Accurate Wealth Management, LLC - Portfolio Stock Holdings
Accurate Wealth Management, LLC disclosed 616 stock positions in a recent SEC 13F filing. $1,041,594,114 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and FTSM. This filing represented positions held on June 30, 2026, and was filed on July 14, 2026.We estimate the fund has a total AUM of $1,710,313,446 and has 47 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
616Est. Stock Holding Value:
$1,041,594,114Top Stock Holdings By Sector
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Portfolio Stock Holdings - Accurate Wealth Management, LLC
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Holdings (Shares)
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% of Portfolio
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