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 (431 days), 89 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.0% · 6 months +3.2% · 1 year +8.4% · all +8.4%
  • Max drawdown -2.7% · Sharpe 0.41 · win rate 25% · data quality High
  • 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
  • 464285204 · 1.9% · long · since 2025-06-30
  • AMZN · 1.8% · long · since 2025-06-30

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