Proactive Wealth Strategies LLC
•CIK: 2043129•Filing: Q4 2025
**Proactive Wealth Strategies LLC** manages $252M across a diversified portfolio of 152 positions. The fund exhibits significant concentration in technology and growth names, highlighted by top holdings including FV at $19.7M and NVDA at $11.7M. Further substantial allocations are maintained in TBIL ($7.2M), PSLV/U ($6.8M), and AAPL ($6.4M). This structure suggests a conviction-driven, high-conviction approach targeting outsized returns within select market sectors.
Total AUM
$252.3M
QoQ Performance
+8.7%
Positions
79
Top 10 Concentration
31.1%
Latest Filing
Q4 2025
Top Holdings Allocation
FV
FV7.8%
NVDA4.7%
TBIL2.9%
PSLV/U2.7%
AAPL2.5%
FTLS2.5%
PANW2.1%
MSFT2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.0%
Technology12.5%
Consumer5.1%
Healthcare3.5%
Consumer Staples1.5%
Communication1.0%
ETF0.5%
Financial0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
↑88 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024