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Proficio Capital Partners

Latest statistics and disclosures from Proficio Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAU, GLD, VOO, MINT, IWV, and represent 37.30% of Proficio Capital Partners's stock portfolio.
Added to shares of these 10 stocks: IWY (+$33M), MTBA (+$16M), SPTS (+$10M), FLOT (+$10M), XLU (+$9.8M), AMLP (+$9.6M), EEM (+$9.1M), PICK (+$8.0M), VTI (+$7.4M), SPY (+$5.6M).
Started 51 new stock positions in SPTS, AAXJ, DELL, XDTE, IXC, MDY, FPE, DBMF, IWY, DLHC.
Reduced shares in these 10 stocks: VOO (-$60M), IWR (-$41M), SHY (-$36M), ISHG (-$24M), SLV (-$12M), NEAR (-$12M), GLD (-$12M), IAU (-$11M), AAAU (-$9.8M), RING (-$7.6M).
Sold out of its positions in ALNY, SILJ, AZO, DJP, BMNR, COIN, CSGP, FCG, FDMT, BSCP.
Proficio Capital Partners was a net seller of stock by $-82M.
Proficio Capital Partners has $1.4B in assets under management (AUM), dropping by -2.14%.
Central Index Key (CIK): 0001654175

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Portfolio Holdings for Proficio Capital Partners

Proficio Capital Partners holds 240 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	12.1	$173M	-6%	2.1M	81.17	View chart
Spdr Gold Tr Gold Shs (GLD)	9.6	$137M	-7%	346k	396.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.8	$83M	-41%	132k	627.13	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	5.6	$79M	-4%	791k	100.34	View chart
Ishares Tr Russell 3000 Etf (IWV)	4.2	$59M		154k	386.85	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.5	$50M	-42%	602k	82.82	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.4	$49M	+10%	1.8M	26.68	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.2	$45M	+14%	66k	681.08	View chart
Alps Etf Tr Alerian Mlp (AMLP)	2.4	$34M	+39%	718k	47.02	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.3	$33M	NEW	119k	276.94	View chart
Simplify Exchange Traded Mbs Etf (MTBA)	2.0	$28M	+130%	551k	50.41	View chart
NVIDIA Corporation (NVDA)	1.9	$27M	-5%	146k	186.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$27M	+37%	81k	335.27	View chart
Goldman Sachs Physical Gold Unit (AAAU)	1.9	$27M	-26%	624k	42.55	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.3	$18M	+127%	351k	50.86	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$16M	-6%	52k	313.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$16M	+11%	24k	684.93	View chart
Microsoft Corporation (MSFT)	1.1	$16M	-3%	33k	483.62	View chart
Global X Fds Artificial Etf (AIQ)	1.1	$15M	-8%	302k	50.86	View chart
Apple (AAPL)	1.1	$15M	-4%	56k	271.86	View chart
Ishares Silver Tr Ishares (SLV)	1.0	$15M	-44%	232k	64.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$14M		23k	614.30	View chart
Ishares Msci Gbl Gold Mn (RING)	1.0	$14M	-35%	190k	73.64	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.0	$14M	+236%	326k	42.69	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.9	$14M		138k	98.32	View chart
Amazon (AMZN)	0.8	$12M	-2%	52k	230.82	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.8	$12M	-38%	236k	49.65	View chart
Invesco Exch Traded Fd Tr China Technlgy (CQQQ)	0.8	$11M	-28%	214k	52.00	View chart
Spdr Series Trust State Street Spd (BILS)	0.8	$11M	+50%	109k	99.22	View chart
Spdr Series Trust State Street Spd (SPTS)	0.7	$10M	NEW	351k	29.28	View chart
Global X Fds Defense Tech Etf (SHLD)	0.7	$9.8M	+40%	151k	64.79	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.7	$9.5M	-39%	110k	85.77	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$9.3M	+4266%	170k	54.71	View chart
Wal-Mart Stores (WMT)	0.6	$8.5M		76k	111.41	View chart
Wayfair Cl A (W)	0.6	$8.4M	-10%	83k	100.41	View chart
Ishares Msci Gbl Etf New (PICK)	0.6	$8.0M	NEW	155k	51.34	View chart
