Proathlete Wealth Management LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$360.5M
Holdings
298
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES CORE S&P 500 ETF
Q4 2024: New position (114.7k shares)
28.2%
02
$IWF
ISHARES RUSSELL 1000 GROWTH ETF
Q4 2024: New position (66.8k shares)
13.1%
03
$IWD
ISHARES RUSSELL 1000 VALUE ETF
Q4 2024: New position (63.9k shares)
9.1%
04
$IJR
ISHARES CORE S&P SMALL-CAP ETF
Q4 2024: New position (183.4k shares)
7.8%
05
$NDQ
INVESCO QQQ TR
Q4 2024: New position (26.3k shares)
5.0%
06
$IEFA
ISHARES CORE MSCI EAFE ETF
Q4 2024: New position (165.4k shares)
4.2%
07
$AVUV
AVANTIS US SMALL CAP VALUE ETF
Q4 2024: New position (83.2k shares)
3.5%
08
$VWO
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
Q4 2024: New position (134.0k shares)
2.5%
09
$IBIT
ISHARES BITCOIN TRUST ETF
Q4 2024: New position (138.1k shares)
2.3%
10
$NEAR
ISHARES SHORT DURATION BOND ACTIVE ETF
Q4 2024: New position (146.8k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:06 UTC.