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Jenna Holm

Accredited Investors Inc.

Assets Managed
$2.314B
Holdings
299
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
24.72%(2Q avg: 11.64%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Accredited Investors Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 299 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.314B in assets, with a quarterly growth rate of 24.72% and a 2-quarter average growth rate of 11.64%. The portfolio is managed by Jenna Holm, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 1.96%
11.96%
$276.728M
2.685M shares@ $103.05 avg price
SEZL
Sezzle Inc
Recent Activity
Decreased -8.93%
5.99%
$138.581M
807,442 shares@ $171.64 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 933.67%
5.97%
$138.022M
1.648M shares@ $83.75 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -3.54%
5.57%
$128.694M
4.444M shares@ $28.96 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 6.68%
5.5%
$127.271M
583,998 shares@ $217.93 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 3.04%
4.75%
$109.896M
365,770 shares@ $300.45 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.34%
4.65%
$107.562M
1.395M shares@ $77.11 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.58%
4.48%
$103.479M
138,176 shares@ $748.89 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.59%
4.33%
$100.082M
674,815 shares@ $148.31 avg price
UPS
United Parcel Service-cl B
Recent Activity
Increased 0.04%
3.65%
$84.277M
783,975 shares@ $107.51 avg price

1-10 of 299