Institutions / Precision Wealth Strategies, LLC
Precision Wealth Strategies, LLC
CIK 1844197 · Institution · as of Dec 31, 2025
Portfolio value
$308.69M
Positions
160
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 160 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $34.71M | 11.2% |
| Belpointe Prep LLC | $16.06M | 5.2% |
| PIMCO ETF Tr | $11.27M | 3.7% |
| SPDR Series Trust | $9.01M | 2.9% |
| General Electric Co | $8.69M | 2.8% |
| Vanguard Bd Index Fds | $8.43M | 2.7% |
| iShares Tr | $7.77M | 2.5% |
| Netflix Inc | $7.22M | 2.3% |
| Meta Platforms Inc | $6.62M | 2.1% |
| Marriott International Inc/MD | $6.34M | 2.1% |
| Neos ETF Trust | $6.26M | 2.0% |
| Angel Oak Funds Trust | $6.26M | 2.0% |
| NVIDIA Corp | $5.62M | 1.8% |
| iShares Tr | $5.44M | 1.8% |
| SPDR Series Trust | $5.04M | 1.6% |
| Palantir Technologies Inc | $4.97M | 1.6% |
| Vanguard Bd Index Fds | $4.88M | 1.6% |
| Angel Oak Funds Trust | $4.44M | 1.4% |
| Booking Holdings Inc | $4.43M | 1.4% |
| SPDR Series Trust | $3.75M | 1.2% |
| iShares Tr | $3.51M | 1.1% |
| RTX Corp | $3.36M | 1.1% |
| Walmart Inc. | $3.20M | 1.0% |
| Janus Detroit Str Tr | $3.12M | 1.0% |
| Apple Inc. | $3.01M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.