Accurate Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1877728
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.0B
Holdings
576
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Accurate Wealth Management, LLC disclosed 576 positions worth $1.0B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 5.0% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 82 new positions and exited 40 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (41.2% of disclosed assets). All figures are sourced directly from Accurate Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1877728.
AI Fund Analysis
Concentrating
$NVDA5.0% weight
Held 10 quarters
$AAPL4.0% weight
Held 10 quarters
$SPY2.9% weight
Held 10 quarters
$PG2.6% weight
Held 10 quarters
GLOBAL X FDS - 1 3 MO T BI
2.0% weight
Held 8 quarters
$PG9 quarters accumulating
$AMZN9 quarters accumulating
$GOOG9 quarters accumulating
ISHARES TR - CORE MSCI EAF
9 quarters accumulating
$AVGO9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer StaplesConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$52.2M247,781 sh - 76.4#84
Quality
$41.9M132,815 sh FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW
—Quality
$34.4M575,587 sh- —
Quality
$30.4M40,277 sh - 64.6
Quality
$27.7M188,336 sh GLOBAL X FDS - 1 3 MO T BI ET
—Quality
$21.3M212,895 sh- 79.8
Quality
$16.8M43,630 sh - 68.7
Quality
$15.7M64,157 sh - 78.2
Quality
$13.9M38,963 sh ISHARES TR - CORE MSCI EAFE
—Quality
$13.5M139,068 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $52.2M | 247,781 |
| Apple Inc.$AAPL | 76.4#84 | $41.9M | 132,815 |
| FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $34.4M | 575,587 |
| SPDR S&P 500 ETF TRUST$SPY | — | $30.4M | 40,277 |
| PROCTER & GAMBLE Co$PG | 64.6 | $27.7M | 188,336 |
| GLOBAL X FDS - 1 3 MO T BI ET | — | $21.3M | 212,895 |
 MICROSOFT CORP$MSFT | 79.8 | $16.8M | 43,630 |
| AMAZON COM INC$AMZN | 68.7 | $15.7M | 64,157 |
| Alphabet Inc.$GOOG | 78.2 | $13.9M | 38,963 |
| ISHARES TR - CORE MSCI EAFE | — | $13.5M | 139,068 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Accurate Wealth Management, LLC's 576 positions.
Showing top 10 of 576 holdings.
Sector Allocation
Other
$432.4M
Technology
$241.0M
Financials
$110.6M
Industrials
$60.6M
Consumer Staples
$49.1M
Consumer Discretionary
$45.0M
Healthcare
$44.3M
Energy
$21.0M
Top Holdings — Accurate Wealth Management, LLC (Q2 2026)
Top 150 of 576 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $52.2M | 5.0% | +5% | 85.9 |
| 2 | $AAPL | Apple Inc. | $41.9M | 4.0% | +7% | 76.4 |
| 3 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $34.4M | 3.3% | +181% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $30.4M | 2.9% | +8% | — |
| 5 | $PG | PROCTER & GAMBLE Co | $27.7M | 2.6% | +108% | 64.6 |
| 6 | — | GLOBAL X FDS - 1 3 MO T BI ET | $21.3M | 2.0% | +17% | — |
| 7 | $MSFT | MICROSOFT CORP | $16.8M | 1.6% | +6% | 79.8 |
| 8 | $AMZN | AMAZON COM INC | $15.7M | 1.5% | +7% | 68.7 |
| 9 | $GOOG | Alphabet Inc. | $13.9M | 1.3% | +12% | 78.2 |
| 10 | — | ISHARES TR - CORE MSCI EAFE | $13.5M | 1.3% | +22% | — |
| 11 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $13.3M | 1.3% | +117% | — |
| 12 |  $JPM | JPMORGAN CHASE & CO | $13.0M | 1.2% | +5% | 70.7 |
| 13 | $AVGO | Broadcom Inc. | $12.7M | 1.2% | +10% | 84.5 |
| 14 |  $TSLA | Tesla, Inc. | $11.4M | 1.1% | -19% | 53.9 |
| 15 | — | ISHARES TR - CORE US AGGBD ET | $11.1M | 1.1% | +22% | — |
| 16 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | $10.6M | 1.0% | +75% | — |
