§ 13F · FUND PROFILE
Accurate Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $653.7T (13F)Positions · 442Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$788.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CLIP | GLOBAL X FDS | 315K | $31.6T | 4.0% | NEW |
| 2 | AAPL | APPLE INC | 115K | $29.7T | 3.8% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TR | 36K | $24.7T | 3.1% | NEW |
| 4 | QQQ | INVESCO QQQ TR | 32K | $20.0T | 2.5% | NEW |
| 5 | NVDA | NVIDIA CORPORATION | 101K | $18.6T | 2.4% | NEW |
| 6 | MSFT | MICROSOFT CORP | 37K | $17.8T | 2.3% | NEW |
| 7 | TSLA | TESLA INC | 37K | $16.3T | 2.1% | NEW |
| 8 | PG | PROCTER AND GAMBLE CO | 89K | $12.6T | 1.6% | NEW |
| 9 | AMZN | AMAZON COM INC | 51K | $12.6T | 1.6% | NEW |
| 10 | JPM | JPMORGAN CHASE & CO. | 37K | $12.1T | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACCURATE SIGNAL
AC read
Accurate Wealth Management, LLC is a Other fund managing $653711.5 trillion in assets. The fund runs a broad portfolio of 442 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed