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, CLIP, MSFT, and represent 16.34% of Accurate Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$26M), FTSM (+$11M), XLE (+$8.3M), HDV (+$6.3M), BSJR, AAPL, AMZN, BOXX, AMAT, BK.
- Started 76 new stock positions in BSMU, NEM, CVS, PURR, ADM, SLB, AA, RF, ALB, REGN.
- Reduced shares in these 10 stocks: CLIP (-$13M), IBB (-$9.1M), QQQ (-$8.7M), IHE (-$6.4M), IBRX, FVRR, , L, VICI, AME.
- Sold out of its positions in AMP, AME, UYLD, AWI, AstraZeneca, WRB, BRK.A, BR, CALM, COIN.
- Accurate Wealth Management was a net buyer of stock by $44M.
- Accurate Wealth Management has $831M in assets under management (AUM), dropping by 5.45%.
- Central Index Key (CIK): 0001877728
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Portfolio Holdings for Accurate Wealth Management
Accurate Wealth Management holds 533 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Accurate Wealth Management has 533 total positions. Only the first 250 positions are shown.
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- Download the Accurate Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.4 | $45M | +135% | 237k | 188.45 |
|
| Apple (AAPL) | 3.9 | $32M | +8% | 124k | 260.44 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.0 | $25M | +4% | 37k | 679.47 |
|
| Global X Fds 1-3 Month T-bill (CLIP) | 2.2 | $18M | -42% | 182k | 100.17 |
|
| Microsoft Corporation (MSFT) | 1.8 | $15M | +10% | 41k | 371.00 |
|
| Amazon (AMZN) | 1.7 | $14M | +18% | 60k | 237.78 |
|
| Procter & Gamble Company (PG) | 1.6 | $13M | 90k | 145.18 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 1.5 | $12M | +610% | 205k | 59.87 |
|
| Tesla Motors (TSLA) | 1.5 | $12M | -5% | 35k | 348.93 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $12M | +2% | 78k | 152.56 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $11M | 37k | 309.88 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $11M | +4% | 35k | 317.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $11M | -44% | 18k | 611.06 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $11M | +5% | 114k | 95.32 |
|
| Broadcom (AVGO) | 1.3 | $11M | +4% | 29k | 370.84 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $9.3M | -5% | 21k | 437.12 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $9.2M | +10% | 93k | 99.32 |
|
| Meta Platforms Cl A (META) | 1.0 | $8.7M | 14k | 629.80 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 1.0 | $8.6M | +2627% | 151k | 56.94 |
|
| Johnson & Johnson (JNJ) | 0.9 | $7.2M | +7% | 30k | 238.58 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $6.8M | +9% | 97k | 70.45 |
|
| Wal-Mart Stores (WMT) | 0.8 | $6.8M | 53k | 126.84 |
|
|
| Range Resources (RRC) | 0.8 | $6.6M | -3% | 154k | 42.84 |
|
| Caterpillar (CAT) | 0.8 | $6.5M | +8% | 8.2k | 790.51 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.8 | $6.3M | NEW | 47k | 133.98 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.7 | $6.1M | +180% | 271k | 22.48 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.6 | $5.3M | +20% | 53k | 100.01 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $4.9M | -2% | 5.2k | 939.93 |
|
| Chevron Corporation (CVX) | 0.6 | $4.7M | -8% | 25k | 188.56 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.6 | $4.7M | +5% | 33k | 142.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.3M | +11% | 14k | 315.76 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $4.2M | +4% | 89k | 46.99 |
|
| Home Depot (HD) | 0.5 | $4.1M | +5% | 12k | 337.36 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.5 | $4.1M | 111k | 36.79 |
|
|
| Trust For Professional Man Convergence Lng (CLSE) | 0.5 | $4.0M | -14% | 133k | 30.05 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $4.0M | -3% | 15k | 263.31 |
|
| Abbvie (ABBV) | 0.5 | $4.0M | +7% | 19k | 208.08 |
|
| Tidal Trust Ii Return Stckd Us (RSST) | 0.5 | $3.9M | -2% | 132k | 29.82 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $3.8M | +3% | 9.8k | 387.59 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.8M | +13% | 7.8k | 480.51 |
