Accretive Wealth Partners, LLC
All 13F Filings
- Location
- Parsippany, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 469,521
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 172 | 469,521 | 13F-HR | Accretive Wealth Partners, LLC |
| Q2 2026 | 7/29/2026 | 181 | 411,628 | 13F-HR | Accretive Wealth Partners, LLC |
| 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):
217
(0.0% of total reported value)
· QoQ Δ:
-189
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 177.1 K | 37.7% | 12.57 K | 0 | 12.57 K |
| ETFs | 236.6 K | 50.4% | 38.24 K | 0 | 38.24 K |
| Debt | 55.57 K | 11.8% | 7.279 K | 0 | 7.279 K |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
469,521
Holdings
172
QoQ value change ($000)
57,893
(14.1%)
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.