Accurate Wealth Management, LLC
CIK 1877728
13F filing for Q2 2026・No. 2,502
- Holdings
- US$1.05B
- Quarter change
- +US$217.64M
- Entries
- 576
- Net bought (estimate)
- +US$150.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 85
- Sold out 42
- Cut 141
- Added 329
- Corporate actions 2
- Unchanged 21
Largest holdings
576 stocks worth US$1.05B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 247,781 | US$52.2M | 4.98% |
| AAPLAppleCOM | Added | 132,815 | US$41.88M | 3.99% |
| FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW | Added | 575,587 | US$34.43M | 3.28% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 40,277 | US$30.41M | 2.90% |
| PGPROCTER & GAMBLE COCOM | Added | 188,336 | US$27.69M | 2.64% |
| GLOBAL X FDS1 3 MO T BI ET | Added | 212,895 | US$21.32M | 2.03% |
| MSFTMicrosoftCOM | Added | 43,630 | US$16.8M | 1.60% |
| AMZNAmazonCOM | Added | 64,157 | US$15.72M | 1.50% |
| GOOGLAlphabetCAP STK CL A | Added | 38,963 | US$13.92M | 1.33% |
| ISHARES TRCORE MSCI EAFE | Added | 139,068 | US$13.52M | 1.29% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.