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Stephanie West

Proathlete Wealth Management Llc

Assets Managed
$360.507M
Holdings
296
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-1.69%(2Q avg: 1.94%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Proathlete Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 296 positions.

Assets under management

The assets under management (AUM) of Proathlete Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 360.507M in assets, with a quarterly growth rate of -1.69% and a 2-quarter average growth rate of 1.94%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.64%
28.2%
$101.636M
155,371 shares@ $654.16 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 3.17%
13.09%
$47.186M
110,460 shares@ $427.18 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 3.84%
9.13%
$32.91M
153,566 shares@ $214.31 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.14%
7.84%
$28.239M
226,928 shares@ $124.44 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2.22%
5.03%
$18.099M
31,325 shares@ $577.77 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -2.43%
4.24%
$15.252M
168,468 shares@ $90.54 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 2.5%
3.52%
$12.663M
113,960 shares@ $111.12 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.85%
2.47%
$8.903M
164,521 shares@ $54.12 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
Increased 12.8%
2.33%
$8.398M
216,802 shares@ $38.74 avg price
NEAR
Ishares Sh Dba Etf Usd Inc
Recent Activity
Increased 2.25%
2.26%
$8.117M
159,332 shares@ $50.95 avg price

1-10 of 296