Accurate Wealth Management
Latest statistics and disclosures from Accurate Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, SPY, PG, FTSM, and represent 17.57% of Accurate Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: Exxon Mobil Corp (+$18M), QQQ (+$9.7M), IBB (+$6.7M), BSJR (+$6.0M), XLE (+$5.4M), XLV (+$5.4M), NVDA (+$5.4M), MOVE, AAPL, SPY.
- Started 63 new stock positions in IAGG, TQQQ, PULS, FJET, RYLD, FAST, NBIX, CRDO, SHY, VUSB.
- Reduced shares in these 10 stocks: FTSM (-$7.1M), XLK (-$6.7M), CLIP (-$6.1M), DFAC (-$5.5M), IHE, IEF, IWM, SGOV, DELL, DUHP.
- Sold out of its positions in OZ, CF, CI, CHD, ED, DFAT, DFAC, DFIV, DUHP, GNL.
- Accurate Wealth Management was a net buyer of stock by $92M.
- Accurate Wealth Management has $1.2B in assets under management (AUM), dropping by 10.40%.
- Central Index Key (CIK): 0001877728
Tip: Access up to 7 years of quarterly data
Positions held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Accurate Wealth Management
Accurate Wealth Management holds 600 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Accurate Wealth Management has 600 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Accurate Wealth Management Sept. 30, 2026 positions
- Download the Accurate Wealth Management September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.4 | $62M | +9% | 271k | 228.45 |
|
| Apple (AAPL) | 4.3 | $50M | +10% | 146k | 341.21 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.0 | $35M | +11% | 45k | 778.01 |
|
| Procter & Gamble Company (PG) | 2.5 | $29M | 192k | 153.04 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 2.4 | $27M | -20% | 457k | 59.63 |
|
| Microsoft Corporation (MSFT) | 2.2 | $26M | +7% | 47k | 543.33 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $19M | +109% | 25k | 743.57 |
|
| Exxonmobil Holdings Corp Com Shs | 1.6 | $18M | NEW | 104k | 174.06 |
|
| Amazon (AMZN) | 1.5 | $18M | +6% | 69k | 258.26 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 1.4 | $17M | +56% | 744k | 22.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $16M | +18% | 46k | 353.74 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $16M | +17% | 164k | 96.64 |
|
| Global X Fds 1 3 Mo T Bi Et (CLIP) | 1.3 | $15M | -28% | 152k | 100.18 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $14M | +8% | 42k | 331.47 |
|
| Meta Platforms Cl A (META) | 1.0 | $12M | +2% | 15k | 761.83 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $11M | +6% | 121k | 94.71 |
|
| Broadcom (AVGO) | 1.0 | $11M | 32k | 357.20 |
|
|
| Tesla Motors (TSLA) | 0.9 | $11M | +2% | 29k | 375.24 |
|
| Etf Ser Solutions Mcelhenny Shefld (MSMR) | 0.9 | $11M | +3% | 305k | 34.63 |
|
| Advanced Micro Devices (AMD) | 0.8 | $9.7M | +18% | 16k | 604.50 |
|
| Johnson & Johnson (JNJ) | 0.8 | $9.4M | +16% | 38k | 249.13 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.8 | $8.8M | +46% | 165k | 53.40 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.6 | $7.4M | -47% | 38k | 196.28 |
|
| Micron Technology (MU) | 0.6 | $7.4M | +3% | 7.7k | 954.12 |
|
| Wal-Mart Stores (WMT) | 0.6 | $7.3M | +10% | 65k | 112.30 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $7.2M | +9% | 6.2k | 1166.97 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $6.9M | +7% | 95k | 73.26 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $6.7M | NEW | 33k | 200.02 |
|
| Range Resources (RRC) | 0.6 | $6.6M | 154k | 42.48 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.6 | $6.5M | -2% | 65k | 99.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $6.3M | +24% | 18k | 349.49 |
|
| Caterpillar (CAT) | 0.5 | $6.2M | +4% | 8.1k | 773.95 |
|
| Chevron Corporation (CVX) | 0.5 | $6.1M | +10% | 28k | 217.71 |
|
| Abbvie (ABBV) | 0.5 | $6.1M | +5% | 22k | 274.54 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.5 | $5.9M | +1141% | 88k | 67.18 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $5.8M | +3% | 28k | 208.68 |
|
