Proactive Wealth Strategies LLC - Portfolio overview

Proactive Wealth Strategies LLC has 212 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FV - FIRST TR EXCHANGE TRADED FD, 6.85%
2. NVDA - NVIDIA CORPORATION, 4.30%
3. TBIL - RBB FD INC, 3.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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