Fund HoldingsProactive Wealth Strategies LLC

Total Portfolio Value
$623.16M
Total Bought
$99.05M
Total Sold
$41.56M
Net Transaction
+$57.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
PALO ALTO NETWORKS INC(PANW)64,00467,278+3,27410,26122,9433.68%+12,682
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
609,498604,871-4,62736,83645,8977.37%+9,061
FIRST TR EXCHANGE-TRADED FD14,077190,085+176,0081538,7001.40%+8,547
NVIDIA CORPORATION(NVDA)132,665139,435+6,77023,13927,9044.48%+4,765
FIRST TR EXCHANGE-TRADED FD14,07743,370+29,2931534,2330.68%+4,080
FIRST TR EXCHANGE-TRADED FD14,077112,161+98,0841534,1500.67%+3,997
APPLE INC(AAPL)50,63157,593+6,96212,85216,6672.67%+3,816
ADVANCED MICRO DEVICES INC(AMD)10,14210,084-582,0635,8580.94%+3,795
CROWDSTRIKE HLDGS INC(CRWD)8,4268,858+4323,2906,7601.08%+3,470
ELI LILLY & CO(LLY)9,1069,669+5638,38611,6101.86%+3,225
KRANESHARES TRUST18,34079,472+61,1326013,7260.60%+3,125
INVESCO QQQ TR16,91317,273+3609,77512,7362.04%+2,962
THE ALGER ETF TRUST81,658113,128+31,4702,6985,1630.83%+2,465
ALPHABET INC(GOOG)32,64333,012+3699,38711,7971.89%+2,410
NOMURA ETF TR41,27053,934+12,6641,8613,9300.63%+2,068
FIRST TR EXCHANGE-TRADED FD40,61340,464-1496,4508,3431.34%+1,893
AMERICAN CENTY ETF TR48,29257,654+9,3625,3347,1941.15%+1,860
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
31,16931,027-1424,9526,7411.08%+1,788
DELL TECHNOLOGIES INC(DELL)5,6886,007+3199332,5920.42%+1,659
AMAZON COM INC(AMZN)37,75239,804+2,0527,8639,4871.52%+1,624
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
69,27069,651+3817,6779,2841.49%+1,608
HARBOR ETF TRUST
INTERNATNAL COMP
229,294267,870+38,5766,6388,1811.31%+1,543
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
127,271126,221-1,0508,68910,2311.64%+1,542
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
54,40953,815-5943,4104,8350.78%+1,425
HARBOR ETF TRUST
LONG TERM GROWER
217,364220,794+3,4306,0277,1691.15%+1,142
THE ALGER ETF TRUST29,74049,598+19,8589262,0470.33%+1,121
MICROSOFT CORP(MSFT)22,98825,783+2,7958,5149,6221.54%+1,108
CATERPILLAR INC(CAT)7371,464+7275231,5610.25%+1,038
ARISTA NETWORKS INC(ANET)21,72821,778+502,6683,7000.59%+1,032
COCA COLA CO(KO)107,208112,373+5,1658,1539,1331.47%+980
META PLATFORMS INC(META)9,64611,533+1,8875,5226,5011.04%+979
VULCAN MATLS CO(VMC)26,85028,036+1,1867,3108,2711.33%+961
THE ALGER ETF TRUST60,83086,330+25,5001,1852,1420.34%+958
CLOUDFLARE INC(NET)23,36023,440+804,8205,7490.92%+929
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
21,80923,024+1,2152,1152,9320.47%+817
FIRST TR EXCHANGE-TRADED ALP
COM SHS
20,77620,681-953,2034,0070.64%+805
FIRST TR EXCHANGE-TRADED FD
CLOUD COMPUTING
30,70830,70803,3584,1320.66%+774
FIRST TR EXCHANGE-TRADED ALP
SML CAP VAL ALPH
122,605119,349-3,2567,5768,3321.34%+756
FIRST TR EXCHANGE-TRADED FD24,79624,640-1565,8036,5231.05%+720
COREWEAVE INC(CRWV)19,35822,272+2,9141,5002,2170.36%+717
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
83,22081,703-1,5173,6764,3930.71%+717
INTUITIVE SURGICAL INC14,0772,176-11,9011538650.14%+712
TJX COS INC NEW(TJX)9,88715,042+5,1551,5792,2790.37%+700
FEDERATED HERMES ETF TRUST
MDT LARGE CAP
017,720+17,72006230.10%+623
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
182,051181,593-45812,81013,4012.15%+592
FEDERATED HERMES ETF TRUST
MDT LARGE CAP
016,460+16,46005900.09%+590
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
