account_balance
Investment manager · 13F filer · SEC CIK 1844197
Precision Wealth Strategies, LLC
Reported value$321Mas of Sep 30, 2026
Positions177 37 new, 30 sold out
Top 10 weight35.0%VOO alone is 9%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
8.7%Trimmed −16%
MUMicron Technology Inc
4.8%Added +14%
MARMarriott International Inc
3.9%Added +5%
PYLDPimco ETF Tr
3.3%Added +5%
OZBelpointe PREP, LLC
3.0%
NVDANVIDIA Corp
2.3%Added +8%
GOOGLAlphabet Inc.
2.3%Added +5%
WDCWestern Digital Corp
2.3%Added +35%
CSHINeos ETF Trust
2.2%Added +15%
UYLDAngel Oak Funds Trust
2.2%+14%
SNDKSandisk Corp
2.1%+15%
IEFAiShares Tr
1.9%−14%
VOOVanguard Index FDS
8.7%Trimmed −16%
MUMicron Technology Inc
4.8%+14%
MARMarriott International Inc
3.9%+5%
PYLDPimco ETF Tr
3.3%+5%
OZBelpointe PREP, LLC
3.0%
NVDANVIDIA Corp
2.3%
GOOGLAlphabet Inc.
2.3%
WDCWestern Digital Corp
2.3%
CSHINeos ETF Trust
2.2%
UYLD2.2%
SNDKIEFA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 8.7% Trimmed −16%
MU Micron Technology Inc 4.8% Added +14%MAR Marriott International Inc 3.9% Added +5%PYLD Pimco ETF Tr 3.3% Added +5%
OZ Belpointe PREP, LLC 3.0% HeldNVDA NVIDIA Corp 2.3% Added +8%GOOGL Alphabet Inc. 2.3% Added +5%WDC Western Digital Corp 2.3% Added +35%CSHI Neos ETF Trust 2.2% Added +15%
UYLD Angel Oak Funds Trust 2.2% Added +14%
SNDK Sandisk Corp 2.1% Added +15%IEFA iShares Tr 1.9% Trimmed −14%
What changed
Biggest moves since Jun 30, 2026
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