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 stocks worth $404.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Space Ex Tech Spacex Class A and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 28% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show PROATHLETE WEALTH MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
153
new positions
Added to
76
existing
Trimmed
36
reduced
Sold out
13
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.8%
+14.3%/yr · since Oct '24
Their reported book
+22.7%
held from quarter-end
S&P 500
+29.0%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Proathlete Wealth Management LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.1 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 the ~45-day reporting lag, 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.

Concentration

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.

Direct sector allocation

14% mapped to company sectors

ETF / fund or unclassified
86%
Information Technology
5%
Financials
4%
Consumer Discretionary
2%
Health Care
1%
Consumer Staples
0%
Communication Services
0%
Materials
0%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$18.6B
Kestra Advisory Services, LLC80 / 80$8.5B
IFP Advisors, Inc80 / 80$1.5B
PRIVATE TRUST CO NA80 / 80$420.3M
BlackRock, Inc.79 / 80$2.4T
FMR LLC79 / 80$834.1B
MORGAN STANLEY79 / 80$652.4B
JPMORGAN CHASE & CO79 / 80$586.1B

Ranked by how many of Proathlete Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock'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%
New
New position
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

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026374$404.0M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026368$360.5M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026388$366.7M13F-HR
Q3 2025Sep 30, 2025Oct 7, 2025300$347.4M13F-HR
Q2 2025Jun 30, 2025Jul 14, 20252,915$314.4M13F-HR
Q1 2025Mar 31, 2025Apr 21, 20252,826$274.4M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202560$265.6M13F-HR
Q3 2024Sep 30, 2024Oct 18, 202459$242.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.