|
| Aon Shs Cl A (AON) | 0.4 | $3.7M | 12k | 312.57 |
|
|
| Altria (MO) | 0.4 | $3.7M | 55k | 67.38 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $3.7M | +64% | 3.7k | 999.23 |
|
| Applied Materials (AMAT) | 0.4 | $3.6M | +95% | 9.1k | 399.48 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.4 | $3.6M | +3% | 107k | 33.56 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.6M | 5.7k | 624.63 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $3.3M | -37% | 22k | 148.68 |
|
| Merck & Co (MRK) | 0.4 | $3.3M | +31% | 27k | 121.43 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $3.2M | 7.1k | 450.63 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.4 | $3.2M | 137k | 23.25 |
|
|
| Cisco Systems (CSCO) | 0.4 | $3.0M | -3% | 37k | 82.23 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $3.0M | -2% | 24k | 128.07 |
|
| Netflix (NFLX) | 0.4 | $3.0M | +5% | 29k | 102.98 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.4 | $3.0M | +116% | 33k | 89.45 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.4 | $3.0M | +46% | 28k | 105.53 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $2.9M | +22% | 6.6k | 436.54 |
|
| Advanced Micro Devices (AMD) | 0.3 | $2.9M | +30% | 12k | 244.03 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.9M | +2% | 8.6k | 335.10 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $2.9M | -23% | 83k | 34.59 |
|
| Tidal Trust Ii Ret Stckd Gl Stk (RSSB) | 0.3 | $2.8M | -14% | 98k | 28.61 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.3 | $2.8M | -12% | 30k | 91.48 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.7M | -28% | 5.9k | 461.16 |
|
| McDonald's Corporation (MCD) | 0.3 | $2.7M | +15% | 8.9k | 306.04 |
|
| ConocoPhillips (COP) | 0.3 | $2.7M | +9% | 22k | 122.56 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $2.7M | +4% | 72k | 37.35 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $2.7M | +4% | 66k | 40.49 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.3 | $2.7M | +24% | 58k | 45.79 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.6M | -14% | 45k | 58.42 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.6M | -15% | 5.2k | 499.04 |
|
| Zoom Communications Cl A (ZM) | 0.3 | $2.6M | -19% | 32k | 79.27 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $2.6M | +167% | 20k | 127.57 |
|
| Ge Aerospace Com New (GE) | 0.3 | $2.5M | +119% | 8.2k | 308.37 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.5M | +2% | 48k | 52.55 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $2.5M | -6% | 69k | 35.92 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $2.5M | +6% | 34k | 74.06 |
|
| Block Cl A (XYZ) | 0.3 | $2.5M | -19% | 40k | 62.20 |
|
| Hartford Financial Services (HIG) | 0.3 | $2.5M | +136% | 18k | 137.25 |
|
| Visa Com Cl A (V) | 0.3 | $2.5M | +4% | 8.1k | 304.59 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $2.4M | +2% | 12k | 201.60 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.3 | $2.4M | +33% | 58k | 41.25 |
|
| Philip Morris International (PM) | 0.3 | $2.3M | +16% | 15k | 160.48 |
|
| Pepsi (PEP) | 0.3 | $2.3M | +11% | 15k | 157.11 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.3 | $2.3M | +1007% | 20k | 116.31 |
|
| Citigroup Com New (C) | 0.3 | $2.3M | +6% | 18k | 124.39 |
|
| Oracle Corporation (ORCL) | 0.3 | $2.3M | +26% | 17k | 138.09 |
|
| Republic Services (RSG) | 0.3 | $2.3M | -23% | 11k | 214.67 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.2M | +5% | 17k | 130.19 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $2.2M | +13% | 2.3k | 984.27 |
|
| Verizon Communications (VZ) | 0.3 | $2.2M | +15% | 48k | 46.05 |
|
| Howmet Aerospace (HWM) | 0.3 | $2.2M | -4% | 8.5k | 252.72 |
|
| PNC Financial Services (PNC) | 0.3 | $2.1M | +3% | 9.7k | 221.14 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $2.1M | +2% | 27k | 79.20 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $2.1M | +72% | 18k | 114.86 |
