Accurate Wealth Management, LLC
All 13F Filings
- Location
- Wesley Chapel, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 788,014
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 504 | 788,014 | 13F-HR | Accurate Wealth Management, LLC |
| Q3 2025 | 10/20/2025 | 487 | 751,011 | 13F-HR | Accurate Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 442 | 653,711 | 13F-HR | Accurate Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 709.6 K | 90.0% | 29.1 K | 0 | 29.1 K |
| ETFs | 77.05 K | 9.8% | 8.178 K | 0 | 8.178 K |
| Debt | 543 | 0.1% | 0 | 220 | -220 |
| Other | 859 | 0.1% | 0 | 71 | -71 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
788,014
Holdings
504
QoQ value change ($000)
37,003
(4.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.