Precision Wealth Strategies, LLC

RIA/Wealth

Precision Wealth Strategies, LLC is a RIA/Wealth based in St. Louis, MO led by Darin Jerome Robinson, reporting $386.3M in AUM as of Q3 2025 with 50% ETF concentration.

CEODarin Jerome Robinson

Portfolio Value: $307.8M
Positions: 162
Top Holding: VOO at 12.45%
Last Reported: Q3 2025

Address4622 Macklind Ave, St. Louis, MO, 63109, United States

Top Holdings

Largest long holdings in Precision Wealth Strategies, LLC's portfolio (38.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$38.3M	12.45%	-$3.1M Sold	— 62.6K shares	Q2 2025 Held for 5 months
2 OZ Belpointe PREP, LLC OZ	Unknown Unknown	$15.8M	5.14%	+$194.0K Bought	— 247.0K shares	Q4 2022 Held for 2y 11m
3 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$10.8M	3.50%	+$1.0M Bought	— 401.5K shares	Q1 2024 Held for 1y 8m
4 Vanguard Short-Term Bond BSV	ETF ETF	$10.4M	3.39%	-$1.3M Sold	— 132.4K shares	Q2 2025 Held for 5 months
5 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$9.0M	2.93%	-$836.6K Sold	— 103.1K shares	Q1 2025 Held for 8 months
6 Netflix NFLX	Entertainment Communication Services	$8.5M	2.76%	+$2.1M Bought	0.00% 7.1K shares	Q3 2023 Held for 2y 2m
7 General Electric GE	Aerospace & Defense Industrials	$7.9M	2.57%	+$1.5M Bought	0.00% 26.3K shares	Q3 2023 Held for 2y 2m
8 Vanguard Intermediate-Term Bond BIV	ETF ETF	$6.6M	2.14%	-$937.1K Sold	— 84.3K shares	Q2 2025 Held for 5 months
9 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$6.5M	2.12%	+$1.2M Bought	0.00% 8.9K shares	Q3 2023 Held for 2y 2m
10 iShares Currency Hedged MSCI EAFE HEFA	ETF ETF	$5.7M	1.85%	-$332.2K Sold	— 143.8K shares	Q2 2025 Held for 5 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Precision Wealth Strategies, LLC's latest filing

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Market Value

$307.8M

Prior: $307.6M

Q/Q Change

+0.066%

+$201.9K

Net Flows % of MV

-6.73%

Turnover Ratio

17.95%

New Purchases

27 stocks

$25.7M

Added To

39 stocks

+$14.9M

Sold Out Of

50 stocks

$27.2M

Reduced Holdings

79 stocks

-$34.2M

Increased Positions

Position	Shares Δ	Change
1 Centrus Energy LEU	New	0 → 7.8K +$2.4M
2 Osisko Gold Royalties OR	New	0 → 43.2K +$1.7M
3 NEXN Nexxen International NEXN	New	0 → 182.3K +$1.7M
4 TSS TSSI	New	0 → 85.4K +$1.5M
5 TTM Technologies TTMI	New	0 → 26.0K +$1.5M

Decreased Positions

Position	Shares Δ	Change
1 Goldman Sachs Access Treasury 0-1 Year ETF GBIL	Sold	25.9K → 0 −$2.6M
2 Vanguard Small-Cap ETF VB	Sold	9.3K → 0 −$2.2M
3 Gilead Sciences GILD	Sold	17.3K → 0 −$1.9M
4 Innodata INOD	Sold	19.7K → 0 −$1.0M
5 New Gold NGD	Sold	199.8K → 0 −$988.9K