Eli Lilly & Co. (LLY)	0.5	$7.8M	-21%	7.3k	1074.72	View chart
Uber Technologies (UBER)	0.5	$7.5M	+39%	92k	81.71	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$7.4M	+11%	78k	95.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$6.9M	-33%	110k	62.47	View chart
Visa Com Cl A (V)	0.5	$6.8M		19k	350.71	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.5	$6.6M	+362%	199k	33.02	View chart
Goldman Sachs (GS)	0.4	$6.1M		6.9k	879.02	View chart
Vanguard World Utilities Etf (VPU)	0.4	$6.0M	+70%	32k	185.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$5.9M	+6%	7.9k	753.78	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$5.8M		38k	154.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$5.7M		11k	502.65	View chart
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)	0.4	$5.6M	+1461%	104k	53.76	View chart
Lam Research Corp Com New (LRCX)	0.4	$5.5M		32k	171.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$5.4M	-8%	17k	313.01	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$4.9M		120k	41.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$4.7M	-10%	47k	99.88	View chart
Oracle Corporation (ORCL)	0.3	$4.5M		23k	194.91	View chart
At&t (T)	0.3	$4.5M		180k	24.84	View chart
Verizon Communications (VZ)	0.3	$4.4M		108k	40.73	View chart
Global Partners Com Units (GLP)	0.3	$4.2M		100k	41.85	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.3	$4.2M	+156%	88k	47.56	View chart
Kkr & Co (KKR)	0.3	$4.0M		31k	127.48	View chart
Tesla Motors (TSLA)	0.2	$3.5M	-3%	7.9k	449.74	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$3.5M	+655%	58k	60.53	View chart
Analog Devices (ADI)	0.2	$3.3M		12k	271.20	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$3.2M	-24%	29k	110.15	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$3.1M	+938%	38k	80.63	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$3.1M	-78%	61k	51.10	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$3.0M		44k	68.36	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.2	$2.8M	NEW	103k	27.27	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$2.8M	-44%	107k	26.33	View chart
Grayscale Bitcoin Mini Tr Shs New (BTC)	0.2	$2.7M	+174%	71k	38.73	View chart
Meta Platforms Cl A (META)	0.2	$2.7M	-2%	4.1k	660.04	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$2.6M	+1250%	59k	44.71	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.2	$2.6M	-54%	59k	44.46	View chart
Roundhill Etf Trust S&p 500 Odte Cov (XDTE)	0.2	$2.5M	NEW	64k	39.67	View chart
Roundhill Etf Trust Innovation 100 O (QDTE)	0.2	$2.4M	NEW	79k	30.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.4M	NEW	27k	89.46	View chart
Howard Hughes Holdings (HHH)	0.2	$2.4M	+13%	30k	79.77	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.2M	NEW	23k	96.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.2M	NEW	24k	88.49	View chart
Home Depot (HD)	0.1	$2.1M		6.1k	344.08	View chart
Waste Management (WM)	0.1	$2.1M	NEW	9.5k	219.70	View chart
Fidelity Wise Origin SHS (FBTC)	0.1	$2.1M	+297%	27k	76.23	View chart
Broadcom (AVGO)	0.1	$2.1M	-8%	6.0k	346.08	View chart
Global X Fds Global X Silver (SIL)	0.1	$2.1M	NEW	25k	83.52	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$2.0M	-27%	30k	67.64	View chart
Merck & Co (MRK)	0.1	$2.0M	+196%	19k	105.26	View chart
Airbnb Com Cl A (ABNB)	0.1	$2.0M		15k	135.72	View chart
Triple Flag Precious Metals (TFPM)	0.1	$1.9M		58k	33.22	View chart
Dell Technologies CL C (DELL)	0.1	$1.9M	NEW	15k	125.88	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$1.8M	NEW	19k	93.12	View chart
Chevron Corporation (CVX)	0.1	$1.8M		12k	152.41	View chart
Simplify Exchange Traded Managed Futures (CTA)	0.1	$1.7M	+13%	62k	27.26	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.7M	NEW	54k	30.96	View chart
