Accretive Wealth Partners, LLC
All 13F Filings
- Location
- Parsippany, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 355,825
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 180 | 355,825 | 13F-HR | Accretive Wealth Partners, LLC |
| Q4 2025 | 1/28/2026 | 153 | 336,972 | 13F-HR | Accretive Wealth Partners, LLC |
| Q3 2025 | 11/7/2025 | 152 | 327,773 | 13F-HR | Accretive Wealth Partners, LLC |
| Q2 2025 | 7/29/2025 | 150 | 304,991 | 13F-HR | Accretive Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.818 K
(0.5% of total reported value)
· QoQ Δ:
+1.818 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 153.4 K | 43.3% | 0 | 41.95 K | -41.95 K |
| ETFs | 159.6 K | 45.1% | 55.67 K | 0 | 55.67 K |
| Debt | 40.97 K | 11.6% | 3.315 K | 0 | 3.315 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
355,825
Holdings
180
QoQ value change ($000)
18,853
(5.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.