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Home > Institutional Investor > Accretive Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Accretive Wealth Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 236,233 $29,590,494 6.3%
2.
Vanguard Specialized Funds - DIV APP ETF
 112,426 $26,230,146 5.59%
3.
Apple Inc.
 AAPL 71,684 $23,872,102 5.08%
4.
Ishares Trust
 IEF 328,397 $23,628,145 5.03%
5.
Vanguard Whitehall Funds
 VYM 144,573 $22,437,761 4.78%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.