IR
Superintel
OverviewMarketsWatchlist

Accretive Wealth Partners, LLCETFConcentrated long-term

CIK: 0001844444 | PARSIPPANY, NJ

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR181$411.6M2026-07-29SEC ↗
Q1 2026
13F-HR180$355.8M2026-04-22SEC ↗
Q4 2025
13F-HR153$337.0M2026-01-28SEC ↗
Q3 2025
13F-HR152$327.8M2025-11-07SEC ↗
Q2 2025
13F-HR150$305.0M2025-07-29SEC ↗
Q1 2025
13F-HR141$283.1M2025-05-07SEC ↗
Q4 2024
13F-HR124$235.6M2025-01-30SEC ↗
Q3 2024
13F-HR131$239.1M2024-11-12SEC ↗
Q2 2024
13F-HR134$238.9M2024-08-05SEC ↗
Q1 2024
13F-HR138$226.1M2024-05-06SEC ↗
Q4 2023Amended
13F-HR/A130$208.2M2024-02-06SEC ↗
Q3 2023
13F-HR120$167.8M2023-11-06SEC ↗
Q2 2023
13F-HR116$168.6M2023-08-07SEC ↗
Q1 2023
13F-HR116$156.3M2023-05-04SEC ↗
Q4 2022
13F-HR109$145.5M2023-02-13SEC ↗
Q3 2022
13F-HR104$8.6M2022-11-14SEC ↗
Q2 2022
13F-HR107$6.8M2022-08-12SEC ↗
Q1 2022
13F-HR112$6.2M2022-05-12SEC ↗
Q4 2021
13F-HR106$4.1M2022-02-14SEC ↗
Q3 2021
13F-HR106$2.0M2021-11-12SEC ↗
Q2 2021
13F-HR111$2.1M2021-08-13SEC ↗
Q1 2021
13F-HR95$2.7M2021-05-17SEC ↗
Q4 2020Amended
13F-HR/A93$13.2M2021-02-12SEC ↗