Holdings
Accretive Wealth Partners, LLC
As of Jun 30, 2026, Accretive Wealth Partners, LLC reported 91 positions worth US$160M. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 71,724 | US$20.8M | +8,867 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 35,928 | US$12.8M | +2,054 | Jun 30, 2026 |
| Amazon.com, Inc. | 31,616 | US$7.54M | +530 | Jun 30, 2026 |
| Microsoft Corp. | 19,814 | US$7.39M | +674 | Jun 30, 2026 |
| Johnson & Johnson | 19,746 | US$5.01M | +1,175 | Jun 30, 2026 |
| Marathon Petroleum Corporation | 17,086 | US$4.37M | −127 | Jun 30, 2026 |
| Progressive Corporation (the) | 19,745 | US$4.31M | −272 | Jun 30, 2026 |
| Exxon Mobil Corporation | 27,936 | US$3.82M | +1,411 | Jun 30, 2026 |
| Automatic Data Processing, Inc. | 15,826 | US$3.54M | +7,402 | Jun 30, 2026 |
| Walmart Inc. | 30,234 | US$3.42M | −292 | Jun 30, 2026 |