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Accretive Wealth Partners, LLC

All holdings · as of Dec 31, 2025

153 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$1.98M5,8980.6%
ABBOTT LABORATORIES$1.96M15,6600.6%
TJX Cos Inc/The$1.95M12,7230.6%
THERMO FISHER SCIENTIFIC INC.$1.94M3,3530.6%
WELLS FARGO & COMPANY/MN$1.86M19,9540.6%
Uber Technologies, Inc$1.82M22,3200.5%
Union Pacific Corp$1.82M7,8650.5%
SYSCO CORP$1.79M24,3490.5%
Visa Inc$1.77M5,0450.5%
HORMEL FOODS CORP /DE$1.77M74,5850.5%
TransDigm Group Inc.$1.74M1,3050.5%
ISHARES TR$1.69M2,4740.5%
STARBUCKS CORP$1.61M19,0880.5%
Mastercard Inc$1.60M2,8090.5%
Monster Beverage Corp$1.58M20,5700.5%
CHEVRON CORP$1.57M10,2950.5%
MARTIN MARIETTA MATERIALS INC$1.56M2,5020.5%
ConocoPhillips$1.50M16,0410.4%
Moody's Corp$1.43M2,8050.4%
INTUIT INC.$1.43M2,1540.4%
INVESCO QQQ TR$1.34M2,1800.4%
TYLER TECHNOLOGIES, INC.$1.34M2,9450.4%
OLD DOMINION FREIGHT LINE, INC.$1.33M8,4970.4%
S&P Global Inc.$1.31M2,5160.4%
Autodesk, Inc.$1.27M4,3060.4%
Intercontinental Exchange, Inc.$1.22M7,5380.4%
VANGUARD INDEX FDS$1.22M1,9410.4%
VANGUARD SCOTTSDALE FDS$1.18M14,0980.4%
ISHARES TR$1.17M48,3280.3%
FTI CONSULTING, INC$1.15M6,7220.3%
FIRSTSERVICE CORP NEW$1.05M6,7500.3%
DANAHER CORP /DE$1.02M4,4610.3%
Verisk Analytics, Inc.$1.01M4,4930.3%
VANGUARD INDEX FDS$981.0K3,2470.3%
EQUIFAX INC$976.6K4,5010.3%
STRYKER CORP$954.6K2,7160.3%
VANGUARD WORLD FD$915.9K3,1820.3%
VANGUARD WORLD FD$912.8K1,2110.3%
CANADIAN PACIFIC KANSAS CITY$872.4K11,8490.3%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.$825.6K8,1420.2%
West Pharmaceutical Services Inc$816.1K2,9660.2%
ISHARES TR$788.8K10,1750.2%
VAIL RESORTS INC$784.7K5,9090.2%
VANGUARD INDEX FDS$771.7K3,6440.2%
ADOBE INC.$745.5K2,1300.2%
VANGUARD WHITEHALL FDS$677.8K7,4120.2%
ISHARES TR$673.3K28,7660.2%
CoStar Group Inc$669.6K9,9580.2%
Accenture plc$655.7K2,4440.2%
VANGUARD WORLD FD$652.3K1,6560.2%
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