StockDriftsStockDriftsTop 50 Precision Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.89% | 47.8K | $32.8M | -2.23%(-1.09K) | $539.42(+32.12%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.38% | 12.6K | $14.5M | -2.95%(-383) | $284.09(+257.21%) | 2026-06-30 | |
| MAR | MARRIOTT INTL INC NEW | 3.74% | 33.5K | $12.4M | +27.05%(+7.13K) | $293.58(+21.51%) | 2026-06-30 | |
| OZ | BELPOINTE PREP LLC | 3.21% | 235.0K | $10.6M | -2.36%(-5.69K) | $98.60(-52.21%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 3.21% | 401.3K | $10.6M | -11.38%(-51.55K) | $25.99(+0.77%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.5% | 90.6K | $8.3M | -34.82%(-48.36K) | $91.59(-0.05%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 2.31% | 12.0K | $7.7M | +63.66%(+4.67K) | $250.47(+102.59%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 2.29% | 3.3K | $7.6M | new | $1423.11(+23.89%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.2% | 20.5K | $7.3M | +14.30%(+2.56K) | $238.13(+44.76%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.11% | 72.5K | $7.0M | -0.60%(-436) | $79.72(+27.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.73% | +32.13% | +3.45% | +18.51% |
| Top 20 Holdings Unweighted | +21.30% | +78.48% | +10.99% | +68.41% |
Precision Wealth Strategies, LLC reports $331.85M in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.9%), MU (4.4%) and MAR (3.7%). The top 20 holdings account for 53.81% of reported assets. Its disclosed equity book has returned +32.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Precision Wealth Strategies, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844197). View Precision Wealth Strategies, LLC’s 13F filings on SEC