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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 2 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VMC VULCAN MATLS CO Basic Materials 28,036.0 $8.3M 1.33% +1K +4.4% $295.03 -6.4%
22 OSEA HARBOR ETF TRUST 267,870.0 $8.2M 1.31% +39K +16.8% $30.54 +1.4%
23 FTSM FIRST TR EXCHANGE-TRADED FD 129,422.0 $7.7M 1.24% -4K -3.1% $59.73 +0.2%
24 FDL FIRST TR EXCHANGE-TRADED FD 157,158.0 $7.6M 1.23% +902.0 +0.6% $48.66 +9.1%
25 AVUV AMERICAN CENTY ETF TR 57,654.0 $7.2M 1.15% +9K +19.4% $124.78 +1.3%
26 WINN HARBOR ETF TRUST 220,794.0 $7.2M 1.15% +3K +1.6% $32.47 +3.1%
27 WMT WALMART INC Consumer Defensive 60,206.0 $6.8M 1.09% -552.0 -0.9% $113.25 -8.4%
28 CRWD CROWDSTRIKE HLDGS INC Technology 8,858.0 $6.8M 1.08% +432.0 +5.1% $190.79 +0.6%
29 FXL FIRST TR EXCHANGE-TRADED FD 31,027.0 $6.7M 1.08% $217.25 -1.3%
30 BX BLACKSTONE INC Financial Services 56,331.0 $6.6M 1.06% +3K +6.1% $117.65 +21.9%
31 FDN FIRST TR EXCHANGE-TRADED FD 24,640.0 $6.5M 1.05% -156.0 -0.6% $264.72 +8.3%
32 META META PLATFORMS INC Communication Services 11,533.0 $6.5M 1.04% +2K +19.6% $563.65 -2.4%
33 HGER HARBOR ETF TRUST 219,119.0 $6.4M 1.03% +29K +15.5% $29.34 +19.9%
34 AMD ADVANCED MICRO DEVICES INC Technology 10,084.0 $5.9M 0.94% -58.0 -0.6% $580.91 -18.5%
35 NET CLOUDFLARE INC Technology 23,440.0 $5.7M 0.92% $245.28 +19.5%
36 NFLX NETFLIX INC. Communication Services 79,944.0 $5.7M 0.92% +8K +10.8% $71.40 +11.5%
37 ALAI THE ALGER ETF TRUST 113,128.0 $5.2M 0.83% +31K +38.5% $45.64 -2.2%
38 CIBR FIRST TR EXCHANGE-TRADED FD 53,815.0 $4.8M 0.78% -594.0 -1.1% $89.85 +5.6%
39 SDVY FIRST TR EXCHANGE TRADED FD 108,364.0 $4.7M 0.75% -2K -1.9% $43.14 +1.7%
40 FXO FIRST TR EXCHANGE-TRADED FD 71,574.0 $4.5M 0.72% -6K -7.6% $62.46 +5.3%
Page 2 of 12  ·  222 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%