Precision Wealth Strategies, LLC
All 13F Filings
- Location
- Saint Louis, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 331,849
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 170 | 331,849 | 13F-HR | Precision Wealth Strategies, LLC |
| Q1 2026 | 5/6/2026 | 156 | 301,450 | 13F-HR | Precision Wealth Strategies, LLC |
| Q4 2025 | 1/30/2026 | 160 | 308,693 | 13F-HR | Precision Wealth Strategies, LLC |
| Q3 2025 | 10/16/2025 | 163 | 308,293 | 13F-HR | Precision Wealth Strategies, LLC |
| Q2 2025 | 7/18/2025 | 177 | 308,069 | 13F-HR | Precision Wealth Strategies, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 202.1 K | 60.9% | 35.84 K | 0 | 35.84 K |
| ETFs | 123.6 K | 37.2% | 0 | 4.618 K | -4.618 K |
| Debt | 6.18 K | 1.9% | 0 | 821 | -821 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
331,849
Holdings
170
QoQ value change ($000)
30,399
(10.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.