Accurate Wealth Management, LLC

CIK 0001877728 · WESLEY CHAPEL, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Accurate Wealth Management, LLC reported 576 positions worth $1.05B as of June 30, 2026 (13F filed July 15, 2026). Largest holding: NVDA (5.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.05B
2026 Q2
Positions
576
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.5%
Est. Net Flow (Q)
2026 Q2
10 / 576 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$52.2M4.98%247,781
2AAPLAPPLE INCSH$41.9M3.99%132,815
3FTSMFIRST TR EXCHANGE-TRADED FDSH$34.4M3.28%575,587
4SPYSTATE STR SPDR S&P 500 ETF TSH$30.4M2.90%40,277
5PGPROCTER & GAMBLE COSH$27.7M2.64%188,336
6CLIPGLOBAL X FDSSH$21.3M2.03%212,895
7MSFTMICROSOFT CORPSH$16.8M1.60%43,630
8AMZNAMAZON COM INCSH$15.7M1.50%64,157
9GOOGLALPHABET INCSH$13.9M1.33%38,963
10IEFAISHARES TRSH$13.5M1.29%139,068

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Accurate Wealth Management, LLC hold as of Q2 2026?

Accurate Wealth Management, LLC reported 576 positions worth $1.05B in its Q2 2026 13F filing. Largest positions: NVDA (5.0%), AAPL (4.0%), FTSM (3.3%), SPY (2.9%) and PG (2.6%).

What did Accurate Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Accurate Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.