Precision Wealth Strategies 13F Portfolio Q4 2025

Precision Wealth Strategies, LLC (CIK: 0001844197) is a financial institution headquartered at 4622 Macklind Ave, , Saint Louis, Missouri 63109. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $308,693,068, comprising 160 distinct securities. Over its filing history, it has submitted 22 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+$5.86 M

2. HOOD Robinhood Markets, Inc.

+$2.89 M

3. MAR Marriott International, Inc.

+$2.69 M

4. RTX RTX Corporation

+$2.41 M

5. UBER Uber Technologies, Inc.

+$2.07 M

Top Sells

Q4 2025

1. VOO Vanguard S&P 500 ETF

−$4.52 M

2. COST Costco Wholesale Corporation

−$3.17 M

3. LEU Centrus Energy Corp.

−$2.42 M

4. V Visa Inc.

−$2.22 M

5. DE Deere & Company

−$2.05 M

Stocks/ETFs

+2.73%

$308.69 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard S&P 500 ETF ETF-VOO	55,341	$34.71 M	11.24%	▼ 7,212	Reduce -11.5%
Belpointe PREP, LLC OZ	246,962	$16.06 M	5.20%
PIMCO Multisector Bond Active Exchange-Traded Fund ETF-PYLD	422,423	$11.27 M	3.65%	▲ 20,937	Add 5.2%
SPDR Bloomberg 1-3 Month T-Bill ETF ETF-BIL	98,648	$9.01 M	2.92%	▲ 64,172	Add 186.1%
General Electric Company GE	28,203	$8.69 M	2.81%	▲ 1,939	Add 7.4%
Vanguard Short-Term Bond ETF ETF-BSV	106,925	$8.43 M	2.73%	▼ 25,471	Reduce -19.2%
iShares Core MSCI EAFE ETF ETF-IEFA	86,903	$7.77 M	2.52%	▼ 16,211	Reduce -15.7%
Netflix, Inc. NFLX	76,974	$7.22 M	2.34%	▲ 6,124	Add 8.6%
Meta Platforms, Inc. META	10,035	$6.62 M	2.15%	▲ 1,156	Add 13.0%
Marriott International, Inc. MAR	20,421	$6.34 M	2.05%	▲ 8,673	Add 73.8%

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Precision Wealth Strategies, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Precision Wealth Strategies, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 21 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Precision Wealth Strategies, LLC Quarterly 13F Statistics

Discover detailed insights into Precision Wealth Strategies, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Precision Wealth Strategies, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Precision Wealth Strategies, LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Precision Wealth Strategies, LLC 13F Filings, Portfolio & Analysis

Precision Wealth Strategies, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Precision Wealth Strategies, LLC's Portfolio

Precision Wealth Strategies, LLC Quarterly 13F Statistics

Precision Wealth Strategies, LLC's All 13F Filings