13F Insight
DOSSIER · 13F-HR · Q3 2026

Accurate Wealth Management, LLC

$1.2B in tracked AUM across 600 positions as of Q3 2026.

AW
CIK 0001877728 · last filed Sep 30, 2026
Total AUM
$1.2B
as of Q3 2026
Holdings
600
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Accurate Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$62M271K5.4%02
AAPL
APPLE INC
$50M146K4.3%03
SPY
STATE STR SPDR S&P 500 ETF T
$35M45K3.0%04
PG
PROCTER & GAMBLE CO
$29M192K2.5%05
FTSM
FIRST TR EXCHANGE-TRADED FD
$27M457K2.4%06
MSFT
MICROSOFT CORP
$25M47K2.2%07
QQQ
INVESCO QQQ TR
$19M25K1.6%08
XOM
EXXONMOBIL HOLDINGS CORP
$18M104K1.6%09
AMZN
AMAZON COM INC
$18M69K1.5%10
BSJR
INVESCO EXCH TRD SLF IDX FD
$17M744K1.4%

Filing history

2026Q3Sep 30
$1.2B▲ 10.4%
600 positionsView →2026Q2Jun 30
$1.0B▲ 26.2%
576 positionsView →2026Q1Mar 31
$831M▲ 5.4%
533 positionsView →2025Q4Dec 31
$788M▲ 4.9%
504 positionsView →2025Q3Sep 30
$751M▲ 14.9%
487 positionsLocked2025Q2Jun 30
$654M▲ 24.8%
442 positionsLocked2025Q1Mar 31
$524M▲ 0.5%
374 positionsLocked2024Q4Dec 31
$521M▲ 4.7%
376 positionsLocked2024Q3Sep 30
$498M▲ 19.4%
378 positionsLocked2024Q2Jun 30
$417M▲ 21.8%
326 positionsLocked2024Q1Mar 31
$342M▲ 6.5%
288 positionsLocked2023Q4Dec 31
$322M▲ 0.9%
273 positionsLocked
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