Question 1

What stocks does ACCRETIVE WEALTH PARTNERS LLC hold in its portfolio?

Accepted Answer

ACCRETIVE WEALTH PARTNERS LLC's top stock holdings include AAPL, IWF, GOOG and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ACCRETIVE WEALTH PARTNERS LLC's largest stock holdings?

Accepted Answer

ACCRETIVE WEALTH PARTNERS LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $20.8 million), IWF (valued at approximately $25.7 million), GOOG (valued at approximately $9.4 million), IJH (valued at approximately $23.3 million), AMZN (valued at approximately $7.5 million).

Question 3

When was ACCRETIVE WEALTH PARTNERS LLC's last SEC filing?

Accepted Answer

ACCRETIVE WEALTH PARTNERS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ACCRETIVE WEALTH PARTNERS LLC recently bought or sold?

Accepted Answer

ACCRETIVE WEALTH PARTNERS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ACCRETIVE WEALTH PARTNERS LLC reported?

Accepted Answer

ACCRETIVE WEALTH PARTNERS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does ACCRETIVE WEALTH PARTNERS LLC hold options positions?

Accepted Answer

Yes, ACCRETIVE WEALTH PARTNERS LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does ACCRETIVE WEALTH PARTNERS LLC invest in?

Accepted Answer

ACCRETIVE WEALTH PARTNERS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.