Accurate Wealth Management
Latest statistics and disclosures from Accurate Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, FTSM, SPY, PG, and represent 17.80% of Accurate Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FTSM (+$22M), PG (+$14M), MSMR (+$9.4M), XLK (+$7.2M), SGOV (+$5.9M), IWM (+$5.0M), DFAU, IHE, BSJR, IEF.
- Started 85 new stock positions in SPCX, IHE, GL, IJUL, ACYN, NDAQ, CNC, TWST, NOK, LMBS.
- Reduced shares in these 10 stocks: , XLE (-$7.9M), HDV (-$6.3M), GLD (-$5.3M), QQQ, TSLA, SYY, GWW, ALL, AVY.
- Sold out of its positions in ALB, AA, ALL, AVY, BSX, Sila Realty Trust, CASY, CMG, CXW, DSTL.
- Accurate Wealth Management was a net buyer of stock by $159M.
- Accurate Wealth Management has $1.0B in assets under management (AUM), dropping by 26.19%.
- Central Index Key (CIK): 0001877728
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Portfolio Holdings for Accurate Wealth Management
Accurate Wealth Management holds 576 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Accurate Wealth Management has 576 total positions. Only the first 250 positions are shown.
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- Download the Accurate Wealth Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.0 | $52M | +4% | 248k | 210.66 |
|
| Apple (AAPL) | 4.0 | $42M | +7% | 133k | 315.31 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 3.3 | $34M | +181% | 576k | 59.81 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.9 | $30M | +8% | 40k | 754.94 |
|
| Procter & Gamble Company (PG) | 2.6 | $28M | +108% | 188k | 147.04 |
|
| Global X Fds 1 3 Mo T Bi Et (CLIP) | 2.0 | $21M | +16% | 213k | 100.16 |
|
| Microsoft Corporation (MSFT) | 1.6 | $17M | +5% | 44k | 385.06 |
|
| Amazon (AMZN) | 1.5 | $16M | +6% | 64k | 245.06 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $14M | +11% | 39k | 357.26 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $14M | +22% | 139k | 97.22 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.3 | $13M | +117% | 72k | 185.78 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $13M | +5% | 39k | 336.45 |
|
| Broadcom (AVGO) | 1.2 | $13M | +10% | 32k | 400.02 |
|
| Tesla Motors (TSLA) | 1.1 | $11M | -19% | 28k | 407.75 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $11M | +21% | 113k | 98.08 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 1.0 | $11M | +75% | 476k | 22.39 |
|
| Etf Ser Solutions Mcelhenny Shefld (MSMR) | 1.0 | $10M | +933% | 294k | 35.33 |
|
| Meta Platforms Cl A (META) | 0.9 | $9.9M | +7% | 15k | 667.80 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $8.7M | -32% | 12k | 725.49 |
|
| Johnson & Johnson (JNJ) | 0.8 | $8.3M | +7% | 32k | 257.07 |
|
| Advanced Micro Devices (AMD) | 0.7 | $7.6M | +14% | 14k | 556.64 |
|
| Caterpillar (CAT) | 0.7 | $7.3M | -6% | 7.7k | 951.82 |
|
| Micron Technology (MU) | 0.7 | $7.3M | +97% | 7.5k | 979.74 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.6 | $6.8M | +714% | 67k | 100.50 |
|
| Wal-Mart Stores (WMT) | 0.6 | $6.7M | +10% | 59k | 113.85 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.6 | $6.7M | +26% | 67k | 99.98 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $6.7M | -8% | 88k | 75.67 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $6.7M | +7% | 5.6k | 1189.45 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.6 | $6.3M | +167% | 54k | 117.40 |
|
| Applied Materials (AMAT) | 0.6 | $5.9M | +7% | 9.8k | 602.39 |
|
