Arkolith/Funds/Proathlete Wealth Management LLC

Proathlete Wealth Management LLC

CIK 2012065Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Proathlete Wealth Management LLC holds a concentrated book of 300 reported positions worth $404.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Vistra Corp and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 28% of the reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Proathlete Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
16
bought for the first time
+13 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
13
exited the position entirely
+10 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.0%
+15.3%/yr · since Oct '24
Their reported book
+26.7%
held from quarter-end
S&P 500
+33.1%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Dec '25May '26Sep '26
Proathlete Wealth Management LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.3 points over this window.

Growth of $10,000 cloning Proathlete Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
65%
Top 10 holdings
79%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

14% mapped to company sectors

ETFs / funds
86%
Information Technology
5%
Financials
4%
Consumer Discretionary
2%
Health Care
1%

+8 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Proathlete Wealth Management LLC

Manager / fundShared namesTheir $ in those
Swiss Re Ltd46 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$156.7M
Prospect Hill Management, LLC9 / 80$233.1M
Draper Asset Management, LLC10 / 80$174.8M
Ramsey Quantitative Systems8 / 80$98.3M
Emerald Advisors, LLC41 / 80$686.5M
9823 Capital, L.P.9 / 80$126.4M
Capital & Planning, LLC25 / 80$158.9M

Ranked by the share of each fund's own book sitting in the names it shares with Proathlete Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

