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Accurate Wealth Management, LLC

Portfolio Manager
Accurate Wealth Management, LLC
Performance
-4.48% (2026 Q1)
AUM (13F)
$830.95M
# of Holdings
533
Performance Rank
Allocation (Top 20)
35.76%

Accurate Wealth Management, LLC Holdings Map

Top 50 Accurate Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
5.38%237.1K$44.7M
+135.15%(+136.25K)
2025-Q1: 87.8K shares2025-Q2: 96.9K shares2025-Q3: 107.9K shares2025-Q4: 100.8K shares2026-Q1: 237.1K shares
$128.73(+75.43%)
2026-03-31
AAPL
APPLE INC
3.88%123.8K$32.2M
+8.09%(+9.27K)
2025-Q1: 100.7K shares2025-Q2: 104.6K shares2025-Q3: 115.7K shares2025-Q4: 114.5K shares2026-Q1: 123.8K shares
$174.88(+70.90%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
3.04%37.2K$25.3M
+4.50%(+1.60K)
2025-Q1: 33.4K shares2025-Q2: 34.3K shares2025-Q3: 32.9K shares2025-Q4: 35.6K shares2026-Q1: 37.2K shares
$553.42(+34.13%)
2026-03-31
CLIP
GLOBAL X FDS
2.2%182.4K$18.3M
-42.08%(-132.49K)
2025-Q1: 331.9K shares2025-Q2: 281.4K shares2025-Q3: 389.3K shares2025-Q4: 314.9K shares2026-Q1: 182.4K shares
$100.43(-0.23%)
2026-03-31
MSFT
MICROSOFT CORP
1.84%41.2K$15.3M
+10.94%(+4.07K)
2025-Q1: 25.6K shares2025-Q2: 32.8K shares2025-Q3: 32.2K shares2025-Q4: 37.2K shares2026-Q1: 41.2K shares
$374.75(+8.13%)
2026-03-31
AMZN
AMAZON COM INC
1.72%60.2K$14.3M
+18.13%(+9.24K)
2025-Q1: 42.0K shares2025-Q2: 43.1K shares2025-Q3: 48.3K shares2025-Q4: 51.0K shares2026-Q1: 60.2K shares
$160.48(+68.32%)
2026-03-31
PG
PROCTER & GAMBLE CO
1.58%90.4K$13.1M
+1.87%(+1.66K)
2025-Q1: 80.7K shares2025-Q2: 82.4K shares2025-Q3: 83.1K shares2025-Q4: 88.7K shares2026-Q1: 90.4K shares
$160.75(-11.51%)
2026-03-31
FTSM
FIRST TR EXCHANGE-TRADED FD
1.47%204.6K$12.2M
+610.73%(+175.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 28.8K shares2026-Q1: 204.6K shares
$59.86(-0.01%)
2026-03-31
TSLA
TESLA INC
1.46%34.8K$12.1M
-5.08%(-1.86K)
2025-Q1: 32.1K shares2025-Q2: 32.9K shares2025-Q3: 36.1K shares2025-Q4: 36.6K shares2026-Q1: 34.8K shares
$271.87(+63.78%)
2026-03-31
XOM
EXXON MOBIL CORP
1.42%77.6K$11.8M
+2.67%(+2.01K)
2025-Q1: 67.0K shares2025-Q2: 72.3K shares2025-Q3: 73.6K shares2025-Q4: 75.6K shares2026-Q1: 77.6K shares
$82.78(+83.09%)
2026-03-31

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