Brookfield Wealth Sol Cl A Exchangeab (BNT)	0.1	$1.6M	+50%	36k	45.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.6M		7.4k	219.77	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.6M	-23%	40k	40.63	View chart
Ea Series Trust Sparkline Intang (ITAN)	0.1	$1.6M		43k	37.04	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$1.5M	NEW	59k	25.82	View chart
Invesco Exch Traded Fd Tr Emrng Mkt Svrg (PCY)	0.1	$1.5M	NEW	69k	21.66	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$1.5M	NEW	24k	61.36	View chart
Urban Outfitters (URBN)	0.1	$1.4M	-2%	19k	75.26	View chart
Dbx Etf Tr Xtrackers Low (HYDW)	0.1	$1.4M	NEW	30k	47.18	View chart
Walt Disney Company (DIS)	0.1	$1.4M		12k	113.77	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$1.4M	-15%	60k	23.04	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.4M	-7%	4.3k	322.25	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$1.4M	NEW	51k	27.30	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$1.4M		17k	82.50	View chart
Amgen (AMGN)	0.1	$1.4M	NEW	4.2k	327.29	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$1.4M	NEW	45k	30.45	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.4M	+361%	34k	39.45	View chart
Simplify Exchange Traded Short Term Trea (TUA)	0.1	$1.4M	-72%	62k	21.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M	NEW	5.8k	210.35	View chart
Toll Brothers (TOL)	0.1	$1.1M		8.4k	135.22	View chart
Invesco Exch Traded Fd Tr Rafi Dvlpd Mrkts (PXF)	0.1	$1.1M	NEW	17k	65.55	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$1.1M	NEW	12k	90.00	View chart
Ishares Tr Mortge Rel Etf (REM)	0.1	$1.1M	NEW	49k	22.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$1.1M		55k	19.58	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$1.1M	NEW	28k	38.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.1M		4.1k	257.94	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.1M	NEW	40k	26.42	View chart
Global X Fds Global X Uranium (URA)	0.1	$1.0M	NEW	25k	42.73	View chart
Costco Wholesale Corporation (COST)	0.1	$1.0M	-3%	1.2k	862.10	View chart
First Tr Exchng Traded Ft Energy Income (EIPI)	0.1	$1.0M	NEW	51k	19.87	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$1.0M	NEW	24k	41.93	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$975k		8.3k	117.52	View chart
Martin Marietta Materials (MLM)	0.1	$969k		1.6k	622.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$969k	+283%	6.5k	148.68	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$927k	NEW	51k	18.22	View chart
Vanguard Intl Equity Index Allwrld Ex Us (VEU)	0.1	$921k	+95%	13k	73.56	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$918k	NEW	52k	17.66	View chart
Global X Fds Global X Copper (COPX)	0.1	$918k	NEW	13k	71.79	View chart
Regis Corporation Com Shs (RGS)	0.1	$914k		33k	27.75	View chart
Lockheed Martin Corporation (LMT)	0.1	$877k		1.8k	483.67	View chart
Republic Services (RSG)	0.1	$867k	NEW	4.1k	211.92	View chart
Sturm, Ruger & Company (RGR)	0.1	$865k	NEW	27k	32.65	View chart
Franco-Nevada Corporation (FNV)	0.1	$850k		4.1k	207.28	View chart
Kymera Therapeutics (KYMR)	0.1	$844k	+54%	11k	77.81	View chart
Ssga Active Tr State Street Dou (STOT)	0.1	$838k		18k	47.28	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$808k	-31%	16k	50.58	View chart
Ea Series Trust Sparkline Intl (DTAN)	0.1	$775k		25k	31.26	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$764k		39k	19.74	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.1	$758k	+85%	161k	4.72	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$741k	NEW	8.7k	85.37	View chart
Burford Cap Ord Shs (BUR)	0.1	$738k		83k	8.92	View chart
First Virginia Community Bank (FVCB)	0.1	$727k		52k	13.91	View chart
Brown & Brown (BRO)	0.1	$719k		9.0k	79.70	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$700k	NEW	49k	14.18	View chart
