Accurate Wealth Management, LLC

WESLEY CHAPEL, FL · CIK 1877728 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWesley Chapel, FL

$1.0bn reported value +26.2% vs Q1 2026

576positions

25.5%in top 10

85 new 330 added 140 reduced 42 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	247,781	$52.2m4.98%	4.98%	Added +10.7k	+10,724 4.5%
2	APPLE INC COM AAPL	AAPL	132,815	$41.9m3.99%	3.99%	Added +9.0k	+9,016 7.3%
3	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	575,587	$34.4m3.28%	3.28%	Added +371.0k	+371,004 181.3%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	40,277	$30.4m2.90%	2.90%	Added +3.1k	+3,086 8.3%
5	PROCTER AND GAMBLE CO COM PG	PG	188,336	$27.7m2.64%	2.64%	Added +98.0k	+97,967 108.4%
6	GLOBAL X FDS 1-3 MONTH T-BILL CLIP	CLIP	212,895	$21.3m2.03%	2.03%	Added +30.5k	+30,512 16.7%
7	MICROSOFT CORP COM MSFT	MSFT	43,630	$16.8m1.60%	1.60%	Added +2.4k	+2,388 5.8%
8	AMAZON COM INC COM AMZN	AMZN	64,157	$15.7m1.50%	1.50%	Added +4.0k	+3,951 6.6%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	38,963	$13.9m1.33%	1.33%	Added +4.1k	+4,072 11.7%
10	ISHARES TR CORE MSCI EAFE IEFA	IEFA	139,068	$13.5m1.29%	1.29%	Added +25.4k	+25,438 22.4%
11	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	71,698	$13.3m1.27%	1.27%	Added +38.7k	+38,707 117.3%
12	JPMORGAN CHASE & CO COM JPM	JPM	38,726	$13.0m1.24%	1.24%	Added +2.0k	+1,958 5.3%
13	BROADCOM INC COM AVGO	AVGO	31,753	$12.7m1.21%	1.21%	Added +3.0k	+2,953 10.2%
14	TESLA INC COM TSLA	TSLA	28,012	$11.4m1.09%	1.09%	Reduced -6.8k	-6,776 -19.5%
15	ISHARES TR CORE US AGGBD ET AGG	AGG	113,261	$11.1m1.06%	1.06%	Added +20.4k	+20,381 21.9%
16	INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 BSJR	BSJR	475,561	$10.6m1.02%	1.02%	Added +204.6k	+204,558 75.5%
17	ETF SER SOLUTIONS MCELHENNY SHEFLD MSMR	MSMR	293,636	$10.4m0.99%	0.99%	Added +265.2k	+265,227 933.6%
18	META PLATFORMS INC CL A META	META	14,890	$9.9m0.95%	0.95%	Added +1.0k	+1,043 7.5%
19	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	11,940	$8.7m0.83%	0.83%	Reduced -5.8k	-5,833 -32.8%
20	JOHNSON & JOHNSON COM JNJ	JNJ	32,380	$8.3m0.79%	0.79%	Added +2.2k	+2,188 7.2%
21	ADVANCED MICRO DEVICES INC COM AMD	AMD	13,586	$7.6m0.72%	0.72%	Added +1.7k	+1,725 14.5%
22	CATERPILLAR INC COM CAT	CAT	7,684	$7.3m0.70%	0.70%	Reduced -518	-518 -6.3%
23	MICRON TECHNOLOGY INC COM MU	MU	7,452	$7.3m0.70%	0.70%	Added +3.7k	+3,688 98.0%
24	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	67,432	$6.8m0.65%	0.65%	Added +59.2k	+59,156 714.8%
25	WALMART INC COM WMT	WMT	58,915	$6.7m0.64%	0.64%	Added +5.6k	+5,572 10.4%
26	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	67,040	$6.7m0.64%	0.64%	Added +13.9k	+13,942 26.3%
