Accurate Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Wesley Chapel, FL
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
576
Total value ($000)
$1,048,590
Net value change ($000)
+217,642 (26.2%)
New positions
84
Sold out positions
41
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FTSM 22,178 181.1%
PG 14,574 111.1%
AAPL 9,636 29.9%
MSMR 9,398 962.9%
XLK 8,615 183.1%
NVDA 7,524 16.8%
SGOV 5,945 714.5%
MU 5,718 361.2%
SPY 5,137 20.3%
IWM 5,050 1379.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -11,837 -100.0%
XLE -8,204 -95.5%
GLD -6,532 -70.5%
HDV -6,301 -100.0%
QQQ -2,198 -20.2%
GWW -1,560 -100.0%
ALL -1,474 -100.0%
AVY -1,412 -100.0%
HSIC -1,376 -100.0%
SYY -1,363 -86.5%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type