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Argonautica Private Wealth Management, Inc.
Argonautica Private Wealth Management, Inc. is a Massachusetts-based SEC-registered investment adviser founded over 30 years ago and headquartered in Wellesley, MA. The firm provides investment and wealth management services to high-net-worth individuals, families, and select small institutions with a focus on highly personalized client relationships. Its small team of 6 professionals is dedicated to serving clients with deep expertise, stability, and a fiduciary commitment to their best interests.
Investment Strategy
Argonautica Private Wealth Management embraces a disciplined, long-term investment approach. Their strategy centers on understanding each client's unique goals and risk tolerance, then building diversified portfolios tailored to those needs. The firm emphasizes risk management, cost minimization, and transparent communication. Clients benefit from a team-oriented approach, active portfolio oversight, and a blend of global market insights with a measured, adaptive strategy anchored in fiduciary integrity and personalized financial planning.
Latest 13F Filing Activity
Argonautica Private Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 183 equity positions with a total 13F market value of $316M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Microsoft Corp. among other positions. Argonautica Private Wealth Management, Inc. reduced exposure to Unitedhealth Group Inc., Abbott Labs, Starbucks Corp. among others.
Top Holdings
Equity Positions (183)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.85% | $18.5M | 37,170 | $262.61 | $497.41 | +$4.2M |
A AAPL | APPLE INC | 4.90% | $15.5M | 75,451 | $134.54 | $205.17 | -$1.7M |
N NVDA | NVIDIA CORPORATION | 4.83% | $15.3M | 96,599 | $34.90 | $157.99 | +$4.7M |
| ALPHABET INC | 3.88% | $12.3M | 69,603 | $89.02 | $176.23 | +$1.2M | |
A AVGO | BROADCOM INC | 3.61% | $11.4M | 41,318 | $57.49 | $275.65 | +$4.2M |
Industry Allocation
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