Long-term investor
Accretive Wealth Partners, LLC @accretivewealthpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844444).
Record
- Tracked since 2025-06-30 (476 days), 94 trades recorded
- Returns: week n/a · month n/a · 90 days +3.3% · 6 months +2.3% · 1 year +0.7% · all +0.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287614 · 6.3% · long · since 2025-06-30
- 464287507 · 5.7% · long · since 2025-06-30
- 921908844 · 5.4% · long · since 2025-06-30
- AAPL · 5.0% · long · since 2025-06-30
- 921946406 · 4.6% · long · since 2025-06-30
- GLDM · 2.7% · long · since 2025-06-30
- 464287804 · 2.5% · long · since 2025-06-30
- 02079K107 · 2.3% · long · since 2025-06-30
- 92206C680 · 2.3% · long · since 2025-06-30
- 464287879 · 2.1% · long · since 2025-06-30
- IAU · 1.9% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30