Precision Wealth Strategies, LLC
•CIK: 1844197•Filing: Q4 2025
**Precision Wealth Strategies, LLC** manages $309M across a diversified portfolio of 160 positions. The strategy exhibits notable allocations to core equity indices, evidenced by the $34.7M holding in VOO. Significant tactical weight is also placed on specialized assets, including $16.1M in OZ and $11.3M in PYLD. Top holdings further reveal exposure to technology and industrials, with META and GE representing substantial components of the current mandate.
Total AUM
$308.7M
QoQ Performance
+0.1%
Positions
130
Top 10 Concentration
37.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
OZ
VOO11.2%
OZ5.2%
PYLD3.7%
BIL2.9%
GE2.8%
BSV2.7%
IEFA2.5%
NFLX2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.3%
ETF12.3%
Technology9.3%
Consumer6.5%
Industrial4.2%
Communication3.4%
Financial1.1%
Healthcare0.9%
🚪 Exited Positionssold since Q3 2025
+26 more exited positions
Changes from Q3 2025
NEW28 new positions
↑62 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023