Accretive Wealth Partners, LLC - Q12026 Holdings

Accretive Wealth Partners, LLC holds 173 stocks with a total portfolio value of $ 355.82M as of Q12026. In Q12026, Accretive Wealth Partners, LLC added 24 new positions, increased stakes in 103 stocks, reduced 25 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (IWF), representing 5.21% of the total portfolio.