Accurate Wealth Management, LLC

13F filer · CIK 0001877728

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$1.05BU.S. long equity reported on 13F

Positions34243 new · 23 closed

Net flow last quarter+$43.5MBuys minus sells

Top 10 positions weight22.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026342 positions
NVDANvidia Corp	$52.2M	4.98%	0.00%	+4.5%	Q2 2021
AAPLApple Inc.	$41.9M	3.99%	0.00%	+7.3%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$30.4M	2.90%	Not reported	+8.3%	Q2 2021
PGPROCTER & GAMBLE Co	$27.7M	2.64%	0.01%	+108.4%	Q2 2021
MSFTMicrosoft Corp	$16.8M	1.60%	0.00%	+5.8%	Q2 2021
AMZNAmazon Com Inc	$15.7M	1.50%	0.00%	+6.6%	Q2 2021
GOOGLAlphabet Inc.	$13.9M	1.33%	0.00%	+11.7%	Q2 2021
JPMJPMorgan Chase & Co	$13M	1.24%	0.00%	+5.3%	Q2 2021
AVGOBroadcom Inc.	$12.7M	1.21%	0.00%	+10.3%	Q2 2021
TSLATesla, Inc.	$11.4M	1.09%	0.00%	-19.5%	Q2 2021
METAMeta Platforms, Inc.	$9.94M	0.95%	Not reported	+7.5%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$8.66M	0.83%	Not reported	-32.8%	Q2 2021
JNJJohnson & Johnson	$8.32M	0.79%	0.00%	+7.3%	Q2 2021
AMDAdvanced Micro Devices Inc	$7.56M	0.72%	0.00%	+14.5%	Q2 2021
CATCaterpillar Inc	$7.31M	0.70%	0.00%	-6.3%	Q2 2021
MUMicron Technology Inc	$7.3M	0.70%	0.00%	+98.0%	Q2 2021
WMTWalmart Inc.	$6.71M	0.64%	0.00%	+10.5%	Q2 2021
LLYELI LILLY & Co	$6.67M	0.64%	0.00%	+7.2%	Q2 2021
AMATApplied Materials Inc	$5.92M	0.56%	0.00%	+7.9%	Q2 2021
DELLDell Technologies Inc.	$5.92M	0.56%	0.00%	+40.1%	Q4 2022
LRCXLam Research Corp	$5.48M	0.52%	0.00%	+3.9%	Q4 2022
RRCRange Resources Corp	$5.48M	0.52%	0.07%	Not reported	Q2 2025
