Proactive Wealth Strategies LLC
All 13F Filings
- Location
- Marietta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 623,162
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 222 | 623,162 | 13F-HR | Proactive Wealth Strategies LLC |
| Q1 2026 | 4/29/2026 | 210 | 532,019 | 13F-HR | Proactive Wealth Strategies LLC |
| 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 | 407.7 K | 65.5% | 45.93 K | 0 | 45.93 K |
| ETFs | 213.9 K | 34.4% | 45.08 K | 0 | 45.08 K |
| Debt | 849 | 0.1% | 3 | 0 | 3 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
623,162
Holdings
222
QoQ value change ($000)
91,143
(17.1%)
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.