Precision Wealth Strategies, LLC
Precision Wealth Strategies, LLC reported 170 positions worth $331.8M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VOO (9.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $32.8M | 9.89% | 47,801 | — | — | |
| ▸ 2 | MU | SH | $14.5M | 4.38% | 12,584 | — | — | |
| ▸ 3 | MAR | SH | $12.4M | 3.74% | 33,481 | — | — | |
| ▸ 4 | OZ | SH | $10.6M | 3.21% | 235,002 | — | — | |
| ▸ 5 | PYLD | SH | $10.6M | 3.21% | 401,260 | — | — | |
| ▸ 6 | BIL | SH | $8.3M | 2.50% | 90,551 | — | — | |
| ▸ 7 | WDC | SH | $7.7M | 2.31% | 12,016 | — | — | |
| ▸ 8 | SNDK | SH | $7.6M | 2.29% | 3,335 | — | — | |
| ▸ 9 | GOOGL | SH | $7.3M | 2.20% | 20,475 | — | — | |
| ▸ 10 | IEFA | SH | $7.0M | 2.11% | 72,498 | — | — |
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Frequently Asked Questions
What stocks does Precision Wealth Strategies, LLC hold as of Q2 2026?
Precision Wealth Strategies, LLC reported 170 positions worth $331.8M in its Q2 2026 13F filing. Largest positions: VOO (9.9%), MU (4.4%), MAR (3.7%), OZ (3.2%) and PYLD (3.2%).
What did Precision Wealth Strategies, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Precision Wealth Strategies, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.