Institutions / Accurate Wealth Management, LLC
Accurate Wealth Management, LLC
CIK 1877728 · Institution · as of Dec 31, 2025
Portfolio value
$788.01M
Positions
504
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 504 →
| Company | Value | % of portfolio |
|---|---|---|
| Global X Fds | $31.55M | 4.0% |
| Apple Inc. | $29.70M | 3.8% |
| SPDR S&P 500 ETF Tr | $24.70M | 3.1% |
| Invesco Qqq Tr | $20.04M | 2.5% |
| NVIDIA Corp | $18.64M | 2.4% |
| Microsoft Corp | $17.82M | 2.3% |
| Tesla Inc | $16.31M | 2.1% |
| PROCTER & GAMBLE Co | $12.59M | 1.6% |
| Amazon.com Inc | $12.58M | 1.6% |
| JPMorgan Chase & Co | $12.07M | 1.5% |
| Alphabet Inc. | $10.95M | 1.4% |
| iShares Tr | $9.94M | 1.3% |
| Broadcom Inc. | $9.47M | 1.2% |
| Exxon Mobil Corp | $9.42M | 1.2% |
| SPDR Gold Tr | $9.29M | 1.2% |
| iShares Tr | $9.14M | 1.2% |
| Meta Platforms Inc | $8.99M | 1.1% |
| iShares Tr | $8.43M | 1.1% |
| iShares Tr | $6.37M | 0.8% |
| iShares Tr | $6.12M | 0.8% |
| Walmart Inc. | $6.01M | 0.8% |
| Johnson & Johnson | $5.74M | 0.7% |
| ELI LILLY & Co | $5.68M | 0.7% |
| iShares MSCI UAE ETF | $5.42M | 0.7% |
| Range Resources Corp | $5.33M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.