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Accredited Wealth Management, LLC
RIA/Wealth
Accredited Wealth Management, LLC is a RIA/Wealth based in Louisville, KY led by William Shawn Clark, reporting $158.9M in AUM as of Q3 2025 with 70% ETF concentration, 62% concentrated in top 10 holdings, 16% allocation to IXUS, and minimal technology exposure.
Managing PartnerWilliam Shawn Clark
- Portfolio Value
- $63.1M
- Positions
- 259
- Top Holding
- IXUS at 15.69%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Accredited Wealth Management, LLC's portfolio (62.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.9M | 15.69% | -$35.5M Sold | — 24.3K shares | |
Unknown Unknown | $5.4M | 8.51% | +$5.4M Bought | — 2.2K shares | |
ETF ETF | $4.9M | 7.80% | +$4.9M Bought | — 2.4K shares | |
ETF ETF | $3.5M | 5.55% | -$8.2M Sold | — 6.6K shares | |
ETF ETF | $3.4M | 5.32% | -$13.8M Sold | — 2.0K shares | |
ETF ETF | $3.2M | 5.10% | -$10.1M Sold | — 9.1K shares | |
ETF ETF | $2.9M | 4.65% | -$14.3M Sold | — 6.4K shares | |
ETF ETF | $2.9M | 4.62% | -$4.1M Sold | — 11.5K shares | |
ETF ETF | $1.9M | 2.96% | -$9.3M Sold | — 960.0 shares | |
Unknown Unknown | $1.3M | 2.08% | +$1.3M Bought | — 615.0 shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Accredited Wealth Management, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Accredited Wealth Management, LLC
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