ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

All 13F Filings

Location
Wellesley, MA
Most recent 13F
Q4 2025
Holdings value ($000)
340,612
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/11/2026 181 340,612 13F-HR ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
Q3 2025 10/23/2025 185 342,579 13F-HR ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
Q2 2025 7/30/2025 183 315,795 13F-HR ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 331.9 K 97.5% 0 647 -647
ETFs 8.39 K 2.5% 0 1.321 K -1.321 K
Debt 287 0.1% 0 3 -3
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Fund Snapshot

Q4 2025
Latest filed
2/11/2026
Total value ($000)
340,612
Holdings
181
QoQ value change ($000)
-1,967 (-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.