| Dell Technologies CL C (DELL) | 0.6 | $5.9M | +40% | 14k | 435.11 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $5.9M | +451% | 113k | 52.18 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $5.5M | +3% | 16k | 350.56 |
|
| Range Resources (RRC) | 0.5 | $5.5M | 154k | 35.49 |
|
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.5 | $5.5M | +86% | 122k | 44.61 |
|
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.5 | $5.4M | +389% | 129k | 41.95 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $5.4M | +1208% | 18k | 295.99 |
|
| Abbvie (ABBV) | 0.5 | $5.2M | +9% | 21k | 248.13 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $5.1M | +6% | 15k | 355.11 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $4.9M | +21% | 8.0k | 610.88 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $4.9M | +463% | 55k | 89.06 |
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.5 | $4.8M | NEW | 48k | 100.51 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.5 | $4.8M | +60% | 53k | 90.04 |
|
| Home Depot (HD) | 0.4 | $4.6M | +10% | 13k | 343.25 |
|
| Chevron Corporation (CVX) | 0.4 | $4.5M | +2% | 26k | 176.39 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $4.5M | +8% | 96k | 46.44 |
|
| Tidal Trust Ii Return Stckd Us (RSST) | 0.4 | $4.5M | 135k | 33.11 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.4 | $4.5M | 112k | 39.93 |
|
|
| Cisco Systems (CSCO) | 0.4 | $4.4M | 36k | 121.28 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $4.4M | NEW | 47k | 93.63 |
|
| Trust For Professional Man Convergence Lng (CLSE) | 0.4 | $4.4M | -4% | 127k | 34.17 |
|
| Aon Shs Cl A (AON) | 0.4 | $4.1M | -2% | 12k | 356.94 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.1M | +5% | 8.3k | 493.88 |
|
| Altria (MO) | 0.4 | $4.1M | +3% | 57k | 71.79 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.9M | 5.7k | 693.77 |
|
|
| Pepsi (PEP) | 0.4 | $3.9M | +91% | 29k | 137.41 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.4 | $3.9M | +8% | 117k | 33.22 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.4 | $3.7M | +27% | 36k | 104.20 |
|
| Merck & Co (MRK) | 0.3 | $3.6M | +9% | 30k | 123.55 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.5M | +10% | 9.5k | 372.54 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $3.5M | +36% | 95k | 36.91 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $3.4M | +13% | 27k | 126.80 |
|
| MetLife (MET) | 0.3 | $3.4M | +74% | 37k | 91.65 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $3.3M | +42% | 26k | 127.57 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $3.3M | +7% | 89k | 36.52 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.2M | +526% | 37k | 87.40 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $3.2M | -3% | 3.5k | 916.16 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.3 | $3.2M | +41% | 82k | 39.47 |
|
| Bank of America Corporation (BAC) | 0.3 | $3.2M | +14% | 54k | 59.65 |
|
| Ge Aerospace Com New (GE) | 0.3 | $3.2M | +7% | 8.8k | 359.28 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $3.0M | +5% | 7.5k | 406.79 |
|
| Visa Com Cl A (V) | 0.3 | $3.0M | +6% | 8.6k | 348.92 |
|
| Philip Morris International (PM) | 0.3 | $3.0M | +12% | 16k | 181.61 |
|
| ConocoPhillips (COP) | 0.3 | $2.9M | +21% | 27k | 108.97 |
|
| Bank of New York Mellon Corporation (BNY) | 0.3 | $2.9M | -5% | 19k | 151.92 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $2.9M | +5% | 76k | 37.59 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.8M | +8% | 49k | 58.04 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $2.8M | +16% | 15k | 186.94 |
|