27	ISHARES TR CORE S&P MCP ETF IJH	IJH	88,321	$6.7m0.64%	0.64%	Reduced -8.6k	-8,622 -8.9%
28	ELI LILLY & CO COM LLY	LLY	5,606	$6.7m0.64%	0.64%	Added +376	+376 7.2%
29	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	53,675	$6.3m0.60%	0.60%	Added +33.6k	+33,580 167.1%
30	APPLIED MATLS INC COM AMAT	AMAT	9,827	$5.9m0.56%	0.56%	Added +720	+720 7.9%
31	DELL TECHNOLOGIES INC CL C DELL	DELL	13,599	$5.9m0.56%	0.56%	Added +3.9k	+3,889 40.0%
32	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	112,843	$5.9m0.56%	0.56%	Added +92.4k	+92,381 451.5%
33	LAM RESEARCH CORP COM NEW LRCX	LRCX	15,622	$5.5m0.52%	0.52%	Added +591	+591 3.9%
34	RANGE RES CORP COM RRC	RRC	154,275	$5.5m0.52%	0.52%	Unchanged
35	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	122,184	$5.5m0.52%	0.52%	Added +56.5k	+56,547 86.2%
36	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	129,193	$5.4m0.52%	0.52%	Added +102.8k	+102,786 389.2%
37	ISHARES TR RUSSELL 2000 ETF IWM	IWM	18,299	$5.4m0.52%	0.52%	Added +16.9k	+16,900 1208.0%
38	ABBVIE INC COM ABBV	ABBV	20,888	$5.2m0.49%	0.49%	Added +1.9k	+1,882 9.9%
39	ALPHABET INC CAP STK CL C GOOG	GOOG	14,495	$5.1m0.49%	0.49%	Added +937	+937 6.9%
40	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	8,035	$4.9m0.47%	0.47%	Added +1.4k	+1,396 21.0%
41	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	55,088	$4.9m0.47%	0.47%	Added +6.2k	+6,193 12.7%
42	ISHARES TR U.S. PHARMA ETF IHE	IHE	47,786	$4.8m0.46%	0.46%	New
43	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	53,231	$4.8m0.46%	0.46%	Added +20.0k	+20,023 60.3%
44	HOME DEPOT INC COM HD	HD	13,383	$4.6m0.44%	0.44%	Added +1.2k	+1,243 10.2%
45	CHEVRON CORP NEW COM CVX	CVX	25,497	$4.5m0.43%	0.43%	Added +506	+506 2.0%
46	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	96,360	$4.5m0.43%	0.43%	Added +7.5k	+7,503 8.4%
47	TIDAL TR II RETURN STCKD US RSST	RSST	134,971	$4.5m0.43%	0.43%	Added +2.6k	+2,624 2.0%
48	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	111,890	$4.5m0.43%	0.43%	Added +924	+924 0.8%
49	CISCO SYS INC COM CSCO	CSCO	36,272	$4.4m0.42%	0.42%	Reduced -682	-682 -1.9%
50	ISHARES TR 7-10 YR TRSY BD IEF	IEF	46,805	$4.4m0.42%	0.42%	New
51	TRUST FOR PROFESSIONAL MANAG CONVERGENCE LNG CLSE	CLSE	127,376	$4.4m0.42%	0.42%	Reduced -5.8k	-5,758 -4.3%
52	AON PLC SHS CL A AON	AON	11,494	$4.1m0.39%	0.39%	Reduced -338	-338 -2.9%
53	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	8,286	$4.1m0.39%	0.39%	Added +454	+454 5.8%
54	ALTRIA GROUP INC COM MO	MO	56,808	$4.1m0.39%	0.39%	Added +2.0k	+1,977 3.6%
55	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,680	$3.9m0.38%	0.38%	Reduced -65	-65 -1.1%
56	PEPSICO INC COM PEP	PEP	28,546	$3.9m0.37%	0.37%	Added +13.7k	+13,662 91.8%