ABBVAbbVie Inc.	$5.18M	0.49%	0.00%	+9.9%	Q2 2021
GOOGAlphabet Inc.	$5.15M	0.49%	Not reported	+6.9%	Q2 2021
SMHMarket Vectors ETF Trust	$4.91M	0.47%	Not reported	+21.0%	Q4 2022
HDHome Depot, Inc.	$4.59M	0.44%	0.00%	+10.2%	Q2 2021
CVXChevron Corp	$4.5M	0.43%	0.00%	+2.0%	Q2 2021
CSCOCisco Systems, Inc.	$4.4M	0.42%	0.00%	-1.9%	Q2 2021
AONAon plc	$4.1M	0.39%	0.01%	-2.9%	Q3 2022
BRK.BBerkshire Hathaway Inc	$4.09M	0.39%	Not reported	+5.8%	Q2 2021
MOAltria Group, Inc.	$4.08M	0.39%	0.00%	+3.6%	Q2 2021
PEPPepsico Inc	$3.92M	0.37%	0.00%	+91.8%	Q2 2021
MRKMerck & Co., Inc.	$3.64M	0.35%	0.00%	+9.5%	Q2 2021
DFAXGulf Resources, Inc.	$3.49M	0.33%	Not reported	+36.4%	Q2 2025
PLTRPalantir Technologies Inc.	$3.4M	0.32%	0.00%	+13.4%	Q4 2022
METMetlife Inc	$3.37M	0.32%	0.01%	+74.3%	Q4 2021
COSTCostco Wholesale Corp	$3.25M	0.31%	0.00%	-3.5%	Q4 2022
BACBank of America Corp	$3.23M	0.31%	0.00%	+14.0%	Q2 2021
GEGeneral Electric Co	$3.17M	0.30%	0.00%	+7.7%	Q4 2022
ISRGIntuitive Surgical Inc	$3.04M	0.29%	0.00%	+5.3%	Q2 2021
VVisa Inc.	$3.02M	0.29%	0.00%	+6.9%	Q2 2021
PMPhilip Morris International Inc.	$2.97M	0.28%	0.00%	+12.1%	Q2 2021
COPConocophillips	$2.92M	0.28%	0.00%	+21.6%	Q2 2021
BNYBank of New York Mellon Corp	$2.89M	0.28%	0.00%	-5.1%	Q4 2022
ANETArista Networks, Inc.	$2.79M	0.27%	0.00%	+16.3%	Q4 2022
HWMHowmet Aerospace Inc.	$2.77M	0.26%	0.00%	+19.6%	Q4 2022
ORCLOracle Corp	$2.76M	0.26%	0.00%	+18.8%	Q4 2022
OUNZVanEck Merk Gold ETF	$2.74M	0.26%	0.11%	+19.7%	Q1 2025
IBMInternational Business Machines Corp	$2.73M	0.26%	0.00%	+12.9%	Q2 2021
GLDSPDR Gold Trust	$2.73M	0.26%	0.00%	-65.8%	Q2 2021

