Accurate Wealth Management, LLC Portfolio Holdings
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
Accurate Wealth Management, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $663 Million distributed in 487 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.5M, Spdr S&P 500 ETF Trust with a value of $21.9M, Nvidia Corp with a value of $20.1M, Invesco Qqq Trust, Series 1 with a value of $19.4M, and Microsoft Corp with a value of $16.7M.
Examining the 13F form we can see an increase of $82.3M in the current position value, from $581M to 663M.
Below you can find more details about Accurate Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$663 Million
ETFs: $227 Million
Technology: $119 Million
Financial Services: $64.4 Million
Consumer Cyclical: $49.5 Million
Industrials: $42.2 Million
Communication Services: $38.5 Million
Healthcare: $38.5 Million
Consumer Defensive: $36.4 Million
Other: $44.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 487
- Current Value $663 Million
- Prior Value $581 Million
- Filing
- Period Q3 2025
- Filing Date October 20, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 78 stocks
- Additional Purchases 251 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks