13F Insight
DOSSIER · 13F-HR · Q1 2026

Accretive Wealth Partners, LLC

Accretive Wealth's pension fund based in London, UK — $356M in tracked AUM across 180 positions as of Q1 2026.

AW
Accretive Wealth·London, UK·Pension Fund
CIK 0001844444 · last filed Mar 31, 2026
Total AUM
$356M
▲ 7.0%
vs prior
Holdings
180
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Accretive Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES TR
$19M43K5.2%
02
IJH
ISHARES TR
$18M269K5.1%
03
VIG
VANGUARD SPECIALIZED FUNDS
$16M76K4.6%
04
AAPL
APPLE INC
$16M63K4.5%
05
VYM
VANGUARD WHITEHALL FDS
$14M96K4.0%
06
GLDM
WORLD GOLD TR
$12M130K3.4%
07
IAU
ISHARES GOLD TR
$9M105K2.6%
08
IJR
ISHARES TR
$8M62K2.2%
09
GOOG
ALPHABET INC
$7M25K2.0%
10
MSFT
MICROSOFT CORP
$7M19K2.0%

Filing history

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