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| Happy Holidays!! thanks for using AUM13F!! |
| Argonautica Private Wealth Management Inc
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|---|---|
| CRD # | 316736 |
| SEC # | 801-122660 |
| CIK # | 0001931870 |
| AUM | $507.2 M (2025-06-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 781-591-0200 |
| Address | 57 River Street Wellesley, MA 02481 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 18.5 | ||
| Apple Inc | 15.5 | ||
| Nvidia Corp | 15.3 | ||
| Alphabet Inc | 12.3 | ||
| Broadcom Inc | 11.4 | ||
| Amazon Com Inc | 9.1 | ||
| Facebook Inc | 7.7 | ||
| Oracle Corp | 6.5 | ||
| Cisco Systems Inc | 6.2 | ||
| BlackRock Inc | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 19.2 |
| (b) Individuals (high net worth individuals) | 54 | 394.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 8.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 84.5 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 507.2 |
| By Discretionary | ||
| Discretionary | 374 | 441.1 |
| Non-Discretionary | 161 | 66.1 |
| Total | 535 | 507.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 504.6 | |
| Total | 535 | 507.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001931870] |
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|---|---|---|
|
Miramar Capital LLC
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IL | 0.5 |
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Prostatis Group LLC
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MD | 0.5 |
|
McElhenny Sheffield Capital Management LLC
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TX | 0.5 |
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The Central Trust Bank
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MO | 0.5 |
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RTW Financial Advisors Inc
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TX | 0.5 |
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Tiempo Capital Partners LLC
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FL | 0.5 |
|
Tempus Wealth Planning LLC
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CA | 0.5 |
|
Kelly Financial Services LLC
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MA | 0.5 |
|
Whitener Capital Management Inc
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|
NC | 0.5 |
|
Gilliland Jeter Wealth Management LLC
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|
AR | 0.5 |