Accurate Wealth Management, LLC Portfolio Holdings
Accurate Wealth Management, LLC
- $688 Million
- Q4 2025
Accurate Wealth Management, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $688 Million distributed in 504 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.6M, Spdr S&P 500 ETF Trust with a value of $23.7M, Invesco Qqq Trust, Series 1 with a value of $19.3M, Microsoft Corp with a value of $18.9M, and Nvidia Corp with a value of $18.8M.
Examining the 13F form we can see an increase of $24.6M in the current position value, from $663M to 688M.
Below you can find more details about Accurate Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$688 Million
ETFs: $248 Million
Technology: $124 Million
Financial Services: $64 Million
Consumer Cyclical: $51.1 Million
Industrials: $41.2 Million
Healthcare: $39.7 Million
Communication Services: $37.3 Million
Consumer Defensive: $35.8 Million
Other: $42.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 504
- Current Value $688 Million
- Prior Value $663 Million
- Filing
- Period Q4 2025
- Filing Date January 13, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 48 stocks
- Additional Purchases 251 stocks
- Sold out of 0 stocks
- Reduced holdings in 187 stocks