|
| Tidal Trust Ii Return Stacked U (RSSY) | 0.2 | $2.1M | -37% | 90k | 23.07 |
|
| Southern Company (SO) | 0.2 | $2.1M | +7% | 21k | 97.17 |
|
| McKesson Corporation (MCK) | 0.2 | $2.0M | -24% | 2.3k | 865.79 |
|
| International Business Machines (IBM) | 0.2 | $1.9M | +6% | 8.4k | 230.84 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $1.9M | +11% | 13k | 147.34 |
|
| At&t (T) | 0.2 | $1.9M | +22% | 71k | 26.46 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.9M | -25% | 25k | 74.25 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $1.8M | +18% | 93k | 19.55 |
|
| Coca-Cola Company (KO) | 0.2 | $1.8M | 23k | 77.47 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.8M | +147% | 16k | 114.99 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.8M | +7% | 13k | 137.58 |
|
| Dell Technologies CL C (DELL) | 0.2 | $1.7M | -15% | 9.7k | 177.82 |
|
| American Electric Power Company (AEP) | 0.2 | $1.7M | +5% | 13k | 136.31 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $1.7M | +19% | 87k | 19.68 |
|
| Allspring Exchange Traded Fu Core Plus Etf (APLU) | 0.2 | $1.7M | +174% | 69k | 24.80 |
|
| Marsh & McLennan Companies (MRSH) | 0.2 | $1.7M | -25% | 10k | 168.29 |
|
| Spdr Series Trust State Street Spd (MDYV) | 0.2 | $1.7M | 19k | 88.47 |
|
|
| Deere & Company (DE) | 0.2 | $1.7M | +5% | 2.7k | 604.95 |
|
| Emcor (EME) | 0.2 | $1.6M | +2% | 2.0k | 802.38 |
|
| General Dynamics Corporation (GD) | 0.2 | $1.6M | +8% | 4.9k | 335.52 |
|
| Blackrock (BLK) | 0.2 | $1.6M | +7% | 1.6k | 999.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.6M | -15% | 2.3k | 682.76 |
|
| Micron Technology (MU) | 0.2 | $1.6M | +69% | 3.8k | 420.65 |
|
| AmerisourceBergen (COR) | 0.2 | $1.6M | -25% | 4.9k | 320.81 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.2 | $1.6M | +15% | 5.9k | 267.81 |
|
| SYSCO Corporation (SYY) | 0.2 | $1.6M | -25% | 22k | 72.83 |
|
| MetLife (MET) | 0.2 | $1.6M | +8% | 21k | 73.89 |
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| W.W. Grainger (GWW) | 0.2 | $1.6M | -31% | 1.3k | 1172.09 |
|
| UnitedHealth (UNH) | 0.2 | $1.5M | +6% | 5.0k | 304.56 |
|
| Roku Com Cl A (ROKU) | 0.2 | $1.5M | +7% | 15k | 102.46 |
|
| Palmer Square Funds Tr Cr Opportunities (PSQO) | 0.2 | $1.5M | +31% | 74k | 20.62 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $1.5M | +26% | 74k | 20.46 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $1.5M | -32% | 16k | 97.36 |
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| Assurant (AIZ) | 0.2 | $1.5M | -28% | 6.9k | 219.42 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $1.5M | -29% | 16k | 95.97 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $1.5M | +32% | 5.7k | 260.61 |
|
| Allstate Corporation (ALL) | 0.2 | $1.5M | -30% | 7.0k | 211.00 |
|
| Pfizer (PFE) | 0.2 | $1.5M | +21% | 54k | 26.92 |
|
| American Express Company (AXP) | 0.2 | $1.5M | -2% | 4.7k | 313.80 |
|
| Cardinal Health (CAH) | 0.2 | $1.4M | +11% | 6.6k | 215.52 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.2 | $1.4M | -6% | 90k | 15.69 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $1.4M | +24% | 31k | 46.07 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $1.4M | -30% | 8.2k | 171.18 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.2 | $1.4M | +9% | 35k | 39.87 |
|
| Henry Schein (HSIC) | 0.2 | $1.4M | NEW | 18k | 75.34 |
|
| FedEx Corporation (FDX) | 0.2 | $1.4M | -11% | 3.7k | 374.09 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | +3% | 2.2k | 613.71 |
|
| Prologis (PLD) | 0.2 | $1.4M | +12% | 9.9k | 137.20 |
|
| Rollins (ROL) | 0.2 | $1.3M | -29% | 25k | 54.22 |
|
| Arrow Electronics (ARW) | 0.2 | $1.3M | 8.3k | 158.19 |
|
|
| Msci (MSCI) | 0.2 | $1.3M | NEW | 2.4k | 536.50 |
|
| Amgen (AMGN) | 0.2 | $1.3M | -3% | 3.7k | 351.05 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $1.3M | +40% | 2.6k | 503.11 |
|
