Accretive Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $19.95M | 5.9% |
| ISHARES TR | $17.27M | 5.1% |
| Apple Inc. | $16.64M | 4.9% |
| VANGUARD SPECIALIZED FUNDS | $16.17M | 4.8% |
| VANGUARD WHITEHALL FDS | $12.74M | 3.8% |
| WORLD GOLD TR | $10.97M | 3.3% |
| MICROSOFT CORP | $8.91M | 2.6% |
| ISHARES GOLD TR | $8.53M | 2.5% |
| Alphabet Inc. | $7.81M | 2.3% |
| ISHARES TR | $7.29M | 2.2% |
| Amazon.com Inc | $6.89M | 2.0% |
| ISHARES TR | $6.48M | 1.9% |
| ISHARES TR | $5.26M | 1.6% |
| VANGUARD SCOTTSDALE FDS | $5.12M | 1.5% |
| ISHARES TR | $5.01M | 1.5% |
| PROGRESSIVE CORP/OH | $4.54M | 1.3% |
| VANGUARD WORLD FD | $3.71M | 1.1% |
| Meta Platforms Inc | $3.54M | 1.1% |
| ISHARES TR | $3.46M | 1.0% |
| ISHARES TR | $3.46M | 1.0% |
| ISHARES TR | $3.44M | 1.0% |
| ISHARES TR | $3.43M | 1.0% |
| JOHNSON & JOHNSON | $3.43M | 1.0% |
| ISHARES TR | $3.42M | 1.0% |
| ISHARES TR | $3.41M | 1.0% |
| ISHARES TR | $3.39M | 1.0% |
| ISHARES TR | $3.39M | 1.0% |
| Walmart Inc. | $3.36M | 1.0% |
| ISHARES TR | $3.32M | 1.0% |
| ISHARES TR | $3.23M | 1.0% |
| EXXON MOBIL CORP | $3.16M | 0.9% |
| VANGUARD INDEX FDS | $3.01M | 0.9% |
| Marathon Petroleum Corp | $2.78M | 0.8% |
| REPUBLIC SERVICES, INC. | $2.57M | 0.8% |
| GENERAL DYNAMICS CORP | $2.53M | 0.8% |
| FAIR ISAAC CORP | $2.50M | 0.7% |
| SPOTIFY TECHNOLOGY S A | $2.45M | 0.7% |
| Philip Morris International Inc. | $2.42M | 0.7% |
| Alphabet Inc. | $2.38M | 0.7% |
| BlackRock, Inc. | $2.26M | 0.7% |
| WASTE MANAGEMENT INC | $2.26M | 0.7% |
| Blackstone Inc | $2.23M | 0.7% |
| SELECT SECTOR SPDR TR | $2.21M | 0.7% |
| Willis Towers Watson PLC | $2.20M | 0.7% |
| CME Group Inc | $2.20M | 0.7% |
| HOME DEPOT, INC. | $2.18M | 0.6% |
| AUTOMATIC DATA PROCESSING INC | $2.15M | 0.6% |
| Booking Holdings Inc | $2.12M | 0.6% |
| COCA COLA CO | $2.01M | 0.6% |
| MCDONALD'S CORP | $2.01M | 0.6% |