Arkolith/Funds/Accretive Wealth Partners, LLC

Accretive Wealth Partners, LLC

CIK 1844444
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Accretive Wealth Partners, LLC holds a diversified book of 177 stocks worth $411.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Glass House Brands Inc and trimmed Ishares Gold Trust. Their largest long position is Ishares Russell 1000 Growth at 6% of the equity book. They also disclosed $406K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +14% (+7.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Accretive Wealth Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
43
new positions
Added to
87
existing
Trimmed
46
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.7%
+7.8%/yr · since Nov '24
Their reported book
+14.1%
held from quarter-end
S&P 500
+26.3%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Accretive Wealth Partners, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Accretive Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
39%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

44% mapped to company sectors

ETF / fund or unclassified
56%
Information Technology
14%
Financials
10%
Consumer Discretionary
5%
Industrials
4%
Energy
3%
Health Care
3%
Consumer Staples
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Accretive Wealth Partners, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$470.6B
BANK OF AMERICA CORP /DE/80 / 80$381.8B
WELLS FARGO & COMPANY/MN80 / 80$140.0B
ROYAL BANK OF CANADA80 / 80$136.5B
RAYMOND JAMES FINANCIAL INC80 / 80$93.2B
ENVESTNET ASSET MANAGEMENT INC80 / 80$91.3B
LPL Financial LLC80 / 80$74.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80 / 80$53.9B

Ranked by how many of Accretive Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

