Aryn Sands

Accurate Wealth Management, Llc

Assets Managed

$1.049B

Holdings

576

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

26.2%(2Q avg: 15.83%)

Sustained Growth

11 quarters

Portfolio positions

This chart displays the top 10 holdings in Accurate Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 576 positions.

Assets under management

The assets under management (AUM) of Accurate Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.049B in assets, with a quarterly growth rate of 26.2% and a 2-quarter average growth rate of 15.83%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Increased 4.53%	4.98%	$52.198M 247,781 shares@ $210.67 avg price	Increased 4.53%
AAPL Apple Inc Recent Activity Increased 7.29%	4%	$41.878M 132,815 shares@ $315.31 avg price	Increased 7.29%
FTSM First Trust Enh Short Mat Fd Recent Activity Increased 181.35%	3.29%	$34.426M 575,587 shares@ $59.81 avg price	Increased 181.35%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 8.3%	2.9%	$30.407M 40,277 shares@ $754.94 avg price	Increased 8.3%
PG Procter & Gamble Co The Recent Activity Increased 108.41%	2.65%	$27.693M 188,336 shares@ $147.04 avg price	Increased 108.41%
CLIP Global X 1-3 Month T-bill Recent Activity Increased 16.73%	2.04%	$21.323M 212,895 shares@ $100.16 avg price	Increased 16.73%
MSFT Microsoft Corp Recent Activity Increased 5.8%	1.61%	$16.8M 43,630 shares@ $385.06 avg price	Increased 5.8%
AMZN Amazon.com Inc Recent Activity Increased 6.57%	1.5%	$15.723M 64,157 shares@ $245.07 avg price	Increased 6.57%
GOOGL Alphabet Inc-cl A Recent Activity Increased 11.68%	1.33%	$13.92M 38,963 shares@ $357.26 avg price	Increased 11.68%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 22.39%	1.29%	$13.52M 139,068 shares@ $97.22 avg price	Increased 22.39%

1-10 of 576