Accurate Wealth Management, LLC
RIA/Wealth
Accurate Wealth Management, LLC is a RIA/Wealth based in Wesley Chapel, FL led by Gregg Arthur Guinta, reporting $1.1B in AUM as of Q3 2025 with 39% ETF concentration.
COOGregg Arthur Guinta
- Portfolio Value
- $748.3M
- Positions
- 481
- Top Holding
- CLIP at 5.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Accurate Wealth Management, LLC's portfolio (26% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $39.0M | 5.21% | +$10.8M Bought | — 389.3K shares | |
Consumer Electronics Technology | $28.7M | 3.83% | +$2.7M Bought | 0.00% 115.7K shares | |
ETF ETF | $21.8M | 2.91% | -$904.6K Sold | — 32.9K shares | |
Semiconductors Technology | $19.4M | 2.60% | +$2.0M Bought | 0.00% 107.9K shares | |
ETF ETF | $19.4M | 2.59% | +$477.8K Bought | — 32.4K shares | |
Software - Infrastructure Technology | $16.5M | 2.21% | -$314.3K Sold | 0.00% 32.2K shares | |
Auto - Manufacturers Consumer Cyclical | $15.5M | 2.07% | +$1.4M Bought | 0.00% 36.1K shares | |
Household & Personal Products Consumer Defensive | $12.4M | 1.66% | +$95.5K Bought | 0.00% 83.1K shares | |
Banks - Diversified Financial Services | $11.2M | 1.50% | +$766.6K Bought | 0.00% 37.2K shares | |
Specialty Retail Consumer Cyclical | $10.4M | 1.39% | +$1.1M Bought | 0.00% 48.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Accurate Wealth Management, LLC's latest filing
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Accurate Wealth Management, LLC
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