StockDriftsStockDriftsTop 50 Proactive Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FV | FIRST TR EXCHANGE TRADED FD | 7.37% | 604.9K | $45.9M | -0.76%(-4.63K) | $59.66(+23.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.48% | 139.4K | $27.9M | +5.10%(+6.77K) | $157.23(+43.78%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.68% | 67.3K | $22.9M | +5.12%(+3.27K) | $178.75(+111.59%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.67% | 57.6K | $16.7M | +13.75%(+6.96K) | $245.89(+24.19%) | 2026-06-30 | |
| TBIL | RBB FD INC | 2.66% | 332.4K | $16.6M | +0.40%(+1.33K) | $49.93(-0.01%) | 2026-06-30 | |
| FTLS | FIRST TR EXCH TRADED FD III | 2.15% | 181.6K | $13.4M | -0.25%(-458) | $67.18(+13.71%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.04% | 17.3K | $12.7M | +2.13%(+360) | $560.81(+30.62%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.89% | 33.0K | $11.8M | +1.13%(+369) | $242.24(+42.31%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.86% | 9.7K | $11.6M | +6.18%(+563) | $915.82(+28.78%) | 2026-06-30 | |
| PSLV | SPROTT ASSET MANAGEMENT LP | 1.72% | 569.5K | $10.7M | -0.32%(-1.85K) | $18.35(+17.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.73% |
Proactive Wealth Strategies LLC reports $623.16M in US-listed equity holdings across 222 positions in its most recent 13F filing. Its largest disclosed positions are FV (7.4%), NVDA (4.5%) and PANW (3.7%). The top 20 holdings account for 45.25% of reported assets. Its disclosed equity book has returned +29.88% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Proactive Wealth Strategies LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043129). View Proactive Wealth Strategies LLC’s 13F filings on SEC