Precision Wealth Strategies, LLC
All 13F Filings
- Location
- Saint Louis, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 301,450
- 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 |
|---|---|---|---|---|---|
| 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 | 166.3 K | 55.2% | 0 | 71.02 K | -71.02 K |
| ETFs | 128.2 K | 42.5% | 65.78 K | 0 | 65.78 K |
| Debt | 7.001 K | 2.3% | 0 | 1.426 K | -1.426 K |
| Other | 0 | 0.0% | 0 | 577 | -577 |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
301,450
Holdings
156
QoQ value change ($000)
-7,243
(-2.3%)
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.