Accretive Wealth Partners, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationparsippany, NJ
- CIK0001844444
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
141 | $283.11 M | IJH, IWF, VIG, AAPL | 13F-HR | May 7, 2025 | 000176538025000175 | ||
124 | $235.56 M | IWF, IJH, VIG, VYM | 13F-HR | Jan 30, 2025 | 000176538025000023 | ||
131 | $239.06 M | IJH, IWF, VIG, VYM | 13F-HR | Nov 12, 2024 | 000176538024000417 | ||
134 | $238.92 M | AAPL, IWF, IJH, VIG | 13F-HR | Aug 5, 2024 | 000176538024000276 | ||
138 | $226.06 M | IJH, IWF, VIG, AAPL | 13F-HR | May 6, 2024 | 000176538024000186 | ||
130 | $208.15 M | IJH, IWF, VIG, VYM | RESTATEMENT | Feb 13, 2024 | 000176538024000087 | ||
119 | $167.76 M | IJH, IWF, VIG, VYM | 13F-HR | Nov 6, 2023 | 000176538023000199 | ||
115 | $168.64 M | IJH, IWF, VIG, VYM | 13F-HR | Aug 7, 2023 | 000176538023000129 | ||
116 | $156.30 M | IJH, VIG, IWF, VYM | 13F-HR | May 4, 2023 | 000195175723000268 | ||
109 | $145.51 M | IJH, VIG, IWF, VYM | 13F-HR | Feb 13, 2023 | 000184444423000001 | ||
104 | $131.29 M | IJH, VIG, IWF, VYM | 13F-HR | Nov 14, 2022 | 000195175722000026 | ||
107 | $137.74 M | VIG, IWF, VYM, IJS | 13F-HR | Aug 12, 2022 | 000184444422000004 | ||
112 | $159.37 M | IWF, VIG, AAPL, VYM | 13F-HR | May 12, 2022 | 000184444422000003 | ||
106 | $157.05 M | IWF, VIG, AAPL, VYM | 13F-HR | Feb 14, 2022 | 000184444422000001 | ||
106 | $141.73 M | IWF, VIG, IJS, VYM | 13F-HR | Nov 12, 2021 | 000184444421000005 | ||
111 | $138.71 M | IWF, VIG, IJS, VYM | 13F-HR | Aug 13, 2021 | 000184444421000004 | ||
95 | $111.08 M | IWF, VIG, IJS, IJR | 13F-HR | May 17, 2021 | 000184444421000003 | ||
94 | $101.20 M | IGT, IWF, VIG, BAB | RESTATEMENT | Feb 12, 2021 | 000184444421000002 |