account_balance
Investment manager · 13F filer · SEC CIK 1844444
Accretive Wealth Partners, LLC
Reported value$469Mas of Sep 30, 2026
Positions169 9 new, 17 sold out
Top 10 weight42.3%IWF alone is 6%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Tr
6.3%Added +14%
VIGVanguard Specialized Funds
5.6%Added +19%
AAPLApple Inc
5.1%
IJHiShares Tr
5.0%Added +9%
VYMVanguard Whitehall FDS
4.8%Added +20%
GLDMWorld Gold Tr
4.5%Added +83%
AVEMAmerican Centy ETF Tr
4.3%New
IJRiShares Tr
2.4%Added +18%
MSFTMicrosoft Corp
2.2%
VONGVanguard Scottsdale FDS
2.1%Added +6%
GOOGAlphabet Inc
1.9%
IAUiShares Gold Tr
1.8%
IWFiShares Tr
6.3%Added +14%
VIGVanguard Specialized Funds
5.6%Added +19%
AAPLApple Inc
5.1%
IJHiShares Tr
5.0%Added +9%
VYMVanguard Whitehall FDS
4.8%Added +20%
AVEM4.3%
IJR2.4%
MSFT2.2%VONG2.1%
GOOG1.9%IAU1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWF iShares Tr 6.3% Added +14%
VIG Vanguard Specialized Funds 5.6% Added +19%
AAPL Apple Inc 5.1% HeldIJH iShares Tr 5.0% Added +9%
VYM Vanguard Whitehall FDS 4.8% Added +20%
GLDM World Gold Tr 4.5% Added +83%AVEM American Centy ETF Tr 4.3% New
IJR iShares Tr 2.4% Added +18%
MSFT Microsoft Corp 2.2% HeldVONG Vanguard Scottsdale FDS 2.1% Added +6%
GOOG Alphabet Inc 1.9% HeldIAU iShares Gold Tr 1.8% HeldWhat changed