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Aryn Sands

Accurate Wealth Management, Llc

Assets Managed
$830.948M
Holdings
533
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
5.45%(2Q avg: 5.19%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Accurate Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 533 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 830.948M in assets, with a quarterly growth rate of 5.45% and a 2-quarter average growth rate of 5.19%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 135.15%
5.38%
$44.674M
237,057 shares@ $188.46 avg price
AAPL
Apple Inc
Recent Activity
Increased 8.1%
3.89%
$32.242M
123,799 shares@ $260.44 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.5%
3.05%
$25.27M
37,191 shares@ $679.47 avg price
CLIP
Global X 1-3 Month T-bill
Recent Activity
Decreased -42.07%
2.2%
$18.269M
182,383 shares@ $100.17 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.94%
1.85%
$15.301M
41,242 shares@ $371.0 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 18.13%
1.73%
$14.316M
60,206 shares@ $237.78 avg price
PG
Procter & Gamble Co The
Recent Activity
Increased 1.87%
1.58%
$13.119M
90,369 shares@ $145.18 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Increased 610.73%
1.48%
$12.248M
204,583 shares@ $59.87 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -5.08%
1.47%
$12.139M
34,788 shares@ $348.93 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 2.67%
1.43%
$11.837M
77,584 shares@ $152.57 avg price

1-10 of 533