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Proactive Wealth Strategies - Q1 2026 13F Filings

PR

Proactive Wealth Strategies LLC

CIK: 0002043129
Address: Georgia Marietta 533 Johnson Ferry Road Bldg C Ste 100
$532.02 M
Portfolio Value
210
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. FV First Trust Dorsey Wright Focus 5 Etf
+$17.89 M
2. NVDA Nvidia Corporation
+$12.16 M
3. TBIL Us Treasury 3 Month Bill Etf
+$9.29 M
4. AAPL Apple
+$6.88 M
5. FTLS First Trust Long/Short Equity Etf
+$6.6 M

Top Sells

Q1 2026
1. FXU First Trust Utilities Alphadex Fund
−$908,671.93

Asset Allocation

Stocks/ETFs
+110.88%
$507.91 M 95.47%
Options
$0 0.00%
Debt
$0 0.00%
Other
+109.68%
$24.11 M 4.53%

Sector Allocation (Stocks)

Proactive Wealth Strategies Q1 2026 Filing Summary

Proactive Wealth Strategies LLC filed its 13F report for Q1 2026 on April 29, 2026. The portfolio totaled 532.02 M reflecting a +110.83% change from the prior quarter, spanning 210 assets. The top 10 holdings comprised 29.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 58 new positions and 0 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Proactive Wealth Strategies’s Q1 2026 Filing

Proactive Wealth Strategies submitted their Form 13F-HR for the Q1 2026 period on 04/29/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Proactive Wealth Strategies reported a managed portfolio value of 532.02 M, consisting of 210 individual positions.

This page displays the raw filing documents. To see which stocks Proactive Wealth Strategies bought or sold during Q1 2026, please visit Proactive Wealth Strategies's Portfolio Analysis page.