12,45812,895+4371,3941,9770.32%+583
SNOWFLAKE INC(SNOW)4,1584,668+5106271,1880.19%+561
HARBOR ETF TRUST
COMM ALL WEA ETF
189,644219,119+29,4755,8816,4291.03%+548
BLACKSTONE INC(BX)53,09556,331+3,2366,1056,6271.06%+523
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
8,0857,949-1361,9212,4090.39%+488
VANGUARD INDEX FDS7671,364+5974599370.15%+478
FIRST TR EXCHNG TRADED FD VI
INNOVATION LEAD
41,75643,096+1,3401,2441,6910.27%+448
FIRST TR EXCHANGE-TRADED ALP
COM SHS
10,67410,678+41,6962,1350.34%+439
TESLA INC(TSLA)8,8768,880+43,3003,7350.60%+435
ISHARES TR18,14918,063-862,0532,4840.40%+432
KIMBERLY-CLARK CORP(KMB)25,34226,203+8612,4452,8760.46%+431
FIRST TR EXCHANGE-TRADED FD14,09813,152-9462,8313,2600.52%+429
KRANESHARES TRUST99,356102,806+3,4502,4722,8950.46%+423
MICRON TECHNOLOGY INC(MU)0366+36604230.07%+423
FIRST TR EXCHANGE-TRADED ALP
COM SHS
22,59222,633+412,8973,3120.53%+415
AMERICAN CENTY ETF TR11,06915,063+3,9949391,3430.22%+404
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
50,06949,694-3753,0103,4060.55%+396
ISHARES TR6,16224,327+18,1652,6283,0210.48%+393
PACER FDS TR
TRENDPILOT 100
23,75323,75301,7332,1060.34%+373
RBB FD INC
US TREASY 2 YR
07,416+7,41603560.06%+356
INTEL CORP(INTC)02,485+2,48503470.06%+347
IONQ INC(IONQ)06,360+6,36003390.05%+339
ISHARES TR2,3812,522+1411,5551,8870.30%+332
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
110,418108,364-2,0544,3544,6750.75%+321
RIGETTI COMPUTING INC(RGTI)016,440+16,44003180.05%+318
VANGUARD INDEX FDS4,31925,466+21,1471,8892,1940.35%+304
ISHARES TR25,85426,580+7261,7462,0490.33%+304
ISHARES TR19,04218,735-3072,4402,7430.44%+303
FIRST TR EXCHNG TRADED FD VI
MULTI STRATEGY
15,54727,940+12,3933786710.11%+294
VANGUARD INDEX FDS5,8945,903+91,8912,1840.35%+293
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
5,6467,252+1,6065118040.13%+293
HARBOR ETF TRUST
HUMAN CAP LARGE
58,66058,824+1642,3272,6110.42%+284
VANGUARD MUN BD FDS05,430+5,43002750.04%+275
BROADCOM INC(AVGO)4,1084,060-481,2711,5340.25%+263
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
31,66131,765+1041,4331,6940.27%+262
ROYAL BK CDA(RY)01,230+1,23002550.04%+255
VANGUARD WELLINGTON FD01,016+1,01602540.04%+254
MARRIOTT INTL INC NEW(MAR)4,7964,882+861,5681,8100.29%+242
ASML HLDG NV
N Y REGISTRY SHS
0116+11602310.04%+231
VALERO ENERGY CORP(VLO)0884+88402300.04%+230
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
7,8777,906+291,2891,5160.24%+228
FIRST TR EXCHANGE-TRADED ALP
COM SHS
01,512+1,51202180.03%+218
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
28,08027,168-9121,0171,2350.20%+218
ISHARES TR01,445+1,44502090.03%+209
FIRST TR EXCHANGE-TRADED FD
SHS
207,927207,292-6359,7799,9871.60%+209
SPDR SERIES TRUST
ST STR R1K LOWV
23,04123,042+13,0913,2970.53%+205
ISHARES TR02,062+2,06202030.03%+203
HOME DEPOT INC(HD)11,34211,071-2713,7313,9040.63%+172
AMC ENTMT HLDGS INC(AMC)182,948182,94801793480.06%+168
ISHARES TR18,46816,508-1,9601,7631,9320.31%+168
NOMURA ETF TR95,94095,330-6102,4582,6210.42%+163
FIRST TR EXCHANGE-TRADED FD
S NETWRK FUT VEH
5,0424,737-3054075610.09%+154
VANGUARD TAX-MANAGED FDS21,87721,831-461,4021,5550.25%+154
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
7,0047,029+256568070.13%+151
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Proactive Wealth Strategies LLC — 13F Holdings — Q2 2026 | TickerTrail