Precision Wealth Strategies, LLC
CIK 1844197 · Holdings on Jun 30, 2026 · First reported Aug 10, 2026
Top ten holdings
Q2 2026- VOO9.89%
- MU4.38%
- MAR3.74%
- OZ3.21%
- PYLD3.21%
- BIL2.50%
- WDC2.31%
- SNDK2.29%
- GOOGL2.20%
- IEFA2.11%
Share classes counted separately35.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUWeight increased · +2.93 pp1.45% → 4.38%Shares -383 (-2.95%)
- BILWeight decreased · -1.72 pp4.22% → 2.50%Shares -48.36K (-34.82%)
- WDCWeight increased · +1.65 pp0.66% → 2.31%Shares +4.67K (+63.66%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $32.83M | 9.89% | 47.80K shares | 9.69% → 9.89%+0.20 pp -1.09K (-2.23%) | Reduced | ▾ |
| 02 | MUMICRON TECHNOLOGY INC View history and evidence | $14.53M | 4.38% | 12.58K shares | 1.45% → 4.38%+2.93 pp -383 (-2.95%) | Reduced | ▾ |
| 03 | MARMARRIOTT INTERNATIONAL -CL ACL A View history and evidence | $12.41M | 3.74% | 33.48K shares | 2.86% → 3.74%+0.88 pp +7.13K (+27.05%) | Added | ▾ |
| 04 | OZBELPOINTE PREP LLC- CLASS AUNIT RP LTD LB A View history and evidence | $10.64M | 3.21% | 235.00K shares | 4.25% → 3.21%-1.04 pp -5.69K (-2.36%) | Reduced | ▾ |
| 05 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $10.64M | 3.21% | 401.26K shares | 3.94% → 3.21%-0.73 pp -51.55K (-11.38%) | Reduced | ▾ |
| 06 | BILSS SPDR BB 1-3M T-BILL ETFST STR BLO 1 ETF View history and evidence | $8.30M | 2.50% | 90.55K shares | 4.22% → 2.50%-1.72 pp -48.36K (-34.82%) | Reduced | ▾ |
| 07 | WDCWESTERN DIGITAL CORP View history and evidence | $7.67M | 2.31% | 12.02K shares | 0.66% → 2.31%+1.65 pp +4.67K (+63.66%) | Added | ▾ |
| 08 | SNDKSANDISK CORP View history and evidence | $7.58M | 2.29% | 3.33K shares | Prior unavailable +3.33K | New | ▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $7.32M | 2.20% | 20.48K shares | 1.71% → 2.20%+0.49 pp +2.56K (+14.30%) | Added | ▾ |
| 10 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $7.00M | 2.11% | 72.50K shares | 2.19% → 2.11%-0.08 pp -436 (-0.60%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 24
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NEM NEWMONT CORP | Non-derivative | -27,615 | -$2.99M | SEC filing ↗ | SEC filing ↗ |
| BELFB BEL FUSE INC-CL B | Non-derivative | -9,416 | -$1.86M | SEC filing ↗ | SEC filing ↗ |
| PAHC PHIBRO ANIMAL HEALTH CORP-A | Non-derivative | -29,423 | -$1.63M | SEC filing ↗ | SEC filing ↗ |
3 / 24 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1844197 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 331849312
}Research all 170 reported holdings.
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