0001765380-23-000129.txt : 20230807 0001765380-23-000129.hdr.sgml : 20230807 20230807150649 ACCESSION NUMBER: 0001765380-23-000129 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Accretive Wealth Partners, LLC CENTRAL INDEX KEY: 0001844444 IRS NUMBER: 832565830 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20705 FILM NUMBER: 231147236 BUSINESS ADDRESS: STREET 1: 1 GATEHALL DRIVE CITY: PARSIPPANY STATE: NJ ZIP: 07054 BUSINESS PHONE: 973-970-2627 MAIL ADDRESS: STREET 1: 1 GATEHALL DRIVE CITY: PARSIPPANY STATE: NJ ZIP: 07054 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001844444 XXXXXXXX 06-30-2023 06-30-2023 Accretive Wealth Partners, LLC

1 GATEHALL DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-20705 N Sarah Goldenberg 5139778529 Sarah Goldenberg Cincinnati OH 08-07-2023 0 116 168639114 false INFORMATION TABLE 2 accretiveweathpartners_13f.xml ABBOTT LABS COM 002824100 1417734 13004 SH SOLE 0 0 0 13004 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 627652 2034 SH SOLE 0 0 0 2034 ADOBE SYSTEMS INCORPORATED COM 00724F101 981403 2007 SH SOLE 0 0 0 2007 ALPHABET INC CAP STK CL A 02079K305 931865 7785 SH SOLE 0 0 0 7785 ALPHABET INC CAP STK CL C 02079K107 2058788 17019 SH SOLE 0 0 0 17019 ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 57000 10000 SH SOLE 0 0 0 10000 AMAZON COM INC COM 023135106 2549842 19560 SH SOLE 0 0 0 19560 AMERICAN TOWER CORP NEW COM 03027X100 751216 3873 SH SOLE 0 0 0 3873 APPLE INC COM 037833100 5670478 29234 SH SOLE 0 0 0 29234 AUTODESK INC COM 052769106 819463 4005 SH SOLE 0 0 0 4005 AUTOMATIC DATA PROCESSING IN COM 053015103 1798981 8185 SH SOLE 0 0 0 8185 AVIDXCHANGE HOLDINGS INC COM 05368X102 572104 55116 SH SOLE 0 0 0 55116 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