| Vanguard World Mrngstr Mega Cap (MGK) | 0.5 | $5.6M | +8% | 60k | 94.19 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $5.5M | +16% | 18k | 301.69 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.5 | $5.4M | NEW | 32k | 169.66 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.5 | $5.4M | -15% | 45k | 118.56 |
|
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.5 | $5.3M | +2% | 133k | 40.35 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $5.2M | +10% | 8.9k | 588.24 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.4 | $5.1M | +6% | 56k | 90.05 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $5.1M | +85% | 30k | 169.34 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $5.0M | +16% | 112k | 44.65 |
|
| Applied Materials (AMAT) | 0.4 | $5.0M | +8% | 11k | 464.45 |
|
| Dell Technologies CL C (DELL) | 0.4 | $4.9M | -36% | 8.6k | 572.50 |
|
| Tidal Trust Ii Return Stckd Us (RSST) | 0.4 | $4.9M | 134k | 36.24 |
|
|
| Altria (MO) | 0.4 | $4.8M | +18% | 67k | 71.56 |
|
| Cisco Systems (CSCO) | 0.4 | $4.8M | +14% | 42k | 115.07 |
|
| Merck & Co (MRK) | 0.4 | $4.6M | +10% | 33k | 142.01 |
|
| Trust For Professional Man Convergence Lng (CLSE) | 0.4 | $4.6M | +5% | 135k | 34.49 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.6M | +13% | 6.5k | 715.22 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.4 | $4.6M | +4% | 117k | 39.46 |
|
| Corvex Com New (MOVE) | 0.4 | $4.6M | NEW | 499k | 9.15 |
|
| ConocoPhillips (COP) | 0.4 | $4.6M | +20% | 32k | 140.67 |
|
| Home Depot (HD) | 0.4 | $4.5M | +14% | 15k | 293.89 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.4M | +2% | 8.5k | 520.27 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.4 | $4.3M | +14% | 133k | 32.32 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.4 | $4.1M | +5% | 38k | 108.58 |
|
| Philip Morris International (PM) | 0.4 | $4.1M | +25% | 21k | 199.37 |
|
| Pepsi (PEP) | 0.4 | $4.1M | +11% | 32k | 127.27 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.3 | $3.9M | +7% | 10k | 381.33 |
|
| Visa Com Cl A (V) | 0.3 | $3.8M | +12% | 9.7k | 395.75 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.3 | $3.8M | +14% | 94k | 40.85 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $3.7M | +9% | 28k | 130.82 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.3 | $3.5M | +3% | 38k | 91.75 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $3.5M | 95k | 37.00 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $3.5M | +18% | 64k | 53.99 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $3.5M | +26% | 83k | 41.48 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $3.2M | +2% | 7.7k | 422.08 |
|
| MetLife (MET) | 0.3 | $3.2M | -13% | 32k | 100.65 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $3.2M | 88k | 36.68 |
|
|
| Parker-Hannifin Corporation (PH) | 0.3 | $3.2M | +22% | 3.4k | 953.53 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $3.2M | +11% | 85k | 37.68 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $3.2M | +13% | 55k | 57.57 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.3 | $3.2M | +14% | 79k | 39.99 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.3 | $3.2M | -53% | 32k | 100.52 |
|
| Aon Shs Cl A (AON) | 0.3 | $3.2M | 12k | 274.71 |
|
|
| Verizon Communications (VZ) | 0.3 | $3.1M | +27% | 70k | 43.53 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.0M | +19% | 23k | 127.12 |
|
| Zoom Communications Cl A (ZM) | 0.3 | $2.9M | +2% | 30k | 98.16 |
|
| Fortinet (FTNT) | 0.3 | $2.9M | +35% | 15k | 190.76 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.3 | $2.9M | +2% | 35k | 84.64 |
|
| Coca-Cola Company (KO) | 0.3 | $2.9M | +21% | 32k | 90.11 |
|
| Ge Aerospace Com New (GE) | 0.2 | $2.8M | +2% | 9.1k | 307.62 |
|
| Dimensional Etf Trust Shor Dur Fix Etf (DFSD) | 0.2 | $2.8M | +4% | 59k | 46.68 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.8M | +25% | 12k | 235.81 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.7M | -20% | 2.8k | 954.75 |
|
| Tidal Trust Ii Ret Stckd Gl Stk (RSSB) | 0.2 | $2.7M | 90k | 30.10 |
|
|
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.2 | $2.6M | +113% | 123k | 21.53 |
