SEC Form 13F

Accretive Wealth Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$411,628,410
Positions181

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIWFRUS 1000 GRW ETF$25,737,504207,276
ISHARES TRIJHCORE S&P MCP ETF$23,282,362301,937
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$22,347,01994,443
APPLE INCAAPLCOM$20,754,12871,724
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$19,015,093120,326
WORLD GOLD TRGLDMSPDR GLD MINIS$11,194,328140,951
ISHARES TRIJRCORE S&P SCP ETF$10,488,17770,718
ALPHABET INCGOOGCAP STK CL C$9,438,12326,712
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$9,282,58572,628
ISHARES TRIJSSP SMCP600VL ETF$8,544,22662,513

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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