StockDriftsStockDriftsTop 50 Accurate Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.35% | 271.2K | $62.0M | +9.46%(+23.45K) | $138.25(+57.02%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.31% | 146.2K | $49.9M | +10.05%(+13.34K) | $193.07(+77.62%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.02% | 45.0K | $35.0M | +11.66%(+4.70K) | $583.76(+31.30%) | 2026-09-30 | |
| PG | PROCTER & GAMBLE CO | 2.53% | 191.6K | $29.3M | +1.75%(+3.29K) | $152.79(+3.21%) | 2026-09-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 2.35% | 457.1K | $27.3M | -20.58%(-118.48K) | $59.85(-0.31%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.2% | 46.9K | $25.5M | +7.41%(+3.23K) | $379.01(+40.77%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 1.61% | 25.0K | $18.6M | +109.38%(+13.06K) | $626.28(+14.70%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.53% | 68.5K | $17.7M | +6.83%(+4.38K) | $169.22(+55.09%) | 2026-09-30 | |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 1.43% | 744.4K | $16.5M | +56.54%(+268.86K) | $22.44(-1.49%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.4% | 46.0K | $16.3M | +18.00%(+7.01K) | $203.76(+68.92%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.64% | +58.70% | +9.58% | +58.02% |
| Top 20 Holdings Unweighted | +17.38% | +61.72% | +11.01% | +68.56% |
Accurate Wealth Management LLC reports $1.16B in US-listed equity holdings across 600 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.3%), AAPL (4.3%) and SPY (3.0%). The top 20 holdings account for 36.1% of reported assets. Its disclosed equity book has returned +58.70% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Accurate Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1877728). View Accurate Wealth Management LLC’s 13F filings on SEC