StockDriftsStockDriftsTop 50 Accurate Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.98% | 247.8K | $52.2M | +4.52%(+10.72K) | $131.06(+72.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.99% | 132.8K | $41.9M | +7.28%(+9.02K) | $181.21(+68.53%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 3.28% | 575.6K | $34.4M | +181.35%(+371.00K) | $59.85(+0.01%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.9% | 40.3K | $30.4M | +8.30%(+3.09K) | $563.83(+37.51%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 2.64% | 188.3K | $27.7M | +108.41%(+97.97K) | $152.91(-6.33%) | 2026-06-30 | |
| CLIP | GLOBAL X FDS | 2.03% | 212.9K | $21.3M | +16.73%(+30.51K) | $100.41(-0.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.6% | 43.6K | $16.8M | +5.79%(+2.39K) | $374.27(+29.87%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.5% | 64.2K | $15.7M | +6.56%(+3.95K) | $164.13(+59.96%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.33% | 39.0K | $13.9M | +11.67%(+4.07K) | $177.30(+94.43%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.29% | 139.1K | $13.5M | +22.39%(+25.44K) | $77.43(+30.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.88% | +47.69% | +8.45% | +50.05% |
| Top 20 Holdings Unweighted | +14.85% | +51.48% | +10.16% | +62.23% |
Accurate Wealth Management, LLC reports $1.05B in US-listed equity holdings across 576 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.0%), AAPL (4.0%) and FTSM (3.3%). The top 20 holdings account for 35.99% of reported assets. Its disclosed equity book has returned +47.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Accurate Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.
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