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Manager record

Proficio Capital Partners LLC

Newton, MA · CIK 1654175 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.79BReported 13F valueQ2 2026 · as filed
691Holdings listed
+48.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 17Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.6B$1.6BQ2 2025434 holdingsQ3 2025: $1.5B$1.5BQ3 2025222 holdingsQ4 2025: $1.4B$1.4BQ4 2025240 holdingsQ1 2026: $1.9B$1.9BQ1 2026248 holdingsQ2 2026: $2.8B$2.8BQ2 2026691 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 17 2026 13F-HR · period Q2 2026

$2.79B · 691 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$1.87B · 248 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$1.42B · 240 holdings listed · View original SEC filing ↗
Nov 17 2025 13F-HR/A · period Q3 2025

$1.46B · 222 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$3.90B · 223 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$1.61B · 434 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 17, 2026 · Change methodology