| Howmet Aerospace (HWM) | 0.3 | $2.8M | +19% | 10k | 270.94 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.3 | $2.8M | 34k | 82.56 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $2.8M | +18% | 20k | 140.68 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.3 | $2.7M | +19% | 69k | 39.50 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $2.7M | +345% | 66k | 41.58 |
|
| International Business Machines (IBM) | 0.3 | $2.7M | +12% | 9.5k | 287.62 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.7M | -65% | 7.2k | 376.98 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.7M | +8% | 19k | 145.56 |
|
| Tidal Trust Ii Ret Stckd Gl Stk (RSSB) | 0.3 | $2.7M | -9% | 88k | 30.78 |
|
| Dimensional Etf Trust Shor Dur Fix Etf (DFSD) | 0.3 | $2.7M | +368% | 57k | 47.65 |
|
| PNC Financial Services (PNC) | 0.3 | $2.7M | +10% | 11k | 251.90 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.7M | -27% | 16k | 165.55 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.3 | $2.7M | -15% | 116k | 22.97 |
|
| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.3 | $2.7M | +499% | 63k | 41.87 |
|
| Block Cl A (XYZ) | 0.3 | $2.6M | -14% | 34k | 77.30 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $2.6M | +21% | 2.7k | 960.66 |
|
| Zoom Communications Cl A (ZM) | 0.2 | $2.6M | -9% | 29k | 89.76 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.6M | +4% | 9.3k | 274.74 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.5M | -10% | 4.7k | 526.44 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.4M | +1199% | 19k | 123.95 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.4M | +17% | 29k | 81.32 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.4M | 12k | 195.91 |
|
|
| UnitedHealth (UNH) | 0.2 | $2.3M | +9% | 5.5k | 425.18 |
|
| Verizon Communications (VZ) | 0.2 | $2.3M | +14% | 55k | 42.12 |
|
| Intel Corporation (INTC) | 0.2 | $2.3M | +28% | 21k | 109.89 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $2.3M | -16% | 25k | 91.50 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.3M | +8% | 29k | 78.61 |
|
| Hartford Financial Services (HIG) | 0.2 | $2.3M | -7% | 17k | 138.78 |
|
| Goldman Sachs (GS) | 0.2 | $2.3M | +57% | 2.2k | 1054.97 |
|
| Southern Company (SO) | 0.2 | $2.3M | +11% | 24k | 95.60 |
|
| Allspring Exchange Traded Fu Core Plus Etf (APLU) | 0.2 | $2.2M | +33% | 92k | 24.43 |
|
| Citigroup Com New (C) | 0.2 | $2.2M | -13% | 16k | 140.78 |
|
| Roku Com Cl A (ROKU) | 0.2 | $2.2M | +6% | 16k | 140.69 |
|
| Coca-Cola Company (KO) | 0.2 | $2.2M | +13% | 26k | 83.49 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $2.2M | -7% | 2.4k | 910.56 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.2 | $2.1M | +84% | 103k | 20.73 |
|
| General Dynamics Corporation (GD) | 0.2 | $2.1M | +15% | 5.6k | 375.07 |
|
| American Express Company (AXP) | 0.2 | $2.1M | +28% | 6.0k | 350.35 |
|
| Republic Services (RSG) | 0.2 | $2.1M | -10% | 9.4k | 219.19 |
|
| First Tr Exchange Traded New Co Co Ea Etf (FTCE) | 0.2 | $2.0M | +62% | 74k | 27.55 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.2 | $2.0M | +20% | 13k | 154.46 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.0M | +83% | 6.5k | 311.09 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $2.0M | +22% | 7.0k | 290.48 |
|
| Netflix (NFLX) | 0.2 | $2.0M | -6% | 28k | 73.43 |
|
| American Electric Power Company (AEP) | 0.2 | $2.0M | +17% | 15k | 135.41 |
|
| Blackrock (BLK) | 0.2 | $2.0M | +20% | 1.9k | 1035.68 |
|