57	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	116,703	$3.9m0.37%	0.37%	Added +9.3k	+9,325 8.7%
58	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	35,772	$3.7m0.36%	0.36%	Added +7.8k	+7,790 27.8%
59	MERCK & CO INC COM MRK	MRK	29,492	$3.6m0.35%	0.35%	Added +2.6k	+2,553 9.5%
60	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,474	$3.5m0.34%	0.34%	Added +908	+908 10.6%
61	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	94,607	$3.5m0.33%	0.33%	Added +25.2k	+25,248 36.4%
62	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	26,852	$3.4m0.32%	0.32%	Added +3.2k	+3,168 13.4%
63	METLIFE INC COM MET	MET	36,817	$3.4m0.32%	0.32%	Added +15.7k	+15,699 74.3%
64	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	25,935	$3.3m0.32%	0.32%	Added +7.7k	+7,705 42.3%
65	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	89,083	$3.3m0.31%	0.31%	Added +6.3k	+6,297 7.6%
66	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	37,167	$3.2m0.31%	0.31%	Added +1.6k	+1,593 4.5%
67	COSTCO WHSL CORP NEW COM COST	COST	3,544	$3.2m0.31%	0.31%	Reduced -128	-128 -3.5%
68	VANECK ETF TRUST REAL ASSETS ETF RAAX	RAAX	82,201	$3.2m0.31%	0.31%	Added +24.2k	+24,172 41.7%
69	BANK AMERICA CORP COM BAC	BAC	54,107	$3.2m0.31%	0.31%	Added +6.6k	+6,645 14.0%
70	GE AEROSPACE COM NEW GE	GE	8,822	$3.2m0.30%	0.30%	Added +628	+628 7.7%
71	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	7,478	$3.0m0.29%	0.29%	Added +377	+377 5.3%
72	VISA INC COM CL A V	V	8,648	$3.0m0.29%	0.29%	Added +561	+561 6.9%
73	PHILIP MORRIS INTL INC COM PM	PM	16,366	$3.0m0.28%	0.28%	Added +1.8k	+1,768 12.1%
74	CONOCOPHILLIPS COM COP	COP	26,815	$2.9m0.28%	0.28%	Added +4.8k	+4,765 21.6%
75	BANK NEW YORK MELLON CORP COM BNY	BNY	18,993	$2.9m0.28%	0.28%	Reduced -1.0k	-1,018 -5.1%
76	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	76,175	$2.9m0.27%	0.27%	Added +4.0k	+4,014 5.6%
77	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	48,610	$2.8m0.27%	0.27%	Added +3.8k	+3,813 8.5%
78	ARISTA NETWORKS INC COM SHS ANET	ANET	14,925	$2.8m0.27%	0.27%	Added +2.1k	+2,095 16.3%
79	HOWMET AEROSPACE INC COM HWM	HWM	10,219	$2.8m0.26%	0.26%	Added +1.7k	+1,676 19.6%
80	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	33,498	$2.8m0.26%	0.26%	Reduced -38	-38 -0.1%
81	ORACLE CORP COM ORCL	ORCL	19,604	$2.8m0.26%	0.26%	Added +3.1k	+3,096 18.8%
82	VANECK MERK GOLD ETF GOLD SHS OUNZ	OUNZ	69,356	$2.7m0.26%	0.26%	Added +11.4k	+11,417 19.7%
83	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	65,749	$2.7m0.26%	0.26%	Added +51.0k	+50,982 345.2%
84	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,496	$2.7m0.26%	0.26%	Added +1.1k	+1,088 12.9%
85	SPDR GOLD TR GOLD SHS GLD	GLD	7,237	$2.7m0.26%	0.26%	Reduced -13.9k	-13,947 -65.8%
