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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 1 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 43,487.0 $18.5M 5.21% +1K +3.2% $426.40 -72.3%
2 IJH ISHARES TR 269,300.0 $18.2M 5.11% +8K +2.9% $67.53 +13.2%
3 VIG VANGUARD SPECIALIZED FUNDS 76,443.0 $16.4M 4.62% +3K +3.9% $215.06 +9.4%
4 AAPL APPLE INC Technology 62,857.0 $16.0M 4.48% +2K +2.7% $253.79 +8.4%
5 VYM VANGUARD WHITEHALL FDS 96,476.0 $14.3M 4.01% +8K +8.7% $148.10 +7.3%
6 GLDM WORLD GOLD TR Financial Services 129,831.0 $12.0M 3.38% +1K +1.0% $92.69 -14.1%
7 IAU ISHARES GOLD TR Financial Services 105,430.0 $9.3M 2.61% $88.16 -14.1%
8 IJR ISHARES TR 62,322.0 $7.7M 2.18% +2K +2.7% $124.31 +17.7%
9 GOOG ALPHABET INC Communication Services 25,365.0 $7.3M 2.04% +466.0 +1.9% $286.86 +19.3%
10 MSFT MICROSOFT CORP Technology 19,140.0 $7.1M 1.99% +725.0 +3.9% $370.17 -4.7%
11 IJS ISHARES TR 58,148.0 $6.9M 1.94% +1K +2.1% $118.45 +14.5%
12 AMZN AMAZON COM INC Consumer Cyclical 31,086.0 $6.5M 1.82% +1K +4.2% $208.27 +9.0%
13 IJT ISHARES TR 38,156.0 $5.5M 1.55% +879.0 +2.4% $144.71 +21.1%
14 DGRO ISHARES TR 72,151.0 $5.1M 1.42% $70.18 +7.5%
15 VONG VANGUARD SCOTTSDALE FDS 42,359.0 $4.6M 1.31% +331.0 +0.8% $109.69 +10.9%
16 JNJ JOHNSON & JOHNSON Healthcare 18,571.0 $4.5M 1.28% +2K +12.2% $244.44 +0.2%
17 XOM EXXON MOBIL CORP Energy 26,525.0 $4.5M 1.26% +253.0 +1.0% $169.66 -18.9%
18 MPC MARATHON PETE CORP Energy 17,213.0 $4.2M 1.18% +100.0 +0.6% $244.18 +3.8%
19 PGR PROGRESSIVE CORP Financial Services 20,017.0 $4.0M 1.11% $198.24 +8.7%
20 WMT WALMART INC Consumer Defensive 30,526.0 $3.8M 1.07% +324.0 +1.1% $124.28 -6.8%
Page 1 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%