| Tidal Trust Ii Retu S Yiel Etf (RSSY) | 0.2 | $2.0M | -12% | 78k | 25.51 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $2.0M | +367% | 27k | 72.77 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.2 | $1.9M | +25% | 14k | 140.73 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $1.9M | +13% | 18k | 108.27 |
|
| Marvell Technology (MRVL) | 0.2 | $1.9M | +106% | 8.0k | 235.79 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.9M | 13k | 146.47 |
|
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.2 | $1.9M | +3% | 20k | 94.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.8M | +4% | 2.4k | 758.24 |
|
| Emcor (EME) | 0.2 | $1.8M | +15% | 2.3k | 781.82 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.8M | -5% | 15k | 123.02 |
|
| Ea Series Trust Mili Long Sh Etf (ORR) | 0.2 | $1.8M | +64% | 49k | 37.01 |
|
| Tidal Trust I Unlimited Hfgm (HFGM) | 0.2 | $1.8M | +63% | 58k | 30.88 |
|
| Fortinet (FTNT) | 0.2 | $1.8M | +16% | 11k | 157.53 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $1.8M | +27% | 11k | 161.60 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $1.8M | -3% | 90k | 19.55 |
|
| Northern Lts Fd Tr Iii Coun Qua Equ Etf (CPAI) | 0.2 | $1.8M | +56% | 34k | 51.33 |
|
| Cardinal Health (CAH) | 0.2 | $1.7M | +12% | 7.4k | 235.77 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $1.7M | 89k | 19.64 |
|
|
| CSX Corporation (CSX) | 0.2 | $1.7M | +27% | 35k | 49.41 |
|
| American Centy Etf Tr Ava Res Mar Etf (AVSE) | 0.2 | $1.7M | +45% | 21k | 79.73 |
|
| Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP) | 0.2 | $1.7M | +52% | 52k | 32.81 |
|
| Prologis (PLD) | 0.2 | $1.7M | +20% | 12k | 140.88 |
|
| First Tr Exchange-traded Ltd Dur Invt Etf (FSIG) | 0.2 | $1.7M | +42% | 88k | 18.84 |
|
| Amgen (AMGN) | 0.2 | $1.7M | +23% | 4.6k | 363.43 |
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| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.2 | $1.7M | +46% | 35k | 47.37 |
|
| Global X Fds Artificial Etf (AIQ) | 0.2 | $1.6M | +27% | 26k | 63.44 |
|
| Vaneck Etf Trust Techn Truse Etf (TRUT) | 0.2 | $1.6M | +32% | 52k | 31.27 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $1.6M | +390% | 41k | 39.41 |
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| Qualcomm (QCOM) | 0.2 | $1.6M | +15% | 8.5k | 189.19 |
|
| Palmer Square Funds Tr Cr Oppor Etf (PSQO) | 0.2 | $1.6M | +4% | 77k | 20.69 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.6M | +30% | 4.8k | 326.56 |
|
| Fifth Third Ban (FITB) | 0.1 | $1.6M | +11% | 28k | 57.07 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.1 | $1.6M | 5.8k | 271.45 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $1.6M | -13% | 8.8k | 178.34 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.6M | +17% | 9.7k | 159.28 |
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| Assurant (AIZ) | 0.1 | $1.5M | -20% | 5.5k | 278.90 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.5M | NEW | 9.5k | 161.06 |
|
| McKesson Corporation (MCK) | 0.1 | $1.5M | -17% | 1.9k | 805.65 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $1.5M | 74k | 20.36 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $1.5M | +9% | 6.8k | 222.26 |
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| At&t (T) | 0.1 | $1.5M | 72k | 21.13 |
|
|
| Progressive Corporation (PGR) | 0.1 | $1.5M | NEW | 6.5k | 230.72 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.5M | +722% | 13k | 118.08 |
|
