Accretive Wealth Partners, LLC - Portfolio overview

Accretive Wealth Partners, LLC has 183 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES TR, 5.16%
2. IJH - ISHARES TR, 5.06%
3. VIG - VANGUARD SPECIALIZED FUNDS, 4.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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