13F Insight
DOSSIER · 13F-HR · Q4 2025

Precision Wealth Strategies, LLC

$309M in tracked AUM across 160 positions as of Q4 2025.

PW
CIK 0001844197 · last filed Dec 31, 2025
Total AUM
$309M
as of Q4 2025
Holdings
160
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2025Q4Dec 31
$309M▲ 0.1%
160 positionsView →2025Q3Sep 30
$308M▲ 0.1%
163 positionsView →2025Q2Jun 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 positionsLocked2023Q1Mar 31
$64M▼ 33.5%
72 positionsLocked
Showing 12 of 21