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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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