Proficio Capital Partners LLC
Annual return '25
+23.2%
SPY '25
+17.7%
Alpha
+5.5ptsvs SPY
Invested
$1.9B
Holdings
248
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IAU
ISHARES GOLD TR
Q1 2026: Sold 99.5% (2.13M → 11.6k shares)
9.8%
02
$GQ9
SPDR GOLD TR
Q1 2026: Sold 93.8% (346.1k → 21.4k shares)
9.6%
03
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +125.1% (132.0k → 297.1k shares)
5.6%
04
$MINT
PIMCO ETF TR
Q1 2026: Sold 98.6% (791.4k → 11.3k shares)
4.6%
05
$BPRO
BITWISE FUNDS TRUST
Held since at least Q1 2024
3.7%
06
$IWV
ISHARES TR
Q1 2026: Sold 96.2% (153.5k → 5.8k shares)
2.8%
07
$IWS
ISHARES TR
Q1 2026: New position (11.7k shares)
2.8%
08
$AAAU
GOLDMAN SACHS PHYSICAL GOLD
Q1 2026: Exited (was 624.4k shares)
2.6%
09
$BIL
SPDR SERIES TRUST
Q1 2026: New position (68.1k shares)
2.4%
10
$SGOV
ISHARES TR
Q1 2026: New position (49.3k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:23 UTC.