Q1 2026Reported Apr 23, 2026320 positions
NVDANvidia Corp	$44.7M	5.38%	0.00%	+135.2%	Q2 2021
AAPLApple Inc.	$32.2M	3.88%	0.00%	+8.1%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$25.3M	3.04%	Not reported	+4.5%	Q2 2021
MSFTMicrosoft Corp	$15.3M	1.84%	0.00%	+10.9%	Q2 2021
AMZNAmazon Com Inc	$14.3M	1.72%	0.00%	+18.1%	Q2 2021
PGPROCTER & GAMBLE Co	$13.1M	1.58%	0.00%	+1.9%	Q2 2021
TSLATesla, Inc.	$12.1M	1.46%	0.00%	-5.1%	Q2 2021
XOMExxonMobil Holdings Corp	$11.8M	1.42%	0.00%	+2.7%	Q2 2021
JPMJPMorgan Chase & Co	$11.4M	1.37%	0.00%	+0.3%	Q2 2021
GOOGLAlphabet Inc.	$11.1M	1.33%	0.00%	+4.7%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$10.9M	1.31%	Not reported	-44.4%	Q2 2021
AVGOBroadcom Inc.	$10.7M	1.29%	0.00%	+4.8%	Q2 2021
GLDSPDR Gold Trust	$9.26M	1.11%	0.01%	-5.5%	Q2 2021
METAMeta Platforms, Inc.	$8.72M	1.05%	Not reported	+0.6%	Q2 2021
JNJJohnson & Johnson	$7.2M	0.87%	0.00%	+7.4%	Q2 2021
WMTWalmart Inc.	$6.77M	0.81%	0.00%	+1.6%	Q2 2021
RRCRange Resources Corp	$6.61M	0.80%	0.07%	-3.1%	Q2 2025
CATCaterpillar Inc	$6.48M	0.78%	0.00%	+8.9%	Q2 2021
LLYELI LILLY & Co	$4.92M	0.59%	0.00%	-2.0%	Q2 2021
CVXChevron Corp	$4.71M	0.57%	0.00%	-8.3%	Q2 2021
GOOGAlphabet Inc.	$4.28M	0.52%	Not reported	+12.0%	Q2 2021
HDHome Depot, Inc.	$4.1M	0.49%	0.00%	+5.2%	Q2 2021
LRCXLam Research Corp	$3.96M	0.48%	0.00%	-3.2%	Q4 2022
ABBVAbbVie Inc.	$3.95M	0.48%	0.00%	+7.1%	Q2 2021
BRK.BBerkshire Hathaway Inc	$3.76M	0.45%	Not reported	+14.0%	Q2 2021
AONAon plc	$3.7M	0.45%	0.01%	+0.1%	Q3 2022
MOAltria Group, Inc.	$3.69M	0.44%	0.00%	-2.0%	Q2 2021
COSTCostco Wholesale Corp	$3.67M	0.44%	0.00%	+64.2%	Q4 2022
AMATApplied Materials Inc	$3.64M	0.44%	0.00%	+95.8%	Q2 2021
MRKMerck & Co., Inc.	$3.27M	0.39%	0.00%	+31.1%	Q2 2021
ISRGIntuitive Surgical Inc	$3.2M	0.39%	0.00%	+1.5%	Q2 2021
CSCOCisco Systems, Inc.	$3.04M	0.37%	0.00%	-3.7%	Q2 2021
PLTRPalantir Technologies Inc.	$3.03M	0.37%	0.00%	-2.0%	Q4 2022
NFLXNetflix Inc	$3.02M	0.36%	0.00%	+5.6%	Q1 2022
SMHMarket Vectors ETF Trust	$2.9M	0.35%	Not reported	+22.7%	Q4 2022
AMDAdvanced Micro Devices Inc	$2.89M	0.35%	0.00%	+30.4%	Q2 2021
MCDMcdonalds Corp	$2.73M	0.33%	0.00%	+15.3%	Q2 2021
COPConocophillips	$2.7M	0.33%	0.00%	+9.8%	Q2 2021
OUNZVanEck Merk Gold ETF	$2.65M	0.32%	0.09%	+24.1%	Q1 2025
MAMastercard Inc	$2.61M	0.31%	0.00%	-15.2%	Q2 2021
ZMZoom Communications, Inc.	$2.56M	0.31%	Not reported	-19.2%	Q4 2022
BNYBank of New York Mellon Corp	$2.55M	0.31%	0.00%	+167.1%	Q4 2022
GEGeneral Electric Co	$2.53M	0.30%	0.00%	+119.9%	Q4 2022
BACBank of America Corp	$2.49M	0.30%	0.00%	+2.4%	Q2 2021
DFAXGulf Resources, Inc.	$2.49M	0.30%	Not reported	-6.3%	Q2 2025
XYZBlock, Inc.	$2.48M	0.30%	Not reported	-19.7%	Q2 2021
HIGHartford Insurance Group, Inc.	$2.47M	0.30%	0.01%	+136.5%	Q4 2022
VVisa Inc.	$2.46M	0.30%	0.00%	+4.3%	Q2 2021
RTXRTX Corp	$2.42M	0.29%	0.00%	+2.8%	Q2 2021
PMPhilip Morris International Inc.	$2.34M	0.28%	0.00%	+16.3%	Q2 2021

