Accurate Wealth Management, LLC
Top Portfolio Positions
306 positions ·
$522,353,226 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
237,057 | $41,342,740 | 7.91% | |
| AAPL |
Apple Inc.
Technology
|
123,799 | $31,418,948 | 6.01% | |
| SPY |
Spdr S&P 500 ETF Trust
|
37,191 | $24,186,794 | 4.63% | |
| MSFT |
Microsoft Corp
Technology
|
41,242 | $15,266,551 | 2.92% | |
| XOM |
Exxon Mobil Corp
Energy
|
77,584 | $13,162,901 | 2.52% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
90,369 | $13,052,898 | 2.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
34,788 | $12,932,439 | 2.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
60,206 | $12,539,103 | 2.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
36,768 | $10,815,674 | 2.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
17,773 | $10,258,220 | 1.96% |
Portfolio Trend
20 quarters · across all stocks
Holdings in VOD
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,353,572 | 90,118 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,279,956 | 96,893 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,119,040 | 96,469 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $941,544 | 88,325 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $820,933 | 87,613 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $649,357 | 76,485 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $653,805 | 65,250 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $229,023 | 25,820 | Shares | Sole | 2024-07-17 | |
| 2022-12-31 | $27,809 | 2,748 | Shares | Sole | 2023-01-11 | |
| No 13F history on record for this holder in this stock. | ||||||