Precision Wealth Strategies, LLC Portfolio Holdings

Precision Wealth Strategies, LLC

  • $263 Million
  • Q4 2025

Precision Wealth Strategies, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $263 Million distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $34.2M, Belpointe Prep, LLC with a value of $15M, Spdr Bloomberg 1 3 Month T Bil with a value of $9.04M, Netflix Inc with a value of $8.49M, and General Electric CO with a value of $8.46M.

Examining the 13F form we can see an decrease of $4.15M in the current position value, from $267M to 263M.

Below you can find more details about Precision Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $263 Million
ETFs: $117 Million
Technology: $37.3 Million
Communication Services: $23.1 Million
Industrials: $21.4 Million
Consumer Cyclical: $16.8 Million
Real Estate: $15.1 Million
Healthcare: $12.8 Million
Financial Services: $10.8 Million
Other: $8.59 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$328B
$8.46 Million 3.22% of portfolio
28,203
Q4 2025 Added 7.38%
$1.37T
$6.12 Million 2.33% of portfolio
10,035
Q4 2025 Added 13.02%
$465B
$5.62 Million 2.14% of portfolio
30,117
Q4 2025 Added 3.38%
$342B
$4.86 Million 1.85% of portfolio
27,948
Q4 2025 Added 8.71%
$258B
$3.22 Million 1.23% of portfolio
18,338
Q4 2025 Added 253.74%
$319B
$3.04 Million 1.16% of portfolio
39,026
Q4 2025 Added 7.79%
$3.78T
$2.99 Million 1.14% of portfolio
5,887
Q4 2025 Reduced 6.61%
$279B
$2.96 Million 1.13% of portfolio
28,719
Q4 2025 Added 8.16%
$4.3T
$2.96 Million 1.13% of portfolio
11,061
Q4 2025 Reduced 3.26%
$1.65T
$2.4 Million 0.91% of portfolio
8,684
Q4 2025 Reduced 11.19%
$2.39T
$1.8 Million 0.69% of portfolio
7,679
Q4 2025 Added 14.66%
$1.74T
$1.15 Million 0.44% of portfolio
4,013
Q4 2025 Added 140.3%
$662B
$1.1 Million 0.42% of portfolio
2,153
Q4 2025 Reduced 13.33%
$593B
$1.06 Million 0.4% of portfolio
4,817
Q4 2025 Reduced 18.2%
$268B
$1.03 Million 0.39% of portfolio
4,188
Q4 2025 New
$522B
$825,000 0.31% of portfolio
4,137
Q4 2025 Reduced 18.31%
$405B
$738,000 0.28% of portfolio
724
Q4 2025 Reduced 19.91%
$265B
$674,000 0.26% of portfolio
870
Q4 2025 Added 1.87%
$971B
$679,000 0.26% of portfolio
665
Q4 2025 Reduced 10.86%
$533B
$674,000 0.26% of portfolio
2,071
Q4 2025 Reduced 75.39%
$1.46T
$536,000 0.2% of portfolio
1,901
Q4 2025 Reduced 2.66%
$367B
$436,000 0.17% of portfolio
1,218
Q4 2025 Reduced 12.18%
$512B
$421,000 0.16% of portfolio
786
Q4 2025 Added 0.26%
$1.29T
$381,000 0.15% of portfolio
934
Q4 2025 Reduced 3.11%
$881B
$368,000 0.14% of portfolio
1,227
Q4 2025 Added 4.16%
$404B
$315,000 0.12% of portfolio
346
Q4 2025 Reduced 91.39%
$346B
$276,000 0.11% of portfolio
1,896
Q4 2025 Reduced 6.83%
$490B
$203,000 0.08% of portfolio
1,728
Q4 2025 New
$277B
$212,000 0.08% of portfolio
2,376
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $263 Million
  • Prior Value $267 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 28 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
Track This Portfolio

Track Precision Wealth Strategies, LLC Portfolio

Follow Precision Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precision Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precision Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email