel Service-cl B
Recent Activity
4.16%
$77.1M
783,700 shares@ $98.39 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Increased 8.14%
3.6%
$66.787M
93 shares@ $718140.0 avg price
SEZL
Sezzle Inc
Recent Activity
Decreased -2.89%
3.03%
$56.116M
886,642 shares@ $63.29 avg price

1-10 of 281