§ 13F · FUND PROFILE
Precision Wealth Strategies, LLC.
AUM · $332M (13F)Positions · 170Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$40M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 48K | $33M | 9.9% | −2% |
| 2 | MU | MICRON TECHNOLOGY INC | 13K | $15M | 4.4% | −3% |
| 3 | MAR | MARRIOTT INTL INC NEW | 33K | $12M | 3.7% | +27% |
| 4 | OZ | BELPOINTE PREP LLC | 235K | $11M | 3.2% | −2% |
| 5 | PYLD | PIMCO ETF TR | 401K | $11M | 3.2% | −11% |
| 6 | BIL | SPDR SERIES TRUST | 91K | $8M | 2.5% | −35% |
| 7 | WDC | WESTERN DIGITAL CORP | 12K | $8M | 2.3% | +64% |
| 8 | SNDK | SANDISK CORP | 3K | $8M | 2.3% | NEW |
| 9 | GOOGL | ALPHABET INC | 20K | $7M | 2.2% | +14% |
| 10 | IEFA | ISHARES TR | 72K | $7M | 2.1% | −1% |
§ 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 $332 million in assets. The fund runs a portfolio of 170 positions.
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