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Proactive Wealth Strategies LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002043129

$623.2M

disclosed book value

222

positions

7.4%

largest position share

Positions, as of 2026-06-30

top 100 of 222 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1FVFIRST TR EXCHANGE TRADED FD604,871$45.9M7.4%
2NVDANVIDIA CORPORATION139,435$27.9M4.5%
3PANWPALO ALTO NETWORKS INC67,278$22.9M3.7%
4AAPLAPPLE INC57,593$16.7M2.7%
5TBILRBB FD INC332,352$16.6M2.7%
6FTLSFIRST TR EXCH TRADED FD III181,593$13.4M2.2%
7QQQINVESCO QQQ TR17,273$12.7M2%
8GOOGLALPHABET INC33,012$11.8M1.9%
9LLYELI LILLY & CO9,669$11.6M1.9%
10PSLVSPROTT ASSET MANAGEMENT LP569,500$10.7M1.7%
11RDVYFIRST TR EXCHANGE TRADED FD126,221$10.2M1.6%
12FVDFIRST TR EXCHANGE-TRADED FD207,292$10.0M1.6%
13MSFTMICROSOFT CORP25,783$9.6M1.5%
14AMZNAMAZON COM INC39,804$9.5M1.5%
15AIRRFIRST TR EXCHANGE TRADED FD69,651$9.3M1.5%
16KOCOCA COLA CO112,373$9.1M1.5%
17MISLFIRST TR EXCHANGE-TRADED FD190,085$8.7M1.4%
18PHYSSPROTT ASSET MANAGEMENT LP287,086$8.7M1.4%
19FPXFIRST TR EXCHANGE-TRADED FD40,464$8.3M1.3%
20FYTFIRST TR EXCHANGE-TRADED ALP119,349$8.3M1.3%
21VMCVULCAN MATLS CO28,036$8.3M1.3%
22OSEAHARBOR ETF TRUST267,870$8.2M1.3%
23FTSMFIRST TR EXCHANGE-TRADED FD129,422$7.7M1.2%
24FDLFIRST TR EXCHANGE-TRADED FD157,158$7.6M1.2%
25AVUVAMERICAN CENTY ETF TR57,654$7.2M1.2%
26WINNHARBOR ETF TRUST220,794$7.2M1.2%
27WMTWALMART INC60,206$6.8M1.1%
28CRWDCROWDSTRIKE HLDGS INC8,858$6.8M1.1%
29FXLFIRST TR EXCHANGE-TRADED FD31,027$6.7M1.1%
30BXBLACKSTONE INC56,331$6.6M1.1%
31FDNFIRST TR EXCHANGE-TRADED FD24,640$6.5M1%
32METAMETA PLATFORMS INC11,533$6.5M1%
33HGERHARBOR ETF TRUST219,119$6.4M1%
34AMDADVANCED MICRO DEVICES INC10,084$5.9M0.9%
35NETCLOUDFLARE INC23,440$5.7M0.9%
36NFLXNETFLIX INC.79,944$5.7M0.9%
37ALAITHE ALGER ETF TRUST113,128$5.2M0.8%
38CIBRFIRST TR EXCHANGE-TRADED FD53,815$4.8M0.8%
39SDVYFIRST TR EXCHANGE TRADED FD108,364$4.7M0.8%
40FXOFIRST TR EXCHANGE-TRADED FD71,574$4.5M0.7%
41FCVTFIRST TR EXCHANGE-TRADED FD81,703$4.4M0.7%
42QQXTFIRST TR EXCHANGE-TRADED FD43,370$4.2M0.7%
43FTGSFIRST TR EXCHANGE-TRADED FD112,161$4.2M0.7%
44SKYYFIRST TR EXCHANGE-TRADED FD30,708$4.1M0.7%
45FTCFIRST TR EXCHANGE-TRADED ALP20,681$4.0M0.6%
