Accretive Wealth Partners, LLC: 13F holdings
CIK 18444442026Q2
| Positions | 177 |
|---|
| Reported value | $411.6m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 177 (+4 vs prior quarter) |
|---|
| Reported value | $411.6m (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 207,276 | $25.7m | 6.3% |
| IJH ISHARES TR | 301,937 | $23.3m | 5.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 94,443 | $22.3m | 5.4% |
| AAPL APPLE INC | 71,724 | $20.8m | 5.0% |
| VYM VANGUARD WHITEHALL FDS | 120,326 | $19.0m | 4.6% |
| GLDM WORLD GOLD TR | 140,951 | $11.2m | 2.7% |
| IJR ISHARES TR | 70,718 | $10.5m | 2.5% |
| GOOG ALPHABET INC | 26,712 | $9.4m | 2.3% |
| VONG VANGUARD SCOTTSDALE FDS | 72,628 | $9.3m | 2.3% |
| IJS ISHARES TR | 62,513 | $8.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844444")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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