Accurate Wealth Management, LLC has disclosed its latest holdings in a recent SEC filing, revealing a portfolio valued at over $1.15 billion as of September 30, 2026. This update is significant for the firm as it illustrates its investment strategy and positions within the financial services sector.
The filing, made on October 20, 2026, provides insights into the firm’s investment choices, which include stakes in various companies across different sectors. This diverse portfolio may influence trends in asset management and wealth advisory services as the firm continues to navigate the market.
Background
Accurate Wealth Management, LLC is a financial services firm based in Wesley Chapel, Florida. The company operates under the Central Index Key (CIK) number 0001877728. It specializes in wealth management and investment advisory services, catering to a diverse clientele. The firm has made several recent filings, including a 13F-HR on July 15, 2026, and another on April 23, 2026, indicating its ongoing commitment to transparency and regulatory compliance.
What the Filing Says
The recent filing, accession number 0001754960-26-000918, indicates that Accurate Wealth Management holds a total of 600 positions with a combined value of $1,157,655,272. The firm’s investment discretion is noted as sole, meaning it has complete control over these investments. The filing does not detail specific changes in holdings but emphasizes the firm’s active management approach.
Impact
This update may affect clients and stakeholders of Accurate Wealth Management, as it provides a snapshot of the firm’s investment strategy. Additionally, it may influence other firms within the financial services industry, as competitors observe the firm’s allocation strategies and portfolio management techniques.
What's Next
The filing does not say what happens next. However, stakeholders may anticipate further updates in future filings as the firm continues to adjust its portfolio in response to market conditions.