Proficio Capital Partners LLC
All 13F Filings
- Location
- Newton, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,786,024
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 691 | 2,786,024 | 13F-HR | Proficio Capital Partners LLC |
| Q1 2026 | 5/14/2026 | 248 | 1,871,792 | 13F-HR | Proficio Capital Partners LLC |
| Q4 2025 | 2/12/2026 | 240 | 1,424,616 | 13F-HR | Proficio Capital Partners LLC |
| Q3 2025 | 11/17/2025 | 222 | 1,455,738 | 13F-HR/A - RESTATEMENT | Proficio Capital Partners LLC |
| Q3 2025 | 11/12/2025 | 223 | 3,898,751 | 13F-HR | Proficio Capital Partners LLC |
| Q2 2025 | 8/7/2025 | 434 | 1,607,758 | 13F-HR | Proficio Capital Partners LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.653 K
(0.1% of total reported value)
· QoQ Δ:
+2.653 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 732.4 K | 26.3% | 373.4 K | 0 | 373.4 K |
| ETFs | 2.05 M | 73.7% | 555.3 K | 0 | 555.3 K |
| Debt | 252 | 0.0% | 0 | 17.46 K | -17.46 K |
| Other | 430 | 0.0% | 430 | 0 | 430 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
2,786,024
Holdings
691
QoQ value change ($000)
914,232
(48.8%)
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.