Proactive Wealth Strategies LLC filed a Form 13F-HR on November 6, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 224 separate equity positions held by the firm.
The largest position disclosed in the filing is a holding in 3M Company, with 3,425,542 shares. The firm also holds significant stakes in Advanced Micro Devices Inc., with 10,160 shares, and Alibaba Group Holding Ltd. Sponsored ADRs, with 4,137 shares.
The portfolio includes a mix of large-cap technology stocks and exchange-traded funds. Apple Inc. is held with 59,394 shares, while Amazon.com Inc. is held with 42,626 shares. Other notable holdings include Broadcom Inc. with 3,925 shares, Eli Lilly & Co. with 9,798 shares, and Mastercard Incorporated Class A with 381 shares.
The filing also details numerous positions in ETFs, including First Trust Exchange-Traded Fund Series I, Invesco Exchange-Traded Fund Trust II, and iShares Core ETFs. Specific ETF holdings include First Trust NASDAQ Artificial Intelligence ETF with 7,242 shares, iShares Core S&P 500 ETF with 2,269 shares, and Invesco QQQ Trust Unit Series 1 with 16,897 shares.
The filing was signed by Counsel Ashleigh Swayze from Princeton, New Jersey, representing the firm's Marietta, Georgia office.
