Proactive Wealth Strategies LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2043129
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13F Reported Value
ⓘ$623.2M
Holdings
222
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Proactive Wealth Strategies LLC disclosed 222 positions worth $623.2M in its Form 13F-HR for Q2 2026, followed by $NVDA and $PANW. During the quarter the fund opened 16 new positions and exited 4. The portfolio is most concentrated in Other (57.5% of disclosed assets). All figures are sourced directly from Proactive Wealth Strategies LLC’s Form 13F-HR filing with the SEC under CIK 2043129.
AI Fund Analysis
ConcentratingFIRST TR EXCHANGE TRADED F
7.4% weight
Held 7 quarters
$NVDA4.5% weight
Held 7 quarters
$PANW3.7% weight
Held 7 quarters
$AAPL2.7% weight
Held 7 quarters
RBB FD INC - F/M US TREASU
2.7% weight
Held 7 quarters
$NVDA6 quarters accumulating
RBB FD INC - F/M US TREASU
6 quarters accumulating
$QQQ6 quarters accumulating
$LLY6 quarters accumulating
$KO6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF
—Quality
$45.9M604,871 sh- 85.9#5
Quality
$27.9M139,435 sh - 65.5#476
Quality
$22.9M67,278 sh - 76.4
Quality
$16.7M57,593 sh RBB FD INC - F/M US TREASURY
—Quality
$16.6M332,352 shFIRST TR EXCH TRADED FD III - LNG/SHT EQUITY
—Quality
$13.4M181,593 sh- —
Quality
$12.7M17,273 sh - 78.2
Quality
$11.8M33,012 sh - 87.5
Quality
$11.6M9,669 sh - —
Quality
$10.7M569,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | — | $45.9M | 604,871 |
| NVIDIA CORP$NVDA | 85.9#5 | $27.9M | 139,435 |
| Palo Alto Networks Inc$PANW | 65.5#476 | $22.9M | 67,278 |
| Apple Inc.$AAPL | 76.4 | $16.7M | 57,593 |
| RBB FD INC - F/M US TREASURY | — | $16.6M | 332,352 |
| FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | — | $13.4M | 181,593 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $12.7M | 17,273 |
 Alphabet Inc.$GOOG | 78.2 | $11.8M | 33,012 |
| ELI LILLY & Co$LLY | 87.5 | $11.6M | 9,669 |
 Sprott Physical Silver Trust$PSLV | — | $10.7M | 569,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Proactive Wealth Strategies LLC's 222 positions.
Showing top 10 of 222 holdings.
Sector Allocation
Other
$358.0M
Technology
$132.5M
Financials
$43.5M
Consumer Discretionary
$27.6M
Healthcare
$19.5M
Materials
$11.7M
Consumer Staples
$10.2M
Industrials
$9.2M
Top Holdings — Proactive Wealth Strategies LLC (Q2 2026)
Top 150 of 222 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | $45.9M | 7.4% | -1% | — |
| 2 | $NVDA | NVIDIA CORP | $27.9M | 4.5% | +5% | 85.9 |
| 3 | $PANW | Palo Alto Networks Inc | $22.9M | 3.7% | +5% | 65.5 |
| 4 | $AAPL | Apple Inc. | $16.7M | 2.7% | +14% | 76.4 |
| 5 | — | RBB FD INC - F/M US TREASURY | $16.6M | 2.7% | +0% | — |
| 6 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | $13.4M | 2.1% | -0% | — |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $12.7M | 2.0% | +2% | — |
| 8 | $GOOG | Alphabet Inc. | $11.8M | 1.9% | +1% | 78.2 |
| 9 | $LLY | ELI LILLY & Co | $11.6M | 1.9% | +6% | 87.5 |
| 10 | $PSLV | Sprott Physical Silver Trust | $10.7M | 1.7% | -0% | — |
| 11 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $10.2M | 1.6% | -1% | — |
| 12 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $10.0M | 1.6% | -0% | — |
| 13 |  $MSFT | MICROSOFT CORP | $9.6M | 1.5% | +12% | 79.8 |
| 14 |  $AMZN | AMAZON COM INC | $9.5M | 1.5% | +5% | 68.7 |
| 15 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $9.3M | 1.5% | +1% | — |
| 16 | $KO | COCA COLA CO | $9.1M | 1.5% | +5% | 69.5 |
| 17 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | $8.7M | 1.4% | -1% | — |
