Precision Wealth Strategies, LLC Portfolio Holdings

Precision Wealth Strategies, LLC

  • $274 Million
  • Q2 2025

Precision Wealth Strategies, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $274 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $38.4M, Belpointe Prep, LLC with a value of $15.9M, Vanguard Bd Index Fd Inc Short with a value of $11.7M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.3M, and Ishares Tr with a value of $9.41M.

Examining the 13F form we can see an increase of $174M in the current position value, from $100M to 274M.

Below you can find more details about Precision Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $274 Million
ETFs: $150 Million
Technology: $26.5 Million
Communication Services: $19.8 Million
Real Estate: $16 Million
Industrials: $15 Million
Financial Services: $14 Million
Consumer Cyclical: $11.8 Million
Healthcare: $9.78 Million
Other: $10.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.4 Million 14.03% of portfolio
67,677
Q2 2025 New
$205M
$15.9 Million 5.79% of portfolio
243,931
Q1 2025 Added 3.45%
$0
$11.7 Million 4.26% of portfolio
148,437
Q2 2025 New
$0
$11.3 Million 4.12% of portfolio
122,994
Q2 2025 New
$0
$9.41 Million 3.43% of portfolio
112,696
Q2 2025 Added 2,973.25%
$0
$7.45 Million 2.72% of portfolio
96,279
Q2 2025 New
$545B
$7.19 Million 2.62% of portfolio
5,368
Q2 2025 Added 25.45%
$0
$6.47 Million 2.36% of portfolio
221,489
Q2 2025 Added 2.6%
$0
$5.78 Million 2.11% of portfolio
152,192
Q2 2025 New
$306B
$5.47 Million 2.0% of portfolio
21,244
Q2 2025 Added 11.38%
$1.78T
$5.31 Million 1.94% of portfolio
7,197
Q2 2025 Added 4.15%
$0
$5.21 Million 1.9% of portfolio
108,920
Q2 2025 New
$0
$4.78 Million 1.74% of portfolio
49,159
Q2 2025 New
$456B
$4.43 Million 1.62% of portfolio
28,024
Q2 2025 Reduced 57.91%
$0
$3.87 Million 1.41% of portfolio
35,433
Q2 2025 New
$439B
$3.82 Million 1.39% of portfolio
3,854
Q2 2025 Added 20.48%
$0
$3.79 Million 1.38% of portfolio
37,738
Q2 2025 Reduced 7.9%
$217B
$3.64 Million 1.33% of portfolio
629
Q2 2025 Added 8.82%
$0
$3.59 Million 1.31% of portfolio
20,296
Q2 2025 New
$3.95T
$3.33 Million 1.21% of portfolio
6,687
Q2 2025 Reduced 7.7%
$0
$3.22 Million 1.18% of portfolio
5,190
Q2 2025 Added 151.45%
$86B
$3.01 Million 1.1% of portfolio
11,034
Q2 2025 New
$551B
$2.69 Million 0.98% of portfolio
7,573
Q2 2025 New
$0
$2.6 Million 0.95% of portfolio
25,948
Q2 2025 New
$0
$2.48 Million 0.9% of portfolio
46,193
Q2 2025 New
$0
$2.41 Million 0.88% of portfolio
23,099
Q2 2025 New
$3.69T
$2.41 Million 0.88% of portfolio
11,725
Q2 2025 Added 171.6%
$0
$2.27 Million 0.83% of portfolio
5,167
Q2 2025 New
$281B
$2.28 Million 0.83% of portfolio
23,295
Q2 2025 Added 41.52%
$293B
$2.2 Million 0.8% of portfolio
31,756
Q2 2025 New
$0
$2.2 Million 0.8% of portfolio
9,302
Q2 2025 Reduced 14.82%
$203B
$2.2 Million 0.8% of portfolio
75,885
Q2 2025 New
$367B
$2.14 Million 0.78% of portfolio
15,674
Q2 2025 New
$153B
$1.96 Million 0.71% of portfolio
3,852
Q2 2025 New
$150B
$1.92 Million 0.7% of portfolio
17,327
Q2 2025 New
$1.21T
$1.8 Million 0.66% of portfolio
10,222
Q2 2025 Added 498.83%
$0
$1.64 Million 0.6% of portfolio
8,421
Q2 2025 New
$0
$1.62 Million 0.59% of portfolio
35,127
Q2 2025 New
$2.26T
$1.49 Million 0.54% of portfolio
6,775
Q2 2025 Added 46.01%
$0
$1.46 Million 0.53% of portfolio
16,442
Q2 2025 New
$207B
$1.41 Million 0.51% of portfolio
11,344
Q2 2025 New
$684B
$1.34 Million 0.49% of portfolio
6,124
Q2 2025 New
$218B
$1.34 Million 0.49% of portfolio
3,450
Q2 2025 Added 174.68%
$0
$1.33 Million 0.49% of portfolio
53,862
Q2 2025 New
$127B
$1.28 Million 0.47% of portfolio
4,653
Q2 2025 Reduced 69.76%
$621B
$1.26 Million 0.46% of portfolio
2,599
Q2 2025 New
$122B
$1.22 Million 0.45% of portfolio
14,052
Q2 2025 Added 206.54%
$0
$1.23 Million 0.45% of portfolio
28,210
Q2 2025 New
$155B
$1.05 Million 0.38% of portfolio
17,088
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $274 Million
  • Prior Value $100 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 93 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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