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 $355.8M across 166 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($18.5M, 5.21%), IJH ($18.2M, 5.11%), VIG ($16.4M, 4.62%), AAPL ($16.0M, 4.49%), VYM ($14.3M, 4.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $18.5M | 5.21% | 43,487 | Added |
| 2 | IJH | ISHARES TR | $18.2M | 5.11% | 269,300 | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $16.4M | 4.62% | 76,443 | Added |
| 4 | AAPL | APPLE INC | $16.0M | 4.49% | 62,957 | Added |
| 5 | VYM | VANGUARD WHITEHALL FDS | $14.3M | 4.02% | 96,476 | Added |
| 6 | GLDM | WORLD GOLD TR | $12.0M | 3.38% | 129,831 | Added |
| 7 | IAU | ISHARES GOLD TR | $9.3M | 2.61% | 105,430 | Added |
| 8 | IJR | ISHARES TR | $7.7M | 2.18% | 62,322 | Added |
| 9 | GOOG | ALPHABET INC | $7.3M | 2.04% | 25,365 | Added |
| 10 | MSFT | MICROSOFT CORP | $7.1M | 1.99% | 19,140 | Added |
| 11 | IJS | ISHARES TR | $6.9M | 1.94% | 58,148 | Added |
| 12 | AMZN | AMAZON COM INC | $6.5M | 1.82% | 31,086 | Added |
| 13 | IJT | ISHARES TR | $5.5M | 1.55% | 38,156 | Added |
| 14 | DGRO | ISHARES TR | $5.1M | 1.42% | 72,151 | Added |
| 15 | VONG | VANGUARD SCOTTSDALE FDS | $4.6M | 1.31% | 42,359 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $4.5M | 1.28% | 18,571 | Added |
| 17 | XOM | EXXON MOBIL CORP | $4.5M | 1.26% | 26,525 | Added |
| 18 | MPC | MARATHON PETE CORP | $4.2M | 1.18% | 17,213 | Added |
| 19 | PGR | PROGRESSIVE CORP | $4.0M | 1.12% | 20,017 | Added |
| 20 | WMT | WALMART INC | $3.8M | 1.07% | 30,526 | Added |
| 21 | MGK | VANGUARD WORLD FD | $3.7M | 1.04% | 10,068 | Added |
| 22 | IBTI | ISHARES TR | $3.6M | 1.02% | 162,479 | Added |
| 23 | IBTJ | ISHARES TR | $3.6M | 1.01% | 165,158 | Added |
| 24 | IBTH | ISHARES TR | $3.6M | 1.01% | 160,695 | Added |
| 25 | IBTG | ISHARES TR | $3.5M | 0.99% | 153,244 | Added |
Source: SEC Form 13F filings · as of 2026-03-31