86	ISHARES TR CORE S&P SCP ETF IJR	IJR	18,694	$2.7m0.26%	0.26%	Added +1.5k	+1,485 8.6%
87	TIDAL TRUST II RET STCKD GL STK RSSB	RSSB	88,373	$2.7m0.26%	0.26%	Reduced -9.1k	-9,143 -9.4%
88	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	56,883	$2.7m0.26%	0.26%	Added +44.8k	+44,751 368.9%
89	PNC FINL SVCS GROUP INC COM PNC	PNC	10,654	$2.7m0.26%	0.26%	Added +995	+995 10.3%
90	ISHARES TR CORE S&P TTL STK ITOT	ITOT	16,151	$2.7m0.25%	0.25%	Reduced -6.2k	-6,228 -27.8%
91	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	116,206	$2.7m0.25%	0.25%	Reduced -21.2k	-21,213 -15.4%
92	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		63,355	$2.7m0.25%	0.25%	Added +52.8k	+52,793 499.8%
93	BLOCK INC CL A XYZ	XYZ	34,264	$2.6m0.25%	0.25%	Reduced -5.7k	-5,661 -14.2%
94	PARKER-HANNIFIN CORP COM PH	PH	2,744	$2.6m0.25%	0.25%	Added +489	+489 21.7%
95	ZOOM COMMUNICATIONS INC CL A ZM	ZM	29,183	$2.6m0.25%	0.25%	Reduced -3.1k	-3,113 -9.6%
96	MCDONALDS CORP COM MCD	MCD	9,309	$2.6m0.24%	0.24%	Added +393	+393 4.4%
97	MASTERCARD INCORPORATED CL A MA	MA	4,687	$2.5m0.24%	0.24%	Reduced -536	-536 -10.3%
98	ISHARES TR RUS 1000 GRW ETF IWF	IWF	19,369	$2.4m0.23%	0.23%	Added +13.4k	+13,405 224.8%
99	ISHARES INC CORE MSCI EMKT IEMG	IEMG	29,325	$2.4m0.23%	0.23%	Added +4.4k	+4,368 17.5%
100	RTX CORPORATION COM RTX	RTX	12,029	$2.4m0.22%	0.22%	Added +46	+46 0.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	77,584	$11.8m77.6k shares
ISHARES TR HDV	HDV	235,150	$6.3m235.2k shares
GRAINGER W W INC GWW	GWW	1,331	$1.6m1.3k shares
ALLSTATE CORP ALL	ALL	6,985	$1.5m7.0k shares
AVERY DENNISON CORP AVY	AVY	8,248	$1.4m8.2k shares
HENRY SCHEIN INC HSIC	HSIC	18,263	$1.4m18.3k shares
ROLLINS INC ROL	ROL	24,626	$1.3m24.6k shares
MSCI INC MSCI	MSCI	2,434	$1.3m2.4k shares
CHIPOTLE MEXICAN GRILL INC CMG	CMG	37,469	$1.3m37.5k shares
ISHARES TR SHY	SHY	14,141	$1.2m14.1k shares
VERISK ANALYTICS INC VRSK	VRSK	6,860	$1.1m6.9k shares
HONEYWELL INTL INC		1,768	$831.2k1.8k shares
FABRINET FN	FN	1,223	$808.9k1.2k shares
CASEYS GEN STORES INC CASY	CASY	850	$627.7k850 shares
SCHWAB STRATEGIC TR SCHO	SCHO	25,602	$620.1k25.6k shares
ETF SER SOLUTIONS DSTL	DSTL	6,627	$381.6k6.6k shares
SCHWAB STRATEGIC TR SCHA	SCHA	12,064	$370.1k12.1k shares
J P MORGAN EXCHANGE TRADED F JPST	JPST	7,309	$369.1k7.3k shares
CORECIVIC INC CXW	CXW	17,612	$350.8k17.6k shares
HARBOR ETF TRUST OSEA	OSEA	11,379	$347.6k11.4k shares
HARBOR ETF TRUST AGGS	AGGS	7,981	$326.1k8.0k shares
VANGUARD INTL EQUITY INDEX F VWO	VWO	5,623	$319.1k5.6k shares
SILA REALTY TRUST INC		12,442	$309.2k12.4k shares
FRANCO NEV CORP FNV	FNV	1,018	$266.2k1.0k shares
ALCOA CORP AA	AA	3,305	$241.4k3.3k shares