account_balance
Investment manager · 13F filer · SEC CIK 2043129
Proactive Wealth Strategies LLC
Reported value$648Mas of Sep 30, 2026
Positions224 9 new, 7 sold out
Top 10 weight30.9%FV alone is 7%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FVFirst Tr Exchange Traded Fd
6.8%
NVDANVIDIA Corp
5.2%Added +5%
PANWPalo Alto Networks Inc
3.7%Trimmed −10%
AAPLApple Inc.
3.1%Added +3%
TBILRBB Fd Inc
2.5%Trimmed −4%
FTLSFirst Tr Exch Traded Fd III
2.2%
MSFTMicrosoft Corp
2.1%Added +4%
QQQInvesco QQQ Tr
2.0%
GOOGLAlphabet Inc.
1.8%
LLYELI Lilly & Co
1.8%
PSLVSprott Physical Silver Trust
1.7%Trimmed −2%
AMZNAmazon.com Inc
1.6%+7%
FVFirst Tr Exchange Traded Fd
6.8%
NVDANVIDIA Corp
5.2%Added +5%
PANWPalo Alto Networks Inc
3.7%
AAPLApple Inc.
3.1%
TBILRBB Fd Inc
2.5%−4%
FTLSFirst Tr Exch Traded Fd III
2.2%
MSFTMicrosoft Corp
2.1%
QQQInvesco QQQ Tr
2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FV First Tr Exchange Traded Fd 6.8% Held
NVDA NVIDIA Corp 5.2% Added +5%PANW Palo Alto Networks Inc 3.7% Trimmed −10%AAPL Apple Inc. 3.1% Added +3%TBIL RBB Fd Inc 2.5% Trimmed −4%
FTLS First Tr Exch Traded Fd III 2.2% Held
MSFT Microsoft Corp 2.1% Added +4%QQQ Invesco QQQ Tr 2.0% Held
GOOGL Alphabet Inc. 1.8% HeldLLY ELI Lilly & Co 1.8% HeldPSLV Sprott Physical Silver Trust 1.7% Trimmed −2%AMZN Amazon.com Inc 1.6% Added +7%What changed
Biggest moves since Jun 30, 2026
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