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Portfolio (Quarterly) Guide ↗

Accretive Wealth Partners, LLC

· CIK 0001844444
13F Portfolio $412M AUM 181 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 82 Added 44 Reduced 13 Exited
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGT VANGUARD WORLD FD 9,688.0 $1.2M 0.28% +8K +700.0% $119.52 +2.0%
62 SPGI S&P GLOBAL INC Financial Services 2,627.0 $1.1M 0.26% +81.0 +3.2% $407.28 +6.9%
63 CANADIAN PACIFIC KANSAS CITY 12,339.0 $1.1M 0.26% +308.0 +2.6% $86.65
64 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,813.0 $962K 0.23% +192.0 +2.5% $123.11 +31.0%
65 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,017.0 $952K 0.23% +35.0 +3.6% $935.60 -0.1%
66 MTN VAIL RESORTS INC Consumer Cyclical 6,217.0 $846K 0.21% +150.0 +2.5% $136.15 +6.2%
67 FVD FIRST TR EXCHANGE-TRADED FD 16,223.0 $782K 0.19% +3K +25.1% $48.18 +4.8%
68 VIGI VANGUARD WHITEHALL FDS 8,261.0 $771K 0.19% +475.0 +6.1% $93.38 +5.6%
69 BERKSHIRE HATHAWAY INC DEL 1,289.0 $645K 0.16% +149.0 +13.1% $500.39
70 IBM INTERNATIONAL BUSINESS MACHS Technology 2,199.0 $618K 0.15% +200.0 +10.0% $281.25 -15.1%
71 AXP AMERICAN EXPRESS CO Financial Services 1,683.0 $569K 0.14% +130.0 +8.4% $338.28 -1.2%
72 VO VANGUARD INDEX FDS 6,848.0 $552K 0.13% +5K +300.0% $80.57 +3.1%
73 IWD ISHARES TR 2,259.0 $548K 0.13% +76.0 +3.5% $242.43 +6.2%
74 BSV VANGUARD BD INDEX FDS 6,178.0 $481K 0.12% +1K +22.1% $77.92 -0.3%
75 ABBV ABBVIE INC Healthcare 1,822.0 $458K 0.11% +466.0 +34.4% $251.58 +2.6%
76 GLD SPDR GOLD TR Financial Services 1,137.0 $419K 0.10% +374.0 +49.0% $368.38 +14.7%
77 SCHF SCHWAB STRATEGIC TR 13,398.0 $371K 0.09% +3K +28.9% $27.70 +2.6%
78 IAGG ISHARES TR 6,771.0 $343K 0.08% +2K +47.4% $50.60 -1.6%
79 VOOG VANGUARD ADMIRAL FDS INC 3,673.0 $303K 0.07% +3K +500.2% $82.63 +2.4%
80 LLY ELI LILLY & CO Healthcare 242.0 $290K 0.07% +20.0 +9.0% $1199.43 -2.0%
Page 4 of 5  ·  82 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 25.3%
Technology 21.3%
Industrials 12.2%
Consumer Defensive 10.1%
Consumer Cyclical 9.9%
Healthcare 7.8%
Energy 7.0%
Communication Services 4.8%
Basic Materials 1.0%
Real Estate 0.6%