PROATHLETE WEALTH MANAGEMENT LLC - Portfolio overview

PROATHLETE WEALTH MANAGEMENT LLC has 304 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES CORE S&P 500 ETF, 35.20%
  2. IJR - ISHARES CORE S&P SMALL-CAP ETF, 10.04%
  3. IEFA - ISHARES CORE MSCI EAFE ETF, 6.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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