StockDriftsStockDriftsTop 50 Proathlete Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 28.45% | 153.5K | $115.0M | -1.20%(-1.87K) | $508.47(+52.88%) | 2026-06-30 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 13.48% | 438.8K | $54.5M | -0.70%(-3.07K) | $81.43(+53.86%) | 2026-06-30 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 8.82% | 147.0K | $35.7M | -4.25%(-6.52K) | $182.76(+41.41%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 8.39% | 228.6K | $33.9M | +0.75%(+1.71K) | $105.29(+41.28%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.73% | 31.5K | $23.2M | +0.42%(+133) | $425.73(+69.31%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 3.98% | 166.4K | $16.1M | -1.25%(-2.11K) | $68.23(+48.09%) | 2026-06-30 | |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 3.47% | 112.5K | $14.0M | -1.28%(-1.46K) | $92.97(+37.11%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | 2.45% | 166.0K | $9.9M | +0.87%(+1.43K) | $42.93(+40.71%) | 2026-06-30 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 1.97% | 74.1K | $8.0M | +11.28%(+7.51K) | $106.10(-0.14%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 1.91% | 232.3K | $7.7M | +7.15%(+15.49K) | $43.41(-16.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +46.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +46.08% |
Proathlete Wealth Management LLC reports $404.05M in US-listed equity holdings across 300 positions in its most recent 13F filing. Its largest disclosed positions are IVV (28.4%), IWF (13.5%) and IWD (8.8%). The top 20 holdings account for 90.4% of reported assets. Its disclosed equity book has returned +46.13% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Proathlete Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Proathlete Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012065). View Proathlete Wealth Management LLC’s 13F filings on SEC