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Home > Institutional Investor > Accretive Wealth Partners, Llc > Profile

Instuitional Investor - Accretive Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Accretive Wealth Partners, Llc
Portfolio Value $235,559,402
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,108 $13,295,537 5.64%
2.
Ishares Trust
 IEF 213,006 $13,272,415 5.63%
3.
Vanguard Specialized Funds - DIV APP ETF
 58,394 $11,435,297 4.85%
4.
Vanguard Whitehall Funds
 69,693 $8,892,130 3.77%
5.
Ishares Trust
 IEF 49,420 $5,694,121 2.41%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)