Proactive Wealth Strategies LLC — 13F holdings
Proactive Wealth Strategies LLC reported 222 holdings worth $623M in its 13F filing for Q2 2026, filed August 10, 2026.
Largest positions
- FV FIRST TR EXCHANGE TRADED FD — $45.9M (7.4%)
- NVDA NVIDIA CORPORATION — $27.9M (4.5%)
- PANW PALO ALTO NETWORKS INC — $22.9M (3.7%)
- AAPL APPLE INC — $16.7M (2.7%)
- TBIL RBB FD INC — $16.6M (2.7%)
- FTLS FIRST TR EXCH TRADED FD III — $13.4M (2.2%)
- QQQ Invesco Qqq Tr — $12.7M (2.0%)
- GOOGL ALPHABET INC — $11.8M (1.9%)
- LLY ELI LILLY & CO — $11.6M (1.9%)
- PSLV SPROTT ASSET MANAGEMENT LP — $10.7M (1.7%)