Accurate Wealth Management
$1.0B 13F equity value
618 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Accurate Wealth Management covers the quarter ended June 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 | 247,781 | $52M | 5.0% |
| AAPL | APPLE INC | 132,815 | $42M | 4.0% |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 575,587 | $34M | 3.3% |
| SPY | STATE STR SPDR S&P 500 ETF T | 40,277 | $30M | 2.9% |
| PG | PROCTER & GAMBLE CO | 188,336 | $28M | 2.6% |
| CLIP | GLOBAL X FDS | 212,895 | $21M | 2.0% |
| MSFT | MICROSOFT CORP | 43,630 | $17M | 1.6% |
| AMZN | AMAZON COM INC | 64,157 | $16M | 1.5% |
| GOOGL | ALPHABET INC | 38,963 | $14M | 1.3% |
| IEFA | ISHARES TR | 139,068 | $14M | 1.3% |
Track Accurate Wealth Management's 13F portfolio: $1.0B in reported holdings, 618 positions. Top holdings and quarterly changes on SentiSense.
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