|
| PNC Financial Services (PNC) | 0.2 | $2.6M | +10% | 12k | 219.49 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.6M | -7% | 6.7k | 381.64 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.6M | +12% | 33k | 77.32 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $2.6M | +10% | 28k | 91.52 |
|
| Roku Com Cl A (ROKU) | 0.2 | $2.5M | +5% | 17k | 152.66 |
|
| Blackrock (BLK) | 0.2 | $2.5M | +21% | 2.3k | 1066.48 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.2 | $2.5M | -6% | 109k | 22.84 |
|
| Block Cl A (XYZ) | 0.2 | $2.5M | -6% | 32k | 76.86 |
|
| UnitedHealth (UNH) | 0.2 | $2.4M | +16% | 6.4k | 377.80 |
|
| Intel Corporation (INTC) | 0.2 | $2.4M | +12% | 24k | 102.78 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $2.4M | +15% | 8.0k | 298.96 |
|
| Pfizer (PFE) | 0.2 | $2.4M | +39% | 83k | 28.37 |
|
| General Dynamics Corporation (GD) | 0.2 | $2.4M | +25% | 7.1k | 332.52 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $2.3M | +31% | 3.1k | 747.26 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.2 | $2.3M | +15% | 16k | 147.07 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.3M | 29k | 80.22 |
|
|
| Allspring Exchange Traded Fu Core Plus Etf (APLU) | 0.2 | $2.3M | +8% | 100k | 23.46 |
|
| International Business Machines (IBM) | 0.2 | $2.3M | +6% | 10k | 230.74 |
|
| Howmet Aerospace (HWM) | 0.2 | $2.3M | +3% | 11k | 216.95 |
|
| Southern Company (SO) | 0.2 | $2.3M | +10% | 26k | 88.08 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.3M | +4% | 13k | 183.12 |
|
| Citigroup Com New (C) | 0.2 | $2.3M | +15% | 18k | 124.58 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $2.3M | +15% | 21k | 111.63 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.2 | $2.2M | +15% | 15k | 147.61 |
|
| American Electric Power Company (AEP) | 0.2 | $2.2M | +19% | 18k | 125.63 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $2.2M | NEW | 45k | 49.53 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.2 | $2.2M | +7% | 111k | 19.85 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $2.2M | +25% | 111k | 19.59 |
|
| First Tr Exchange Traded New Co Co Ea Etf (FTCE) | 0.2 | $2.2M | +7% | 80k | 27.28 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $2.2M | +15% | 13k | 170.37 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.2M | +13% | 2.8k | 781.62 |
|
| Emcor (EME) | 0.2 | $2.2M | +18% | 2.8k | 776.11 |
|
| Qualcomm (QCOM) | 0.2 | $2.1M | +43% | 12k | 176.84 |
|
| Marvell Technology (MRVL) | 0.2 | $2.1M | 7.9k | 268.73 |
|
|
| CSX Corporation (CSX) | 0.2 | $2.1M | +27% | 44k | 47.76 |
|
| Tidal Trust Ii Retu S Yiel Etf (RSSY) | 0.2 | $2.1M | 78k | 27.06 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $2.1M | +9% | 5.3k | 397.39 |
|
| Tidal Trust I Unlimited Hfgm (HFGM) | 0.2 | $2.1M | +12% | 65k | 31.64 |
|
| Ea Series Trust Mili Long Sh Etf (ORR) | 0.2 | $2.1M | +9% | 53k | 38.59 |
|
| Vaneck Etf Trust Techn Truse Etf (TRUT) | 0.2 | $2.0M | +15% | 61k | 33.67 |
|
| Bank of New York Mellon Corporation (BNY) | 0.2 | $2.0M | -23% | 15k | 141.05 |
|
| American Express Company (AXP) | 0.2 | $2.0M | +9% | 6.6k | 309.90 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.0M | -21% | 15k | 137.60 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.0M | -28% | 3.3k | 603.53 |
|
| Amgen (AMGN) | 0.2 | $2.0M | +6% | 4.9k | 412.92 |
|
| Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP) | 0.2 | $2.0M | +11% | 57k | 34.59 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $2.0M | +23% | 51k | 38.88 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $2.0M | +31% | 98k | 20.20 |
|
| Northern Lts Fd Tr Iii Coun Qua Equ Etf (CPAI) | 0.2 | $2.0M | +8% | 37k | 53.27 |
|
| Global X Fds Artificial Etf (AIQ) | 0.2 | $2.0M | +15% | 30k | 65.85 |
|
| Cardinal Health (CAH) | 0.2 | $2.0M | +11% | 8.2k | 239.68 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $2.0M | +133% | 23k | 85.91 |
|
| At&t (T) | 0.2 | $1.9M | +18% | 85k | 22.84 |
|