| 17 | — | ETF SER SOLUTIONS - MCELHENNY SHEFLD | $10.4M | 1.0% | +934% | — |
| 18 |  $META | Meta Platforms, Inc. | $9.9M | 0.9% | +8% | 79.6 |
| 19 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.7M | 0.8% | -33% | — |
| 20 |  $JNJ | JOHNSON & JOHNSON | $8.3M | 0.8% | +7% | 69 |
| 21 |  $AMD | ADVANCED MICRO DEVICES INC | $7.6M | 0.7% | +15% | 79.8 |
| 22 |  $CAT | CATERPILLAR INC | $7.3M | 0.7% | -6% | 66.5 |
| 23 |  $MU | MICRON TECHNOLOGY INC | $7.3M | 0.7% | +98% | 86.2 |
| 24 | — | ISHARES TR - 0-3 MTH TREASURY | $6.8M | 0.7% | +715% | — |
| 25 |  $WMT | Walmart Inc. | $6.7M | 0.6% | +10% | 60.2 |
| 26 |  $GS | GOLDMAN SACHS GROUP INC | $6.7M | 0.6% | +26% | 73.5 |
| 27 | — | ISHARES TR - CORE S&P MCP ETF | $6.7M | 0.6% | -9% | — |
| 28 |  $LLY | ELI LILLY & Co | $6.7M | 0.6% | +7% | 87.5 |
| 29 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $6.3M | 0.6% | +167% | — |
| 30 |  $AMAT | APPLIED MATERIALS INC /DE | $5.9M | 0.6% | +8% | 72.3 |
| 31 |  $DELL | Dell Technologies Inc. | $5.9M | 0.6% | +40% | 71.2 |
| 32 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $5.9M | 0.6% | +451% | — |
| 33 |  $LRCX | LAM RESEARCH CORP | $5.5M | 0.5% | +4% | 79.4 |
| 34 |  $RRC | RANGE RESOURCES CORP | $5.5M | 0.5% | +0% | 79.4 |
| 35 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $5.5M | 0.5% | +86% | — |
| 36 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $5.4M | 0.5% | +389% | — |
| 37 | — | ISHARES TR - RUSSELL 2000 ETF | $5.4M | 0.5% | +1208% | — |
| 38 |  $ABBV | AbbVie Inc. | $5.2M | 0.5% | +10% | 72.6 |
| 39 |  $GOOGL | Alphabet Inc. | $5.1M | 0.5% | +7% | 78.2 |
| 40 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $4.9M | 0.5% | +21% | — |
| 41 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $4.9M | 0.5% | +463% | — |
| 42 | — | ISHARES TR - U.S. PHARMA ETF | $4.8M | 0.5% | NEW | — |
| 43 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $4.8M | 0.5% | +60% | — |
| 44 |  $HD | HOME DEPOT, INC. | $4.6M | 0.4% | +10% | 60.3 |
| 45 |  $CVX | CHEVRON CORP | $4.5M | 0.4% | +2% | 62.8 |
| 46 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $4.5M | 0.4% | +8% | — |
| 47 | — | TIDAL TRUST II - RETURN STCKD US | $4.5M | 0.4% | +2% | — |
| 48 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $4.5M | 0.4% | +1% | — |
| 49 |  $CSCO | CISCO SYSTEMS, INC. | $4.4M | 0.4% | -2% | 70.3 |
| 50 | — | ISHARES TR - 7-10 YR TRSY BD | $4.4M | 0.4% | NEW | — |
| 51 | — | TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG | $4.4M | 0.4% | -4% | — |
| 52 |  $AON | Aon plc | $4.1M | 0.4% | -3% | — |
| 53 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.1M | 0.4% | +6% | 73.8 |
| 54 |  $MO | ALTRIA GROUP, INC. | $4.1M | 0.4% | +4% | 67.4 |
| 55 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.9M | 0.4% | -1% | — |
| 56 |  $PEP | PEPSICO INC | $3.9M | 0.4% | +92% | 63.4 |
| 57 | — | SPDR SERIES TRUST - ST INTER BD ETF | $3.9M | 0.4% | +9% | — |
| 58 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $3.7M | 0.4% | +28% | — |
| 59 |  $MRK | Merck & Co., Inc. | $3.6M | 0.3% | +9% | 59.9 |
| 60 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.5M | 0.3% | +11% | — |
| 61 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $3.5M | 0.3% | +36% | — |
| 62 |  $PLTR | Palantir Technologies Inc. | $3.4M | 0.3% | +13% | 84.6 |
| 63 |  $MET | METLIFE INC | $3.4M | 0.3% | +74% | 56.2 |
| 64 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $3.3M | 0.3% | +42% | — |
| 65 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $3.3M | 0.3% | +8% | — |
