Accurate Wealth Management, LLC
All 13F Filings
- Location
- Wesley Chapel, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,048,590
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 576 | 1,048,590 | 13F-HR | Accurate Wealth Management, LLC |
| Q1 2026 | 4/22/2026 | 533 | 830,948 | 13F-HR | Accurate Wealth Management, LLC |
| 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 | 657.2 K | 62.7% | 115 K | 0 | 115 K |
| ETFs | 391.1 K | 37.3% | 102.7 K | 0 | 102.7 K |
| Debt | 273 | 0.0% | 0 | 53 | -53 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
1,048,590
Holdings
576
QoQ value change ($000)
217,642
(26.2%)
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.