300 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Core S&P 500 ETF
UIT EXCHANGE TRADED
$115.0M153.5K
28.5%
−1.2%
Reduced · −2K sh
2Ishares Russell 1000 Growth ETF
UIT EXCHANGE TRADED
$54.5M438.8K
13.5%
+297%
Added · +328K sh
3Ishares Russell 1000 Value ETF
UIT EXCHANGE TRADED
$35.7M147.0K
8.8%
−4.2%
Reduced · −7K sh
4Ishares Core S&P Small-Cap ETF
UIT EXCHANGE TRADED
$33.9M228.6K
8.4%
+0.8%
Added · +2K sh
5Invesco QQQ TR
UIT EXCHANGE TRADED
$23.2M31.5K
5.7%
+0.4%
Added · +133 sh
6Ishares Core Msci Eafe ETF
UIT EXCHANGE TRADED
$16.1M166.4K
4.0%
−1.3%
Reduced · −2K sh
7Avantis US Small Cap Value ETF
UIT EXCHANGE TRADED
$14.0M112.5K
3.5%
−1.3%
Reduced · −1K sh
8Vanguard Ftse Emerging Markets Index Fund ETF Shares
UIT EXCHANGE TRADED
$9.9M166.0K
2.5%
+0.9%
Added · +1K sh
9Ishares National Muni Bond ETF
UIT EXCHANGE TRADED
$8.0M74.1K
2.0%
+11%
Added · +8K sh
10Ishares Bitcoin Trust ETF
UIT EXCHANGE TRADED
$7.7M232.3K
1.9%
+7.1%
Added · +15K sh
11Ishares Short Duration Bond Active ETF
UIT EXCHANGE TRADED
$7.7M154.8K
1.9%
−2.9%
Reduced · −5K sh
12Ishares 3-7 Year Treasury Bond ETF
UIT EXCHANGE TRADED
$7.6M64.3K
1.9%
−1.7%
Reduced · −1K sh
13Avantis International Equity ETF
UIT EXCHANGE TRADED
$7.3M81.9K
1.8%
−0.6%
Reduced · −482 sh
14Vanguard Ftse Developed Markets Index Fund ETF Shares
UIT EXCHANGE TRADED
$5.9M83.2K
1.5%
+1.6%
Added · +1K sh
15Alphabet Inc Class A
COMMON STOCK
$4.7M13.1K
1.2%
−2.3%
Reduced · −304 sh
16Microsoft Corp
COMMON STOCK
$4.2M11.2K
1.0%
−1.3%
Reduced · −143 sh
17Nvidia Corp
COMMON STOCK
$3.1M15.4K
0.8%
−1.6%
Reduced · −245 sh
18Amazon.com Inc
COMMON STOCK
$3.1M12.9K
0.8%
−1.7%
Reduced · −227 sh
19State Street SPDR S&P 500 ETF Trust
UIT EXCHANGE TRADED
$2.0M2.7K
0.5%
−8.9%
Reduced · −267 sh
20State Street SPDR Portfolio S&P 500 High Dividend ETF
UIT EXCHANGE TRADED
$1.9M40.4K
0.5%
Held
21JPMorgan Chase & Co
COMMON STOCK
$1.8M5.5K
0.4%
+0.3%
Added · +19 sh
22American Express Co
COMMON STOCK
$1.6M4.7K
0.4%
+1.1%
Added · +49 sh
23Walmart Inc
COMMON STOCK
$1.5M13.2K
0.4%
−0.2%
Reduced · −25 sh
24Ibm Corp
COMMON STOCK
$1.3M4.7K
0.3%
+0.1%
Added · +7 sh
25Apple Inc
COMMON STOCK
$1.3M4.5K
0.3%
+0.6%
Added · +28 sh
26Texas Instrs Inc
COMMON STOCK
$1.2M3.9K
0.3%
+0.4%
Added · +16 sh
27Citigroup Inc
COMMON STOCK
$1.1M7.9K
0.3%
−1.7%
Reduced · −136 sh
28Space Ex Tech Spacex Class A
COMMON STOCK
$1.1M6.5K
0.3%
Listed
Newly reportable
29Meta Platforms Inc Class A
COMMON STOCK
$1.1M1.9K
0.3%
+1.1%
Added · +21 sh
30Progressive Corp Oh
COMMON STOCK
$1.1M4.8K
0.3%
−2.3%
Reduced · −112 sh
31The Coca-Cola Co
COMMON STOCK
$1.0M12.5K
0.3%
+2.5%
Added · +303 sh
32Netflix Inc
COMMON STOCK
$930K13.0K
0.2%
−2.4%
Reduced · −326 sh
33Tesla Inc
COMMON STOCK
$917K2.2K
0.2%
−2.5%
Reduced · −56 sh
34Visa Inc Class A
COMMON STOCK
$909K2.6K
0.2%
−0.9%
Reduced · −23 sh
35Schwab U.S. Dividend Equity ETF
UIT EXCHANGE TRADED
$869K27.4K
0.2%
49×
Added · +27K sh
36Procter & Gamble Co
COMMON STOCK
$789K5.4K
0.2%
+2.8%
Added · +146 sh
37Verizon Communications I
COMMON STOCK
$760K17.9K
0.2%
−1.6%
Reduced · −302 sh
38Lowes Cos Inc
COMMON STOCK
$723K3.3K
0.2%
+3.4%
Added · +109 sh
39Morgan Stanley
COMMON STOCK
$699K3.3K
0.2%
+0.3%
Added · +10 sh
40Starbucks Corp
COMMON STOCK
$697K6.8K
0.2%
+0.2%
Added · +13 sh
41Ishares Gold Trust
UIT EXCHANGE TRADED
$692K9.2K
0.2%
Held
42Vanguard International High Dividend Yield Index Fund ETF Shares
UIT EXCHANGE TRADED
$692K7.0K
0.2%
Held
43Cisco Sys Inc
COMMON STOCK
$676K5.8K
0.2%
+2.8%
Added · +154 sh
44Mastercard Inc Class A
COMMON STOCK
$642K1.3K
0.2%
+0.2%
Added · +2 sh
45Ishares Iboxx $ High Yield Corporate Bond ETF
UIT EXCHANGE TRADED
$552K6.9K
0.1%
Held
46Chipotle Mexican Grill I
COMMON STOCK
$517K15.6K
0.1%
−1.4%
Reduced · −221 sh
47Ishares Msci Acwi Ex U.S. ETF
UIT EXCHANGE TRADED
$511K6.7K
0.1%
Held
48Unitedhealth Group Inc
COMMON STOCK
$485K1.2K
0.1%
−3.9%
Reduced · −47 sh
49Advanced Micro Devices I
COMMON STOCK
$476K819
0.1%
+7.9%
Added · +60 sh
50Johnson & Johnson
COMMON STOCK
$333K1.3K
0.1%
+0.1%
Added · +1 sh
Showing 50 of 300 positions
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Filing history

As-of date vs the date the SEC received each filing

$404.0M · Q2 2026Q3 2024 · $242.7MQ2 2026 · $404.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202621d374$404.0M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202627d368$360.5M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202628d388$366.7M13F-HR
Q3 2025Sep 30, 2025Oct 7, 20257d300$347.4M13F-HR
Q2 2025Jun 30, 2025Jul 14, 202514d2,915$314.4M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202521d2,826$274.4M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202522d60$265.6M13F-HR
Q3 2024Sep 30, 2024Oct 18, 202418d59$242.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.