Long-term investor
Accurate Wealth Management, LLC @accuratewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001877728).
Record
- Tracked since 2025-06-30 (478 days), 218 trades recorded
- Returns: week n/a · month n/a · 90 days +1.7% · 6 months +7.1% · 1 year +4.3% · all +4.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 5.4% · long · since 2025-09-30
- AAPL · 4.3% · long · since 2025-09-30
- 78462F103 · 3.0% · long · since 2025-09-30
- PG · 2.5% · long · since 2025-09-30
- 33739Q408 · 2.4% · long · since 2025-12-31
- MSFT · 2.2% · long · since 2025-09-30
- 46090E103 · 1.6% · long · since 2025-09-30
- 30233Q108 · 1.6% · long · since 2026-09-30
- AMZN · 1.5% · long · since 2025-09-30
- 46138J585 · 1.4% · long · since 2025-09-30
- GOOGL · 1.4% · long · since 2025-09-30
- 46432F842 · 1.4% · long · since 2025-09-30