Precision Wealth Strategies, LLC
All holdings · as of Dec 31, 2025
| 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% |
| CISCO SYSTEMS, INC. | $3.01M | 1.0% |
| ISHARES TR | $2.93M | 0.9% |
| Robinhood Markets, Inc. | $2.89M | 0.9% |
| MICROSOFT CORP | $2.85M | 0.9% |
| VANGUARD INDEX FDS | $2.81M | 0.9% |
| Alphabet Inc. | $2.72M | 0.9% |
| Uber Technologies, Inc | $2.56M | 0.8% |
| PIMCO ETF TR | $2.47M | 0.8% |
| ISHARES TR | $2.47M | 0.8% |
| ISHARES INC | $2.40M | 0.8% |
| AT&T INC. | $2.16M | 0.7% |
| SCHWAB STRATEGIC TR | $2.07M | 0.7% |
| PIMCO ETF TR | $1.79M | 0.6% |
| Amazon.com Inc | $1.77M | 0.6% |
| Willdan Group, Inc. | $1.68M | 0.5% |
| Rush Street Interactive, Inc. | $1.68M | 0.5% |
| PIMCO ETF TR | $1.68M | 0.5% |
| GLOBAL X FDS | $1.65M | 0.5% |
| VANGUARD INDEX FDS | $1.62M | 0.5% |
| SSR MINING INC.SSRM | $1.61M | 0.5% |
| Phibro Animal Health Corp | $1.57M | 0.5% |
| VANGUARD INDEX FDS | $1.50M | 0.5% |
| AMPHENOL CORP /DE | $1.47M | 0.5% |
| Hudbay Minerals Inc. | $1.46M | 0.5% |
| Broadcom Inc. | $1.45M | 0.5% |