Accretive Wealth Partners, LLC
Accretive Wealth Partners, LLC reported 181 positions worth $411.6M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IWF (6.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWF | SH | $25.7M | 6.25% | 207,276 | — | — | |
| ▸ 2 | IJH | SH | $23.3M | 5.66% | 301,937 | — | — | |
| ▸ 3 | VIG | SH | $22.3M | 5.43% | 94,443 | — | — | |
| ▸ 4 | AAPL | SH | $20.8M | 5.04% | 71,724 | — | — | |
| ▸ 5 | VYM | SH | $19.0M | 4.62% | 120,326 | — | — | |
| ▸ 6 | GLDM | SH | $11.2M | 2.72% | 140,951 | — | — | |
| ▸ 7 | IJR | SH | $10.5M | 2.55% | 70,718 | — | — | |
| ▸ 8 | GOOG | SH | $9.4M | 2.29% | 26,712 | — | — | |
| ▸ 9 | VONG | SH | $9.3M | 2.26% | 72,628 | — | — | |
| ▸ 10 | IJS | SH | $8.5M | 2.08% | 62,513 | — | — |
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Frequently Asked Questions
What stocks does Accretive Wealth Partners, LLC hold as of Q2 2026?
Accretive Wealth Partners, LLC reported 181 positions worth $411.6M in its Q2 2026 13F filing. Largest positions: IWF (6.3%), IJH (5.7%), VIG (5.4%), AAPL (5.0%) and VYM (4.6%).
What did Accretive Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Accretive Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.