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Portfolio (Quarterly) Guide ↗

Precision Wealth Strategies, LLC

· CIK 0001844197
13F Portfolio $301M AUM 156 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 43 Added 67 Reduced 32 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UHS UNIVERSAL HLTH SVCS INC Healthcare 3,359.0 $601K 0.20% -387.0 -10.3% $178.97 -18.3%
42 CF CF INDUSTRIES HOLD Basic Materials 4,592.0 $596K 0.20% -3K -39.2% $129.84 -21.5%
43 DIS DISNEY WALT CO Communication Services 6,013.0 $580K 0.19% -3K -31.5% $96.38 +7.3%
44 EHC ENCOMPASS HEALTH CORP Healthcare 5,965.0 $577K 0.19% -119.0 -2.0% $96.73 +3.5%
45 ANET ARISTA NETWORKS INC Technology 4,684.0 $575K 0.19% -576.0 -10.9% $122.78 +32.2%
46 LLY ELI LILLY & CO Healthcare 615.0 $566K 0.19% -50.0 -7.5% $920.03 +20.7%
47 FOX FOX CORP Communication Services 10,392.0 $552K 0.18% -5K -32.9% $53.10 -15.7%
48 IUSB ISHARES TR 11,830.0 $546K 0.18% -576.0 -4.6% $46.19 -0.3%
49 V VISA INC Financial Services 1,805.0 $546K 0.18% -266.0 -12.8% $302.30 +8.7%
50 LEIDOS HOLDINGS INC 3,452.0 $537K 0.18% -128.0 -3.6% $155.52
51 LOPE GRAND CANYON ED INC Consumer Defensive 3,086.0 $525K 0.17% -492.0 -13.8% $170.03 -15.9%
52 MEDP MEDPACE HLDGS INC Healthcare 1,047.0 $503K 0.17% -205.0 -16.4% $480.19 -2.6%
53 APP APPLOVIN CORP Technology 1,237.0 $492K 0.16% -622.0 -33.5% $398.00 +18.0%
54 UNILEVER PLC 8,180.0 $466K 0.15% -3K -29.2% $56.97
55 IGIB ISHARES TR 7,722.0 $411K 0.14% -2K -16.8% $53.22 -0.4%
56 INTU INTUIT Technology 945.0 $409K 0.14% -166.0 -14.9% $432.38 -40.3%
57 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,405.0 $399K 0.13% -550.0 -18.6% $166.07 +8.6%
58 GD GENERAL DYNAMICS CORP Industrials 1,098.0 $377K 0.12% -280.0 -20.3% $343.22 +1.5%
59 VEEV VEEVA SYS INC Healthcare 2,067.0 $363K 0.12% -48.0 -2.3% $175.66 -9.4%
60 MBB ISHARES TR 3,786.0 $359K 0.12% -548.0 -12.6% $94.95 -0.6%
Page 3 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.4%
Industrials 16.8%
Consumer Cyclical 10.5%
Financial Services 10.3%
Communication Services 9.6%
Healthcare 9.2%
Real Estate 8.7%
Basic Materials 7.8%
Consumer Defensive 3.4%
Energy 1.3%