| 18 |  $PHYS | Sprott Physical Gold Trust | $8.7M | 1.4% | +0% | — |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | $8.3M | 1.3% | -0% | — |
| 20 | — | FIRST TR EXCHANGE-TRADED ALP - SML CAP VAL ALPH | $8.3M | 1.3% | -3% | — |
| 21 |  $VMC | Vulcan Materials CO | $8.3M | 1.3% | +4% | 63.5 |
| 22 | — | HARBOR ETF TRUST - INTERNATNAL COMP | $8.2M | 1.3% | +17% | — |
| 23 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $7.7M | 1.2% | -3% | — |
| 24 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $7.6M | 1.2% | +1% | — |
| 25 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $7.2M | 1.1% | +19% | — |
| 26 | — | HARBOR ETF TRUST - LONG TERM GROWER | $7.2M | 1.1% | +2% | — |
| 27 |  $WMT | Walmart Inc. | $6.8M | 1.1% | -1% | 60.2 |
| 28 |  $CRWD | CrowdStrike Holdings, Inc. | $6.8M | 1.1% | +5% | 67.7 |
| 29 | — | FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX | $6.7M | 1.1% | -0% | — |
| 30 |  $BX | Blackstone Inc. | $6.6M | 1.1% | +6% | 74.4 |
| 31 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $6.5M | 1.1% | -1% | — |
| 32 |  $META | Meta Platforms, Inc. | $6.5M | 1.0% | +20% | 79.6 |
| 33 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | $6.4M | 1.0% | +16% | — |
| 34 |  $AMD | ADVANCED MICRO DEVICES INC | $5.9M | 0.9% | -1% | 79.8 |
| 35 |  $NET | Cloudflare, Inc. | $5.7M | 0.9% | +0% | 56.4 |
| 36 |  $NFLX | NETFLIX INC | $5.7M | 0.9% | +11% | 78.8 |
| 37 | — | THE ALGER ETF TRUST - AI ENABLERS ADOP | $5.2M | 0.8% | +39% | — |
| 38 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $4.8M | 0.8% | -1% | — |
| 39 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $4.7M | 0.8% | -2% | — |
| 40 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | $4.5M | 0.7% | -8% | — |
| 41 | — | FIRST TR EXCHANGE-TRADED FD - SSI STRG ETF | $4.4M | 0.7% | -2% | — |
| 42 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ 100 EX | $4.2M | 0.7% | -6% | — |
| 43 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | $4.2M | 0.7% | -1% | — |
| 44 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $4.1M | 0.7% | +0% | — |
| 45 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $4.0M | 0.6% | -0% | — |
| 46 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $4.0M | 0.6% | -0% | — |
| 47 | — | NOMURA ETF TR - FOCU EM MKTS ETF | $3.9M | 0.6% | +31% | — |
| 48 |  $HD | HOME DEPOT, INC. | $3.9M | 0.6% | -2% | 60.3 |
| 49 |  $MDT | Medtronic plc | $3.7M | 0.6% | -12% | 68.7 |
| 50 |  $TSLA | Tesla, Inc. | $3.7M | 0.6% | +0% | 53.9 |
| 51 | — | KRANESHARES TRUST - PUBLIC-PRIVATE A | $3.7M | 0.6% | +333% | — |
| 52 |  $ANET | Arista Networks, Inc. | $3.7M | 0.6% | +0% | 81.9 |
| 53 |  $IVZ | Invesco Ltd. | $3.4M | 0.6% | -1% | — |
| 54 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $3.3M | 0.5% | +0% | — |
| 55 | — | SPDR SERIES TRUST - ST STR R1K LOWV | $3.3M | 0.5% | +0% | — |
| 56 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $3.3M | 0.5% | -7% | — |
| 57 | — | ISHARES TR - RUS 1000 GRW ETF | $3.0M | 0.5% | +295% | — |
| 58 | — | FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP | $2.9M | 0.5% | +6% | — |
| 59 | — | KRANESHARES TRUST - VALU LINE DY ETF | $2.9M | 0.5% | +3% | — |
| 60 |  $KMB | KIMBERLY CLARK CORP | $2.9M | 0.5% | +3% | 58.7 |
| 61 | — | PACER FDS TR - US CASH COWS 100 | $2.8M | 0.5% | -61% | — |
| 62 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $2.8M | 0.5% | -4% | — |
| 63 | — | ISHARES TR - RUS MD CP GR ETF | $2.7M | 0.4% | -2% | — |
| 64 |  $NMR | NOMURA HOLDINGS INC | $2.6M | 0.4% | -1% | 57.6 |
| 65 | — | HARBOR ETF TRUST - HUMAN CAP LARGE | $2.6M | 0.4% | +0% | — |
