Proactive Wealth Strategies LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$1.1B
Holdings
210
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FV
FIRST TR EXCHANGE TRADED FD
Q1 2026: Exited (was 313.5k shares)
7.0%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1.3% (62.9k → 63.7k shares)
4.4%
03
$TBIL
RBB FD INC
Q1 2026: Exited (was 144.7k shares)
3.1%
04
$PSLV
SPROTT ASSET MANAGEMENT LP
Q1 2026: Exited (was 285.8k shares)
2.6%
05
$AAPL
APPLE INC
Q1 2026: Sold 29.4% (23.5k → 16.6k shares)
2.4%
06
$FTLS
FIRST TR EXCH TRADED FD III
Q1 2026: Exited (was 88.3k shares)
2.4%
07
$PANW
PALO ALTO NETWORKS INC
Q1 2026: Exited (was 29.3k shares)
1.9%
08
$PHYS
SPROTT ASSET MANAGEMENT LP
Q1 2026: Exited (was 143.5k shares)
1.9%
09
$FVD
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 104.7k shares)
1.8%
10
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +212.0% (7.4k → 23.2k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:27 UTC.