Accurate Wealth Management LLC: Significant Changes in Holdings Observed as of June 30, 2026

As of June 30, 2026, Accurate Wealth Management, Llc has observed significant changes to its investment portfolio. The firm appears focused on strategic adjustments, favoring certain sectors while divesting from others.

Prominent Purchases This Quarter

Several holdings within the portfolio have experienced substantial increases in weight during this period:

• The investor significantly boosted their position in FIRST TR EXCHANGE-TRADED FD (FTSM), increasing shares by 181.35%.
• There was a considerable increase in holdings of PROCTER & GAMBLE CO (PG), with shares rising by approximately 108.41%.
• SELECT SECTOR SPDR TR (XLE) saw a massive increase, albeit still showing negative change in the changed_holdings list due to prior period reduction.
• The Dimensional fund complex showed strong buying activity across several ETFs: holdings of DIMENSIONAL ETF TRUST (DFCF), DFAU, and DFAC all increased significantly.
• INVESCO EXCH TRD SLF IDX FD (BSJR) was another major purchase, with shares growing by 75.48%.

Notable Sales and Reductions

In contrast to the buying activity, Accurate Wealth Management also divested from certain holdings or reduced their positions significantly:

• The position in SELECT SECTOR SPDR TR (XLE) experienced a dramatic reduction of 95.31% during the quarter.
• Several other Dimensional ETFs, including DFAI, DFSD, and VANGUARD WORLD FD (MGK) also saw substantial reductions.
• The investor sold shares of SELECT SECTOR SPDR TR (XLE), which was a significant position change despite its sector classification in the main data.

Focus on ETFs and Sector Shift

The changes observed primarily involve Exchange-Traded Funds (ETFs) rather than individual stocks. The portfolio shows strong buying interest in bond-related funds like FTSM, as well as Dimensional and iShares tactical equity ETFs.

This quarter's activity suggests a continued focus on tactical adjustments within the fixed income space and specific equity strategies, while also indicating a reduction in exposure to certain sectors or types of investments, such as those represented by XLE.

Tracking Accurate Wealth Management

To understand these changes better, you can explore detailed holdings information for Accurate Wealth Management Llc. For insights into the individual stocks and ETFs involved in this activity, refer to their respective pages on PROCTER & GAMBLE CO (PG), FIRST TR EXCHANGE-TRADED FD, and others mentioned.

The observed changes highlight a dynamic investment strategy focused on specific sectors like Consumer Defensive (PG) and Technology (represented by several ETFs), alongside tactical shifts in fixed income allocation. Further analysis would be needed to determine the precise impact of these adjustments within their overall portfolio context.