Accretive Wealth Partners, LLC

Q3 2025 13F Holdings

  • Location
    parsippany, NJ
  • Num holdings

    152

  • Value ($000)

    $327,773

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0001844444
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$19.42M
6 %

41,467

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$16.88M
5 %

258,719

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$16.04M
5 %

74,325

A
AAPL

APPLE INC

COM
037833100
$15.66M
5 %

61,492

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$12.35M
4 %

87,649

G
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$9.97M
3 %

130,421

M
MSFT

MICROSOFT CORP

COM
594918104
$8.42M
3 %

16,255

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$7.69M
2 %

105,705

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$7.17M
2 %

60,315

I
IJS

ISHARES TR

SP SMCP600VL ETF
464287879
$6.31M
2 %

57,093

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