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Portfolio (Quarterly) Guide ↗

Accretive Wealth Partners, LLC

· CIK 0001844444
13F Portfolio $356M AUM 180 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 92 Added 14 Reduced 4 Exited
Page 6 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBDU ISHARES TR 34,239.0 $796K 0.22% +5K +19.0% $23.26 -0.4%
102 MTN VAIL RESORTS INC Consumer Cyclical 6,067.0 $779K 0.22% +158.0 +2.7% $128.32 +3.9%
103 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,988.0 $749K 0.21% +22.0 +0.7% $250.64 +38.3%
104 IBDT ISHARES TR 29,316.0 $743K 0.21% +7K +31.3% $25.33 -0.4%
105 QQQ PUT INVESCO QQQ TR Financial Services 1,200.0 $693K 0.20% NEW $577.18 +24.1%
106 VIGI VANGUARD WHITEHALL FDS 7,786.0 $689K 0.19% +374.0 +5.0% $88.46 +4.9%
107 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 8,273.0 $679K 0.19% +131.0 +1.6% $82.13 -18.5%
108 JBL JABIL INC Technology 2,502.0 $665K 0.19% $265.63 +41.0%
109 JBL PUT JABIL INC Technology 2,500.0 $664K 0.19% NEW $265.63 +41.0%
110 FVD FIRST TR EXCHANGE-TRADED FD 12,971.0 $610K 0.17% NEW $47.03 +2.0%
111 MRK MERCK & CO INC Healthcare 4,952.0 $596K 0.17% +308.0 +6.6% $120.28 +4.3%
112 VCR VANGUARD WORLD FD 1,656.0 $595K 0.17% $359.03 +6.9%
113 CAT CATERPILLAR INC Industrials 833.0 $590K 0.17% NEW $708.42 +49.2%
114 USB US BANCORP Financial Services 11,275.0 $586K 0.17% +175.0 +1.6% $52.01 +17.7%
115 SMH VANECK ETF TRUST 1,507.0 $578K 0.16% $383.40 +66.0%
116 BERKSHIRE HATHAWAY INC DEL 1,140.0 $546K 0.15% +224.0 +24.4% $479.20
117 ADBE ADOBE INC Technology 2,243.0 $545K 0.15% +113.0 +5.3% $243.08 -20.4%
118 TLT ISHARES TR 6,133.0 $532K 0.15% +135.0 +2.2% $86.69 +0.8%
119 NVDA NVIDIA CORPORATION Technology 2,922.0 $510K 0.14% +1K +53.9% $174.41 +12.2%
120 QQQM INVESCO EXCH TRADED FD TR II 2,103.0 $500K 0.14% NEW $237.62 +24.1%
Page 6 of 9  ·  180 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 25.9%
Technology 18.4%
Industrials 10.9%
Consumer Cyclical 10.3%
Consumer Defensive 9.4%
Communication Services 8.5%
Energy 7.8%
Healthcare 6.8%
Basic Materials 1.0%
Real Estate 0.8%