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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 7 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TLT ISHARES TR 6,133.0 $530K 0.13% $86.42 -3.6%
122 DFAS DIMENSIONAL ETF TRUST 6,343.0 $522K 0.13% $82.34 +0.5%
123 BSV VANGUARD BD INDEX FDS 6,178.0 $481K 0.12% +1K +22.1% $77.92 -0.3%
124 GLASS HOUSE BRANDS INC 36,700.0 $477K 0.12% NEW $13.00
125 ABBV ABBVIE INC Healthcare 1,822.0 $458K 0.11% +466.0 +34.4% $251.58 +4.5%
126 GLD SPDR GOLD TR Financial Services 1,137.0 $419K 0.10% +374.0 +49.0% $368.38 +14.4%
127 ADBE ADOBE INC Technology 1,974.0 $405K 0.10% -269.0 -12.0% $205.02 +33.4%
128 LRCX LAM RESEARCH CORP Technology 881.0 $382K 0.09% NEW $433.33 -27.8%
129 SCHF SCHWAB STRATEGIC TR 13,398.0 $371K 0.09% +3K +28.9% $27.70 +2.7%
130 VB VANGUARD INDEX FDS 1,222.0 $371K 0.09% $303.23 +0.2%
131 BNDX VANGUARD CHARLOTTE FDS 7,497.0 $363K 0.09% -3K -25.1% $48.43 -1.3%
132 IWB ISHARES TR 883.0 $362K 0.09% $409.50 +2.5%
133 JPM JPMORGAN CHASE & CO Financial Services 1,092.0 $357K 0.09% -149.0 -12.0% $327.21 +9.0%
134 IBDV ISHARES TR 15,828.0 $345K 0.08% $21.80 -0.6%
135 ALL ALLSTATE CORP Financial Services 1,450.0 $345K 0.08% $237.94 +10.0%
136 IAGG ISHARES TR 6,771.0 $343K 0.08% +2K +47.4% $50.60 -1.5%
137 SPAB SPDR SERIES TRUST 13,129.0 $335K 0.08% -814.0 -5.8% $25.52 -1.2%
138 HTFL HEARTFLOW INC Healthcare 11,200.0 $329K 0.08% NEW $29.34 +66.8%
139 QTUM ETF SER SOLUTIONS 1,887.0 $312K 0.08% $165.42 -10.1%
140 SHEL SHELL PLC Energy 4,000.0 $310K 0.07% $77.54 +17.5%
Page 7 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%