| Pfizer (PFE) | 0.1 | $1.4M | +9% | 60k | 24.17 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $1.4M | +5% | 3.8k | 376.05 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.4M | NEW | 4.2k | 335.58 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $1.4M | 31k | 45.87 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $1.4M | +5% | 95k | 14.72 |
|
| Prudential Financial (PRU) | 0.1 | $1.4M | +17% | 12k | 115.36 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.4M | +308% | 11k | 128.51 |
|
| Northern Lts Fd Tr Iii Cp High Yild Trd (HYTR) | 0.1 | $1.3M | +26% | 63k | 21.39 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.1 | $1.3M | +56% | 20k | 65.63 |
|
| Gilead Sciences (GILD) | 0.1 | $1.3M | +14% | 10k | 129.88 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.3M | +15% | 15k | 87.14 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $1.3M | +16% | 15k | 87.42 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.3M | +10% | 2.4k | 523.16 |
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| Xcel Energy (XEL) | 0.1 | $1.3M | 16k | 80.07 |
|
|
| Us Bancorp Com New (USB) | 0.1 | $1.3M | +20% | 21k | 62.40 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $1.3M | -19% | 13k | 101.06 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.3M | +12% | 2.9k | 434.76 |
|
| Kinder Morgan (KMI) | 0.1 | $1.3M | +18% | 39k | 32.12 |
|
| Corning Incorporated (GLW) | 0.1 | $1.3M | +70% | 6.6k | 190.94 |
|
| Ge Vernova (GEV) | 0.1 | $1.3M | +82% | 1.2k | 1091.39 |
|
| Cummins (CMI) | 0.1 | $1.3M | +22% | 1.9k | 676.04 |
|
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.1 | $1.3M | +255% | 58k | 21.81 |
|
| 3M Company (MMM) | 0.1 | $1.2M | 7.9k | 157.52 |
|
|
| Loews Corporation (L) | 0.1 | $1.2M | NEW | 11k | 114.99 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $1.2M | -13% | 14k | 88.67 |
|
| AmerisourceBergen (COR) | 0.1 | $1.2M | -17% | 4.1k | 303.43 |
|
| Linde SHS (LIN) | 0.1 | $1.2M | NEW | 2.3k | 529.62 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $1.2M | +18% | 7.1k | 174.29 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $1.2M | +7% | 2.1k | 581.35 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.2M | NEW | 627.00 | 1914.41 |
|
| TJX Companies (TJX) | 0.1 | $1.2M | +12% | 7.9k | 151.31 |
|
| Dimensional Etf Trust Glob Co Plus Etf (DFGP) | 0.1 | $1.2M | +306% | 22k | 54.21 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $1.2M | +4% | 36k | 32.19 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.2M | +7% | 4.7k | 246.84 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $1.2M | -2% | 18k | 64.27 |
|
| Clear Secure Com Cl A (YOU) | 0.1 | $1.2M | -11% | 21k | 55.22 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $1.2M | +18% | 14k | 84.27 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.1 | $1.1M | 25k | 45.57 |
|
|
| Anthem (ELV) | 0.1 | $1.1M | +243% | 2.7k | 416.31 |
|
| Thor Industries (THO) | 0.1 | $1.1M | +20% | 15k | 72.86 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $1.1M | +8% | 22k | 51.62 |
|
| Martin Marietta Materials (MLM) | 0.1 | $1.1M | NEW | 1.9k | 577.40 |
|
| Eversource Energy (ES) | 0.1 | $1.1M | -7% | 15k | 74.82 |
|
| Analog Devices (ADI) | 0.1 | $1.1M | +14% | 2.8k | 395.56 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $1.1M | +20% | 47k | 23.57 |
|
| Vaneck Etf Trust Alte Asse Ma Etf (GPZ) | 0.1 | $1.1M | +23% | 48k | 22.37 |
|
| FedEx Corporation (FDX) | 0.1 | $1.1M | -8% | 3.4k | 314.67 |
|
| Pacer Fds Tr Arist High Etf (FLRT) | 0.1 | $1.1M | +87% | 23k | 46.73 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $1.1M | NEW | 3.1k | 341.56 |
|
| General Motors Company (GM) | 0.1 | $1.0M | +24% | 13k | 77.86 |
