Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Accretive Wealth Partners, LLC (CIK 1844444) reported $411.6M across 177 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWF ($25.7M, 6.25%), IJH ($23.3M, 5.66%), VIG ($22.3M, 5.43%), AAPL ($20.8M, 5.04%), VYM ($19.0M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $25.7M | 6.25% | 207,276 | Added |
| 2 | IJH | ISHARES TR | $23.3M | 5.66% | 301,937 | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $22.3M | 5.43% | 94,443 | Added |
| 4 | AAPL | APPLE INC | $20.8M | 5.04% | 71,724 | Added |
| 5 | VYM | VANGUARD WHITEHALL FDS | $19.0M | 4.62% | 120,326 | Added |
| 6 | GLDM | WORLD GOLD TR | $11.2M | 2.72% | 140,951 | Added |
| 7 | IJR | ISHARES TR | $10.5M | 2.55% | 70,718 | Added |
| 8 | GOOG | ALPHABET INC | $9.4M | 2.29% | 26,712 | Added |
| 9 | VONG | VANGUARD SCOTTSDALE FDS | $9.3M | 2.26% | 72,628 | Added |
| 10 | IJS | ISHARES TR | $8.5M | 2.08% | 62,513 | Added |
| 11 | IAU | ISHARES GOLD TR | $7.9M | 1.91% | 104,387 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $7.5M | 1.83% | 31,616 | Added |
| 13 | IJT | ISHARES TR | $7.4M | 1.81% | 41,610 | Added |
| 14 | MSFT | MICROSOFT CORP | $7.4M | 1.80% | 19,814 | Added |
| 15 | DGRO | ISHARES TR | $5.5M | 1.33% | 72,373 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $5.0M | 1.22% | 19,746 | Added |
| 17 | MGK | VANGUARD WORLD FD | $4.4M | 1.07% | 50,322 | Added |
| 18 | IBTI | ISHARES TR | $4.4M | 1.07% | 198,458 | Added |
| 19 | MPC | MARATHON PETE CORP | $4.4M | 1.06% | 17,086 | Trimmed |
| 20 | IBTJ | ISHARES TR | $4.4M | 1.06% | 201,935 | Added |
| 21 | IBTH | ISHARES TR | $4.4M | 1.06% | 195,308 | Added |
| 22 | PGR | PROGRESSIVE CORP | $4.3M | 1.05% | 19,745 | Trimmed |
| 23 | IBTG | ISHARES TR | $4.2M | 1.02% | 183,636 | Added |
| 24 | IBTL | ISHARES TR | $4.1M | 1.01% | 205,085 | Added |
| 25 | IBTK | ISHARES TR | $4.1M | 1.01% | 211,769 | Added |
Source: SEC Form 13F filings · as of 2026-06-30