| 66 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.2M | 0.3% | +527% | — |
| 67 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.2M | 0.3% | -3% | 66.2 |
| 68 | — | VANECK ETF TRUST - REAL ASSETS ETF | $3.2M | 0.3% | +42% | — |
| 69 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.2M | 0.3% | +14% | 67.6 |
| 70 |  $GE | GENERAL ELECTRIC CO | $3.2M | 0.3% | +8% | 73.8 |
| 71 |  $ISRG | INTUITIVE SURGICAL INC | $3.0M | 0.3% | +5% | 79.9 |
| 72 |  $V | VISA INC. | $3.0M | 0.3% | +7% | 82.9 |
| 73 |  $PM | Philip Morris International Inc. | $3.0M | 0.3% | +12% | 75.9 |
| 74 |  $COP | CONOCOPHILLIPS | $2.9M | 0.3% | +22% | 70.2 |
| 75 |  $BNY | Bank of New York Mellon Corp | $2.9M | 0.3% | -5% | 74.1 |
| 76 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $2.9M | 0.3% | +6% | — |
| 77 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $2.8M | 0.3% | +9% | — |
| 78 |  $ANET | Arista Networks, Inc. | $2.8M | 0.3% | +16% | 81.9 |
| 79 |  $HWM | Howmet Aerospace Inc. | $2.8M | 0.3% | +20% | 73.9 |
| 80 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $2.8M | 0.3% | -0% | — |
| 81 |  $ORCL | ORACLE CORP | $2.8M | 0.3% | +19% | 66.2 |
| 82 |  $OUNZ | VanEck Merk Gold ETF | $2.7M | 0.3% | +20% | 33.6 |
| 83 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $2.7M | 0.3% | +345% | — |
| 84 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.7M | 0.3% | +13% | 70 |
| 85 |  $GLD | SPDR GOLD TRUST | $2.7M | 0.3% | -66% | — |
| 86 | — | ISHARES TR - CORE S&P SCP ETF | $2.7M | 0.3% | +9% | — |
| 87 | — | TIDAL TRUST II - RET STCKD GL STK | $2.7M | 0.3% | -9% | — |
| 88 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $2.7M | 0.3% | +369% | — |
| 89 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.7M | 0.3% | +10% | 73.7 |
| 90 | — | ISHARES TR - CORE S&P TTL STK | $2.7M | 0.3% | -28% | — |
| 91 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | $2.7M | 0.3% | -15% | — |
| 92 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $2.7M | 0.3% | +500% | — |
| 93 |  $XYZ | Block, Inc. | $2.6M | 0.3% | -14% | 51.8 |
| 94 |  $PH | Parker-Hannifin Corp | $2.6M | 0.3% | +22% | 65.8 |
| 95 |  $ZM | Zoom Communications, Inc. | $2.6M | 0.3% | -10% | 70.5 |
| 96 |  $MCD | MCDONALDS CORP | $2.6M | 0.2% | +4% | 69 |
| 97 |  $MA | Mastercard Inc | $2.5M | 0.2% | -10% | 85.1 |
| 98 | — | ISHARES TR - RUS 1000 GRW ETF | $2.4M | 0.2% | +1199% | — |
| 99 | — | ISHARES INC - CORE MSCI EMKT | $2.4M | 0.2% | +18% | — |
| 100 |  $RTX | RTX Corp | $2.4M | 0.2% | +0% | 73.2 |
| 101 |  $UNH | UNITEDHEALTH GROUP INC | $2.3M | 0.2% | +9% | 62.7 |
| 102 |  $VZ | VERIZON COMMUNICATIONS INC | $2.3M | 0.2% | +14% | 65.8 |
| 103 |  $INTC | INTEL CORP | $2.3M | 0.2% | +29% | 45.6 |
| 104 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $2.3M | 0.2% | -16% | — |
| 105 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $2.3M | 0.2% | +9% | — |
| 106 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $2.3M | 0.2% | -7% | 71.6 |
| 107 | $GS | GOLDMAN SACHS GROUP INC | $2.3M | 0.2% | +58% | 73.5 |
| 108 |  $SO | SOUTHERN CO | $2.3M | 0.2% | +12% | 62 |
| 109 | — | ALLSPRING EXCHANGE TRADED FU - CORE PLUS ETF | $2.2M | 0.2% | +34% | — |
| 110 |  $C | CITIGROUP INC | $2.2M | 0.2% | -14% | 65 |
| 111 |  $ROKU | ROKU, INC | $2.2M | 0.2% | +6% | 66.7 |
| 112 |  $KO | COCA COLA CO | $2.2M | 0.2% | +13% | 69.5 |
| 113 |  $STX | Seagate Technology Holdings plc | $2.2M | 0.2% | -7% | — |
| 114 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $2.1M | 0.2% | +84% | — |