| 66 |  $AMGN | AMGEN INC | $2.6M | 0.4% | +1% | 79.2 |
| 67 |  $DELL | Dell Technologies Inc. | $2.6M | 0.4% | +6% | 71.2 |
| 68 | — | ISHARES TR - S&P 500 GRWT ETF | $2.5M | 0.4% | -0% | — |
| 69 | $IVZ | Invesco Ltd. | $2.4M | 0.4% | -2% | — |
| 70 |  $TJX | TJX COMPANIES INC /DE/ | $2.3M | 0.4% | +52% | 68.7 |
| 71 |  $CRWV | CoreWeave, Inc. | $2.2M | 0.4% | +15% | 52.2 |
| 72 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.2M | 0.3% | +490% | — |
| 73 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.2M | 0.3% | +0% | — |
| 74 | — | THE ALGER ETF TRUST - MID CAP 40 ETF | $2.1M | 0.3% | +42% | — |
| 75 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $2.1M | 0.3% | +0% | — |
| 76 | — | PACER FDS TR - TRENDPILOT 100 | $2.1M | 0.3% | +0% | — |
| 77 |  $SYM | Symbotic Inc. | $2.1M | 0.3% | +12% | 67.8 |
| 78 | — | ISHARES TR - CORE S&P MCP ETF | $2.0M | 0.3% | +3% | — |
| 79 | — | THE ALGER ETF TRUST - CONCENTRATED EQT | $2.0M | 0.3% | +67% | — |
| 80 | — | DBX ETF TR - XTRACK MUN INFRA | $2.0M | 0.3% | -14% | — |
| 81 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF | $2.0M | 0.3% | +4% | — |
| 82 | — | ISHARES TR - MORNINGSTAR GRWT | $1.9M | 0.3% | -11% | — |
| 83 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $1.9M | 0.3% | +2% | — |
| 84 | — | ISHARES TR - CORE S&P500 ETF | $1.9M | 0.3% | +6% | — |
| 85 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.8M | 0.3% | +2% | 61.7 |
| 86 | — | FIRST TR EXCHANGE-TRADED FD - UTILITIES ALPH | $1.8M | 0.3% | -0% | — |
| 87 | $IVZ | Invesco Ltd. | $1.7M | 0.3% | +0% | — |
| 88 | — | FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD | $1.7M | 0.3% | +3% | — |
| 89 | — | VANGUARD INDEX FDS - VALUE ETF | $1.7M | 0.3% | -2% | — |
| 90 | — | FIRST TR EXCHANGE-TRADED ALP - SHS ISSUED FRST | $1.6M | 0.3% | -5% | — |
| 91 |  $CAT | CATERPILLAR INC | $1.6M | 0.3% | +99% | 66.5 |
| 92 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.6M | 0.3% | -0% | — |
| 93 |  $EMR | EMERSON ELECTRIC CO | $1.5M | 0.3% | +0% | 65.3 |
| 94 |  $AVGO | Broadcom Inc. | $1.5M | 0.3% | -1% | 84.5 |
| 95 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $1.5M | 0.2% | +0% | — |
| 96 |  $FSK | FS KKR Capital Corp | $1.4M | 0.2% | -3% | — |
| 97 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $1.3M | 0.2% | +36% | — |
| 98 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.2% | +4% | 73.8 |
| 99 | — | FIRST TR EXCHNG TRADED FD VI - LOW DUR STRTGC | $1.3M | 0.2% | -5% | — |
| 100 |  $XOM.R34088 | EXXON MOBIL CORP | $1.3M | 0.2% | -0% | 57.9 |
| 101 | — | FIRST TR EXCHNG TRADED FD VI - INCOME OPPRTNTES | $1.3M | 0.2% | -4% | — |
| 102 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | -3% | — |
| 103 |  $NEE | NEXTERA ENERGY INC | $1.2M | 0.2% | -5% | 64.6 |
| 104 |  $SNOW | Snowflake Inc. | $1.2M | 0.2% | +12% | 54.9 |
| 105 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $1.1M | 0.2% | -4% | — |
| 106 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $1.1M | 0.2% | +0% | — |
| 107 | — | FIRST TR EXCHANGE-TRADED FD - CONSUMR STAPLE | $1.1M | 0.2% | -0% | — |
| 108 |  $PLTR | Palantir Technologies Inc. | $975,364 | 0.2% | +3% | 84.6 |
| 109 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $936,744 | 0.1% | +78% | — |
| 110 |  $CTAS | CINTAS CORP | $912,598 | 0.1% | +0% | 68.7 |
| 111 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $895,456 | 0.1% | +0% | — |
| 112 |  $CVX | CHEVRON CORP | $894,778 | 0.1% | +1% | 62.8 |
| 113 |  $ISRG | INTUITIVE SURGICAL INC | $865,352 | 0.1% | +1% | 79.9 |