Q4 2025Reported Jan 14, 2026307 positions
AAPLApple Inc.	$29.7M	3.77%	0.00%	-1.0%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$24.7M	3.13%	Not reported	+8.2%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$20M	2.54%	Not reported	-1.2%	Q2 2021
NVDANvidia Corp	$18.6M	2.36%	0.00%	-6.6%	Q2 2021
MSFTMicrosoft Corp	$17.8M	2.26%	0.00%	+15.4%	Q2 2021
TSLATesla, Inc.	$16.3M	2.07%	0.00%	+1.4%	Q2 2021
PGPROCTER & GAMBLE Co	$12.6M	1.60%	0.00%	+6.8%	Q2 2021
AMZNAmazon Com Inc	$12.6M	1.60%	0.00%	+5.6%	Q2 2021
JPMJPMorgan Chase & Co	$12.1M	1.53%	0.00%	-1.4%	Q2 2021
GOOGLAlphabet Inc.	$11M	1.39%	0.00%	+5.5%	Q2 2021
AVGOBroadcom Inc.	$9.47M	1.20%	0.00%	+10.4%	Q2 2021
XOMExxonMobil Holdings Corp	$9.42M	1.19%	0.00%	+2.6%	Q2 2021
GLDSPDR Gold Trust	$9.29M	1.18%	0.01%	+231.3%	Q2 2021
METAMeta Platforms, Inc.	$8.99M	1.14%	Not reported	+3.3%	Q2 2021
WMTWalmart Inc.	$6.01M	0.76%	0.00%	+6.0%	Q2 2021
JNJJohnson & Johnson	$5.74M	0.73%	0.00%	+1.6%	Q2 2021
LLYELI LILLY & Co	$5.68M	0.72%	0.00%	+3.0%	Q2 2021
RRCRange Resources Corp	$5.33M	0.68%	0.07%	Not reported	Q2 2025
CATCaterpillar Inc	$4.65M	0.59%	0.00%	+6.3%	Q2 2021
CVXChevron Corp	$4.42M	0.56%	0.00%	+0.9%	Q2 2021
HDHome Depot, Inc.	$4.32M	0.55%	0.00%	+0.7%	Q2 2021
PLTRPalantir Technologies Inc.	$4.29M	0.54%	0.00%	+6.0%	Q4 2022
AONAon plc	$4.15M	0.53%	0.01%	-2.6%	Q3 2022
ISRGIntuitive Surgical Inc	$4.1M	0.52%	0.00%	+3.8%	Q2 2021
GOOGAlphabet Inc.	$3.98M	0.51%	Not reported	-7.2%	Q2 2021
ABBVAbbVie Inc.	$3.91M	0.50%	0.00%	+5.1%	Q2 2021
MAMastercard Inc	$3.54M	0.45%	0.00%	-10.8%	Q2 2021
XYZBlock, Inc.	$3.46M	0.44%	Not reported	-9.7%	Q2 2021
BRK.BBerkshire Hathaway Inc	$3.43M	0.44%	Not reported	-1.2%	Q2 2021
ZMZoom Communications, Inc.	$3.4M	0.43%	Not reported	-11.6%	Q4 2022
LRCXLam Research Corp	$3.38M	0.43%	0.00%	+8.5%	Q4 2022
MOAltria Group, Inc.	$3.22M	0.41%	0.00%	+3.4%	Q2 2021
RSGRepublic Services, Inc.	$2.91M	0.37%	0.00%	-7.3%	Q2 2021
CSCOCisco Systems, Inc.	$2.84M	0.36%	0.00%	-2.0%	Q2 2021
VVisa Inc.	$2.71M	0.34%	0.00%	-2.3%	Q2 2021
BACBank of America Corp	$2.59M	0.33%	0.00%	+6.6%	Q2 2021
ORCLOracle Corp	$2.58M	0.33%	0.00%	+12.9%	Q4 2022
MRSHMarsh & Mclennan Companies, Inc.	$2.55M	0.32%	0.00%	+1.9%	Q2 2021
DFAXGulf Resources, Inc.	$2.5M	0.32%	Not reported	-7.3%	Q2 2025
MCKMckesson Corp	$2.48M	0.32%	0.00%	-22.5%	Q4 2022
NFLXNetflix Inc	$2.48M	0.32%	0.00%	-1.3%	Q1 2022
IBMInternational Business Machines Corp	$2.39M	0.30%	0.00%	+3.9%	Q2 2021
MCDMcdonalds Corp	$2.38M	0.30%	0.00%	+1.5%	Q2 2021
SPGIS&P Global Inc.	$2.31M	0.29%	0.00%	-18.9%	Q4 2022
AIZAssurant, Inc.	$2.29M	0.29%	0.02%	-21.4%	Q4 2022
MRKMerck & Co., Inc.	$2.27M	0.29%	0.00%	+7.4%	Q2 2021
CORCencora, Inc.	$2.23M	0.28%	0.00%	-24.3%	Q4 2022
AVYAvery Dennison Corp	$2.23M	0.28%	0.02%	Not reported	Q4 2022
FVRRFiverr International Ltd.	$2.21M	0.28%	0.34%	-10.0%	Q4 2023
RTXRTX Corp	$2.2M	0.28%	0.00%	-1.1%	Q2 2021

