Accretive Wealth Partners, LLC - Portfolio Stock Holdings
Accretive Wealth Partners, LLC disclosed 185 stock positions in a recent SEC 13F filing. $469,145,616 of stock holdings were filed, with the largest holdings including IWF, VIG, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $504,544,372 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
185Est. Stock Holding Value:
$469,145,616Top Stock Holdings By Sector
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Portfolio Stock Holdings - Accretive Wealth Partners, LLC
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Portfolio Options Holdings - Accretive Wealth Partners, LLC
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