Potentia Wealth Portfolio Holdings

Potentia Wealth

  • $262 Billion
  • Q3 2025

Potentia Wealth has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $262 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $60.3B, Spdr Portfolio S&P 500 Value E with a value of $24.4B, Apple Inc. with a value of $17.7B, Global X Fds with a value of $13.3B, and Pgim ETF Tr with a value of $9.73B.

Examining the 13F form we can see an increase of $86.6B in the current position value, from $175B to 262B.

Potentia Wealth is based out at San Jose, CA

Below you can find more details about Potentia Wealth portfolio as well as his latest detailed transactions.

Portfolio value $262 Billion
ETFs: $145 Billion
Technology: $42.1 Billion
Financial Services: $19.6 Billion
Communication Services: $9.35 Billion
Consumer Cyclical: $4.11 Billion
Industrials: $2.68 Billion
Healthcare: $2.42 Billion
Consumer Defensive: $2.02 Billion
Other: $2.1 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$1.21 Billion 0.46% of portfolio
3,671
Q3 2025 New
$197B
$1.03 Billion 0.39% of portfolio
5,028
Q2 2025 Reduced 0.81%
$150B
$819 Million 0.31% of portfolio
13,816
Q4 2024 New
$14B
$636 Million 0.24% of portfolio
1,968
Q3 2025 Reduced 7.56%
$32.9B
$578 Million 0.22% of portfolio
8,132
Q3 2025 Reduced 7.42%
$94.5B
$548 Million 0.21% of portfolio
1,608
Q4 2024 New
$29.6B
$525 Million 0.2% of portfolio
1,579
Q3 2025 Added 0.06%
$49.1B
$514 Million 0.2% of portfolio
429
Q4 2024 New
$32.8B
$465 Million 0.18% of portfolio
30,803
Q3 2025 Reduced 24.08%
$18.9B
$434 Million 0.17% of portfolio
3,276
Q4 2024 New
$57.4B
$396 Million 0.15% of portfolio
10,096
Q2 2025 Reduced 18.16%
$97.3B
$385 Million 0.15% of portfolio
4,550
Q4 2024 New
$67.6B
$317 Million 0.12% of portfolio
6,563
Q4 2024 New
$114B
$327 Million 0.12% of portfolio
4,955
Q3 2025 Reduced 8.66%
$43.2B
$295 Million 0.11% of portfolio
320
Q2 2025 New
$152B
$259 Million 0.1% of portfolio
1,049
Q4 2024 New
$19.9B
$237 Million 0.09% of portfolio
490
Q3 2025 New
$52.5B
$211 Million 0.08% of portfolio
12,318
Q3 2025 Reduced 3.75%
$161B
$214 Million 0.08% of portfolio
198
Q3 2025 New
$52.1B
$195 Million 0.07% of portfolio
16,318
Q3 2025 Reduced 10.24%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $262 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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