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Filers›Family Office›Accurate Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Accurate Wealth Management, LLC

Accurate Wealth's family office based in Chicago, IL — $831M in tracked AUM across 533 positions as of Q1 2026.

AW
Accurate Wealth·Chicago, IL·Family Office
CIK 0001877728 · last filed Mar 31, 2026
Total AUM
$831M
▲ 5.1%
vs prior
Holdings
533
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
48% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Accurate Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$45M237K5.4%
02
AAPL
APPLE INC
$32M124K3.9%
03
SPY
STATE STR SPDR S&P 500 ETF T
$25M37K3.0%
04
CLIP
GLOBAL X FDS
$18M182K2.2%
05
MSFT
MICROSOFT CORP
$15M41K1.8%
06
AMZN
AMAZON COM INC
$14M60K1.7%
07
PG
PROCTER & GAMBLE CO
$13M90K1.6%
08
FTSM
FIRST TR EXCHANGE-TRADED FD
$12M205K1.5%
09
TSLA
TESLA INC
$12M35K1.5%
10
XOM
EXXON MOBIL CORP
$12M78K1.4%

Filing history

Filing history loading…
AI Agent · grounded in Accurate
haiku-4-5 · 533 positions indexed
Sector mix
  • Tech48%
  • Financials6%
  • Communications29%
  • Industrials17%
  • Energy10%
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