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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 5 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CGCB CAPITAL GRP FIXED INCM ETF T 44,545.0 $1.2M 0.28% -7K -14.1% $26.18 -0.8%
82 VGT VANGUARD WORLD FD 9,688.0 $1.2M 0.28% +8K +700.0% $119.52 +1.1%
83 VHT VANGUARD WORLD FD 3,866.0 $1.2M 0.28% $298.98 +8.6%
84 JPLD J P MORGAN EXCHANGE TRADED F 21,441.0 $1.1M 0.27% -3K -13.6% $52.19 -0.2%
85 SPGI S&P GLOBAL INC Financial Services 2,627.0 $1.1M 0.26% +81.0 +3.2% $407.28 +7.9%
86 CANADIAN PACIFIC KANSAS CITY 12,339.0 $1.1M 0.26% +308.0 +2.6% $86.65
87 VBR VANGUARD INDEX FDS 4,319.0 $1.0M 0.26% -114.0 -2.6% $242.98 +2.3%
88 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,708.0 $972K 0.24% -280.0 -9.4% $359.00 -2.5%
89 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,813.0 $962K 0.23% +192.0 +2.5% $123.11 +31.9%
90 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,017.0 $952K 0.23% +35.0 +3.6% $935.60 +0.8%
91 FCN FTI CONSULTING INC Industrials 6,107.0 $910K 0.22% -583.0 -8.7% $149.01 +2.1%
92 FSV FIRSTSERVICE CORP NEW Real Estate 6,257.0 $889K 0.22% -543.0 -8.0% $142.11 +0.4%
93 CAT CATERPILLAR INC Industrials 833.0 $887K 0.22% $1064.97 -23.3%
94 SYK STRYKER CORPORATION Healthcare 2,710.0 $853K 0.21% $314.85 +4.1%
95 MTN VAIL RESORTS INC Consumer Cyclical 6,217.0 $846K 0.21% +150.0 +2.5% $136.15 +8.4%
96 SCZ ISHARES TR 10,163.0 $836K 0.20% $82.27 +6.1%
97 IBDS ISHARES TR 34,282.0 $830K 0.20% $24.22 +0.0%
98 ADSK AUTODESK INC Technology 4,162.0 $809K 0.20% -191.0 -4.4% $194.42 +38.6%
99 IBDU ISHARES TR 34,239.0 $793K 0.19% $23.16 -0.3%
100 FVD FIRST TR EXCHANGE-TRADED FD 16,223.0 $782K 0.19% +3K +25.1% $48.18 +5.1%
Page 5 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%