Proactive Wealth Strategies LLC

CIK

2043129

Location

MARIETTA, GA

Portfolio Value

Micro $73,928,286

Diversification

Diversified

Filing Date

Global Rank

#3,643 / 8,232 ▲ 1872

Top Industry

Asset Management 15.2%

3Y Alpha vs SPY

+3.3%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+32.9%

SPY

+27.3%

Annualised alpha

+3.3%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

81 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.4%

−0.6 pts

Top 5

31.7%

−1.6 pts

Top 10

51.7%

−3.3 pts

HHI

392

Diversified−34

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$73,928,286	15
Financial Services	16.2%	$35,867,849	14
Communication Services	10.3%	$22,817,315	6
Consumer Defensive	9.2%	$20,382,749	7
Consumer Cyclical	9.1%	$20,263,913	11
Healthcare	8.1%	$18,005,519	8
Unclassified	4.9%	$10,881,620	3
Basic Materials	3.5%	$7,704,600	3
Industrials	3.0%	$6,545,820	8
Energy	1.3%	$2,991,552	3
Utilities	0.8%	$1,733,428	2
Real Estate	0.2%	$529,135	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	+285,577	571,348	$13,935,177
PHYS	Sprott Physical Gold Trust	+143,494	286,988	$10,170,854
AMC	Amc Entertainment Holdings, Inc.	+91,474	182,948	$179,289
NVDA	Nvidia Corp	+69,746	132,665	$23,136,776
FSK	FS KKR Capital Corp	+67,795	136,189	$1,386,404
KO	Coca Cola Co	+58,625	107,208	$8,153,168
NFLX	Netflix Inc	+45,197	72,132	$6,935,491
PANW	Palo Alto Networks Inc	+34,711	64,004	$10,261,121
WMT	Walmart Inc.	+33,931	60,758	$7,551,004
BX	Blackstone Inc.	+29,345	53,095	$6,105,394
MDT	Medtronic plc	+27,380	54,380	$4,712,027
AAPL	Apple Inc.	+27,086	50,631	$12,849,641
SYM	Symbotic Inc.	+26,549	41,334	$2,198,968
AMZN	Amazon Com Inc	+20,382	37,752	$7,862,609
KEY	Keycorp /New/	+18,563	36,741	$736,657
GOOGL	Alphabet Inc.	+16,605	32,643	$9,386,821
VMC	Vulcan Materials CO	+14,363	26,850	$7,311,255
CRWV	CoreWeave, Inc.	+12,631	19,358	$1,499,664
NET	Cloudflare, Inc.	+12,610	23,360	$4,820,102
MSFT	Microsoft Corp	+12,521	22,988	$8,509,467
KMB	Kimberly Clark Corp	+12,492	25,342	$2,444,742
F	Ford Motor Co	+12,283	22,467	$259,269
ANET	Arista Networks, Inc.	+10,979	21,728	$2,667,763
CRDF	Cardiff Oncology, Inc.	+10,000	20,000	$32,400
QQQ	Invesco Qqq Trust, Series 1	+9,484	16,913	$9,761,845
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	5,688	$933,571
SNOW	Snowflake Inc.	4,158	$627,109
CAT	Caterpillar Inc	737	$522,135
SO	Southern Co	3,830	$369,671
GSK	GSK plc	6,688	$369,110
IMAX	Imax Corp	9,600	$364,896
DOV	DOVER Corp	1,572	$327,683
SCHW	Schwab Charles Corp	3,478	$326,862
PEP	Pepsico Inc	1,920	$298,156
GEV	GE Vernova Inc.	340	$296,786
SYY	Sysco Corp	3,718	$265,204
OXY	Occidental Petroleum Corp /De/	3,912	$254,280
MCD	Mcdonalds Corp	815	$253,293
JNJ	Johnson & Johnson	1,001	$244,684
FFA	First Trust Enhanced Equity Income Fund	11,598	$236,599
V	Visa Inc.	778	$235,142
AFL	Aflac Inc	2,066	$226,660
AXP	American Express Co	747	$225,952
JPM	Jpmorgan Chase & Co	748	$220,031
BLK	BlackRock, Inc.	211	$202,920
PPG	Ppg Industries Inc	1,896	$202,644
USAR	USA Rare Earth, Inc.	12,600	$190,701
EVGO	EVgo Inc.	10,000	$17,200
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $73,928,286 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SHOP	Shopify Inc. Technology	Added	2,700	+1,350	$320,274	+47.4%	0.43%
NOW	ServiceNow, Inc. Technology	Added	4,680	+2,165	$489,294	+27.0%	0.66%
SNOW	Snowflake Inc. Technology	NEW	4,158	NEW	$627,109	NEW	0.85%
DELL	Dell Technologies Inc. Technology	NEW	5,688	NEW	$933,571	NEW	1.26%
PLTR	Palantir Technologies Inc. Technology	Added	8,130	+4,475	$1,189,256	+83.1%	1.61%
AVGO	Broadcom Inc. Technology	Added	4,108	+2,023	$1,271,467	+76.2%	1.72%
CRWV	CoreWeave, Inc. Technology	Added	19,358	+12,631	$1,499,664	+211.3%	2.03%
AMD	Advanced Micro Devices Inc Technology	Added	10,142	+5,071	$2,063,187	+90.0%	2.79%
ANET	Arista Networks, Inc. Technology	Added	21,728	+10,979	$2,667,763	+89.4%	3.61%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	8,426	+4,721	$3,289,594	+89.4%	4.45%
NET	Cloudflare, Inc. Technology	Added	23,360	+12,610	$4,820,102	+127.4%	6.52%
MSFT	Microsoft Corp Technology	Added	22,988	+12,521	$8,509,467	+68.1%	11.51%
PANW	Palo Alto Networks Inc Technology	Added	64,004	+34,711	$10,261,121	+90.2%	13.88%
AAPL	Apple Inc. Technology	Added	50,631	+27,086	$12,849,641	+100.7%	17.38%
NVDA	Nvidia Corp Technology	Added	132,665	+69,746	$23,136,776	+97.2%	31.30%