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Accurate Wealth Management, LLC

Q2 2026 13F Holdings

  • Location
    wesley chapel, FL
  • Num holdings

    576

  • Value ($000)

    $1,048,590

  • Date Filed
    07/14/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$52.2M
5 %

247,781

A
AAPL

APPLE INC

COM
037833100
$41.88M
4 %

132,815

F
FTSM

FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW
33739Q408
$34.43M
3 %

575,587

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$30.41M
3 %

40,277

P
PG

PROCTER & GAMBLE CO

COM
742718109
$27.69M
3 %

188,336

C
CLIP

GLOBAL X FDS

1 3 MO T BI ET
37960A438
$21.32M
2 %

212,895

M
MSFT

MICROSOFT CORP

COM
594918104
$16.8M
2 %

43,630

A
AMZN

AMAZON COM INC

COM
023135106
$15.72M
2 %

64,157

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$13.92M
1 %

38,963

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$13.52M
1 %

139,068

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