Proficio Capital Partners LLC
All 13F Filings
- Location
- Newton, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,424,616
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 | 2/12/2026 | 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 874.9 K | 61.4% | 0 | 22.65 K | -22.65 K |
| ETFs | 527.7 K | 37.1% | 0 | 22 K | -22 K |
| Debt | 18.1 K | 1.3% | 9.987 K | 0 | 9.987 K |
| Other | 3.569 K | 0.3% | 3.569 K | 0 | 3.569 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
1,424,616
Holdings
240
QoQ value change ($000)
-31,122
(-2.1%)
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.