Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PROATHLETE WEALTH MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

PROATHLETE WEALTH MANAGEMENT LLC (CIK 2012065) reported $360.5M across 291 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($101.6M, 28.19%), IWF ($47.2M, 13.09%), IWD ($32.9M, 9.13%), IJR ($28.2M, 7.83%), QQQ ($18.1M, 5.02%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES CORE S&P 500 ETF$101.6M28.19%155,371Added
2IWFISHARES RUSSELL 1000 GROWTH ETF$47.2M13.09%110,460Added
3IWDISHARES RUSSELL 1000 VALUE ETF$32.9M9.13%153,566Added
4IJRISHARES CORE S&P SMALL-CAP ETF$28.2M7.83%226,928Added
5QQQINVESCO QQQ TR$18.1M5.02%31,325Added
6IEFAISHARES CORE MSCI EAFE ETF$15.3M4.23%168,468Trimmed
7AVUVAVANTIS US SMALL CAP VALUE ETF$12.7M3.51%113,960Added
8VWOVANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES$8.9M2.47%164,521Added
9IBITISHARES BITCOIN TRUST ETF$8.4M2.33%216,802Added
10NEARISHARES SHORT DURATION BOND ACTIVE ETF$8.1M2.25%159,332Added
11IEIISHARES 3-7 YEAR TREASURY BOND ETF$7.8M2.15%65,399Added
12MUBISHARES NATIONAL MUNI BOND ETF$7.1M1.96%66,561Added
13AVDEAVANTIS INTERNATIONAL EQUITY ETF$7.0M1.94%82,374Added
14VEAVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES$5.3M1.46%81,938Added
15MSFTMICROSOFT CORP$4.2M1.16%11,325Trimmed
16GOOGLALPHABET INC CLASS CLASS A$3.8M1.07%13,369Trimmed
17NVDANVIDIA CORP$2.7M0.76%15,677Trimmed
18AMZNAMAZON.COM INC$2.7M0.76%13,098Trimmed
19SPYSTATE STREET SPDR S&P 500 ETF TRUST$1.9M0.54%2,982Added
20SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF$1.8M0.51%40,384Hold
21WMTWALMART INC$1.6M0.46%13,231Trimmed
22JPMJPMORGAN CHASE & CO$1.6M0.44%5,450Trimmed
23AXPAMERICAN EXPRESS CO$1.4M0.39%4,609Added
24NFLXNETFLIX INC$1.3M0.36%13,354Trimmed
25IBMIBM CORP$1.1M0.32%4,721Trimmed

Source: SEC Form 13F filings · as of 2026-03-31