Precision Wealth Strategies, LLC - Portfolio overview

Precision Wealth Strategies, LLC has 202 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 8.47%
2. OZ - BELPOINTE PREP LLC, 3.71%
3. BIL - SPDR SERIES TRUST, 3.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.