Accretive Wealth Partners, LLC
Q1 2026 13F Holdings
Location
Parsippany, NJ
Holdings as of
3/31/2026
Value ($000)
$355,825
Num holdings
180
Date filed
4/22/2026
Form type
13F-HR
Prev filing
1/28/2026
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type