Accurate Wealth Management
$1.2B 13F equity value
638 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Accurate Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 271,232 | $62M | 5.4% |
| AAPL | APPLE INC | 146,157 | $50M | 4.3% |
| SPY | STATE STR SPDR S&P 500 ETF T | 44,973 | $35M | 3.0% |
| PG | PROCTER & GAMBLE CO | 191,625 | $29M | 2.5% |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 457,105 | $27M | 2.4% |
| MSFT | MICROSOFT CORP | 46,864 | $25M | 2.2% |
| QQQ | INVESCO QQQ TR | 25,000 | $19M | 1.6% |
| XOM | EXXONMOBIL HOLDINGS CORP | 104,043 | $18M | 1.6% |
| AMZN | AMAZON COM INC | 68,541 | $18M | 1.5% |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 744,425 | $17M | 1.4% |
Track Accurate Wealth Management's 13F portfolio: $1.2B in reported holdings, 638 positions. Top holdings and quarterly changes on SentiSense.
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