Q3 2025Reported Oct 20, 2025297 positions
AAPLApple Inc.	$28.7M	3.82%	0.00%	+10.6%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$21.8M	2.90%	Not reported	-4.0%	Q2 2021
NVDANvidia Corp	$19.4M	2.59%	0.00%	+11.4%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$19.4M	2.58%	Not reported	+2.5%	Q2 2021
MSFTMicrosoft Corp	$16.5M	2.20%	0.00%	-1.9%	Q2 2021
TSLATesla, Inc.	$15.5M	2.07%	0.00%	+9.8%	Q2 2021
PGPROCTER & GAMBLE Co	$12.4M	1.65%	0.00%	+0.8%	Q2 2021
JPMJPMorgan Chase & Co	$11.2M	1.50%	0.00%	+7.3%	Q2 2021
AMZNAmazon Com Inc	$10.4M	1.39%	0.00%	+12.0%	Q2 2021
METAMeta Platforms, Inc.	$9.45M	1.26%	Not reported	+20.3%	Q2 2021
AVGOBroadcom Inc.	$8.57M	1.14%	0.00%	+9.2%	Q2 2021
XOMExxonMobil Holdings Corp	$8.27M	1.10%	0.00%	+1.9%	Q2 2021
GOOGLAlphabet Inc.	$7.76M	1.03%	0.00%	+8.8%	Q2 2021
RRCRange Resources Corp	$5.75M	0.77%	0.07%	0.0%	Q2 2025
WMTWalmart Inc.	$5.3M	0.71%	0.00%	+6.9%	Q2 2021
JNJJohnson & Johnson	$5.28M	0.70%	0.00%	+8.1%	Q2 2021
HDHome Depot, Inc.	$4.44M	0.59%	0.00%	+5.9%	Q2 2021
AONAon plc	$4.38M	0.58%	0.01%	-0.3%	Q3 2022
LLYELI LILLY & Co	$4.21M	0.56%	0.00%	+13.3%	Q2 2021
XYZBlock, Inc.	$4.19M	0.56%	Not reported	-4.6%	Q2 2021
CVXChevron Corp	$4.12M	0.55%	0.00%	+4.4%	Q2 2021
PLTRPalantir Technologies Inc.	$4.1M	0.55%	0.00%	+1.1%	Q4 2022
MAMastercard Inc	$3.92M	0.52%	0.00%	-1.3%	Q2 2021
ABBVAbbVie Inc.	$3.87M	0.52%	0.00%	-9.3%	Q2 2021
CATCaterpillar Inc	$3.73M	0.50%	0.00%	+0.8%	Q2 2021
ZMZoom Communications, Inc.	$3.59M	0.48%	Not reported	+0.6%	Q4 2022
MOAltria Group, Inc.	$3.54M	0.47%	0.00%	-11.0%	Q2 2021
ORCLOracle Corp	$3.45M	0.46%	0.00%	+9.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$3.45M	0.46%	Not reported	+3.1%	Q2 2021
NFLXNetflix Inc	$3.42M	0.46%	0.00%	+41.0%	Q1 2022
RSGRepublic Services, Inc.	$3.32M	0.44%	0.00%	+424.0%	Q2 2021
GOOGAlphabet Inc.	$3.21M	0.43%	Not reported	+3.9%	Q2 2021
FVRRFiverr International Ltd.	$3.09M	0.41%	0.37%	+5.4%	Q4 2023
MCKMckesson Corp	$3.07M	0.41%	0.00%	+463.6%	Q4 2022
ISRGIntuitive Surgical Inc	$2.94M	0.39%	0.00%	-1.1%	Q2 2021
AMEAmetek Inc/	$2.81M	0.37%	0.01%	Not reported	Q4 2022
CORCencora, Inc.	$2.79M	0.37%	0.00%	Not reported	Q4 2022
MRSHMarsh & Mclennan Companies, Inc.	$2.78M	0.37%	0.00%	-3.5%	Q2 2021
VVisa Inc.	$2.76M	0.37%	0.00%	-47.2%	Q2 2021
AIZAssurant, Inc.	$2.71M	0.36%	0.02%	-4.9%	Q4 2022
ALLAllstate Corp	$2.71M	0.36%	0.00%	-0.4%	Q4 2022
CSCOCisco Systems, Inc.	$2.69M	0.36%	0.00%	-17.4%	Q2 2021
MSCIMSCI Inc.	$2.62M	0.35%	0.01%	-2.5%	Q4 2022
ZZillow Group, Inc.	$2.59M	0.34%	Not reported	-0.4%	Q1 2024
GLDSPDR Gold Trust	$2.58M	0.34%	0.00%	-2.6%	Q2 2021
SPGIS&P Global Inc.	$2.55M	0.34%	0.00%	-5.4%	Q4 2022
SYYSysco Corp	$2.5M	0.33%	0.01%	Not reported	Q4 2022
DFAXGulf Resources, Inc.	$2.49M	0.33%	Not reported	-1.2%	Q2 2025
LINLinde PLC	$2.43M	0.32%	0.00%	Not reported	Q4 2022
TAPMolson Coors Beverage Co	$2.38M	0.32%	Not reported	-1.5%	Q4 2022

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