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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 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MPC MARATHON PETE CORP Energy 17,086.0 $4.4M 1.06% -127.0 -0.7% $255.67 +40.6%
22 PGR PROGRESSIVE CORP Financial Services 19,745.0 $4.3M 1.05% -272.0 -1.4% $218.45 -0.3%
23 ISHARES TR 183,636.0 $4.2M 1.02% +30K +19.8% $22.89
24 ISHARES TR 182,878.0 $4.2M 1.01% +35K +23.8% $22.70
25 ISHARES TR 205,085.0 $4.1M 1.01% +39K +23.8% $20.19
26 IBTO ISHARES TR 171,564.0 $4.1M 1.01% +33K +23.9% $24.13 -1.1%
27 ISHARES TR 211,769.0 $4.1M 1.00% +41K +23.8% $19.54
28 IBTP ISHARES TR 159,662.0 $4.1M 0.98% +31K +24.5% $25.38 -1.2%
29 IBTQ ISHARES TR 157,881.0 $4.0M 0.96% +32K +25.3% $25.09 -1.4%
30 VTI VANGUARD INDEX FDS 10,579.0 $3.9M 0.95% +2K +27.5% $370.05 +2.5%
31 XOM EXXON MOBIL CORP Energy 27,936.0 $3.8M 0.93% +1K +5.3% $136.72 +14.6%
32 ADP AUTOMATIC DATA PROCESSING IN Industrials 15,826.0 $3.5M 0.86% +7K +87.9% $223.95 +26.7%
33 WMT WALMART INC Consumer Defensive 30,234.0 $3.4M 0.83% -292.0 -1.0% $113.26 -9.3%
34 GOOGL ALPHABET INC Communication Services 9,518.0 $3.4M 0.83% +947.0 +11.1% $357.39 -4.8%
35 VTV VANGUARD INDEX FDS 14,665.0 $3.2M 0.78% -1K -8.0% $217.93 +3.2%
36 VUG VANGUARD INDEX FDS 36,743.0 $3.2M 0.77% +31K +492.5% $86.14 +2.8%
37 META META PLATFORMS INC Communication Services 5,315.0 $3.0M 0.73% $563.27 +3.6%
38 PM PHILIP MORRIS INTL INC Consumer Defensive 15,864.0 $2.9M 0.70% +233.0 +1.5% $180.91 +5.9%
39 GD GENERAL DYNAMICS CORP Industrials 7,597.0 $2.7M 0.65% +69.0 +0.9% $354.25 +7.0%
40 RSG REPUBLIC SVCS INC Industrials 12,391.0 $2.6M 0.64% +170.0 +1.4% $213.08 +3.0%
Page 2 of 10  ·  181 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%