| 114 |  $KEY | KEYCORP /NEW/ | $854,438 | 0.1% | +1% | 70.8 |
| 115 | — | ISHARES TR - MORNINGSTAR VALU | $845,962 | 0.1% | -6% | — |
| 116 |  $KR | KROGER CO | $842,254 | 0.1% | +1% | 52.6 |
| 117 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $807,486 | 0.1% | +0% | — |
| 118 | — | FIRST TR EXCHANGE-TRADED ALP - MID CP GR ALPH | $803,906 | 0.1% | +28% | — |
| 119 | — | ISHARES TR - MRGSTR MD CP ETF | $801,086 | 0.1% | -4% | — |
| 120 | — | PACER FDS TR - DATA AND INFRAST | $791,814 | 0.1% | +0% | — |
| 121 | — | FIRST TR EXCHANGE-TRADED FD - HIGH INCM STRGC | $763,614 | 0.1% | -3% | — |
| 122 |  $BAC | BANK OF AMERICA CORP /DE/ | $744,538 | 0.1% | +2% | 67.6 |
| 123 | $IVZ | Invesco Ltd. | $725,984 | 0.1% | -1% | — |
| 124 | — | FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI | $714,858 | 0.1% | +0% | — |
| 125 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT | $699,422 | 0.1% | -4% | — |
| 126 | — | VANGUARD STAR FDS - VG TL INTL STK F | $683,920 | 0.1% | -1% | — |
| 127 | — | FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY | $671,388 | 0.1% | +80% | — |
| 128 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $662,598 | 0.1% | -15% | 65.1 |
| 129 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $660,931 | 0.1% | +0% | — |
| 130 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL | $660,758 | 0.1% | -1% | — |
| 131 | — | ISHARES TR - RUS 1000 VAL ETF | $657,692 | 0.1% | +0% | — |
| 132 |  $LOW | LOWES COMPANIES INC | $637,334 | 0.1% | +1% | 60.8 |
| 133 | — | ISHARES TR - RUS 2000 GRW ETF | $635,432 | 0.1% | +0% | — |
| 134 | — | ISHARES TR - CORE S&P SCP ETF | $623,654 | 0.1% | +6% | — |
| 135 | — | FEDERATED HERMES ETF TRUST - MDT LARGE CAP | $622,578 | 0.1% | NEW | — |
| 136 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $620,432 | 0.1% | +2% | — |
| 137 |  $COST | COSTCO WHOLESALE CORP /NEW | $601,970 | 0.1% | +10% | 66.2 |
| 138 | — | FEDERATED HERMES ETF TRUST - MDT LARGE CAP | $590,224 | 0.1% | NEW | — |
| 139 |  $DKS | DICK'S SPORTING GOODS, INC. | $586,000 | 0.1% | +1% | 63 |
| 140 | — | ISHARES TR - ESG AWR MSCI USA | $572,354 | 0.1% | +0% | — |
| 141 | — | FIRST TR EXCHANGE-TRADED FD - S NETWRK FUT VEH | $561,468 | 0.1% | -6% | — |
| 142 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $558,792 | 0.1% | +0% | 61.3 |
| 143 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | $555,100 | 0.1% | -3% | — |
| 144 |  $AHR | American Healthcare REIT, Inc. | $551,176 | 0.1% | -6% | 54 |
| 145 |  $SPY | SPDR S&P 500 ETF TRUST | $529,772 | 0.1% | +3% | — |
| 146 |  $GE | GENERAL ELECTRIC CO | $517,490 | 0.1% | +0% | 73.8 |
| 147 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | $511,100 | 0.1% | -27% | — |
| 148 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $505,124 | 0.1% | -1% | — |
| 149 | — | PACER FDS TR - TRENDP US LAR CP | $504,720 | 0.1% | +0% | — |
| 150 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $502,142 | 0.1% | +1% | — |
New Positions (16)
FEDERATED HERMES ETF TRUST - MDT LARGE CAP$622,578
FEDERATED HERMES ETF TRUST - MDT LARGE CAP$590,224
$MU MICRON TECHNOLOGY INC$422,514 RBB FD INC - US TREASY 2 YR$355,672
$INTC INTEL CORP$347,026
$IONQ IonQ, Inc.$338,734
$RGTI Rigetti Computing, Inc.$317,620 VANGUARD MUN BD FDS - TAX EXEMPT BD$274,620
$RY ROYAL BANK OF CANADA$254,526 VANGUARD WELLINGTON FD - US MOMENTUM$253,624
$ASML ASML HOLDING NV$231,192
$VLO VALERO ENERGY CORP/TX$230,016 FIRST TR EXCHANGE-TRADED ALP - COM SHS$218,094
ISHARES TR - GLOBAL TECH ETF$208,578
ISHARES TR - MRGSTR MD CP GRW$202,696
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