Accurate Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Wesley Chapel, FL
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
533
Total value ($000)
$830,948
Net value change ($000)
+42,934 (5.4%)
New positions
76
Sold out positions
47
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 26,038 139.7%
FTSM 10,521 609.2%
XLE 8,335 3230.6%
HDV 6,301 NEW
BSJR 3,904 178.5%
AAPL 2,542 8.6%
XOM 2,422 25.7%
AMAT 2,238 159.9%
BOXX 2,128 1018.2%
CAT 1,833 39.4%
Top Reduces (Value $000, Stocks/ETFs)
CLIP -13,284 -42.1%
QQQ -9,182 -45.8%
IBB -9,139 -100.0%
IHE -6,372 -100.0%
TSLA -4,169 -25.6%
MSFT -2,516 -14.1%
FVRR -2,213 -100.0%
TAP -2,179 -100.0%
SPGI -2,101 -91.1%
L -2,095 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type