|
| Enbridge (ENB) | 0.1 | $1.0M | -2% | 19k | 54.66 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.0M | -10% | 12k | 89.62 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $1.0M | +5% | 3.6k | 285.45 |
|
| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.1 | $1.0M | +18% | 44k | 23.41 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.1 | $1.0M | +12% | 43k | 23.62 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $1.0M | 17k | 60.72 |
|
|
| Omnicell (OMCL) | 0.1 | $1.0M | -22% | 22k | 44.92 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.1 | $997k | +142% | 24k | 40.90 |
|
| Church & Dwight (CHD) | 0.1 | $988k | NEW | 10k | 96.36 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $981k | NEW | 30k | 32.40 |
|
| Deere & Company (DE) | 0.1 | $967k | -39% | 1.6k | 586.88 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $965k | +27% | 53k | 18.08 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $962k | +49% | 9.6k | 100.57 |
|
| Everest Re Group (EG) | 0.1 | $953k | NEW | 2.6k | 370.58 |
|
| L3harris Technologies (LHX) | 0.1 | $950k | +11% | 3.3k | 290.80 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $936k | +13% | 3.7k | 253.09 |
|
| Tidal Trust Ii Retur S Gold Etf (RSSX) | 0.1 | $921k | +35% | 38k | 24.25 |
|
| Okta Cl A (OKTA) | 0.1 | $916k | -26% | 6.6k | 138.65 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $910k | +5% | 20k | 45.74 |
|
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.1 | $891k | +6% | 7.8k | 114.46 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $877k | 17k | 51.82 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $875k | -8% | 2.7k | 318.91 |
|
| Cadence Design Systems (CDNS) | 0.1 | $862k | +19% | 2.2k | 384.34 |
|
| Nextera Energy (NEE) | 0.1 | $859k | +3% | 9.8k | 87.81 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $858k | +24% | 5.5k | 155.34 |
|
| Stryker Corporation (SYK) | 0.1 | $852k | +11% | 2.6k | 329.15 |
|
| Eaton Corp SHS (ETN) | 0.1 | $851k | 2.1k | 407.08 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $848k | +6% | 5.2k | 163.60 |
|
| Western Digital (WDC) | 0.1 | $847k | NEW | 1.5k | 582.77 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $847k | -2% | 11k | 78.39 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $846k | NEW | 5.8k | 145.45 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $840k | +36% | 8.9k | 94.14 |
|
| Metropcs Communications (TMUS) | 0.1 | $834k | +18% | 4.5k | 187.35 |
|
Past Filings by Accurate Wealth Management
SEC 13F filings are viewable for Accurate Wealth Management going back to 2021
- Accurate Wealth Management 2026 Q2 filed July 15, 2026
- Accurate Wealth Management 2026 Q1 filed April 23, 2026
- Accurate Wealth Management 2025 Q4 filed Jan. 14, 2026
- Accurate Wealth Management 2025 Q3 filed Oct. 20, 2025
- Accurate Wealth Management 2025 Q2 filed July 15, 2025
- Accurate Wealth Management 2025 Q1 filed April 15, 2025
- Accurate Wealth Management 2024 Q4 filed Jan. 14, 2025
- Accurate Wealth Management 2024 Q3 filed Oct. 17, 2024
- Accurate Wealth Management 2024 Q2 filed July 17, 2024
- Accurate Wealth Management 2024 Q1 filed April 23, 2024
- Accurate Wealth Management 2023 Q4 filed Jan. 12, 2024
- Accurate Wealth Management 2023 Q3 filed Oct. 23, 2023
- Accurate Wealth Management 2023 Q2 filed July 24, 2023
- Accurate Wealth Management 2023 Q1 filed April 13, 2023
- Accurate Wealth Management 2022 Q4 filed Jan. 11, 2023
- Accurate Wealth Management 2022 Q3 filed Nov. 14, 2022