Institutions / Accretive Wealth Partners, LLC
Accretive Wealth Partners, LLC
CIK 1844444 · Institution · as of Dec 31, 2025
Portfolio value
$336.97M
Positions
153
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 153 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $19.95M | 5.9% |
| iShares Tr | $17.27M | 5.1% |
| Apple Inc. | $16.64M | 4.9% |
| Vanguard Specialized Funds | $16.17M | 4.8% |
| Vanguard Whitehall Fds | $12.74M | 3.8% |
| World Gold Tr | $10.97M | 3.3% |
| Microsoft Corp | $8.91M | 2.6% |
| iShares Gold Tr | $8.53M | 2.5% |
| Alphabet Inc. | $7.81M | 2.3% |
| iShares Tr | $7.29M | 2.2% |
| Amazon.com Inc | $6.89M | 2.0% |
| iShares Tr | $6.48M | 1.9% |
| iShares Tr | $5.26M | 1.6% |
| Vanguard Scottsdale Fds | $5.12M | 1.5% |
| iShares Tr | $5.01M | 1.5% |
| Progressive CORP/OH | $4.54M | 1.3% |
| Vanguard World Fd | $3.71M | 1.1% |
| Meta Platforms Inc | $3.54M | 1.1% |
| iShares Tr | $3.46M | 1.0% |
| iShares Tr | $3.46M | 1.0% |
| iShares Tr | $3.44M | 1.0% |
| iShares Tr | $3.43M | 1.0% |
| Johnson & Johnson | $3.43M | 1.0% |
| iShares Tr | $3.42M | 1.0% |
| iShares Tr | $3.41M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.