Institutional Fund
Accurate Wealth Management, LLC
Wesley Chapel, FLCIK 18777285 filings on record
Portfolio Value
$830.95M
Q1 2026
Holdings
533
Reported positions
New Buys
76
Opened this quarter
QoQ Change
+5.4%
from $788.01M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation5.4%
- Apple Inc3.9%
- Spdr S&P 500 ETF Tr3.0%
- Global X Fds2.2%
- Microsoft Corp1.8%
- Amazon Com Inc1.7%
- Other81.9%
Portfolio Holdings
533 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 237.1K | $44.67M | 5.4% | +136.2K | Added |
| 2 | Apple Inc | 123.8K | $32.24M | 3.9% | +9.3K | Added |
| 3 | Spdr S&P 500 ETF Tr | 37.2K | $25.27M | 3.0% | +1.6K | Added |
| 4 | Global X Fds | 182.4K | $18.27M | 2.2% | −132.5K | Reduced |
| 5 | Microsoft Corp | 41.2K | $15.30M | 1.8% | +4.1K | Added |
| 6 | Amazon Com Inc | 60.2K | $14.32M | 1.7% | +9.2K | Added |
| 7 | Procter And Gamble Co | 90.4K | $13.12M | 1.6% | +1.7K | Added |
| 8 | First Tr Exchange-Traded Fd | 204.6K | $12.25M | 1.5% | +175.8K | Added |
| 9 | Tesla Inc | 34.8K | $12.14M | 1.5% | −1.9K | Reduced |
| 10 | Exxon Mobil Corp | 77.6K | $11.84M | 1.4% | +2.0K | Added |
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