Notify me when Precision Wealth Strategies, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 160 | $308,693,068 | +$55,796,236 | -$50,116,600 | +$5,679,636 | VOO, OZ, PYLD, BIL, GE | 13F-HR | 30 Jan 2026, 16:44 |
| Q3 2025 | 163 | $308,292,521 | +$49,255,451 | -$61,441,631 | -$12,186,180 | VOO, OZ, PYLD, BSV, IEFA | 13F-HR | 16 Oct 2025, 09:33 |
| Q2 2025 | 177 | $308,069,363 | +$184,764,171 | -$23,277,260 | +$161,486,911 | VOO, OZ, BSV, BIL, PYLD | 13F-HR | 18 Jul 2025, 14:24 |
| Q1 2025 | 101 | $130,808,064 | +$22,581,962 | -$13,241,538 | +$9,340,424 | OZ, PYLD, NVDA, SCHG, CSHI | 13F-HR | 17 Apr 2025, 13:20 |
| Q4 2024 | 109 | $129,227,078 | +$32,342,067 | -$15,587,125 | +$16,754,942 | OZ, PYLD, NVDA, CSHI, MINT | 13F-HR | 24 Jan 2025, 09:59 |
| Q3 2024 | 106 | $108,020,547 | +$16,210,644 | -$10,391,464 | +$5,819,180 | OZ, PYLD, NVDA, MINT, CSHI | 13F-HR | 21 Oct 2024, 17:03 |
| Q2 2024 | 103 | $96,797,534 | +$15,398,162 | -$22,441,553 | -$7,043,391 | OZ, PYLD, MINT, CSHI, JAAA | 13F-HR | 05 Aug 2024, 10:04 |
| Q1 2024 | 100 | $105,797,004 | +$37,520,042 | -$37,037,713 | +$482,329 | OZ, PYLD, CSHI, MINT, JAAA | 13F-HR | 01 May 2024, 17:27 |
| Q4 2023 | 90 | $102,910,078 | +$23,201,108 | -$14,283,974 | +$8,917,134 | OZ, CSHI, MINT, GSST, JUCY | Restatement | 13 Feb 2024, 09:14 |
| Q3 2023 | 83 | $92,207,777 | +$48,148,215 | -$16,385,657 | +$31,762,558 | OZ, MINT, GSST, CSHI, BOND | 13F-HR | 31 Oct 2023, 15:54 |
| Q2 2023 | 64 | $61,082,748 | +$4,963,028 | -$6,362,222 | -$1,399,194 | OZ, GSST, MINT, SHV, LDUR | 13F-HR | 09 Aug 2023, 15:30 |
| Q1 2023 | 72 | $63,754,210 | +$15,537,657 | -$49,431,107 | -$33,893,450 | OZ, SHV, HYS, GSST, MINT | 13F-HR | 04 May 2023, 14:49 |
| Q4 2022 | 107 | $95,926,113 | +$4,345,524 | -$24,883,439 | -$20,537,915 | OZ, SCHD, ACIO, ADME, AAAU | 13F-HR | 07 Feb 2023, 13:58 |
| Q3 2022 | 127 | $108,786,000 | +$11,712,455 | -$20,917,056 | -$9,204,601 | OZ, ACIO, SCHD, ADME, AAAU | 13F-HR | 25 Oct 2022, 14:54 |
| Q2 2022 | 147 | $127,129,000 | +$17,688,422 | -$36,885,047 | -$19,196,625 | OZ, SCHD, ACIO, ADME, NOBL | 13F-HR | 14 Jul 2022, 09:26 |
| Q1 2022 | 174 | $168,466,000 | +$60,244,197 | -$21,632,208 | +$38,611,989 | OZ, DRSK, ACIO, ADME, SCHD | 13F-HR | 04 May 2022, 11:41 |
| Q4 2021 | 128 | $138,750,000 | +$27,875,824 | -$24,262,929 | +$3,612,895 | DRSK, OZ, ACIO, ADME, SCHD | 13F-HR | 18 Jan 2022, 18:17 |
| Q3 2021 | 118 | $129,345,000 | +$38,217,961 | -$24,588,616 | +$13,629,345 | DRSK, ADME, ACIO, XLRE, SCHD | 13F-HR | 02 Nov 2021, 09:52 |
| Q2 2021 | 112 | $116,209,000 | +$27,662,785 | -$19,569,264 | +$8,093,521 | DRSK, ADME, ACIO, IVOL, KNG | 13F-HR | 22 Jul 2021, 11:15 |
| Q1 2021 | 86 | $103,927,000 | +$34,192,282 | -$23,723,871 | +$10,468,411 | DRSK, IVOL, ACIO, ADME, KNG | 13F-HR | 26 Apr 2021, 15:20 |
| Q4 2020 | 57 | $92,167,000 | $0 | $0 | $0 | DRSK, ADME, ACIO, SHY, SHV | 13F-HR | 26 Apr 2021, 15:18 |