Proactive Wealth Strategies LLC
Q1 2026 13F Holdings
Location
Marietta, GA
Holdings as of
3/31/2026
Value ($000)
$532,019
Num holdings
210
Date filed
4/29/2026
Form type
13F-HR
Prev filing
2/4/2026
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
2025 Q4
2025 Q3
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2025 Q1
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type