S&P 500: 691.97 -0.3%
NASDAQ 100: 621.87 -1.2%
Dow Jones: 489.03 -0.2%

Precision Wealth Strategies - Q4 2025 13F Filings

PR

Precision Wealth Strategies, LLC

CIK: 0001844197
Address: Missouri Saint Louis 4622 Macklind Ave
$308.69 M
Portfolio Value
160
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+2.73%
$308.69 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Precision Wealth Strategies Q4 2025 Filing Summary

Precision Wealth Strategies, LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 308.69 M reflecting a +0.13% change from the prior quarter, spanning 160 assets. The top 10 holdings comprised 37.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 28 new positions and 29 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Precision Wealth Strategies’s Q4 2025 Filing

Precision Wealth Strategies submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Precision Wealth Strategies reported a managed portfolio value of 308.69 M, consisting of 160 individual positions.

This page displays the raw filing documents. To see which stocks Precision Wealth Strategies bought or sold during Q4 2025, please visit Precision Wealth Strategies's Portfolio Analysis page.