Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Proactive Wealth Strategies LLC (CIK 2043129) reported $532.0M across 210 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FV ($36.8M, 6.92%), NVDA ($23.1M, 4.35%), TBIL ($16.5M, 3.10%), PSLV ($13.9M, 2.62%), AAPL ($12.9M, 2.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FV | FIRST TR EXCHANGE TRADED FD | $36.8M | 6.92% | 609,498 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $23.1M | 4.35% | 132,665 | Added |
| 3 | TBIL | RBB FD INC | $16.5M | 3.10% | 331,021 | Added |
| 4 | PSLV | SPROTT ASSET MANAGEMENT LP | $13.9M | 2.62% | 571,348 | Added |
| 5 | AAPL | APPLE INC | $12.9M | 2.42% | 50,631 | Added |
| 6 | FTLS | FIRST TR EXCH TRADED FD III | $12.8M | 2.41% | 182,051 | Added |
| 7 | PANW | PALO ALTO NETWORKS INC | $10.3M | 1.93% | 64,004 | Added |
| 8 | PHYS | SPROTT ASSET MANAGEMENT LP | $10.2M | 1.91% | 286,988 | Added |
| 9 | QQQ | INVESCO QQQ TR | $9.8M | 1.84% | 16,913 | Added |
| 10 | FVD | FIRST TR EXCHANGE-TRADED FD | $9.8M | 1.84% | 207,927 | Added |
| 11 | GOOGL | ALPHABET INC | $9.4M | 1.76% | 32,643 | Added |
| 12 | RDVY | FIRST TR EXCHANGE TRADED FD | $8.7M | 1.63% | 127,271 | Added |
| 13 | MISL | FIRST TR EXCHANGE-TRADED FD | $8.5M | 1.61% | 191,122 | Added |
| 14 | MSFT | MICROSOFT CORP | $8.5M | 1.60% | 22,988 | Added |
| 15 | LLY | ELI LILLY & CO | $8.4M | 1.58% | 9,106 | Added |
| 16 | KO | COCA COLA CO | $8.2M | 1.53% | 107,208 | Added |
| 17 | FTSM | FIRST TR EXCHANGE-TRADED FD | $8.0M | 1.50% | 133,525 | Added |
| 18 | FDL | FIRST TR EXCHANGE-TRADED FD | $7.9M | 1.49% | 156,256 | Added |
| 19 | AMZN | AMAZON COM INC | $7.9M | 1.48% | 37,752 | Added |
| 20 | AIRR | FIRST TR EXCHANGE TRADED FD | $7.7M | 1.44% | 69,270 | Added |
| 21 | FYT | FIRST TR EXCHANGE-TRADED ALP | $7.6M | 1.42% | 122,605 | Added |
| 22 | WMT | WALMART INC | $7.6M | 1.42% | 60,758 | Added |
| 23 | COWZ | PACER FDS TR | $7.3M | 1.38% | 117,042 | Added |
| 24 | VMC | VULCAN MATLS CO | $7.3M | 1.37% | 26,850 | Added |
| 25 | NFLX | NETFLIX INC. | $6.9M | 1.30% | 72,132 | Added |
Source: SEC Form 13F filings · as of 2026-03-31