Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

POTENTIA WEALTH 13F Holdings -- Portfolio & Top Positions (2026-06-30)

POTENTIA WEALTH (CIK 2052308) reported $244.2M across 60 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($59.9M, 24.53%), AAPL ($24.7M, 10.11%), PAAA ($21.0M, 8.61%), SPYV ($19.3M, 7.89%), IWF ($9.7M, 3.97%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$59.9M24.53%80,224Trimmed
2AAPLAPPLE INC$24.7M10.11%85,374Trimmed
3PAAAPGIM ETF TR$21.0M8.61%410,021Trimmed
4SPYVSPDR SERIES TRUST$19.3M7.89%317,152Trimmed
5IWFISHARES TR$9.7M3.97%78,024Added
6SHLDGLOBAL X FDS$8.6M3.52%143,846Trimmed
7NVDANVIDIA CORPORATION$8.2M3.37%41,184Trimmed
8GOOGLALPHABET INC$8.1M3.31%22,610Trimmed
9MFSVMFS ACTIVE EXCHANGE TRADED F$7.6M3.13%267,667New
10JGROJ P MORGAN EXCHANGE TRADED F$6.5M2.66%65,922New
11IWDISHARES TR$6.3M2.59%26,143Trimmed
12DTCRGLOBAL X FDS$5.8M2.38%191,323Trimmed
13JTEKJ P MORGAN EXCHANGE TRADED F$4.4M1.79%39,266Trimmed
14CLOABLACKROCK ETF TRUST II$4.1M1.67%78,490Trimmed
15RWJINVESCO EXCH TRADED FD TR II$3.4M1.39%56,915Trimmed
16IVVISHARES TR$3.2M1.30%4,231Trimmed
17AMATAPPLIED MATLS INC$3.1M1.27%4,289Trimmed
18GPIXGOLDMAN SACHS ETF TR$2.9M1.17%51,325Trimmed
19SPHQINVESCO EXCHANGE TRADED FD T$2.1M0.88%23,744Trimmed
20METAMETA PLATFORMS INC$2.1M0.85%3,701Trimmed
21AMZNAMAZON COM INC$2.0M0.84%8,589Trimmed
22BRKBBERKSHIRE HATHAWAY INC DEL$2.0M0.83%4,054Trimmed
23GOOGALPHABET INC$1.8M0.75%5,154Trimmed
24AVGOBROADCOM INC$1.8M0.74%4,757Added
25DSIISHARES TR$1.6M0.66%11,294Trimmed

Source: SEC Form 13F filings · as of 2026-06-30