Accurate Wealth Management, LLC: 13F holdings

CIK 18777282026Q2

Positions576
Reported value$1.0bn
Filed2026-07-15

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION247,781$52.2m5.0%
AAPL APPLE INC132,815$41.9m4.0%
FTSM FIRST TR EXCHANGE-TRADED FD575,587$34.4m3.3%
SPY STATE STR SPDR S&P 500 ETF T40,277$30.4m2.9%
PG PROCTER & GAMBLE CO188,336$27.7m2.6%
GLOBAL X FDS212,895$21.3m2.0%
MSFT MICROSOFT CORP43,630$16.8m1.6%
AMZN AMAZON COM INC64,157$15.7m1.5%
GOOGL ALPHABET INC38,963$13.9m1.3%
IEFA ISHARES TR139,068$13.5m1.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1877728")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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