Proactive Wealth Strategies LLC has disclosed its latest holdings in a recent filing, revealing a total value of approximately $647.7 million as of September 30, 2026. This update is significant for the company as it reflects its investment strategies and positions in various sectors, particularly in technology and consumer markets.

The filing, accession number 0002043129-26-000005, highlights the firm’s investments in major companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc. The report indicates a total of 224 positions held by Proactive Wealth Strategies, emphasizing its active role in managing a diversified portfolio.

Background

Proactive Wealth Strategies LLC is based in Marietta, Georgia, and operates under the Central Index Key (CIK) number 0002043129. The firm is categorized as an investment management company, although it does not have a specific Standard Industrial Classification (SIC) code listed. Recent filings include a 13F-HR on November 9, 2026, and prior filings on August 10, 2026, and April 29, 2026.

What the Filing Says

The recent filing details that Proactive Wealth Strategies holds a total value of $647,745,800 across its investment portfolio. The report indicates that there are no amendments to the previous filings, and it includes a comprehensive summary of the firm’s holdings as of the end of the third quarter of 2026.

Impact

This filing may affect various stakeholders, including investors looking to understand Proactive's investment strategies and competitors in the investment management industry observing the firm's strategic moves. The significant investments in well-known companies like Apple and Amazon may indicate a focus on growth sectors, which could influence market trends and investor sentiment.

What's Next

The filing does not specify what happens next for Proactive Wealth Strategies LLC, leaving stakeholders to anticipate further developments in the firm’s investment strategies or future filings.