Accurate Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals that the firm manages a portfolio valued at approximately $1.16 billion.
The report lists 600 individual equity positions held by the firm. The largest holding in the portfolio is Corvex Inc, with 4,986,461 shares valued at $498,646,000. Other significant positions include Amazon.com Inc with 68,541 shares valued at $68,541,000, and Exxon Mobil Holdings Corp with 104,043 shares valued at $104,043,000.
The filing also details a substantial number of Exchange Traded Fund (ETF) positions. Notable ETF holdings include Dimensional ETF Trust US Core Equity Market with 165,210 shares valued at $165,210,000, and Dimensional ETF Trust International Core Equity Market with 83,357 shares valued at $83,357,000. Additionally, the firm holds positions in First Trust Exchange-Traded Fund products, including a large position in the First Trust Enhanced New Core Equity ETF with 457,105 shares valued at $457,105,000.
The report identifies Aryn Sands as the authorized representative for the firm, with an address listed in Reno, Nevada. The filing was submitted on October 20, 2026.
