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Filers›Asset Manager›Precision Wealth Strategies, LLC
DOSSIER · 13F-HR · Q4 2025

Precision Wealth Strategies, LLC

Precision Wealth Strategies's asset manager based in Greenwich, CT — $309M in tracked AUM across 160 positions as of Q4 2025.

PW
Precision Wealth Strategies·Greenwich, CT·Asset Manager
CIK 0001844197 · last filed Dec 31, 2025
Total AUM
$309M
▼ 15.1%
vs prior
Holdings
160
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Precision Wealth Strategies, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$35M55K11.2%
02
OZ
BELPOINTE PREP LLC
$16M247K5.2%
03
PYLD
PIMCO ETF TR
$11M422K3.7%
04
BIL
SPDR SERIES TRUST
$9M99K2.9%
05
GE
GE AEROSPACE
$9M28K2.8%
06
BSV
VANGUARD BD INDEX FDS
$8M107K2.7%
07
IEFA
ISHARES TR
$8M87K2.5%
08
NFLX
NETFLIX INC
$7M77K2.3%
09
META
META PLATFORMS INC
$7M10K2.1%
10
MAR
MARRIOTT INTL INC NEW
$6M20K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Precision
haiku-4-5 · 160 positions indexed
Sector mix
  • Tech6%
  • Health Care19%
  • Cons. Disc.40%
  • Communications14%
  • Industrials5%
  • Energy9%
  • Other7%
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