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Michelle McCarthy

Precision Wealth Strategies, Llc

Assets Managed
$301.45M
Holdings
156
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-2.34%(2Q avg: -1.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Precision Wealth Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Precision Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 301.45M in assets, with a quarterly growth rate of -2.34% and a 2-quarter average growth rate of -1.1%. The portfolio is managed by Michelle McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -11.65%
9.7%
$29.215M
48,891 shares@ $597.55 avg price
OZ
Belpointe Prep Llc
Recent Activity
Decreased -2.54%
4.25%
$12.805M
240,689 shares@ $53.21 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 40.82%
4.23%
$12.73M
138,914 shares@ $91.65 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 7.2%
3.94%
$11.864M
452,808 shares@ $26.21 avg price
GE
General Electric
Recent Activity
Increased 8.93%
2.9%
$8.717M
30,720 shares@ $283.78 avg price
MAR
Marriott International -cl A
Recent Activity
Increased 29.05%
2.86%
$8.619M
26,353 shares@ $327.07 avg price
CSHI
Neos Enhanced Income 1-3 Mon
Recent Activity
Increased 35.8%
2.83%
$8.507M
170,897 shares@ $49.78 avg price
UYLD
Angel Oak Ultrashort Income
Recent Activity
Increased 34.98%
2.8%
$8.426M
165,111 shares@ $51.04 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -16.49%
2.33%
$7.001M
89,291 shares@ $78.41 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -16.07%
2.2%
$6.603M
72,934 shares@ $90.53 avg price

1-10 of 156