Accurate Wealth Management, LLC
CIK
1877728
City
WESLEY CHAPEL
State / Country
FL
Top Portfolio Positions
305 positions ·
$518,600,132 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
237,057 | $41,342,740 | 7.97% | |
| AAPL |
Apple Inc.
Technology
|
123,799 | $31,418,948 | 6.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
37,191 | $24,186,794 | 4.66% | |
| MSFT |
Microsoft Corp
Technology
|
41,242 | $15,266,551 | 2.94% | |
| XOM |
Exxon Mobil Corp
Energy
|
77,584 | $13,162,901 | 2.54% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
90,369 | $13,052,898 | 2.52% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
34,788 | $12,932,439 | 2.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
60,206 | $12,539,103 | 2.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
36,768 | $10,815,674 | 2.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
17,773 | $10,258,220 | 1.98% |
Portfolio Trend
20 quarters · across all stocks
Holdings in NCDL
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $649,661 | 51,074 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $438,339 | 32,859 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $782,722 | 56,719 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $918,280 | 56,719 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $955,209 | 56,255 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,108,654 | 66,070 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $256,875 | 14,746 | Shares | Sole | 2024-10-17 | |
| No 13F history on record for this holder in this stock. | ||||||