| Prologis (PLD) | 0.2 | $1.9M | +19% | 14k | 133.54 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.9M | +23% | 12k | 159.12 |
|
| Gilead Sciences (GILD) | 0.2 | $1.9M | +22% | 13k | 147.95 |
|
| American Centy Etf Tr Ava Res Mar Etf (AVSE) | 0.2 | $1.9M | +12% | 24k | 78.02 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.2 | $1.9M | +3% | 21k | 90.64 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.9M | -3% | 26k | 70.33 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.8M | 6.4k | 287.16 |
|
|
| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.2 | $1.8M | +4% | 37k | 49.90 |
|
| Fifth Third Ban (FITB) | 0.2 | $1.8M | +31% | 36k | 50.22 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.8M | 13k | 141.12 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.8M | +13% | 14k | 126.48 |
|
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.1 | $1.7M | +675% | 86k | 20.16 |
|
| Palmer Square Funds Tr Cr Oppor Etf (PSQO) | 0.1 | $1.7M | +9% | 84k | 20.58 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $1.7M | +89% | 11k | 156.62 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $1.7M | -2% | 88k | 19.54 |
|
| Netflix (NFLX) | 0.1 | $1.7M | -12% | 24k | 70.47 |
|
| Prudential Financial (PRU) | 0.1 | $1.7M | +23% | 15k | 113.41 |
|
| First Tr Exchange-traded Ltd Dur Invt Etf (FSIG) | 0.1 | $1.6M | 89k | 18.46 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.6M | +34% | 6.3k | 254.53 |
|
| Kinder Morgan (KMI) | 0.1 | $1.6M | +22% | 48k | 33.42 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.6M | -2% | 14k | 110.38 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $1.6M | +24% | 66k | 23.52 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.5M | +18% | 8.1k | 187.17 |
|
| Northern Lts Fd Tr Iii Cp High Yild Trd (HYTR) | 0.1 | $1.5M | +14% | 72k | 20.80 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.5M | +24% | 18k | 80.87 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $1.5M | 95k | 15.55 |
|
|
| Anthem (ELV) | 0.1 | $1.5M | +25% | 3.4k | 425.22 |
|
| Us Bancorp Com New (USB) | 0.1 | $1.4M | +24% | 26k | 56.90 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.4M | +15% | 2.8k | 504.03 |
|
| Hartford Financial Services (HIG) | 0.1 | $1.4M | -34% | 11k | 131.18 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.4M | 11k | 130.57 |
|
|
| Delta Air Lines Com New (DAL) | 0.1 | $1.4M | +18% | 18k | 79.58 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.4M | -55% | 6.7k | 204.61 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.4M | +5% | 3.1k | 444.93 |
|
| Eversource Energy (ES) | 0.1 | $1.4M | +39% | 21k | 65.75 |
|
| Valero Energy Corporation (VLO) | 0.1 | $1.4M | +36% | 3.0k | 456.44 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.1 | $1.3M | 21k | 65.29 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $1.3M | +22% | 3.8k | 351.23 |
|
| Ford Motor Company (F) | 0.1 | $1.3M | +130% | 110k | 12.10 |
|
| 3M Company (MMM) | 0.1 | $1.3M | +2% | 8.1k | 162.77 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $1.3M | +30% | 47k | 27.97 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.1 | $1.3M | 5.9k | 222.87 |
|
|
| Grayscale Chainlink Tr Etf SHS (GLNK) | 0.1 | $1.3M | +37% | 113k | 11.43 |
|
| Okta Cl A (OKTA) | 0.1 | $1.3M | -14% | 5.7k | 226.52 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.3M | -55% | 8.8k | 143.09 |
|
| TJX Companies (TJX) | 0.1 | $1.2M | +11% | 8.8k | 141.52 |
|
| Analog Devices (ADI) | 0.1 | $1.2M | +7% | 3.0k | 414.58 |
|
| Ge Vernova (GEV) | 0.1 | $1.2M | +6% | 1.2k | 1003.94 |
|
| Calamos Etf Tr Autoc Incom Etf (CAIE) | 0.1 | $1.2M | +195% | 46k | 26.89 |
|
| Cummins (CMI) | 0.1 | $1.2M | +24% | 2.3k | 529.40 |
|
| Republic Services (RSG) | 0.1 | $1.2M | -41% | 5.5k | 219.89 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $1.2M | +12% | 7.9k | 153.19 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.2M | +29% | 815.00 | 1481.77 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $1.2M | +17% | 16k | 74.92 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $1.2M | +4% | 2.2k | 543.90 |