| Xcel Energy (XEL) | 0.2 | $1.3M | +430% | 16k | 82.38 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $1.3M | +26% | 16k | 79.98 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.2 | $1.3M | +32% | 11k | 116.69 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $1.3M | -30% | 38k | 34.09 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $1.3M | -3% | 3.6k | 354.12 |
|
| Gilead Sciences (GILD) | 0.1 | $1.2M | +13% | 8.9k | 139.02 |
|
| Goldman Sachs (GS) | 0.1 | $1.2M | 1.4k | 907.93 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $1.2M | +65% | 25k | 49.31 |
|
| 3M Company (MMM) | 0.1 | $1.2M | 7.9k | 150.31 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.2M | +27% | 11k | 107.85 |
|
| First Tr Exchange-traded Limited Duration (FSIG) | 0.1 | $1.2M | NEW | 62k | 19.00 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.1 | $1.2M | NEW | 56k | 21.03 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.2M | +3% | 8.3k | 140.58 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.2M | NEW | 14k | 82.41 |
|
| Tidal Trust I Unlimited Hfgm (HFGM) | 0.1 | $1.2M | +390% | 35k | 32.72 |
|
| CSX Corporation (CSX) | 0.1 | $1.1M | +8% | 27k | 42.25 |
|
| TJX Companies (TJX) | 0.1 | $1.1M | +7% | 7.0k | 161.85 |
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.1 | $1.1M | -43% | 26k | 43.97 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | 1.5k | 743.07 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.1M | -25% | 13k | 87.84 |
|
| Verisk Analytics (VRSK) | 0.1 | $1.1M | -26% | 6.9k | 164.27 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $1.1M | NEW | 26k | 42.43 |
|
| Eversource Energy (ES) | 0.1 | $1.1M | +42% | 16k | 69.97 |
|
| Ea Series Trust Militia Long/sho (ORR) | 0.1 | $1.1M | NEW | 30k | 37.74 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.1M | +23% | 8.7k | 127.70 |
|
| First Tr Exchange Traded New Constructs C (FTCE) | 0.1 | $1.1M | +77% | 45k | 24.27 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.1M | +55% | 6.2k | 177.76 |
|
| Clear Secure Com Cl A (YOU) | 0.1 | $1.1M | -20% | 24k | 46.18 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | +11% | 13k | 85.45 |
|
| Kinder Morgan (KMI) | 0.1 | $1.1M | +10% | 33k | 32.69 |
|
| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.1 | $1.1M | -9% | 20k | 54.24 |
|
| Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP) | 0.1 | $1.1M | +217% | 34k | 31.99 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.1 | $1.1M | 25k | 43.46 |
|
|
| Magna Intl Inc cl a (MGA) | 0.1 | $1.1M | -15% | 19k | 57.85 |
|
| Northern Lts Fd Tr Iii Cp High Yild Trd (HYTR) | 0.1 | $1.1M | +238% | 50k | 21.42 |
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| Enbridge (ENB) | 0.1 | $1.1M | -9% | 19k | 54.32 |
|
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.1 | $1.0M | +153% | 15k | 71.49 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $1.0M | +34% | 5.9k | 174.35 |
|
| L3harris Technologies (LHX) | 0.1 | $1.0M | +14% | 2.9k | 353.69 |
|
| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.1 | $1.0M | +132% | 24k | 43.39 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $1.0M | +25% | 12k | 88.97 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.0M | +46% | 38k | 26.76 |
|
| Intel Corporation (INTC) | 0.1 | $1.0M | +11% | 16k | 62.37 |
|
| Thor Industries (THO) | 0.1 | $1.0M | +28% | 13k | 79.23 |
|
| Vaneck Etf Trust Technology Truse (TRUT) | 0.1 | $1.0M | +31% | 39k | 25.51 |
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $1.0M | +32% | 20k | 49.37 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $997k | +93% | 20k | 49.76 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.1 | $994k | +29% | 7.3k | 136.75 |
|
| Prudential Financial (PRU) | 0.1 | $993k | +9% | 10k | 96.91 |
|
| Omnicell (OMCL) | 0.1 | $988k | -29% | 29k | 34.40 |
|
| Etf Ser Solutions Mcelhenny Shefld (MSMR) | 0.1 | $976k | +14% | 28k | 34.36 |
|
| Etf Ser Solutions Distillate Smlmd (DSMC) | 0.1 | $974k | -47% | 26k | 37.60 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $973k | 4.4k | 221.85 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $963k | NEW | 21k | 47.05 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $956k | +66% | 2.6k | 369.30 |
