Precision Wealth Strategies, LLC - Portfolio Stock Holdings
Precision Wealth Strategies, LLC disclosed 186 stock positions in a recent SEC 13F filing. $297,993,152 of stock holdings were filed, with the largest holdings including VOO, OZ, and BIL. This filing represented positions held on March 31, 2026, and was filed on May 6, 2026.We estimate the fund has a total AUM of $711,032,584 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
186Est. Stock Holding Value:
$297,993,152Top Stock Holdings By Sector
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Portfolio Stock Holdings - Precision Wealth Strategies, LLC
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