177 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
RUS 1000 GRW ETF
$25.7M207.3K
6.3%
+377%
Added · +164K sh
2Ishares TR
CORE S&P MCP ETF
$23.3M301.9K
5.7%
+12%
Added · +33K sh
3Vanguard Specialized Funds
DIV APP ETF
$22.3M94.4K
5.4%
+24%
Added · +18K sh
4Apple Inc
COM
$20.8M71.7K
5.0%
+14%
Added · +9K sh
5Vanguard Whitehall FDS
HIGH DIV YLD
$19.0M120.3K
4.6%
+25%
Added · +24K sh
6World Gold TR
SPDR GLD MINIS
$11.2M141.0K
2.7%
+8.6%
Added · +11K sh
7Ishares TR
CORE S&P SCP ETF
$10.5M70.7K
2.6%
+13%
Added · +8K sh
8Alphabet Inc
CAP STK CL C
$9.4M26.7K
2.3%
+5.3%
Added · +1K sh
9Vanguard Scottsdale FDS
VNG RUS1000GRW
$9.3M72.6K
2.3%
+71%
Added · +30K sh
10Ishares TR
SP SMCP600VL ETF
$8.5M62.5K
2.1%
+7.5%
Added · +4K sh
11Ishares Gold TR
ISHARES NEW
$7.9M104.4K
1.9%
−1.0%
Reduced · −1K sh
12Amazon Com Inc
COM
$7.5M31.6K
1.8%
+1.7%
Added · +530 sh
13Ishares TR
S&P SML 600 GWT
$7.4M41.6K
1.8%
+9.1%
Added · +3K sh
14Microsoft Corp
COM
$7.4M19.8K
1.8%
+3.5%
Added · +674 sh
15Ishares TR
CORE DIV GRWTH
$5.5M72.4K
1.3%
+0.3%
Added · +222 sh
16Johnson & Johnson
COM
$5.0M19.7K
1.2%
+6.3%
Added · +1K sh
17Vanguard World FD
MEGA GRWTH IND
$4.4M50.3K
1.1%
+400%
Added · +40K sh
18Ishares TR
IBONDS 28 TRM TS
$4.4M198.5K
1.1%
+22%
Added · +36K sh
19Ishares TR
IBONDS 29 TRM TS
$4.4M201.9K
1.1%
+22%
Added · +37K sh
20Ishares TR
IBONDS 27 TRM TS
$4.4M195.3K
1.1%
+22%
Added · +35K sh
21Marathon Pete Corp
COM
$4.4M17.1K
1.1%
−0.7%
Reduced · −127 sh
22Progressive Corp
COM
$4.3M19.7K
1.0%
−1.4%
Reduced · −272 sh
23Ishares TR
IBONDS 26 TRM TS
$4.2M183.6K
1.0%
+20%
Added · +30K sh
24Ishares TR
IBONDS DEC 2032
$4.2M182.9K
1.0%
+24%
Added · +35K sh
25Ishares TR
IBONDS DEC 2031
$4.1M205.1K
1.0%
+24%
Added · +39K sh
26Ishares TR
IBONDS DEC 2033
$4.1M171.6K
1.0%
+24%
Added · +33K sh
27Ishares TR
IBOND DEC 2030
$4.1M211.8K
1.0%
+24%
Added · +41K sh
28Ishares TR
IBONDS DEC 2034
$4.1M159.7K
1.0%
+25%
Added · +31K sh
29Ishares TR
IBONDS DEC 2035
$4.0M157.9K
1.0%
+25%
Added · +32K sh
30Vanguard Index FDS
TOTAL STK MKT
$3.9M10.6K
1.0%
+28%
Added · +2K sh
31Exxon Mobil Corp
COM
$3.8M27.9K
0.9%
+5.3%
Added · +1K sh
32Automatic Data Processing In
COM
$3.5M15.8K
0.9%
+88%
Added · +7K sh
33Walmart Inc
COM
$3.4M30.2K
0.8%
−0.9%
Reduced · −292 sh
34Alphabet Inc
CAP STK CL A
$3.4M9.5K
0.8%
+11%
Added · +947 sh
35Vanguard Index FDS
VALUE ETF
$3.2M14.7K
0.8%
−8.0%
Reduced · −1K sh
36Vanguard Index FDS
GROWTH ETF
$3.2M36.7K
0.8%
+493%
Added · +31K sh
37Meta Platforms Inc
CL A
$3.0M5.3K
0.7%
+0.2%
Added · +11 sh
38Philip Morris Intl Inc
COM
$2.9M15.9K
0.7%
+1.5%
Added · +233 sh
39General Dynamics Corp
COM
$2.7M7.6K
0.7%
+0.9%
Added · +69 sh
40Republic Svcs Inc
COM
$2.6M12.4K
0.6%
+1.4%
Added · +170 sh
41Coca Cola Co
COM
$2.5M30.4K
0.6%
+3.9%
Added · +1K sh
42Select Sector SPDR TR
ST STR UTIL ETF
$2.4M54.0K
0.6%
+3.3%
Added · +2K sh
43Waste Mgmt Inc Del
COM
$2.3M10.5K
0.6%
+1.6%
Added · +168 sh
44Home Depot Inc
COM
$2.3M6.5K
0.6%
+1.1%
Added · +74 sh
45Union Pac Corp
COM
$2.2M8.0K
0.5%
+1.4%
Added · +112 sh
46TJX Cos Inc New
COM
$2.1M14.0K
0.5%
+1.2%
Added · +170 sh
47Starbucks Corp
COM
$2.1M20.4K
0.5%
+3.5%
Added · +691 sh
48Sysco Corp
COM
$2.1M25.0K
0.5%
+1.8%
Added · +448 sh
49BlackRock Inc
COM
$2.1M2.1K
0.5%
+1.3%
Added · +27 sh
50McDonalds Corp
COM
$1.9M7.2K
0.5%
+2.1%
Added · +150 sh
Showing 50 of 177 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$406K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishADOBE INCADBE$205K1K
CALL · bullishINTUIT INCINTU$104K400
CALL · bullishUBER TECHNOLOGIES INCUBER$51K700
CALL · bullishSPOTIFY TECHNOLOGY SASPOT$46K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026181$411.6M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026180$355.8M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026153$337.0M13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025152$327.8M13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025150$305.0M13F-HR
Q1 2025Mar 31, 2025May 7, 2025141$283.1M13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025124$235.6M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024131$239.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.