account_balance
Investment manager · 13F filer · SEC CIK 1877728
Accurate Wealth Management, LLC
Reported value$1.05Bas of Jun 30, 2026
Positions576 85 new, 42 sold out
Top 10 weight25.5%NVDA alone is 5%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
5.0%Added +5%
AAPLApple Inc
4.0%Added +7%
FTSMFirst Tr Exchange-traded Fd
3.3%Added +181%
SPYState STR SPDR S&P 500 ETF T
2.9%Added +8%
PGProcter & Gamble Co
2.6%Added +108%
CLIPGlobal X FDS
2.0%Added +17%
MSFTMicrosoft Corp
1.6%Added +6%
AMZNAmazon Com Inc
1.5%Added +7%
GOOGLAlphabet Inc
1.3%Added +12%
IEFAiShares Tr
1.3%Added +22%
XLKSelect Sector SPDR Tr
1.3%Added +117%
JPMJPMorgan Chase & Co
1.2%Added +5%
NVDANvidia Corporation
5.0%Added +5%
AAPLApple Inc
4.0%Added +7%
FTSM3.3%
SPY2.9%PGProcter & Gamble Co
2.6%Added +108%
CLIP2.0%
MSFT1.6%AMZN1.5%GOOGL1.3%IEFA1.3%
XLK1.3%
JPM1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 5.0% Added +5%AAPL Apple Inc 4.0% Added +7%
FTSM First Tr Exchange-traded Fd 3.3% Added +181%
SPY State STR SPDR S&P 500 ETF T 2.9% Added +8%PG Procter & Gamble Co 2.6% Added +108%CLIP Global X FDS 2.0% Added +17%
MSFT Microsoft Corp 1.6% Added +6%AMZN Amazon Com Inc 1.5% Added +7%GOOGL Alphabet Inc 1.3% Added +12%IEFA iShares Tr 1.3% Added +22%
XLK Select Sector SPDR Tr 1.3% Added +117%
JPM JPMorgan Chase & Co 1.2% Added +5%What changed