|
| Us Bancorp Com New (USB) | 0.1 | $946k | +8% | 17k | 55.67 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $942k | 3.4k | 276.93 |
|
|
| Qualcomm (QCOM) | 0.1 | $937k | +3% | 7.3k | 128.06 |
|
| Cummins (CMI) | 0.1 | $937k | +15% | 1.5k | 616.11 |
|
| Northern Lts Fd Tr Iii Counterpoint Qua (CPAI) | 0.1 | $934k | +168% | 22k | 42.88 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $914k | +15% | 39k | 23.65 |
|
| Astrazeneca Ord (AZN) | 0.1 | $900k | NEW | 4.4k | 204.06 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.1 | $900k | +18% | 38k | 23.68 |
|
| Nextera Energy (NEE) | 0.1 | $889k | +29% | 9.4k | 94.14 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $887k | +13% | 3.0k | 294.90 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $872k | +2% | 19k | 46.25 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $868k | +35% | 42k | 20.75 |
|
| Lowe's Companies (LOW) | 0.1 | $868k | +7% | 3.6k | 244.45 |
|
| Devon Energy Corporation (DVN) | 0.1 | $863k | -27% | 18k | 47.79 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $862k | 11k | 77.73 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.1 | $860k | +19% | 37k | 23.50 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $855k | NEW | 13k | 67.82 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $855k | 17k | 51.19 |
|
|
| Analog Devices (ADI) | 0.1 | $853k | 2.4k | 350.17 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $832k | +46% | 8.3k | 100.50 |
|
| Honeywell International (HON) | 0.1 | $831k | +2% | 3.5k | 235.08 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.1 | $827k | +173% | 13k | 63.39 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $827k | +205% | 17k | 50.20 |
|
| Eaton Corp SHS (ETN) | 0.1 | $826k | 2.1k | 402.58 |
|
|
| Vaneck Etf Trust Alternative Asse (GPZ) | 0.1 | $825k | +26% | 39k | 21.44 |
|
| General Motors Company (GM) | 0.1 | $823k | -4% | 11k | 76.42 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $819k | +5% | 1.6k | 520.66 |
|
| Fabrinet SHS (FN) | 0.1 | $809k | +46% | 1.2k | 661.38 |
|
| Core Natural Resources Com Shs (CNR) | 0.1 | $806k | -34% | 8.8k | 91.20 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $794k | NEW | 17k | 47.83 |
|
| Stryker Corporation (SYK) | 0.1 | $789k | +44% | 2.3k | 339.21 |
|
| Golub Capital BDC (GBDC) | 0.1 | $778k | -7% | 61k | 12.71 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $765k | -14% | 3.6k | 214.81 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $760k | 2.0k | 386.60 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $756k | -15% | 11k | 67.74 |
|
| First Watch Restaurant Groupco (FWRG) | 0.1 | $754k | +10% | 66k | 11.48 |
|
| Fortinet (FTNT) | 0.1 | $744k | -5% | 9.7k | 76.68 |
|
| Walt Disney Company (DIS) | 0.1 | $740k | +16% | 7.5k | 99.28 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $737k | +5% | 12k | 61.24 |
|
| Metropcs Communications (TMUS) | 0.1 | $737k | +3% | 3.8k | 195.80 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $725k | +2% | 4.9k | 148.75 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $725k | NEW | 5.6k | 128.96 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $725k | +12% | 2.8k | 256.56 |
|
| Aim Etf Products Trust Allianzim Us Eqt (APRW) | 0.1 | $720k | 20k | 35.98 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $713k | -5% | 7.1k | 100.32 |
|
| Tidal Trust Ii Return Stacked U (RSSX) | 0.1 | $711k | NEW | 28k | 25.38 |
|
| Federal Signal Corporation (FSS) | 0.1 | $706k | +2% | 6.1k | 115.04 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $702k | 15k | 48.00 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $701k | +20% | 42k | 16.77 |
|
Past Filings by Accurate Wealth Management
SEC 13F filings are viewable for Accurate Wealth Management going back to 2021
- 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
- Accurate Wealth Management 2022 Q2 filed Aug. 4, 2022