Proactive Wealth Strategies LLC: 13F holdings
CIK 20431292026Q2
| Positions | 222 |
|---|
| Reported value | $623.2m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 222 (+12 vs prior quarter) |
|---|
| Reported value | $623.2m (+17.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FV FIRST TR EXCHANGE TRADED FD | 604,871 | $45.9m | 7.4% |
| NVDA NVIDIA CORPORATION | 139,435 | $27.9m | 4.5% |
| PANW PALO ALTO NETWORKS INC | 67,278 | $22.9m | 3.7% |
| AAPL APPLE INC | 57,593 | $16.7m | 2.7% |
| TBIL RBB FD INC | 332,352 | $16.6m | 2.7% |
| FTLS FIRST TR EXCH TRADED FD III | 181,593 | $13.4m | 2.2% |
| QQQ INVESCO QQQ TR | 17,273 | $12.7m | 2.0% |
| GOOGL ALPHABET INC | 33,012 | $11.8m | 1.9% |
| LLY ELI LILLY & CO | 9,669 | $11.6m | 1.9% |
| PSLV SPROTT ASSET MANAGEMENT LP | 569,500 | $10.7m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2043129")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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