|
| Intuit (INTU) | 0.1 | $1.2M | NEW | 4.0k | 301.85 |
|
| Xcel Energy (XEL) | 0.1 | $1.2M | 16k | 74.64 |
|
|
| Paycom Software (PAYC) | 0.1 | $1.2M | 5.0k | 236.65 |
|
|
| Magna Intl Inc cl a (MGA) | 0.1 | $1.2M | 18k | 65.31 |
|
|
| Gra (GGG) | 0.1 | $1.2M | NEW | 15k | 79.82 |
|
| Thor Industries (THO) | 0.1 | $1.2M | +16% | 18k | 65.23 |
|
| Dimensional Etf Trust Glob Co Plus Etf (DFGP) | 0.1 | $1.2M | 22k | 52.29 |
|
|
| Vaneck Etf Trust Alte Asse Ma Etf (GPZ) | 0.1 | $1.1M | +13% | 54k | 21.20 |
|
| General Motors Company (GM) | 0.1 | $1.1M | 14k | 84.00 |
|
|
| ConAgra Foods (CAG) | 0.1 | $1.1M | +40% | 83k | 13.70 |
|
| Corning Incorporated (GLW) | 0.1 | $1.1M | +14% | 7.5k | 148.51 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $1.1M | -18% | 25k | 44.80 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.1 | $1.1M | +8% | 26k | 41.83 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.1 | $1.1M | -6% | 23k | 46.78 |
|
| Pacer Fds Tr Arist High Etf (FLRT) | 0.1 | $1.1M | +3% | 23k | 46.48 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $1.1M | +5% | 3.8k | 281.46 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $1.1M | -16% | 12k | 91.57 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $1.1M | +84% | 17k | 62.65 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.1M | 12k | 89.39 |
|
|
| Tidal Trust Ii Retur S Gold Etf (RSSX) | 0.1 | $1.1M | 39k | 27.36 |
|
|
| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.1 | $1.1M | +411% | 25k | 42.47 |
|
| Deere & Company (DE) | 0.1 | $1.0M | -2% | 1.6k | 649.81 |
|
| Goldman Sachs (GS) | 0.1 | $1.0M | -45% | 1.2k | 892.20 |
|
| Phillips 66 (PSX) | 0.1 | $1.0M | +8% | 3.6k | 292.65 |
|
| Medtronic SHS (MDT) | 0.1 | $1.0M | +32% | 11k | 93.00 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $1.0M | +13% | 19k | 54.11 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $1.0M | +28% | 7.1k | 146.46 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.0M | +19% | 4.4k | 232.91 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.0M | +36% | 3.1k | 334.90 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.0M | +13% | 2.4k | 428.07 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $1.0M | +14% | 51k | 19.98 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $995k | NEW | 13k | 78.37 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $990k | 30k | 33.37 |
|
|
| Clear Secure Com Cl A (YOU) | 0.1 | $982k | +7% | 23k | 43.52 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $977k | +26% | 4.4k | 222.88 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $974k | +37% | 1.5k | 662.85 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $965k | +9% | 22k | 44.19 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $956k | 16k | 58.16 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $953k | NEW | 12k | 81.19 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $938k | -81% | 3.4k | 276.67 |
|
| Arrow Electronics (ARW) | 0.1 | $936k | 4.0k | 231.67 |
|
|
| Nextera Energy (NEE) | 0.1 | $935k | +22% | 12k | 78.26 |
|
| L3harris Technologies (LHX) | 0.1 | $932k | +21% | 4.0k | 234.74 |
|
| Northwestern Energy Group In Com New (NWE) | 0.1 | $928k | +48% | 12k | 75.26 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $922k | +37% | 50k | 18.28 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $919k | -7% | 20k | 45.93 |
|
| Abbott Laboratories (ABT) | 0.1 | $909k | +10% | 8.9k | 102.60 |
|
| Citizens Financial (CFG) | 0.1 | $886k | +24% | 14k | 63.31 |
|
| Etf Opportunities Trust Applied Fin Ivs (IVSS) | 0.1 | $877k | +13% | 29k | 29.79 |
|
| Western Digital (WDC) | 0.1 | $874k | +58% | 2.3k | 380.78 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $873k | +85% | 3.3k | 263.47 |
|
Past Filings by Accurate Wealth Management
SEC 13F filings are viewable for Accurate Wealth Management going back to 2021
- Accurate Wealth Management 2026 Q3 filed Oct. 20, 2026
- 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