Proactive Wealth Strategies LLC
CIK 2043129
13F filing for Q2 2026・No. 3,425
- Holdings
- US$623.16M
- Quarter change
- +US$91.14M
- Entries
- 222
- Net bought (estimate)
- +US$18.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 4
- Cut 79
- Added 114
- Corporate actions 0
- Unchanged 13
Largest holdings
222 stocks worth US$623.16M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FDDORSEY WRT 5 ETF | Cut | 604,871 | US$45.9M | 7.37% |
| NVDANvidiaCOM | Added | 139,435 | US$27.9M | 4.48% |
| PANWPALO ALTO NETWORKS INCCOM | Added | 67,278 | US$22.94M | 3.68% |
| AAPLAppleCOM | Added | 57,593 | US$16.67M | 2.67% |
| RBB FD INCF/M US TREASURY | Added | 332,352 | US$16.57M | 2.66% |
| FIRST TR EXCH TRADED FD IIILNG/SHT EQUITY | Cut | 181,593 | US$13.4M | 2.15% |
| QQQInvesco QQQUNIT SER 1 | Added | 17,273 | US$12.74M | 2.04% |
| GOOGLAlphabetCAP STK CL A | Added | 33,012 | US$11.8M | 1.89% |
| LLYELI LILLY & COCOM | Added | 9,669 | US$11.61M | 1.86% |
| SPROTT ASSET MANAGEMENT LPPHYSICAL SILVER | Cut | 569,500 | US$10.75M | 1.72% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.