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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.3 Billion 23.0% of portfolio
90,501
Q3 2025 Added 2.42%
$0
$24.4 Billion 9.32% of portfolio
441,335
Q3 2025 Added 5.55%
$4.3T
$17.7 Billion 6.74% of portfolio
69,386
Q3 2025 Added 18.95%
Global X Fds
-
$13.3 Billion 5.09% of portfolio
-
Q3 2025 New
Pgim ETF Tr
-
$9.73 Billion 3.71% of portfolio
-
Q3 2025 New
$3.78T
$8.72 Billion 3.33% of portfolio
16,843
Q3 2025 Reduced 4.01%
$465B
$8.67 Billion 3.31% of portfolio
46,470
Q3 2025 Reduced 15.73%
$0
$8.36 Billion 3.19% of portfolio
17,842
Q3 2025 Reduced 1.56%
$662B
$8.01 Billion 3.06% of portfolio
15,935
Q3 2025 Added 4.71%
$4.41B
$7.16 Billion 2.73% of portfolio
274,797
Q3 2025 New
$0
$6.12 Billion 2.34% of portfolio
120,730
Q3 2025 New
$0
$5.5 Billion 2.1% of portfolio
27,009
Q3 2025 Added 1.24%
$0
$4.99 Billion 1.91% of portfolio
243,817
Q3 2025 New
$1.37T
$4.92 Billion 1.88% of portfolio
6,699
Q3 2025 Added 4.02%
$0
$4.76 Billion 1.82% of portfolio
7,118
Q3 2025 Added 5.56%
$0
$4.44 Billion 1.69% of portfolio
126,047
Q3 2025 New
$0
$3.91 Billion 1.49% of portfolio
80,853
Q3 2025 New
$593B
$3.19 Billion 1.22% of portfolio
11,335
Q1 2025 Reduced 4.48%
$1.65T
$2.43 Billion 0.93% of portfolio
9,993
Q3 2025 Added 0.62%
$0
$1.89 Billion 0.72% of portfolio
25,805
Q3 2025 New
Arista Networks Inc
-
$1.88 Billion 0.72% of portfolio
-
Q3 2025 New
$2.39T
$1.87 Billion 0.71% of portfolio
8,520
Q3 2025 Added 0.47%
$0
$1.61 Billion 0.61% of portfolio
31,760
Q3 2025 New
$0
$1.59 Billion 0.61% of portfolio
15,881
Q3 2025 Reduced 13.44%
Goldman Sachs ETF Tr
-
$1.57 Billion 0.6% of portfolio
-
Q3 2025 New
$0
$1.52 Billion 0.58% of portfolio
12,068
Q2 2025 Reduced 1.04%
$1.74T
$1.49 Billion 0.57% of portfolio
6,112
Q3 2025 Reduced 2.25%
$317B
$1.43 Billion 0.55% of portfolio
17,112
Q1 2025 Reduced 22.61%
$258B
$1.41 Billion 0.54% of portfolio
8,430
Q3 2025 New
$0
$1.32 Billion 0.5% of portfolio
11,274
Q3 2025 Reduced 6.59%
$0
$1.22 Billion 0.46% of portfolio
12,173
Q4 2024 New
$139B
$1.21 Billion 0.46% of portfolio
3,671
Q3 2025 New
$0
$1.2 Billion 0.46% of portfolio
11,457
Q3 2025 Reduced 0.09%
$1.29T
$1.09 Billion 0.41% of portfolio
2,445
Q3 2025 Reduced 2.0%
$197B
$1.03 Billion 0.39% of portfolio
5,028
Q2 2025 Reduced 0.81%
Blackrock ETF Trust Ii
-
$1.02 Billion 0.39% of portfolio
-
Q3 2025 New
$0
$995 Million 0.38% of portfolio
7,935
Q3 2025 Reduced 3.85%
$522B
$909 Million 0.35% of portfolio
4,905
Q2 2025 Reduced 2.0%
$0
$901 Million 0.34% of portfolio
6,913
Q4 2024 New
$971B
$900 Million 0.34% of portfolio
1,180
Q3 2025 Reduced 0.84%
$0
$824 Million 0.31% of portfolio
7,565
Q3 2025 Reduced 9.34%
$150B
$819 Million 0.31% of portfolio
13,816
Q4 2024 New
$533B
$767 Million 0.29% of portfolio
2,245
Q4 2024 New
$130B
$727 Million 0.28% of portfolio
2,046
Q3 2025 Reduced 1.06%
$0
$699 Million 0.27% of portfolio
7,343
Q3 2025 Added 0.18%
$14B
$636 Million 0.24% of portfolio
1,968
Q3 2025 Reduced 7.56%
$0
$635 Million 0.24% of portfolio
1,057
Q3 2025 New
$0
$600 Million 0.23% of portfolio
10,174
Q3 2025 Added 0.01%
$367B
$573 Million 0.22% of portfolio
1,413
Q4 2024 New

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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