13F Insight
DOSSIER · 13F-HR · Q2 2026

Precision Wealth Strategies, LLC

$332M in tracked AUM across 170 positions as of Q2 2026.

PW
CIK 0001844197 · last filed Jun 30, 2026
Total AUM
$332M
as of Q2 2026
Holdings
170
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Precision Wealth Strategies, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$33M48K9.9%02
MU
MICRON TECHNOLOGY INC
$15M13K4.4%03
MAR
MARRIOTT INTL INC NEW
$12M33K3.7%04
OZ
BELPOINTE PREP LLC
$11M235K3.2%05
PYLD
PIMCO ETF TR
$11M401K3.2%06
BIL
SPDR SERIES TRUST
$8M91K2.5%07
WDC
WESTERN DIGITAL CORP
$8M12K2.3%08
SNDK
SANDISK CORP
$8M3K2.3%09
GOOGL
ALPHABET INC
$7M20K2.2%10
IEFA
ISHARES TR
$7M72K2.1%

Filing history

2026Q2Jun 30
$332M▲ 7.5%
170 positionsView →2025Q4Dec 31
$309M▲ 0.1%
160 positionsView →2025Q3Sep 30
$308M▲ 0.1%
163 positionsLocked2025Q2Jun 30
$308M▲ 135.5%
177 positionsLocked2025Q1Mar 31
$131M▲ 1.2%
101 positionsLocked2024Q4Dec 31
$129M▲ 19.6%
109 positionsLocked2024Q3Sep 30
$108M▲ 11.6%
106 positionsLocked2024Q2Jun 30
$97M▼ 8.5%
103 positionsLocked2024Q1Mar 31
$106M▲ 2.8%
100 positionsLocked2023Q4Dec 31
$103M▲ 11.6%
90 positionsLocked2023Q3Sep 30
$92M▲ 51.0%
83 positionsLocked2023Q2Jun 30
$61M▼ 4.2%
64 positionsLocked
Showing 12 of 22