§ 13F · FUND PROFILE
Precision Wealth Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $308.1T (13F)Positions · 177Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$308.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 55K | $34.7T | 11.2% | NEW |
| 2 | OZ | BELPOINTE PREP LLC | 247K | $16.1T | 5.2% | NEW |
| 3 | PYLD | PIMCO ETF TR | 422K | $11.3T | 3.7% | NEW |
| 4 | BIL | SPDR SERIES TRUST | 99K | $9.0T | 2.9% | NEW |
| 5 | GE | GE AEROSPACE | 28K | $8.7T | 2.8% | NEW |
| 6 | BSV | VANGUARD BD INDEX FDS | 107K | $8.4T | 2.7% | NEW |
| 7 | IEFA | ISHARES TR | 87K | $7.8T | 2.5% | NEW |
| 8 | NFLX | NETFLIX INC | 77K | $7.2T | 2.3% | NEW |
| 9 | META | META PLATFORMS INC | 10K | $6.6T | 2.1% | NEW |
| 10 | MAR | MARRIOTT INTL INC NEW | 20K | $6.3T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRECISION SIGNAL
AC read
Precision Wealth Strategies, LLC is a Other fund managing $308069.4 trillion in assets. The fund runs a portfolio of 177 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed