Managers / Q4 2025 · view latest →
Proactive Wealth Strategies LLC
CIK 0002043129 · 533 JOHNSON FERRY ROAD, BLDG C STE 100, MARIETTA, GA, 30068 · 770-971-4142
Reported Value
$252M
Q4 2025
Positions
152
Filings on Record
7
2019–present window
Filed
Feb 5, 2026
original filing
Summary
Proactive Wealth Strategies Llc reported $252M in U.S.-listed holdings across 152 positions for Q4 2025.
Its largest position, FV, represents 7.8% of the portfolio.
Compared with Q3 2025, the fund opened 14 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $532M | 210 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $252M | 152 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $232M | 141 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $211,802 | 135 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $187,537 | 130 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $191,936 | 128 | Jan 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $180,053 | 124 | Nov 4, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.