Accretive Wealth Partners, LLC
Q2 2025 13F Holdings
- Locationparsippany, NJ
- Num holdings
150
- Value ($000)
$304,991
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001844444
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $16.59 M | 5 % | 39,084 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $15.67 M | 5 % | 252,664 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $14.61 M | 5 % | 71,396 | ||
AAPL APPLE INC | COM | 037833100 | $12.71 M | 4 % | 61,954 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $11.02 M | 4 % | 82,652 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $8.32 M | 3 % | 126,953 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.06 M | 3 % | 16,209 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $6.71 M | 2 % | 107,528 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.43 M | 2 % | 58,867 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.57 M | 2 % | 25,411 |
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