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Accurate Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    wesley chapel, FL
  • Num holdings

    533

  • Value ($000)

    $830,948

  • Date Filed
    04/23/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$44.67M
5 %

237,057

A
AAPL

APPLE INC

COM
037833100
$32.24M
4 %

123,799

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$25.27M
3 %

37,191

C
CLIP

GLOBAL X FDS

1-3 MONTH T-BILL
37960A438
$18.27M
2 %

182,383

M
MSFT

MICROSOFT CORP

COM
594918104
$15.3M
2 %

41,242

A
AMZN

AMAZON COM INC

COM
023135106
$14.32M
2 %

60,206

P
PG

PROCTER & GAMBLE CO

COM
742718109
$13.12M
2 %

90,369

F
FTSM

FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW
33739Q408
$12.25M
2 %

204,583

T
TSLA

TESLA INC

COM
88160R101
$12.14M
2 %

34,788

X
XOM

EXXON MOBIL CORP

COM
30231G102
$11.84M
1 %

77,584

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