PROATHLETE WEALTH MANAGEMENT LLC

CIK

2012065

Location

BOCA RATON, FL

Portfolio Value

Micro $242,025

Diversification

Diversified

Filing Date

Global Rank

#6,302 / 8,586 ▲ 24

Top Industry

Internet Content & Information 11.5%

3Y Alpha vs SPY

-2.3%

Period ended 3 months ago

Filed Apr 27, 2026 · 50d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.8%

SPY

+55.8%

Annualised alpha

-2.3%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

208 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.0%

+1.0 pts

Top 5

51.3%

−1.5 pts

Top 10

64.2%

−1.3 pts

HHI

898

Diversified+12

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.6%	$29,402,721	8
Technology	16.3%	$11,809,349	39
Financial Services	11.3%	$8,153,417	34
Communication Services	9.9%	$7,188,927	11
Consumer Cyclical	8.7%	$6,269,961	18
Consumer Defensive	5.7%	$4,162,527	18
Healthcare	3.6%	$2,605,447	28
Energy	1.7%	$1,222,750	9
Industrials	1.0%	$739,505	21
Real Estate	0.7%	$523,266	9
Utilities	0.3%	$242,025	9
Basic Materials	0.1%	$88,630	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+24,585	216,802	$8,329,532
IAU	Ishares Gold Trust	+6,396	9,169	$808,338
SLB	Slb Limited/Nv	+1,125	2,452	$126,008
ETHA	iShares Ethereum Trust ETF	+687	5,960	$94,346
QQQ	Invesco Qqq Trust, Series 1	+679	31,325	$18,080,162
LLY	ELI LILLY & Co	+63	232	$213,385
CSCO	Cisco Systems, Inc.	+58	5,600	$434,503
NKE	NIKE, Inc.	+42	6,996	$369,528
RF	Regions Financial Corp	+36	3,700	$96,644
C	Citigroup Inc	+31	8,067	$914,877
KO	Coca Cola Co	+30	12,225	$929,710
REG	Regency Centers Corp	+19	1,755	$132,783
O	Realty Income Corp	+19	1,555	$95,134
AXP	American Express Co	+18	4,609	$1,394,129
SYK	Stryker Corp	+16	1,042	$342,390
CVS	CVS HEALTH Corp	+16	1,784	$128,126
WPC	W. P. Carey Inc.	+16	1,160	$78,833
MS	Morgan Stanley	+13	3,333	$548,511
UBER	Uber Technologies, Inc	+12	1,544	$111,059
SO	Southern Co	+10	1,817	$175,376
SOUN	Soundhound Ai, Inc.	+9	53	$364
LOW	Lowes Companies Inc	+8	3,168	$748,534
NOW	ServiceNow, Inc.	+7	262	$27,392
NVO	Novo Nordisk A S	+7	35	$1,286
SPY	Spdr S&P 500 ETF Trust	+6	2,982	$1,939,313
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−2,283	18,251	$916,200
T	At&T Inc.	−1,994	775	$22,467
SLV	iShares Silver Trust	−1,380	2,157	$146,977
PFE	Pfizer Inc	−928	16,374	$459,781
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−885	255	$86,177
BX	Blackstone Inc.	−760	610	$70,143
NEE	Nextera Energy Inc	−426	205	$19,040
GOOGL	Alphabet Inc.	−388	13,369	$3,844,389
AMZN	Amazon Com Inc	−343	13,098	$2,727,920
MSFT	Microsoft Corp	−324	11,325	$4,192,174
APO	Apollo Global Management, Inc.	−292	425	$47,353
NVDA	Nvidia Corp	−266	15,677	$2,734,068
WMT	Walmart Inc.	−233	13,231	$1,644,348
TSLA	Tesla, Inc.	−230	2,237	$831,604
UNH	Unitedhealth Group Inc	−175	1,213	$328,224
BIIB	Biogen Inc.	−164	1,944	$356,392
NFLX	Netflix Inc	−156	13,354	$1,283,986
ZTS	Zoetis Inc.	−95	12	$1,418
MA	Mastercard Inc	−90	1,248	$623,575
PGR	Progressive Corp/Oh/	−83	4,954	$982,080
GSK	GSK plc	−68	79	$4,360
IBM	International Business Machines Corp	−66	4,721	$1,144,322
CRM	Salesforce, Inc.	−58	214	$39,946
META	Meta Platforms, Inc.	−47	1,929	$1,103,638
V	Visa Inc.	−46	2,673	$807,886
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
HAL	Halliburton Co	1,632	$63,631
AMCR	Amcor plc	77	$3,060
SUNB	Sunbelt Rentals Holdings, Inc.	40	$2,603
SHOP	Shopify Inc.	6	$711
VSNT	Versant Media Group, Inc.	14	$518
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
JPC	Nuveen Preferred & Income Opportunities Fund	9,888	$80,191
ACN	Accenture plc	62	$16,634
BP	Bp PLC	299	$10,384
SMCI	Super Micro Computer, Inc.	280	$8,195
FLG	Flagstar Bank, National Association	416	$5,237
GM	General Motors Co	51	$4,147
ABR	Arbor Realty Trust Inc	227	$1,761
WBD	Warner Bros. Discovery, Inc.	50	$1,441
NRP	Natural Resource Partners LP	12	$1,252
HLN	Haleon plc	81	$818
GSAT	Globalstar, Inc.	13	$793
RKT	Rocket Companies, Inc.	25	$484
RUN	Sunrun Inc.	20	$368
RIG	Transocean Ltd.	75	$309
KD	Kyndryl Holdings, Inc.	10	$265
VTRS	Viatris Inc	15	$186
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $242,025 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SO	Southern Co Utilities	Added	1,817	+10	$175,376	+11.3%	72.46%
DUK	Duke Energy CORP Utilities	Held	195	0	$25,533	+11.7%	10.55%
NEE	Nextera Energy Inc Utilities	Reduced	205	-426	$19,040	−62.4%	7.87%
NGG	National Grid PLC Utilities	Held	71	0	$6,006	+9.4%	2.48%
XEL	Xcel Energy Inc Utilities	Held	57	0	$4,528	+7.6%	1.87%
FE	Firstenergy Corp Utilities	Held	80	0	$4,052	+13.2%	1.67%
AEP	American Electric Power Co Inc Utilities	Held	27	0	$3,539	+13.7%	1.46%
PPL	PPL Corp Utilities	Held	58	0	$2,215	+9.1%	0.92%
WEC	Wec Energy Group, Inc. Utilities	Held	15	0	$1,736	+9.8%	0.72%