46EMLPFIRST TR EXCHANGE-TRADED FD91,203$4.0M0.6%
47EMEQNOMURA ETF TR53,934$3.9M0.6%
48HDHOME DEPOT INC11,071$3.9M0.6%
49MEDTRONIC PLC47,819$3.7M0.6%
50TSLATESLA INC8,880$3.7M0.6%
51AGIXKRANESHARES TRUST79,472$3.7M0.6%
52ANETARISTA NETWORKS INC21,778$3.7M0.6%
53OMFLINVESCO EXCH TRD SLF IDX FD49,694$3.4M0.5%
54FNXFIRST TR EXCHANGE-TRADED ALP22,633$3.3M0.5%
55ONEVSPDR SERIES TRUST23,042$3.3M0.5%
56FBTFIRST TR EXCHANGE-TRADED FD13,152$3.3M0.5%
57IWFISHARES TR24,327$3.0M0.5%
58FYCFIRST TR EXCHANGE-TRADED ALP23,024$2.9M0.5%
59KVLEKRANESHARES TRUST102,806$2.9M0.5%
60KMBKIMBERLY-CLARK CORP26,203$2.9M0.5%
61COWZPACER FDS TR45,329$2.8M0.5%
62KNGFIRST TR EXCHANGE-TRADED FD55,436$2.8M0.4%
63IWPISHARES TR18,735$2.7M0.4%
64LRGGNOMURA ETF TR95,330$2.6M0.4%
65HAPIHARBOR ETF TRUST58,824$2.6M0.4%
66AMGNAMGEN INC7,193$2.6M0.4%
67DELLDELL TECHNOLOGIES INC6,007$2.6M0.4%
68IVWISHARES TR18,063$2.5M0.4%
69QQQMINVESCO EXCH TRADED FD TR II7,949$2.4M0.4%
70TJXTJX COS INC NEW15,042$2.3M0.4%
71CRWVCOREWEAVE INC22,272$2.2M0.4%
72VUGVANGUARD INDEX FDS25,466$2.2M0.4%
73VTIVANGUARD INDEX FDS5,903$2.2M0.4%
74FRTYTHE ALGER ETF TRUST86,330$2.1M0.3%
75FADFIRST TR EXCHANGE-TRADED ALP10,678$2.1M0.3%
76PTNQPACER FDS TR23,753$2.1M0.3%
77SYMSYMBOTIC INC46,174$2.1M0.3%
78IJHISHARES TR26,580$2.0M0.3%
79CNEQTHE ALGER ETF TRUST49,598$2.0M0.3%
80RVNUDBX ETF TR80,022$2.0M0.3%
81NXTGFIRST TR EXCHANGE-TRADED FD12,895$2.0M0.3%
82ILCGISHARES TR16,508$1.9M0.3%
83FTCSFIRST TR EXCHANGE-TRADED FD20,463$1.9M0.3%
84IVVISHARES TR2,522$1.9M0.3%
85MARMARRIOTT INTL INC NEW4,882$1.8M0.3%
86FXUFIRST TR EXCHANGE-TRADED FD35,797$1.8M0.3%
87OMFSINVESCO EXCH TRD SLF IDX FD31,765$1.7M0.3%
88ILDRFIRST TR EXCHNG TRADED FD VI43,096$1.7M0.3%
89VTVVANGUARD INDEX FDS7,760$1.7M0.3%
90FABFIRST TR EXCHANGE-TRADED ALP15,543$1.6M0.3%
91CATCATERPILLAR INC1,464$1.6M0.3%
92VEAVANGUARD TAX-MANAGED FDS21,831$1.6M0.2%
93EMREMERSON ELEC CO10,726$1.5M0.2%
94AVGOBROADCOM INC4,060$1.5M0.2%
95GRIDFIRST TR EXCHANGE-TRADED FD7,906$1.5M0.2%
96FSKFS KKR CAP CORP131,711$1.4M0.2%
97AVDEAMERICAN CENTY ETF TR15,063$1.3M0.2%
98BRK/BBERKSHIRE HATHAWAY INC DEL2,682$1.3M0.2%
99LDSFFIRST TR EXCHNG TRADED FD VI70,470$1.3M0.2%
100EXMOCEXXON MOBIL CORP9,596$1.3M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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