| 115 |  $GD | GENERAL DYNAMICS CORP | $2.1M | 0.2% | +16% | 68.7 |
| 116 |  $AXP | AMERICAN EXPRESS CO | $2.1M | 0.2% | +29% | 69.4 |
| 117 |  $RSG | REPUBLIC SERVICES, INC. | $2.1M | 0.2% | -10% | 62.3 |
| 118 | — | FIRST TR EXCHANGE TRADED FD - NEW CO CO EA ETF | $2.0M | 0.2% | +63% | — |
| 119 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $2.0M | 0.2% | +20% | — |
| 120 |  $TXN | TEXAS INSTRUMENTS INC | $2.0M | 0.2% | +83% | 73.4 |
| 121 | — | ISHARES TR - RUS TP200 GR ETF | $2.0M | 0.2% | +22% | — |
| 122 |  $NFLX | NETFLIX INC | $2.0M | 0.2% | -6% | 78.8 |
| 123 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $2.0M | 0.2% | +18% | 66.8 |
| 124 |  $BLK | BlackRock, Inc. | $2.0M | 0.2% | +21% | 70 |
| 125 | — | TIDAL TRUST II - RETU S YIEL ETF | $2.0M | 0.2% | -13% | — |
| 126 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $2.0M | 0.2% | +367% | — |
| 127 | — | ISHARES TR - GLOBAL TECH ETF | $1.9M | 0.2% | +25% | — |
| 128 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $1.9M | 0.2% | +14% | — |
| 129 |  $MRVL | Marvell Technology, Inc. | $1.9M | 0.2% | +107% | 76.5 |
| 130 | — | ISHARES TR - S&P MC 400VL ETF | $1.9M | 0.2% | +0% | — |
| 131 | — | SPDR SERIES TRUST - ST STR SP400VAL | $1.9M | 0.2% | +3% | — |
| 132 | — | ISHARES TR - CORE S&P500 ETF | $1.8M | 0.2% | +4% | — |
| 133 |  $EME | EMCOR Group, Inc. | $1.8M | 0.2% | +15% | 69.3 |
| 134 |  $BX | Blackstone Inc. | $1.8M | 0.2% | -6% | 74.4 |
| 135 | — | EA SERIES TRUST - MILI LONG SH ETF | $1.8M | 0.2% | +64% | — |
| 136 | — | TIDAL TRUST I - UNLIMITED HFGM | $1.8M | 0.2% | +64% | — |
| 137 |  $FTNT | Fortinet, Inc. | $1.8M | 0.2% | +17% | 80.1 |
| 138 | — | ISHARES TR - EXPND TEC SC ETF | $1.8M | 0.2% | +27% | — |
| 139 |  $IVZ | Invesco Ltd. | $1.8M | 0.2% | -3% | — |
| 140 | — | NORTHERN LTS FD TR III - COUN QUA EQU ETF | $1.8M | 0.2% | +57% | — |
| 141 |  $CAH | CARDINAL HEALTH INC | $1.7M | 0.2% | +12% | 62.4 |
| 142 | $IVZ | Invesco Ltd. | $1.7M | 0.2% | +2% | — |
| 143 |  $CSX | CSX CORP | $1.7M | 0.2% | +28% | 65.2 |
| 144 | — | AMERICAN CENTY ETF TR - AVA RES MAR ETF | $1.7M | 0.2% | +45% | — |
| 145 | — | ADVISORS INNER CIRCLE FD II - PMV ADAPTIVE RSK | $1.7M | 0.2% | +52% | — |
| 146 |  $PLD | Prologis, Inc. | $1.7M | 0.2% | +21% | 68.3 |
| 147 | — | FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF | $1.7M | 0.2% | +42% | — |
| 148 |  $AMGN | AMGEN INC | $1.7M | 0.2% | +23% | 79.2 |
| 149 | — | ETF OPPORTUNITIES TRUST - APPLIED FINA VAL | $1.7M | 0.2% | +47% | — |
| 150 | — | GLOBAL X FDS - ARTIFICIAL ETF | $1.6M | 0.2% | +28% | — |
New Positions (82)
ISHARES TR - U.S. PHARMA ETF$4.8M
ISHARES TR - 7-10 YR TRSY BD$4.4M
VANGUARD WHITEHALL FDS - HIGH DIV YLD$1.5M
$PGR PROGRESSIVE CORP/OH/$1.5M
$HLT Hilton Worldwide Holdings Inc.$1.4M
$L LOEWS CORP$1.2M
$LIN LINDE PLC$1.2M
$SNDK Sandisk Corp$1.2M
$MLM MARTIN MARIETTA MATERIALS INC$1.1M VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX$1.1M
$CHD CHURCH & DWIGHT CO INC /DE/$988,014 SCHWAB STRATEGIC TR - US DIVIDEND EQ$980,676
$EG EVEREST GROUP, LTD.$953,135
$WDC WESTERN DIGITAL CORP$846,766
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$845,801Exited Positions (40)
$XOM.R34088 EXXON MOBIL CORP ISHARES TR
$GWW W.W. GRAINGER, INC.
$ALL ALLSTATE CORP
$AVY Avery Dennison Corp
$HSIC HENRY SCHEIN INC
$ROL ROLLINS INC
$MSCI MSCI Inc.
$CMG CHIPOTLE MEXICAN GRILL INC ISHARES TR
$VRSK Verisk Analytics, Inc.
$FN Fabrinet
$CASY CASEYS GENERAL STORES INC SCHWAB STRATEGIC TR
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