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Accurate Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    wesley chapel, FL
  • Num holdings

    504

  • Value ($000)

    $788,014

  • Date Filed
    01/13/2026
  • Form type
    13F-HR
  • CIK
    0001877728
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CLIP

GLOBAL X FDS

1-3 MONTH T-BILL
37960A438
$31.55M
4 %

314,872

A
AAPL

APPLE INC

COM
037833100
$29.7M
4 %

114,531

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$24.7M
3 %

35,590

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$20.04M
3 %

31,982

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$18.64M
2 %

100,812

M
MSFT

MICROSOFT CORP

COM
594918104
$17.82M
2 %

37,176

T
TSLA

TESLA INC

COM
88160R101
$16.31M
2 %

36,650

P
PG

PROCTER AND GAMBLE CO

COM
742718109
$12.59M
2 %

88,712

A
AMZN

AMAZON COM INC

COM
023135106
$12.58M
2 %

50,968

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$12.07M
2 %

36,670

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