Accretive Wealth Partners, LLC - Q42025 Holdings

Accretive Wealth Partners, LLC holds 153 stocks with a total portfolio value of $ 336.97M as of Q42025. In Q42025, Accretive Wealth Partners, LLC added 10 new positions, increased stakes in 52 stocks, reduced 54 holdings, and fully exited 9 positions. The largest holding is Ishares Tr (IWF), representing 5.92% of the total portfolio.