Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Accurate Wealth Management, LLC (CIK 1877728) reported $830.9M across 530 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($44.7M, 5.38%), AAPL ($32.2M, 3.88%), SPY ($25.3M, 3.04%), CLIP ($18.3M, 2.20%), MSFT ($15.3M, 1.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $44.7M | 5.38% | 237,057 | Added |
| 2 | AAPL | APPLE INC | $32.2M | 3.88% | 123,799 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $25.3M | 3.04% | 37,191 | Added |
| 4 | CLIP | GLOBAL X FDS | $18.3M | 2.20% | 182,383 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $15.3M | 1.84% | 41,242 | Added |
| 6 | AMZN | AMAZON COM INC | $14.3M | 1.72% | 60,206 | Added |
| 7 | PG | PROCTER & GAMBLE CO | $13.1M | 1.58% | 90,369 | Added |
| 8 | FTSM | FIRST TR EXCHANGE-TRADED FD | $12.2M | 1.47% | 204,583 | Added |
| 9 | TSLA | TESLA INC | $12.1M | 1.46% | 34,788 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $11.8M | 1.42% | 77,584 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $11.4M | 1.37% | 36,768 | Added |
| 12 | GOOGL | ALPHABET INC | $11.1M | 1.33% | 34,891 | Added |
| 13 | QQQ | INVESCO QQQ TR | $10.9M | 1.31% | 17,773 | Trimmed |
| 14 | IEFA | ISHARES TR | $10.8M | 1.30% | 113,630 | Added |
| 15 | AVGO | BROADCOM INC | $10.7M | 1.29% | 28,800 | Added |
| 16 | GLD | SPDR GOLD TR | $9.3M | 1.11% | 21,184 | Trimmed |
| 17 | AGG | ISHARES TR | $9.2M | 1.11% | 92,880 | Added |
| 18 | META | META PLATFORMS INC | $8.7M | 1.05% | 13,847 | Added |
| 19 | XLE | SELECT SECTOR SPDR TR | $8.6M | 1.03% | 150,894 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $7.2M | 0.87% | 30,192 | Added |
| 21 | IJH | ISHARES TR | $6.8M | 0.82% | 96,943 | Added |
| 22 | WMT | WALMART INC | $6.8M | 0.81% | 53,343 | Added |
| 23 | RRC | RANGE RES CORP | $6.6M | 0.80% | 154,275 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $6.5M | 0.78% | 8,202 | Added |
| 25 | HDV | ISHARES TR | $6.3M | 0.76% | 47,030 | New |
Source: SEC Form 13F filings · as of 2026-03-31