Proficio Capital Partners LLC - Portfolio overview

Proficio Capital Partners LLC has 296 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TR, 9.20%
2. GLD - SPDR GOLD TR, 9.01%
3. VOO - VANGUARD INDEX FDS, 5.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.