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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 8 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IEFA ISHARES TR 3,203.0 $309K 0.07% $96.58 +4.5%
142 AVGO BROADCOM INC Technology 812.0 $307K 0.07% $377.75 -5.9%
143 VOOG VANGUARD ADMIRAL FDS INC 3,673.0 $303K 0.07% +3K +500.2% $82.63 +0.9%
144 EMR EMERSON ELEC CO Industrials 2,106.0 $301K 0.07% $143.16 +10.6%
145 PEP PEPSICO INC Consumer Defensive 2,188.0 $296K 0.07% $135.40 +5.0%
146 LLY ELI LILLY & CO Healthcare 242.0 $290K 0.07% +20.0 +9.0% $1199.43 -0.8%
147 IBDW ISHARES TR 13,894.0 $290K 0.07% $20.84 -0.8%
148 SPYG SPDR SERIES TRUST 2,400.0 $286K 0.07% -69.0 -2.8% $118.97 +0.9%
149 IEF ISHARES TR 3,000.0 $284K 0.07% $94.57 -1.3%
150 MKL MARKEL GROUP INC Financial Services 143.0 $279K 0.07% $1953.01 -7.0%
151 IBDY ISHARES TR 10,387.0 $267K 0.07% $25.75 -1.3%
152 TSLA TESLA INC Consumer Cyclical 618.0 $260K 0.06% +63.0 +11.3% $420.60 -17.8%
153 SHW SHERWIN WILLIAMS CO Basic Materials 754.0 $260K 0.06% $344.32 +1.3%
154 EFG ISHARES TR 1,992.0 $248K 0.06% $124.42 +1.0%
155 SPSM SPDR SERIES TRUST 4,293.0 $248K 0.06% -137.0 -3.1% $57.67 -1.0%
156 NOC NORTHROP GRUMMAN CORP Industrials 477.0 $243K 0.06% -14.0 -2.9% $509.31 +8.0%
157 IVE ISHARES TR 1,068.0 $242K 0.06% $227.06 +4.8%
158 NVO NOVO-NORDISK A S Healthcare 5,045.0 $242K 0.06% NEW $47.94 -1.6%
159 IBMQ ISHARES TR 9,424.0 $241K 0.06% -1K -11.2% $25.58 -0.2%
160 PANW PALO ALTO NETWORKS INC Technology 704.0 $240K 0.06% NEW $341.02 -0.5%
Page 8 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%