Precision Wealth Strategies, LLC - Portfolio Stock Holdings
Precision Wealth Strategies, LLC disclosed 193 stock positions in a recent SEC 13F filing. $331,814,523 of stock holdings were filed, with the largest holdings including VOO, MU, and MAR. This filing represented positions held on June 30, 2026, and was filed on Aug. 10, 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:
June 30, 2026No. of Stocks:
193Est. Stock Holding Value:
$331,814,523Top Stock Holdings By Sector
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Portfolio Stock Holdings - Precision Wealth Strategies, LLC
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