Notify me when Accretive Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 153 | $336,971,656 | +$14,397,998 | -$8,366,982 | +$6,031,016 | IWF, IJH, AAPL, VIG, VYM | 13F-HR | 28 Jan 2026, 10:06 |
| Q3 2025 | 152 | $327,773,165 | +$14,083,676 | -$6,450,401 | +$7,633,275 | IWF, IJH, VIG, AAPL, VYM | 13F-HR | 07 Nov 2025, 10:58 |
| Q2 2025 | 149 | $304,985,296 | +$12,418,235 | -$5,995,154 | +$6,423,081 | IWF, IJH, VIG, AAPL, VYM | 13F-HR | 29 Jul 2025, 16:05 |
| Q1 2025 | 141 | $283,109,711 | +$51,674,678 | -$3,034,266 | +$48,640,412 | IJH, IWF, VIG, AAPL, VYM | 13F-HR | 07 May 2025, 11:05 |
| Q4 2024 | 124 | $235,559,402 | +$7,167,757 | -$9,909,480 | -$2,741,723 | IWF, IJH, VIG, VYM, IJR | 13F-HR | 30 Jan 2025, 13:39 |
| Q3 2024 | 131 | $239,058,544 | +$4,127,890 | -$21,470,381 | -$17,342,491 | IJH, IWF, VIG, VYM, IJR | 13F-HR | 12 Nov 2024, 09:37 |
| Q2 2024 | 133 | $238,920,065 | +$8,488,245 | -$2,285,888 | +$6,202,357 | AAPL, IWF, IJH, VIG, VYM | 13F-HR | 05 Aug 2024, 12:19 |
| Q1 2024 | 137 | $224,953,089 | +$25,656,486 | -$3,864,867 | +$21,791,619 | IJH, IWF, VIG, AAPL, VYM | 13F-HR | 06 May 2024, 10:25 |
| Q4 2023 | 129 | $208,149,943 | +$27,259,926 | -$6,283,462 | +$20,976,464 | IJH, IWF, VIG, VYM, AAPL | Restatement | 13 Feb 2024, 09:48 |
| Q3 2023 | 118 | $167,731,444 | +$8,025,348 | -$3,469,424 | +$4,555,924 | IJH, IWF, VIG, VYM, AAPL | 13F-HR | 06 Nov 2023, 11:37 |
| Q2 2023 | 114 | $168,625,171 | +$6,306,736 | -$1,567,106 | +$4,739,630 | IJH, IWF, VIG, VYM, AAPL | 13F-HR | 07 Aug 2023, 15:06 |
| Q1 2023 | 115 | $156,282,605 | +$6,094,194 | -$2,378,057 | +$3,716,137 | IJH, VIG, IWF, VYM, IJS | 13F-HR | 04 May 2023, 16:54 |
| Q4 2022 | 108 | $145,510,200 | +$9,511,844 | -$4,699,428 | +$4,812,416 | IJH, VIG, IWF, VYM, IJS | 13F-HR | 13 Feb 2023, 10:37 |
| Q3 2022 | 103 | $131,294,000 | +$6,274,636 | -$5,158,744 | +$1,115,892 | IJH, VIG, IWF, VYM, AAPL | 13F-HR | 14 Nov 2022, 13:54 |
| Q2 2022 | 106 | $137,734,000 | +$8,524,173 | -$7,347,800 | +$1,176,373 | VIG, IWF, VYM, IJS, AAPL | 13F-HR | 12 Aug 2022, 11:20 |
| Q1 2022 | 112 | $159,372,000 | +$21,274,612 | -$10,183,558 | +$11,091,054 | IWF, VIG, AAPL, VYM, IJS | 13F-HR | 12 May 2022, 11:30 |
| Q4 2021 | 106 | $156,396,000 | +$13,429,504 | -$9,494,086 | +$3,935,418 | IWF, VIG, AAPL, VYM, IJS | 13F-HR | 14 Feb 2022, 08:19 |
| Q3 2021 | 106 | $141,729,000 | +$9,504,430 | -$5,227,275 | +$4,277,155 | IWF, VIG, IJS, VYM, IJR | 13F-HR | 12 Nov 2021, 10:29 |
| Q2 2021 | 111 | $138,710,000 | +$26,007,930 | -$5,074,958 | +$20,932,972 | IWF, VIG, IJS, VYM, IJR | 13F-HR | 13 Aug 2021, 12:08 |
| Q1 2021 | 95 | $111,076,000 | +$11,189,751 | -$5,251,200 | +$5,938,551 | IWF, VIG, IJS, IJR, IAU | 13F-HR | 17 May 2021, 06:57 |
| Q4 2020 | 94 | $101,204,000 | $0 | $0 | $0 | IAU, IWF, VIG, BAB, IJS | Restatement | 12 Feb 2021, 15:46 |