13F Insight
DOSSIER · 13F-HR · Q1 2026

Proactive Wealth Strategies LLC

$532M in tracked AUM across 210 positions as of Q1 2026.

PW
CIK 0002043129 · last filed Mar 31, 2026
Total AUM
$532M
as of Q1 2026
Holdings
210
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Proactive Wealth Strategies LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FV
FIRST TR EXCHANGE TRADED FD
$37M609K6.9%02
NVDA
NVIDIA CORPORATION
$23M133K4.3%03
TBIL
RBB FD INC
$17M331K3.1%04
PSLV
SPROTT ASSET MANAGEMENT LP
$14M571K2.6%05
AAPL
APPLE INC
$13M51K2.4%06
FTLS
FIRST TR EXCH TRADED FD III
$13M182K2.4%07
PANW
PALO ALTO NETWORKS INC
$10M64K1.9%08
PHYS
SPROTT ASSET MANAGEMENT LP
$10M287K1.9%09
FVD
FIRST TR EXCHANGE-TRADED FD
$10M208K1.8%10
QQQ
INVESCO QQQ TR
$10M17K1.8%

Filing history

2026Q1Mar 31
$532M▲ 110.9%
210 positionsView →2025Q4Dec 31
$252M▲ 8.6%
152 positionsView →2025Q3Sep 30
$232M▲ 9.7%
141 positionsView →2025Q2Jun 30
$212M▲ 12.9%
135 positionsLocked2025Q1Mar 31
$188M▼ 2.3%
130 positionsLocked2024Q4Dec 31
$192M▲ 6.6%
128 positionsLocked2024Q3Sep 30
$180M—
124 positionsLocked