CIK 1877728
Accurate Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
504
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 504
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IUSB | ISHARES TR | 18K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 3K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 13K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 9K | $500K+ | SH |
| FTNT | FORTINET INC | 10K | $500K+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 17K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 30K | $500K+ | SH |
| AIQ | GLOBAL X FDS | 15K | $500K+ | SH |
| EFV | ISHARES TR | 11K | $500K+ | SH |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | 34K | $500K+ | SH |
| TRUT | VANECK ETF TRUST | 30K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 4K | $500K+ | SH |
| NLR | VANECK ETF TRUST | 6K | $500K+ | SH |
| HODL | VANECK BITCOIN ETF | 31K | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW | 5K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| BSMR | INVESCO EXCH TRD SLF IDX FD | 32K | $500K+ | SH |
| ES | EVERSOURCE ENERGY | 11K | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| FITB | FIFTH THIRD BANCORP | 15K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 3K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 4K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| BSMS | INVESCO EXCH TRD SLF IDX FD | 31K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 2K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 15K | $500K+ | SH |
| DYNF | BLACKROCK ETF TRUST | 11K | $500K+ | SH |
| FSS | FEDERAL SIGNAL CORP | 6K | $500K+ | SH |
| APRW | AIM ETF PRODUCTS TRUST | 20K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 8K | $500K+ | SH |
| MGV | VANGUARD WORLD FD | 5K | $500K+ | SH |
| HAPI | HARBOR ETF TRUST | 16K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 7K | $500K+ | SH |
| INTC | INTEL CORP | 15K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| SOXX | ISHARES TR | 2K | $500K+ | SH |
| FTCE | FIRST TR EXCHANGE TRADED FD | 26K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 6K | $500K+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 11K | $500K+ | SH |
| MCO | MOODYS CORP | 1K | $500K+ | SH |
| HYG | ISHARES TR | 8K | $500K+ | SH |
| LZ | LEGALZOOM COM INC | 61K | $500K+ | SH |