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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 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DUHP DIMENSIONAL ETF TRUST 41,665.0 $1.7M 0.42% -4K -9.7% $41.73 +1.9%
62 BX BLACKSTONE INC Financial Services 14,683.0 $1.7M 0.42% +353.0 +2.5% $117.67 +23.3%
63 COP CONOCOPHILLIPS Energy 16,566.0 $1.7M 0.42% +252.0 +1.5% $103.96 +23.6%
64 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,408.0 $1.7M 0.41% +42.0 +1.2% $501.36 +26.4%
65 WFC WELLS FARGO & CO Financial Services 20,668.0 $1.7M 0.41% +550.0 +2.7% $82.64 +2.8%
66 TDG TRANSDIGM GROUP INC Industrials 1,276.0 $1.7M 0.41% -31.0 -2.4% $1332.04 -10.5%
67 FICO FAIR ISAAC CORP Technology 1,422.0 $1.7M 0.41% -50.0 -3.4% $1194.78 -2.6%
68 CL COLGATE PALMOLIVE CO Consumer Defensive 18,205.0 $1.7M 0.41% $91.68 -0.1%
69 VOO VANGUARD INDEX FDS 2,279.0 $1.6M 0.38% +145.0 +6.8% $686.70 +3.0%
70 UBER UBER TECHNOLOGIES INC Technology 21,653.0 $1.6M 0.38% -602.0 -2.7% $72.16 +6.6%
71 VXUS VANGUARD STAR FDS 18,056.0 $1.5M 0.38% +6K +53.0% $85.49 +2.6%
72 MA MASTERCARD INCORPORATED Financial Services 2,963.0 $1.5M 0.37% +58.0 +2.0% $513.64 +15.4%
73 VEA VANGUARD TAX-MANAGED FDS 20,785.0 $1.5M 0.36% -1K -5.0% $71.25 +2.9%
74 ABT ABBOTT LABORATORIES Healthcare 16,011.0 $1.5M 0.35% +82.0 +0.5% $90.74 +23.6%
75 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,408.0 $1.4M 0.34% -107.0 -4.2% $576.60 -8.2%
76 SMH VANECK ETF TRUST 2,096.0 $1.4M 0.33% +589.0 +39.1% $655.89 -13.5%
77 VCIT VANGUARD SCOTTSDALE FDS 15,915.0 $1.3M 0.32% +2K +13.4% $82.65 -1.4%
78 MCO MOODYS CORP Financial Services 2,903.0 $1.3M 0.32% +72.0 +2.5% $452.86 +13.6%
79 IBDR ISHARES TR 53,412.0 $1.3M 0.31% -2K -4.2% $24.23 +0.0%
80 VBK VANGUARD INDEX FDS 3,224.0 $1.2M 0.29% $365.70 -2.0%
Page 4 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%