POTENTIA WEALTH
POTENTIA WEALTH reported 60 positions worth $244.2M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SPY (24.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $59.9M | 24.53% | 80,224 | — | — | |
| ▸ 2 | AAPL | SH | $24.7M | 10.11% | 85,374 | — | — | |
| ▸ 3 | PAAA | SH | $21.0M | 8.61% | 410,021 | — | — | |
| ▸ 4 | SPYV | SH | $19.3M | 7.89% | 317,152 | — | — | |
| ▸ 5 | IWF | SH | $9.7M | 3.97% | 78,024 | — | — | |
| ▸ 6 | SHLD | SH | $8.6M | 3.52% | 143,846 | — | — | |
| ▸ 7 | NVDA | SH | $8.2M | 3.37% | 41,184 | — | — | |
| ▸ 8 | GOOGL | SH | $8.1M | 3.31% | 22,610 | — | — | |
| ▸ 9 | MFSV | SH | $7.6M | 3.13% | 267,667 | — | — | |
| ▸ 10 | JGRO | SH | $6.5M | 2.66% | 65,922 | — | — |
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Frequently Asked Questions
What stocks does POTENTIA WEALTH hold as of Q2 2026?
POTENTIA WEALTH reported 60 positions worth $244.2M in its Q2 2026 13F filing. Largest positions: SPY (24.5%), AAPL (10.1%), PAAA (8.6%), SPYV (7.9%) and IWF (4.0%).
What did POTENTIA WEALTH buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did POTENTIA WEALTH sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.