Accurate Wealth Management, LLC: 13F holdings
CIK 18777282026Q2
| Positions | 576 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 576 (+43 vs prior quarter) |
|---|
| Reported value | $1.0bn (+26.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 247,781 | $52.2m | 5.0% |
| AAPL APPLE INC | 132,815 | $41.9m | 4.0% |
| FTSM FIRST TR EXCHANGE-TRADED FD | 575,587 | $34.4m | 3.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 40,277 | $30.4m | 2.9% |
| PG PROCTER & GAMBLE CO | 188,336 | $27.7m | 2.6% |
| CLIP GLOBAL X FDS | 212,895 | $21.3m | 2.0% |
| MSFT MICROSOFT CORP | 43,630 | $16.8m | 1.6% |
| AMZN AMAZON COM INC | 64,157 | $15.7m | 1.5% |
| GOOGL ALPHABET INC | 38,963 | $13.9m | 1.3% |
| IEFA ISHARES TR | 139,068 | $13.5m | 1.3% |
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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