Accurate Wealth Management, LLC 13F Holdings · Q2 2026
Accurate Wealth Management, LLC reported 576 securities worth $1.05B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (4.98%), AAPL (3.99%), FTSM (3.28%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $52.2M | 4.98% | 247,781 | Added |
| 2 | AAPL | APPLE INC | $41.9M | 3.99% | 132,815 | Added |
| 3 | FTSM | FIRST TR EXCHANGE-TRADED FD | $34.4M | 3.28% | 575,587 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $30.4M | 2.90% | 40,277 | Added |
| 5 | PG | PROCTER & GAMBLE CO | $27.7M | 2.64% | 188,336 | Added |
| 6 | CLIP | GLOBAL X FDS | $21.3M | 2.03% | 212,895 | Added |
| 7 | MSFT | MICROSOFT CORP | $16.8M | 1.60% | 43,630 | Added |
| 8 | AMZN | AMAZON COM INC | $15.7M | 1.50% | 64,157 | Added |
| 9 | GOOGL | ALPHABET INC | $13.9M | 1.33% | 38,963 | Added |
| 10 | IEFA | ISHARES TR | $13.5M | 1.29% | 139,068 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $13.3M | 1.27% | 71,698 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $13.0M | 1.24% | 38,726 | Added |
| 13 | AVGO | BROADCOM INC | $12.7M | 1.21% | 31,753 | Added |
| 14 | TSLA | TESLA INC | $11.4M | 1.09% | 28,012 | Trimmed |
| 15 | AGG | ISHARES TR | $11.1M | 1.06% | 113,261 | Added |
| 16 | BSJR | INVESCO EXCH TRD SLF IDX FD | $10.6M | 1.02% | 475,561 | Added |
| 17 | MSMR | ETF SER SOLUTIONS | $10.4M | 0.99% | 293,636 | Added |
| 18 | META | META PLATFORMS INC | $9.9M | 0.95% | 14,890 | Added |
| 19 | QQQ | INVESCO QQQ TR | $8.7M | 0.83% | 11,940 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $8.3M | 0.79% | 32,380 | Added |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $7.6M | 0.72% | 13,586 | Added |
| 22 | CAT | CATERPILLAR INC | $7.3M | 0.70% | 7,684 | Trimmed |
| 23 | MU | MICRON TECHNOLOGY INC | $7.3M | 0.70% | 7,452 | Added |
| 24 | SGOV | ISHARES TR | $6.8M | 0.65% | 67,432 | Added |
| 25 | GBIL | GOLDMAN SACHS ETF TR | $6.7M | 0.64% | 67,040 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR