Proactive Wealth Strategies
Proactive Wealth Strategies reported 222 stocks worth $623M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are FV (7.4%), NVDA (4.5%) and PANW (3.7%). Compared with Q1 2026, the fund added to NVDA, PANW and AAPL, trimmed FV, FTLS and PSLV and sold out of PEP, OXY and BLK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FV First Trust | $45.9M | 7.4% | 605K | −4,627 (−1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $27.9M | 4.5% | 139K | +6,770 (+5%) | 8 of 8 | |
| 3 |  PANW Palo Alto Networks Inc | $22.9M | 3.7% | 67K | +3,274 (+5%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $16.7M | 2.7% | 58K | +6,962 (+14%) | 8 of 8 | |
| 5 |  TBIL US Treasury 3 Month Bill | $16.6M | 2.7% | 332K | +1,331 (+0%) | 8 of 8 | |
| 6 |  FTLS First TR Exch Traded FD III | $13.4M | 2.1% | 182K | −458 (−0%) | 8 of 8 | |
| 7 |  QQQ Invesco Qqq TR | $12.7M | 2.0% | 17K | +360 (+2%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $11.8M | 1.9% | 33K | +369 (+1%) | 8 of 8 | |
| 9 |  LLY Eli Lilly & Co | $11.6M | 1.9% | 9,669 | +563 (+6%) | 8 of 8 | |
| 10 |  PSLV Sprott Physical Silver TR | $10.7M | 1.7% | 570K | −1,848 (−0%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Proactive Wealth Strategies 13F FAQ
What does Proactive Wealth Strategies own?
Proactive Wealth Strategies reported 222 stocks worth $623M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are FV (7.4%), NVDA (4.5%) and PANW (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Proactive Wealth Strategies buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 111 added to, 77 trimmed and 4 sold out. It sold all of PEP, OXY and BLK.
When will Proactive Wealth Strategies file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Proactive Wealth Strategies's portfolio worth?
The Q2 2026 filing reports $623M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.