Accretive Wealth Partners, LLC
Q3 2025 13F Holdings
- Locationparsippany, NJ
- Num holdings
152
- Value ($000)
$327,773
- Date Filed11/07/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $19.42 M | 6 % | 41,467 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $16.88 M | 5 % | 258,719 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $16.04 M | 5 % | 74,325 | ||
AAPL APPLE INC | COM | 037833100 | $15.66 M | 5 % | 61,492 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $12.35 M | 4 % | 87,649 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $9.97 M | 3 % | 130,421 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.42 M | 3 % | 16,255 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $7.69 M | 2 % | 105,705 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.17 M | 2 % | 60,315 | ||
IJS ISHARES TR | SP SMCP600VL ETF | 464287879 | $6.31 M | 2 % | 57,093 |
Rows Per Page
10
- 10
- 50
- 100