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Proactive Wealth Strategies - Q2 2026 13F Filings

PR

Proactive Wealth Strategies LLC

CIK: 0002043129
Address: Georgia Marietta 533 Johnson Ferry Road Bldg C Ste 100
$623.16 M
Portfolio Value
222
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. AGIX Kraneshares Ai & Tech Etf
+$2.87 M
2. IWF Ishares Russell 1000 Growth Etf
+$2.26 M
3. AAPL Apple
+$2.01 M
4. VUG Vanguard Growth Etf
+$1.82 M
5. ALAI Alger Ai Enablers & Adopters Etf
+$1.44 M

Top Sells

Q2 2026
1. COWZ Pacer Us Cash Cows 100 Etf
−$4.46 M
2. SZNE Pacer Cfra Stovall Equal
−$789,196
3. MDT Medtronic PLC
−$513,303.48
4. FXO First Trust Financials Alphadex Fund
−$365,696.92
5. FV First Trust Dorsey Wright Focus 5 Etf
−$351,092.16

Asset Allocation

Stocks/ETFs
+18.87%
$603.75 M 96.89%
Options
$0 0.00%
Debt
$0 0.00%
Other
-19.49%
$19.41 M 3.11%

Sector Allocation (Stocks)

Proactive Wealth Strategies Q2 2026 Filing Summary

Proactive Wealth Strategies LLC filed its 13F report for Q2 2026 on August 10, 2026. The portfolio totaled 623.16 M reflecting a +17.13% change from the prior quarter, spanning 222 assets. The top 10 holdings comprised 31.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 4 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Proactive Wealth Strategies’s Q2 2026 Filing

Proactive Wealth Strategies submitted their Form 13F-HR for the Q2 2026 period on 08/10/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Proactive Wealth Strategies reported a managed portfolio value of 623.16 M, consisting of 222 individual positions.

This page displays the raw filing documents. To see which stocks Proactive Wealth Strategies bought or sold during Q2 2026, please visit Proactive Wealth Strategies's Portfolio Analysis page.