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ACCREDITED INVESTOR SERVICES, LLC
ACCREDITED INVESTOR SERVICES, LLC
Latest filing: 2026-06-30
ACCREDITED INVESTOR SERVICES, LLC runs ACCREDITED INVESTOR SERVICES, LLC and currently holds 81 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $176.99M. Their top holdings are AVUS, DFAX, FBCG, AVUV, DFAC. The top five represent 78.3% of reported portfolio weight. ACCREDITED INVESTOR SERVICES, LLC ranks #782 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ACCREDITED INVESTOR SERVICES, LLC initiated 3 new positions. They added to 23 existing positions. They trimmed 23 positions. Their current best-performing preview position is MTUM with returns of +42.85%.
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81 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUS AMERICAN CENTY ETF TR | 37.45% | $98.10 | $130.54 | +33.07% | Added +0.19% |
 DFAX DIMENSIONAL ETF TRUST | 18.32% | $25.41 | $38.13 | +50.06% | Added +1.62% |
 FBCG FIDELITY COVINGTON TRUST | 16.42% | $46.59 | $61.56 | +32.12% | Trimmed -0.07% |
 AVUV AMERICAN CENTY ETF TR | 4.03% | $96.97 | $126.43 | +30.38% | Added +1.83% |
 DFAC DIMENSIONAL ETF TRUST | 2.07% | $34.59 | $45.61 | +31.86% | Trimmed -0.13% |
 USMV ISHARES TR | 1.29% | $93.96 | $101.24 | +7.75% | Trimmed -4.74% |
 SPY STATE STR SPDR S&P 500 ETF T | 1.25% | $587.59 | $765.62 | +30.30% | Held |
 SUB ISHARES TR | 1.02% | $105.61 | $106.30 | +0.65% | Added +0.74% |
 MUB ISHARES TR | 0.95% | $105.40 | $105.35 | -0.05% | Held |
 QUAL ISHARES TR | 0.74% | $180.17 | $223.23 | +23.90% | Added +1.27% |
Showing 1-10 of 81