Hartford Financial Services (HIG)	0.0	$686k		5.0k	137.80	View chart
Netflix (NFLX)	0.0	$683k	+827%	7.3k	93.76	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.0	$683k	NEW	8.6k	78.95	View chart
Parker-Hannifin Corporation (PH)	0.0	$669k	-4%	761.00	879.22	View chart
Raytheon Technologies Corp (RTX)	0.0	$663k	-2%	3.6k	183.40	View chart
Exxon Mobil Corporation (XOM)	0.0	$653k	-3%	5.4k	120.33	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$634k		9.4k	67.22	View chart
Nelnet Cl A (NNI)	0.0	$590k		4.4k	132.96	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$576k	-4%	14k	41.48	View chart
Pure Storage Cl A (PSTG)	0.0	$571k	NEW	8.5k	67.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$556k		1.5k	373.44	View chart
Amphenol Corp Cl A (APH)	0.0	$528k	-7%	3.9k	135.15	View chart
Vanguard Intl Equity Index Ftse Europe Etf (VGK)	0.0	$521k		6.2k	83.61	View chart
International Business Machines (IBM)	0.0	$516k	-3%	1.7k	296.27	View chart
Globe Life (GL)	0.0	$512k		3.7k	139.86	View chart
American Express Company (AXP)	0.0	$510k	-4%	1.4k	370.06	View chart
Linde SHS (LIN)	0.0	$503k	-3%	1.2k	426.31	View chart
American Intl Group Com New (AIG)	0.0	$466k		5.5k	85.55	View chart
Vulcan Materials Company (VMC)	0.0	$466k		1.6k	285.26	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$456k	+16%	4.9k	92.30	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$451k	+16%	3.7k	121.75	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$450k		4.1k	110.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$437k		1.4k	303.89	View chart
Anterix Inc. Atex (ATEX)	0.0	$437k	-26%	20k	21.83	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$412k	-3%	3.4k	119.75	View chart
Capital Sr Living Corp (SNDA)	0.0	$411k		13k	32.61	View chart
Caterpillar (CAT)	0.0	$406k	-8%	708.00	572.77	View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	0.0	$402k	NEW	12k	32.85	View chart
Williams-Sonoma (WSM)	0.0	$398k		2.2k	178.61	View chart
Roper Industries (ROP)	0.0	$392k		881.00	445.13	View chart
Capital One Financial (COF)	0.0	$384k		1.6k	242.29	View chart
Chubb (CB)	0.0	$382k		1.2k	312.21	View chart
Automatic Data Processing (ADP)	0.0	$380k	-3%	1.5k	257.23	View chart
Rogers Communications CL B (RCI)	0.0	$377k		10k	37.73	View chart
Procter & Gamble Company (PG)	0.0	$377k	-8%	2.6k	143.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$375k	+14%	1.3k	290.22	View chart
Willis Towers Watson SHS (WTW)	0.0	$374k		1.1k	328.60	View chart
Medpace Hldgs (MEDP)	0.0	$363k		647.00	561.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$360k	+44%	760.00	473.30	View chart
Morgan Stanley Com New (MS)	0.0	$359k	-5%	2.0k	177.49	View chart
Invesco Exchange Traded Ai And Next Gen (IGPT)	0.0	$357k		6.0k	59.47	View chart
Booking Holdings (BKNG)	0.0	$348k	-2%	65.00	5356.65	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.0	$348k		2.3k	153.33	View chart
Jacobs Engineering Group (J)	0.0	$347k		2.6k	132.46	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$337k		6.4k	52.39	View chart
Applied Materials (AMAT)	0.0	$337k	-7%	1.3k	257.07	View chart
Comfort Systems USA (FIX)	0.0	$337k		361.00	933.29	View chart
Simplify Exchange Traded Hedged Equity (HEQT)	0.0	$336k		11k	32.05	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$331k	NEW	12k	28.06	View chart
Intuit (INTU)	0.0	$325k	-5%	491.00	662.42	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.0	$323k	-28%	8.9k	36.38	View chart
CSX Corporation (CSX)	0.0	$309k	-3%	8.5k	36.25	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$308k		5.7k	53.94	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$307k	NEW	3.5k	87.16	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$305k		2.7k	113.77	View chart
