Precision Wealth Strategies, LLC: 13F holdings
CIK 18441972026Q2
| Positions | 170 |
|---|
| Reported value | $331.8m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 170 (+14 vs prior quarter) |
|---|
| Reported value | $331.8m (+10.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 47,801 | $32.8m | 9.9% |
| MU MICRON TECHNOLOGY INC | 12,584 | $14.5m | 4.4% |
| MAR MARRIOTT INTL INC NEW | 33,481 | $12.4m | 3.7% |
| OZ BELPOINTE PREP LLC | 235,002 | $10.6m | 3.2% |
| PYLD PIMCO ETF TR | 401,260 | $10.6m | 3.2% |
| BIL SPDR SERIES TRUST | 90,551 | $8.3m | 2.5% |
| WDC WESTERN DIGITAL CORP | 12,016 | $7.7m | 2.3% |
| SNDK SANDISK CORP | 3,335 | $7.6m | 2.3% |
| GOOGL ALPHABET INC | 20,475 | $7.3m | 2.2% |
| IEFA ISHARES TR | 72,498 | $7.0m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844197")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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