PC
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Proficio Capital Partners LLC13F | |
| Proficio Capital Partners LLC | |
| Last update 2026-05-14 | 248 Stocks (39 new) |
| Value $1.87 Bil | Turnover 35 % |
Proficio Capital Partners LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAU | iShares Gold Trust | 2,072,841 | 182,741.6 | -2.55% | 9.760 | -0.31% | 0.250 | -6.74% | -5.68% | 62,067.2 | ||
GLD | SPDR Gold Shares | 415,470 | 179,136.2 | +20.03% | 9.570 | +1.60% | 0.110 | -6.74% | -5.72% | 132,638.6 | ||
VOO | Vanguard S&P 500 ETF | 177,765 | 105,632.1 | +34.69% | 5.640 | +1.45% | 0.010 | +13.35% | +7.53% | 968,886.7 | ||
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 848,972 | 85,541.0 | +7.27% | 4.570 | +0.31% | 0.540 | +1.24% | +2.11% | 16,380.6 | ||
BPRO |
Bitwise Proficio Currency Debasement ETF
Bitwise Proficio Currency Debasement ETF
| 3,082,223 | 69,368.3 | New Holding | 3.710 | +3.71% | 62.270 | -12.66% | - | 95.9 | ||
IWV | iShares Russell 3000 ETF | 143,682 | 53,259.9 | -6.38% | 2.850 | -0.27% | 0.310 | +13.65% | +8.32% | 19,047.5 | ||
IWS | iShares Russell Mid-Cap Value ETF | 357,500 | 52,102.1 | New Holding | 2.780 | +2.78% | 0.380 | +14.42% | +17.80% | 15,769.9 | ||
AAAU | Goldman Sachs Physical Gold ETF | 1,054,757 | 48,719.2 | +68.93% | 2.600 | +1.06% | 1.730 | -6.74% | -5.69% | 2,469.4 | ||
BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
| 496,430 | 45,492.8 | New Holding | 2.430 | +2.43% | 0.100 | +0.91% | +1.73% | 47,907.3 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 440,781 | 44,369.0 | New Holding | 2.370 | +2.37% | 0.050 | +0.92% | +1.75% | 95,310.5 |
Proficio Capital Partners LLC's Historical Top Holdings Breakdowns
Proficio Capital Partners LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BPRO |
Bitwise Proficio Currency Debasement ETF
Bitwise Proficio Currency Debasement ETF
| 2026-03-31 | New Buy New Buy | +3.71% | 21.14 ($24.08) 28.77 | $18.89 | -21.53% | New holding | 3,082,223 | 3,082,223 | |
IWS | iShares Russell Mid-Cap Value ETF | 2026-03-31 | New Buy New Buy | +2.78% | 142.28 ($148.43) 154.35 | $165.13 | 11.25% | New holding | 357,500 | 357,500 | |
BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
| 2026-03-31 | New Buy New Buy | +2.43% | 91.39 ($91.51) 91.65 | $91.63 | 0.13% | New holding | 496,430 | 496,430 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2026-03-31 | New Buy New Buy | +2.37% | 100.37 ($100.52) 100.67 | $100.65 | 0.13% | New holding | 440,781 | 440,781 | |
IWY | iShares Russell Top 200 Growth ETF | 2026-03-31 | Reduce Reduce | -2.28% | 239.9 ($264.93) 278.51 | $278.18 | 5.00% | Reduce -98.72% | 1,525 | -117,161 | |
SPTS |
State Street SPDR Portfolio Short Term Treasury ETF
State Street SPDR Portfolio Short Term Treasury ETF
| 2026-03-31 | Add Add | +1.77% | 29.06 ($29.25) 29.39 | $29.03 | -0.75% | Add 318.31% | 1,467,595 | 1,116,760 | |
GLD | SPDR Gold Shares | 2026-03-31 | Add Add | +1.60% | 398.28 ($447.84) 495.9 | $373.63 | -16.57% | Add 20.03% | 415,470 | 69,322 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2026-03-31 | New Buy New Buy | +1.53% | 74.42 ($80.41) 88.26 | $100.05 | 24.42% | New holding | 363,713 | 363,713 | |
VT | Vanguard Total World Stock ETF | 2026-03-31 | New Buy New Buy | +1.52% | 134.19 ($143.83) 148.91 | $153.95 | 7.04% | New holding | 206,150 | 206,150 | |
VOO | Vanguard S&P 500 ETF | 2026-03-31 | Add Add | +1.45% | 580.93 ($625.4) 639.7 | $670.26 | 7.17% | Add 34.69% | 177,765 | 45,780 |
Proficio Capital Partners LLC Total Holding History ($B)
Proficio Capital Partners LLC's Asset Allocation
Proficio Capital Partners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Proficio Capital Partners LLC's Hypothetical Growth since 2026-03-31
Proficio Capital Partners LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Proficio Capital Partners LLC's Holdings Heat Map
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Proficio Capital Partners LLC's Holdings Bubble Chart
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