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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 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FSV FIRSTSERVICE CORP NEW Real Estate 6,257.0 $889K 0.22% -543.0 -8.0% $142.11 +1.0%
22 ADSK AUTODESK INC Technology 4,162.0 $809K 0.20% -191.0 -4.4% $194.42 +31.0%
23 DHR DANAHER CORP DEL Healthcare 4,093.0 $780K 0.19% -359.0 -8.1% $190.48 +13.1%
24 JBL JABIL INC Technology 2,002.0 $772K 0.19% -500.0 -20.0% $385.48 -19.3%
25 TYL TYLER TECHNOLOGIES INC Technology 2,590.0 $757K 0.18% -321.0 -11.0% $292.46 +20.6%
26 VRSK VERISK ANALYTICS INC Industrials 4,127.0 $741K 0.18% -419.0 -9.2% $179.53 +4.6%
27 IBDT ISHARES TR 29,061.0 $734K 0.18% -255.0 -0.9% $25.25 -0.2%
28 EFX EQUIFAX INC Industrials 4,111.0 $652K 0.16% -442.0 -9.7% $158.72 +20.1%
29 INTU INTUIT Technology 2,070.0 $540K 0.13% -120.0 -5.5% $261.00 +32.5%
30 ADBE ADOBE INC Technology 1,974.0 $405K 0.10% -269.0 -12.0% $205.02 +33.4%
31 BNDX VANGUARD CHARLOTTE FDS 7,497.0 $363K 0.09% -3K -25.1% $48.43 -1.3%
32 JPM JPMORGAN CHASE & CO Financial Services 1,092.0 $357K 0.09% -149.0 -12.0% $327.21 +9.0%
33 SPAB SPDR SERIES TRUST 13,129.0 $335K 0.08% -814.0 -5.8% $25.52 -1.2%
34 SPYG SPDR SERIES TRUST 2,400.0 $286K 0.07% -69.0 -2.8% $118.97 +0.9%
35 SPSM SPDR SERIES TRUST 4,293.0 $248K 0.06% -137.0 -3.1% $57.67 -1.0%
36 NOC NORTHROP GRUMMAN CORP Industrials 477.0 $243K 0.06% -14.0 -2.9% $509.31 +8.0%
37 IBMQ ISHARES TR 9,424.0 $241K 0.06% -1K -11.2% $25.58 -0.2%
38 IBMO ISHARES TR 9,034.0 $232K 0.06% -1K -13.0% $25.64 -0.0%
39 IBMP ISHARES TR 9,099.0 $231K 0.06% -1K -11.3% $25.42 -0.1%
40 DFAI DIMENSIONAL ETF TRUST 5,352.0 $221K 0.05% -2K -23.5% $41.25 +5.2%
Page 2 of 3  ·  44 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%