Portfolio (Quarterly) Guide ↗

Precision Wealth Strategies, LLC

· CIK 0001844197

13F Portfolio $332M AUM 170 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 38 New 36 Added 84 Reduced 24 Exited

Page 2 of 2 · 24 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	URI	UNITED RENTALS INC	Industrials	543	$396K	0.13%	SOLD
22	IAG	IAMGOLD CORP	Basic Materials	16,024	$302K	0.10%	SOLD
23	KGC	KINROSS GOLD CORP	Basic Materials	7,441	$227K	0.07%	SOLD
24	XOM	EXXON MOBIL CORP	Energy	1,333	$226K	0.07%	SOLD

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Sector Allocation

Technology 39.3%

Industrials 11.8%

Consumer Cyclical 11.3%

Financial Services 9.7%

Healthcare 7.3%

Communication Services 6.8%

Real Estate 5.9%

Basic Materials 4.1%

Consumer Defensive 2.6%

Energy 1.2%