Proactive Wealth Strategies LLC
All 13F Filings
- Location
- Marietta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 252,346
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 152 | 252,346 | 13F-HR | Proactive Wealth Strategies LLC |
| Q3 2025 | 11/6/2025 | 141 | 232,247 | 13F-HR | Proactive Wealth Strategies LLC |
| Q2 2025 | 8/13/2025 | 135 | 211,802 | 13F-HR | Proactive Wealth Strategies LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 207.7 K | 82.4% | 20.4 K | 0 | 20.4 K |
| ETFs | 44.04 K | 17.5% | 0 | 300 | -300 |
| Debt | 320 | 0.1% | 0 | 3 | -3 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
252,346
Holdings
152
QoQ value change ($000)
20,099
(8.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.