13F Filings History of Proactive Wealth Strategies LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$252,346,000
Signature - Title
Ashleigh Swayze - Counsel
Location
Marietta, GA
Summary
This page shows a list of all the recent 13F filings made by Proactive Wealth Strategies LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Proactive Wealth Strategies LLC reported 152 stock holdings with total value $252,346,000 as of Q4 2025. Top holdings included FV, NVDA, TBIL, PSLV, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 152 $252,346,000 +$24,748,434 -$8,739,402 +$16,009,032 FV, NVDA, TBIL, PSLV, AAPL 13F-HR 04 Feb 2026, 18:39
Q3 2025 141 $232,247,433 +$8,816,854 -$4,050,477 +$4,766,377 FV, NVDA, TBIL, FTLS, PANW 13F-HR 05 Nov 2025, 20:58
Q2 2025 135 $211,802,000 +$18,800,938 -$11,852,661 +$6,948,277 FV, NVDA, TBIL, FTLS, FVD 13F-HR 13 Aug 2025, 17:23
Q1 2025 130 $187,537,000 +$14,706,334 -$9,876,697 +$4,829,637 FV, TBIL, NVDA, FTLS, FVD 13F-HR 23 Apr 2025, 10:05
Q4 2024 128 $191,936,000 +$20,707,458 -$10,523,388 +$10,184,070 FV, NVDA, TBIL, FVD, AAPL 13F-HR 31 Jan 2025, 14:25
Q3 2024 124 $180,053,000 $0 $0 $0 FV, FVD, TBIL, NVDA, AAPL 13F-HR 04 Nov 2024, 15:22