Accurate Wealth Management, LLC

Q2 2025 13F Holdings

  • Location
    wesley chapel, FL
  • Num holdings

    442

  • Value ($000)

    $653,711

  • Date Filed
    07/15/2025
  • Form type
    13F-HR
  • CIK
    0001877728
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CLIP
CLIP

GLOBAL X FDS

1-3 MONTH T-BILL
37960A438
$28.19M
4 %

281,383

AAPL
AAPL

APPLE INC

COM
037833100
$22.22M
3 %

104,642

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$21.44M
3 %

34,258

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$17.54M
3 %

31,585

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$16.47M
3 %

32,832

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.89M
2 %

96,867

PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$13.07M
2 %

82,441

TSLA
TSLA

TESLA INC

COM
88160R101
$10.19M
2 %

32,900

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$9.99M
2 %

34,668

AMZN
AMZN

AMAZON COM INC

COM
023135106
$9.55M
2 %

43,075

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