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

← Prev 1 2

#	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

Page 2 of 2 · 24 positions

← Prev 1 2

Sector Allocation

Technology 39.7%

Industrials 11.9%

Consumer Cyclical 11.4%

Financial Services 9.8%

Healthcare 7.4%

Real Estate 5.9%

Communication Services 5.8%

Basic Materials 4.2%

Consumer Defensive 2.6%

Energy 1.2%