Precision Wealth Strategies, LLC has filed its quarterly 13F-HR report, revealing a total of $321,400,811 in holdings as of September 30, 2026. This significant disclosure showcases the firm’s investment strategy and positions it prominently within the financial services sector.

The filing, submitted on November 13, 2026, reflects the firm’s ongoing commitment to transparency and regulatory compliance. The report indicates a total of 177 different securities held, underscoring the firm's diversified investment approach.

Background

Precision Wealth Strategies, LLC, based in Saint Louis, Missouri, is a financial services firm that specializes in investment management. The company is registered under the Central Index Key (CIK) number 0001844197 and operates under the SEC file number 028-21148. Recent filings include multiple 13F-HR reports, with the latest dated November 13, 2026, and previous filings on August 10, 2026, and May 6, 2026.

What the Filing Says

The recent filing states, "The report type is a 13F HOLDINGS REPORT" and confirms the total value of the firm's investments. This filing serves as a crucial update for stakeholders, providing insight into the firm’s investment strategies and portfolio composition.

Impact

This update may affect various stakeholders, including investors, clients, and analysts monitoring the financial services industry. The reported holdings include significant stakes in well-known corporations, reflecting the firm's strategic positioning in a competitive market.

What's Next

The filing does not say what happens next.