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Portfolio (Quarterly) Guide ↗

Proactive Wealth Strategies LLC

· CIK 0002043129
13F Portfolio $623M AUM 222 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 82 Added 65 Reduced 4 Exited
Page 1 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 139,435.0 $27.9M 4.48% +7K +5.1% $200.12 +7.3%
2 PANW PALO ALTO NETWORKS INC Technology 67,278.0 $22.9M 3.68% +3K +5.1% $341.02 +4.9%
3 AAPL APPLE INC Technology 57,593.0 $16.7M 2.67% +7K +13.8% $289.40 +6.9%
4 QQQ INVESCO QQQ TR Financial Services 17,273.0 $12.7M 2.04% +360.0 +2.1% $737.35 -3.2%
5 GOOGL ALPHABET INC Communication Services 33,012.0 $11.8M 1.89% +369.0 +1.1% $357.35 -3.5%
6 LLY ELI LILLY & CO Healthcare 9,669.0 $11.6M 1.86% +563.0 +6.2% $1200.78 +4.5%
7 MSFT MICROSOFT CORP Technology 25,783.0 $9.6M 1.54% +3K +12.2% $373.18 +29.5%
8 AMZN AMAZON COM INC Consumer Cyclical 39,804.0 $9.5M 1.52% +2K +5.4% $238.34 +8.5%
9 AIRR FIRST TR EXCHANGE TRADED FD 69,651.0 $9.3M 1.49% +381.0 +0.6% $133.30 -13.5%
10 KO COCA COLA CO Consumer Defensive 112,373.0 $9.1M 1.47% +5K +4.8% $81.27 +12.1%
11 VMC VULCAN MATLS CO Basic Materials 28,036.0 $8.3M 1.33% +1K +4.4% $295.03 -6.4%
12 OSEA HARBOR ETF TRUST 267,870.0 $8.2M 1.31% +39K +16.8% $30.54 +1.4%
13 FDL FIRST TR EXCHANGE-TRADED FD 157,158.0 $7.6M 1.23% +902.0 +0.6% $48.66 +9.1%
14 AVUV AMERICAN CENTY ETF TR 57,654.0 $7.2M 1.15% +9K +19.4% $124.78 +1.3%
15 WINN HARBOR ETF TRUST 220,794.0 $7.2M 1.15% +3K +1.6% $32.47 +3.1%
16 CRWD CROWDSTRIKE HLDGS INC Technology 8,858.0 $6.8M 1.08% +432.0 +5.1% $190.79 +0.6%
17 BX BLACKSTONE INC Financial Services 56,331.0 $6.6M 1.06% +3K +6.1% $117.65 +21.9%
18 META META PLATFORMS INC Communication Services 11,533.0 $6.5M 1.04% +2K +19.6% $563.65 -2.4%
19 HGER HARBOR ETF TRUST 219,119.0 $6.4M 1.03% +29K +15.5% $29.34 +19.9%
20 NFLX NETFLIX INC. Communication Services 79,944.0 $5.7M 0.92% +8K +10.8% $71.40 +11.5%
Page 1 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.6%
Financial Services 16.8%
Communication Services 9.3%
Consumer Cyclical 8.8%
Consumer Defensive 7.8%
Healthcare 7.6%
Basic Materials 3.3%
Industrials 2.8%
Energy 0.9%
Utilities 0.8%