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Portfolio (Quarterly) Guide ↗

Accretive Wealth Partners, LLC

· CIK 0001844444
13F Portfolio $356M AUM 180 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 92 Added 14 Reduced 4 Exited
Page 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 160,695.0 $3.6M 1.01% +8K +4.9% $22.43
22 ISHARES TR 153,244.0 $3.5M 0.99% +5K +3.4% $22.92
23 VTV VANGUARD INDEX FDS 15,944.0 $3.1M 0.88% +14K +784.3% $196.20 +12.4%
24 VUG VANGUARD INDEX FDS 6,201.0 $2.7M 0.76% +34.0 +0.6% $436.82 -81.0%
25 RSG REPUBLIC SVCS INC Industrials 12,221.0 $2.7M 0.75% +83.0 +0.7% $219.02 -2.5%
26 VTI VANGUARD INDEX FDS 8,295.0 $2.7M 0.75% +2K +40.6% $320.79 +13.5%
27 PM PHILIP MORRIS INTL INC Consumer Defensive 15,631.0 $2.6M 0.73% +533.0 +3.5% $165.34 +8.2%
28 GOOGL ALPHABET INC Communication Services 8,571.0 $2.5M 0.69% +980.0 +12.9% $287.57 +19.5%
29 XLU SELECT SECTOR SPDR TR 52,280.0 $2.4M 0.67% +410.0 +0.8% $45.89 -0.0%
30 WM WASTE MGMT INC DEL Industrials 10,339.0 $2.4M 0.67% +64.0 +0.6% $229.79 -2.9%
31 KO COCA COLA CO Consumer Defensive 29,223.0 $2.2M 0.62% +405.0 +1.4% $76.05 +5.7%
32 CVX CHEVRON CORPORATION Energy 10,725.0 $2.2M 0.62% +430.0 +4.2% $206.90 -16.8%
33 TJX TJX COS INC NEW Consumer Cyclical 13,831.0 $2.2M 0.62% +1K +8.7% $159.70 -2.7%
34 MCD MCDONALDS CORP Consumer Cyclical 7,001.0 $2.2M 0.61% +419.0 +6.4% $310.80 -14.9%
35 COP CONOCOPHILLIPS Energy 16,314.0 $2.2M 0.60% +273.0 +1.7% $132.00 -19.4%
36 HD HOME DEPOT INC Consumer Cyclical 6,390.0 $2.1M 0.59% +42.0 +0.7% $328.91 +4.9%
37 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 6,739.0 $2.0M 0.55% +37.0 +0.6% $290.70 -11.4%
38 UNP UNION PAC CORP Industrials 7,915.0 $1.9M 0.54% +50.0 +0.6% $242.62 +10.3%
39 SBUX STARBUCKS CORP Consumer Cyclical 19,750.0 $1.8M 0.50% +662.0 +3.5% $89.59 +15.1%
40 SYY SYSCO CORP Consumer Defensive 24,509.0 $1.7M 0.49% +160.0 +0.7% $71.33 +13.3%
Page 2 of 5  ·  92 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.9%
Technology 18.4%
Industrials 10.9%
Consumer Cyclical 10.3%
Consumer Defensive 9.4%
Communication Services 8.5%
Energy 7.8%
Healthcare 6.8%
Basic Materials 1.0%
Real Estate 0.8%