Proactive Wealth Strategies LLC
Proactive Wealth Strategies LLC reported 222 holdings worth US$623M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Proactive Wealth Strategies LLC reported 222 holdings worth US$623M as of Jun 30, 2026. Largest: Nvidia Corporation, Palo Alto Networks, Inc. and Apple Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 222
- Value as reported
- US$623M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 139K | US$27.9M | 4.5% |
| Palo Alto Networks, Inc. | 67,278 | US$22.9M | 3.7% |
| Apple Inc | 57,593 | US$16.7M | 2.7% |
| Alphabet Inc (google) Class C | 34,247 | US$12.2M | 2.0% |
| Eli Lilly And Company | 9,669 | US$11.6M | 1.9% |
| Microsoft Corp. | 25,783 | US$9.62M | 1.5% |
| Amazon.com, Inc. | 39,804 | US$9.49M | 1.5% |
| Coca-cola Company (the) | 112K | US$9.13M | 1.5% |
| Vulcan Materials Company (holding Company) | 28,036 | US$8.27M | 1.3% |
| Walmart Inc. | 60,206 | US$6.82M | 1.1% |
| Crowdstrike Holdings, Inc. | 8,858 | US$6.76M | 1.1% |
| Blackstone Inc. | 56,331 | US$6.63M | 1.1% |
| Meta Platforms, Inc. | 11,533 | US$6.5M | 1.0% |
| Advanced Micro Devices Inc | 10,084 | US$5.86M | 0.94% |
| Cloudflare, Inc. | 23,440 | US$5.75M | 0.92% |
| Netflix, Inc. | 79,944 | US$5.71M | 0.92% |
| Home Depot, Inc. (the) | 11,071 | US$3.9M | 0.63% |
| Tesla, Inc. | 8,880 | US$3.73M | 0.60% |
| Arista Networks, Inc. | 21,778 | US$3.7M | 0.59% |
| Kimberly-clark Corporation | 26,203 | US$2.88M | 0.46% |
| Amgen Inc. | 7,193 | US$2.6M | 0.42% |
| Dell Technologies Inc. | 6,007 | US$2.59M | 0.42% |
| Tjx Companies, Inc. (the) | 15,042 | US$2.28M | 0.37% |
| Coreweave, Inc. | 22,272 | US$2.22M | 0.36% |
| Symbotic Inc. | 46,174 | US$2.08M | 0.33% |
| Marriott International | 4,882 | US$1.81M | 0.29% |
| Caterpillar, Inc. | 1,464 | US$1.56M | 0.25% |
| Emerson Electric Company | 10,726 | US$1.54M | 0.25% |
| Broadcom Inc. | 4,060 | US$1.53M | 0.25% |
| Fs Kkr Capital Corp. | 132K | US$1.38M | 0.22% |
| Berkshire Hathaway Inc. | 2,682 | US$1.34M | 0.22% |
| Exxon Mobil Corporation | 9,596 | US$1.31M | 0.21% |
| Nextera Energy, Inc. | 13,934 | US$1.22M | 0.20% |
| Snowflake Inc. | 4,668 | US$1.19M | 0.19% |
| Palantir Technologies Inc. | 8,360 | US$975K | 0.16% |
| Cintas Corporation | 5,366 | US$913K | 0.15% |
| Chevron Corporation | 5,398 | US$895K | 0.14% |
| Intuitive Surgical, Inc. | 2,176 | US$865K | 0.14% |
| Keycorp | 37,067 | US$854K | 0.14% |
| Kroger Company (the) | 15,167 | US$842K | 0.14% |
| Bank Of America Corporation | 13,065 | US$745K | 0.12% |
| Thermo Fisher Scientific Inc | 1,319 | US$663K | 0.11% |
| Lowe's Companies, Inc. | 2,892 | US$637K | 0.10% |
| Costco Wholesale Corporation | 642 | US$602K | 0.10% |
| Dick's Sporting Goods Inc | 2,584 | US$586K | 0.09% |
| Old Dominion Freight Line, Inc. | 2,581 | US$559K | 0.09% |
| American Healthcare Reit, Inc. | 10,570 | US$551K | 0.09% |
| Ge Aerospace | 1,384 | US$517K | 0.08% |
| Servicenow, Inc. | 4,480 | US$445K | 0.07% |
| Micron Technology, Inc. | 366 | US$423K | 0.07% |
| Ge Vernova Inc. | 341 | US$401K | 0.06% |
| Imax Corporation | 9,600 | US$383K | 0.06% |
| Southern Company (the) | 3,848 | US$368K | 0.06% |
| Omnicom Group Inc. | 5,057 | US$368K | 0.06% |
| Gsk Plc | 6,742 | US$353K | 0.06% |
| Dover Corporation | 1,556 | US$349K | 0.06% |
| Amc Entertainment Holdings, Inc. | 183K | US$348K | 0.06% |
| Intel Corporation | 2,485 | US$347K | 0.06% |
| Ionq, Inc. | 6,360 | US$339K | 0.05% |
| Usa Rare Earth, Inc. | 15,100 | US$326K | 0.05% |
| Charles Schwab Corporation (the) | 3,489 | US$322K | 0.05% |
| Rigetti Computing, Inc. | 16,440 | US$318K | 0.05% |
| Sysco Corporation | 3,744 | US$313K | 0.05% |
| Shopify Inc. | 2,700 | US$308K | 0.05% |
| Ford Mtr Co Del | 20,774 | US$289K | 0.05% |
| Visa Inc. | 816 | US$280K | 0.04% |
| Johnson & Johnson | 1,005 | US$255K | 0.04% |
| Royal Bank Of Canada | 1,230 | US$255K | 0.04% |
| American Express Company | 748 | US$253K | 0.04% |
| Jp Morgan Chase & Co. | 752 | US$246K | 0.04% |
| Aflac Incorporated | 2,077 | US$244K | 0.04% |
| Ppg Industries, Inc. | 1,906 | US$231K | 0.04% |
| Asml Holding Nv | 116 | US$231K | 0.04% |
| Valero Energy Corporation | 884 | US$230K | 0.04% |
| Mcdonald's Corporation | 819 | US$221K | 0.04% |
| Brown Forman Inc | 7,790 | US$208K | 0.03% |
| Quantum Computing Inc. | 14,000 | US$136K | 0.02% |
| Cardiff Oncology, Inc. | 20,000 | US$26,000 | <0.01% |
| Evgo Inc. | 10,000 | US$19,100 | <0.01% |
| Occidental Petroleum Corporation | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Blackrock, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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