Proactive Wealth Strategies LLC
Proactive Wealth Strategies LLC reported 222 positions worth $623.2M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: FV (7.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FV | SH | $45.9M | 7.37% | 604,871 | — | — | |
| ▸ 2 | NVDA | SH | $27.9M | 4.48% | 139,435 | — | — | |
| ▸ 3 | PANW | SH | $22.9M | 3.68% | 67,278 | — | — | |
| ▸ 4 | AAPL | SH | $16.7M | 2.67% | 57,593 | — | — | |
| ▸ 5 | TBIL | SH | $16.6M | 2.66% | 332,352 | — | — | |
| ▸ 6 | FTLS | SH | $13.4M | 2.15% | 181,593 | — | — | |
| ▸ 7 | QQQ | SH | $12.7M | 2.04% | 17,273 | — | — | |
| ▸ 8 | GOOGL | SH | $11.8M | 1.89% | 33,012 | — | — | |
| ▸ 9 | LLY | SH | $11.6M | 1.86% | 9,669 | — | — | |
| ▸ 10 | PSLV | SH | $10.7M | 1.72% | 569,500 | — | — |
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Frequently Asked Questions
What stocks does Proactive Wealth Strategies LLC hold as of Q2 2026?
Proactive Wealth Strategies LLC reported 222 positions worth $623.2M in its Q2 2026 13F filing. Largest positions: FV (7.4%), NVDA (4.5%), PANW (3.7%), AAPL (2.7%) and TBIL (2.7%).
What did Proactive Wealth Strategies LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Proactive Wealth Strategies LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.