Accurate Wealth Management, LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 1877728
WESLEY CHAPEL, FL
Position in HOOD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$504,408
+$212,517 QoQ
Shares Held
5,030
+19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#841
of 1,386 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Accurate Wealth Management, LLC holds $5,605,979 across 6 Capital Markets names. HOOD ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,158 | $2,182,536 | |
| 2 | MS |
Morgan Stanley
|
6,808 | $1,423,144 | |
| 3 | GLXY |
Galaxy Digital Inc.
|
21,681 | $592,758 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,986 | $552,328 | |
| 5 | HOOD |
Robinhood Markets, Inc.
This page
|
5,030 | $504,408 | |
| 6 | PURR |
Hyperliquid Strategies Inc
|
44,575 | $350,805 |
All Filings in HOOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,408 | 5,030 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $291,891 | 4,212 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $475,585 | 4,205 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $523,036 | 3,653 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $194,844 | 2,081 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||