Metis Global Partners, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,231,111
- Description
- San Diego California based advisory led wealth manager with a manager led operating structure and a mandate specific and implementation minded investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through portfolio concentration discipline and governance clarity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 766 | 4,231,111 | 13F-HR | Metis Global Partners, LLC |
| Q3 2025 | 11/6/2025 | 759 | 4,246,138 | 13F-HR | Metis Global Partners, LLC |
| Q2 2025 | 8/6/2025 | 768 | 3,876,260 | 13F-HR | Metis Global Partners, LLC |
| Q1 2025 | 5/7/2025 | 789 | 3,556,160 | 13F-HR | Metis Global Partners, LLC |
| Q4 2024 | 2/5/2025 | 789 | 3,318,040 | 13F-HR | Metis Global Partners, LLC |
| Q3 2024 | 11/6/2024 | 785 | 3,210,652 | 13F-HR | Metis Global Partners, LLC |
| Q2 2024 | 8/6/2024 | 762 | 2,912,679 | 13F-HR | Metis Global Partners, LLC |
| Q1 2024 | 5/6/2024 | 763 | 2,751,889 | 13F-HR | Metis Global Partners, LLC |
| Q4 2023 | 2/6/2024 | 748 | 2,509,330 | 13F-HR | Metis Global Partners, LLC |
| Q3 2023 | 11/7/2023 | 734 | 2,069,447 | 13F-HR | Metis Global Partners, LLC |
| Q2 2023 | 8/7/2023 | 724 | 1,856,094 | 13F-HR | Metis Global Partners, LLC |
| Q1 2023 | 5/8/2023 | 669 | 1,559,664 | 13F-HR | Metis Global Partners, LLC |
| Q4 2022 | 2/7/2023 | 630 | 1,122,675 | 13F-HR | Metis Global Partners, LLC |
| Q3 2022 | 11/8/2022 | 519 | 620,660 | 13F-HR | Metis Global Partners, LLC |
| Q2 2022 | 8/8/2022 | 534 | 625,141 | 13F-HR | Metis Global Partners, LLC |
| Q1 2022 | 5/3/2022 | 538 | 833,286 | 13F-HR | Metis Global Partners, LLC |
| Q4 2021 | 2/11/2022 | 376 | 359,834 | 13F-HR | Metis Global Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.18 M | 98.8% | 0 | 63.83 K | -63.83 K |
| ETFs | 48.53 K | 1.1% | 48.53 K | 0 | 48.53 K |
| Other | 2.408 K | 0.1% | 262 | 0 | 262 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
4,231,111
Holdings
766
QoQ value change ($000)
-15,027
(-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.