Accurate Wealth Management, LLC 13F Holdings
CIK 0001877728 · WESLEY CHAPEL, FL
As of Sep 30, 2025, Accurate Wealth Management, LLC reported 487 positions worth $629.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| GLOBAL X 1-3 MONTH T-BILL ETF | CLIP | — | 389,253 | $39.0M | 6.20% |
| APPLE INC | AAPL | Technology | 115,719 | $28.7M | 4.55% |
| SPDR S&P 500 ETF TRUST | SPY | — | 32,892 | $21.8M | 3.46% |
| NVIDIA CORP | NVDA | Technology | 107,890 |