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Peter W. Kronberg

Proficio Capital Partners Llc

Assets Managed
$1.872B
Holdings
248
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
31.39%(2Q avg: 14.63%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Proficio Capital Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 248 positions.

Assets under management

The assets under management (AUM) of Proficio Capital Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.872B in assets, with a quarterly growth rate of 31.39% and a 2-quarter average growth rate of 14.63%. The portfolio is managed by Peter W. Kronberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAU
Ishares Gold Trust
Recent Activity
Decreased -2.54%
9.77%
$182.742M
2.073M shares@ $88.16 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 20.03%
9.58%
$179.136M
415,470 shares@ $431.17 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 34.69%
5.65%
$105.632M
177,765 shares@ $594.23 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Increased 7.28%
4.58%
$85.541M
848,972 shares@ $100.76 avg price
BPRO
Bitwise Proficio Cr Dbs Etf
Recent Activity
New Position
3.71%
$69.368M
3.082M shares@ $22.51 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -6.38%
2.85%
$53.26M
143,682 shares@ $370.68 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
New Position
2.79%
$52.102M
357,500 shares@ $145.74 avg price
AAAU
Goldman Sachs Physical Gold
Recent Activity
Increased 68.93%
2.61%
$48.719M
1.055M shares@ $46.19 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
2.44%
$45.493M
496,430 shares@ $91.64 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
New Position
2.38%
$44.369M
440,781 shares@ $100.66 avg price

1-10 of 248