Deere & Company (DE)	0.0	$301k	-4%	646.00	465.57	View chart
Johnson & Johnson (JNJ)	0.0	$298k	-10%	1.4k	207.02	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.0	$293k		10k	28.19	View chart
Cdw (CDW)	0.0	$286k		2.1k	136.20	View chart
Pfizer (PFE)	0.0	$284k		11k	24.90	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$283k	-4%	5.6k	50.46	View chart
Enterprise Products Partners (EPD)	0.0	$283k		8.8k	32.06	View chart
Jakks Pac Com New (JAKK)	0.0	$274k	+47%	16k	16.88	View chart
Service Corporation International (SCI)	0.0	$268k		3.4k	77.97	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$264k		2.8k	94.16	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$254k		1.5k	167.94	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$254k		2.3k	109.91	View chart
Simon Property (SPG)	0.0	$248k	+6%	1.3k	185.13	View chart
Applovin Corp Com Cl A (APP)	0.0	$243k	-11%	360.00	673.82	View chart
Marsh & McLennan Companies	0.0	$243k	-2%	1.3k	185.52	View chart
TransDigm Group Incorporated (TDG)	0.0	$241k	-6%	181.00	1332.31	View chart
Mastercard Incorporated Cl A (MA)	0.0	$239k	-16%	419.00	571.48	View chart
Abbvie (ABBV)	0.0	$236k	-12%	1.0k	228.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$235k	-38%	8.6k	27.43	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$228k	NEW	2.2k	103.56	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$224k		4.4k	50.47	View chart
Abbott Laboratories (ABT)	0.0	$222k	-5%	1.8k	125.27	View chart
Ishares Tr Residential Mult (REZ)	0.0	$221k		2.7k	82.64	View chart
Verisk Analytics (VRSK)	0.0	$221k	-4%	986.00	223.72	View chart
Nextera Energy (NEE)	0.0	$219k	-7%	2.7k	80.28	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$213k	NEW	353.00	603.95	View chart
Nicholas Financial (OMCC)	0.0	$210k	+12%	41k	5.18	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$210k	+35%	17k	12.16	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$207k		2.0k	102.54	View chart
Iac Com New (IAC)	0.0	$206k	NEW	5.3k	39.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$205k	NEW	834.00	246.09	View chart
Managed Portfolio Series Tremblant Global (TOGA)	0.0	$204k	-3%	5.9k	34.27	View chart
Contango Ore (CTGO)	0.0	$202k	NEW	7.6k	26.41	View chart
Fidelity Covington Trust Blue Chip Value (FBCV)	0.0	$201k	NEW	5.6k	35.67	View chart
Dlh Hldgs (DLHC)	0.0	$197k	NEW	35k	5.65	View chart
Lakeland Industries (LAKE)	0.0	$182k		21k	8.84	View chart
U S Global Invs Cl A (GROW)	0.0	$106k	NEW	44k	2.41	View chart
Clarus Corp (CLAR)	0.0	$101k	-56%	30k	3.35	View chart
Soluna Holdings Com New (SLNH)	0.0	$43k	NEW	37k	1.17	View chart
Valaris *w Exp 04/29/202 (VAL.WS)	0.0	$22k		12k	1.76	View chart

Past Filings by Proficio Capital Partners

SEC 13F filings are viewable for Proficio Capital Partners going back to 2015

Proficio Capital Partners 2025 Q4 filed Feb. 12, 2026
Proficio Capital Partners 2025 Q3 restated filed Nov. 17, 2025
Proficio Capital Partners 2025 Q3 filed Nov. 12, 2025
Proficio Capital Partners 2025 Q2 filed Aug. 7, 2025
Proficio Capital Partners 2025 Q1 filed May 6, 2025
Proficio Capital Partners 2024 Q4 restated filed Feb. 6, 2025
Proficio Capital Partners 2024 Q3 filed Nov. 1, 2024
Proficio Capital Partners 2024 Q2 filed July 25, 2024
Proficio Capital Partners 2024 Q1 filed May 2, 2024
Proficio Capital Partners 2023 Q3 filed Oct. 18, 2023
Proficio Capital Partners 2023 Q2 filed Aug. 14, 2023
Proficio Capital Partners 2023 Q1 restated filed April 21, 2023
Proficio Capital Partners 2023 Q1 filed April 19, 2023
Proficio Capital Partners 2022 Q4 filed Jan. 30, 2023
Proficio Capital Partners 2022 Q3 filed Oct. 11, 2022
Proficio Capital Partners 2022 Q2 filed Aug. 15, 2022

View all past filings

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