Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Precision Wealth Strategies, LLC (CIK 1844197) reported $301.4M across 156 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($29.2M, 9.69%), OZ ($12.8M, 4.25%), BIL ($12.7M, 4.22%), PYLD ($11.9M, 3.94%), GE ($8.7M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $29.2M | 9.69% | 48,891 | Trimmed |
| 2 | OZ | BELPOINTE PREP LLC | $12.8M | 4.25% | 240,689 | Trimmed |
| 3 | BIL | SPDR SERIES TRUST | $12.7M | 4.22% | 138,914 | Added |
| 4 | PYLD | PIMCO ETF TR | $11.9M | 3.94% | 452,808 | Added |
| 5 | GE | GE AEROSPACE | $8.7M | 2.89% | 30,720 | Added |
| 6 | MAR | MARRIOTT INTL INC NEW | $8.6M | 2.86% | 26,353 | Added |
| 7 | CSHI | NEOS ETF TRUST | $8.5M | 2.82% | 170,897 | Added |
| 8 | UYLD | ANGEL OAK FUNDS TRUST | $8.4M | 2.80% | 165,111 | Added |
| 9 | BSV | VANGUARD BD INDEX FDS | $7.0M | 2.32% | 89,291 | Trimmed |
| 10 | IEFA | ISHARES TR | $6.6M | 2.19% | 72,934 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $5.3M | 1.77% | 30,660 | Added |
| 12 | GOOGL | ALPHABET INC | $5.2M | 1.71% | 17,913 | Added |
| 13 | HEFA | ISHARES TR | $4.9M | 1.63% | 115,963 | Trimmed |
| 14 | META | META PLATFORMS INC | $4.8M | 1.59% | 8,365 | Trimmed |
| 15 | CARY | ANGEL OAK FUNDS TRUST | $4.8M | 1.58% | 229,983 | Added |
| 16 | SHM | SPDR SERIES TRUST | $4.4M | 1.47% | 92,536 | Trimmed |
| 17 | MU | MICRON TECHNOLOGY INC | $4.4M | 1.45% | 12,967 | Added |
| 18 | BIV | VANGUARD BD INDEX FDS | $4.3M | 1.44% | 56,344 | Trimmed |
| 19 | WMT | WALMART INC | $4.0M | 1.34% | 32,444 | Added |
| 20 | CAT | CATERPILLAR INC | $3.9M | 1.29% | 5,504 | Added |
| 21 | RTX | RTX CORPORATION | $3.7M | 1.22% | 19,042 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $3.6M | 1.20% | 14,838 | Added |
| 23 | JAAA | JANUS DETROIT STR TR | $3.5M | 1.15% | 68,726 | Added |
| 24 | CSCO | CISCO SYS INC | $3.3M | 1.08% | 42,136 | Added |
| 25 | LRCX | LAM RESEARCH CORP | $3.2M | 1.07% | 15,082 | New |
Source: SEC Form 13F filings · as of 2026-03-31