Potentia Wealth Portfolio Holdings

Potentia Wealth

$175 Billion
Q2 2025

Potentia Wealth has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 71 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 $54.6B, Spdr Portfolio S&P 500 Value E with a value of $21.9B, Apple Inc. with a value of $12B, Microsoft Corp with a value of $8.73B, and Nvidia Corp with a value of $8.71B.

Examining the 13F form we can see an decrease of $37.8B in the current position value, from $213B to 175B.

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 $175 Billion

ETFs: $111 Billion

Technology: $34 Billion

Financial Services: $11.9 Billion

Communication Services: $8.19 Billion

Consumer Cyclical: $3.79 Billion

Healthcare: $2.06 Billion

Consumer Defensive: $2.06 Billion

Industrials: $783 Million

Other: $1.9 Billion

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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AMAT Applied Materials Inc Technology	$162B	$920 Million 0.52% of portfolio	5,028	Q2 2025 Reduced 0.81%
UL Unilever PLC Consumer Defensive	$155B	$845 Million 0.48% of portfolio	13,816	Q4 2024 New
FFIV F5, Inc. Technology	$19.5B	$627 Million 0.36% of portfolio	2,129	Q2 2025 Reduced 24.34%
LPLA Lpl Financial Holdings Inc. Financial Services	$29.8B	$592 Million 0.34% of portfolio	1,578	Q1 2025 Added 0.06%
SYF Synchrony Financial Financial Services	$32.6B	$586 Million 0.33% of portfolio	8,784	Q2 2025 Reduced 24.74%
PCG Pg&E Corp Utilities	$30.7B	$566 Million 0.32% of portfolio	40,574	Q2 2025 Reduced 14.51%
GD General Dynamics Corp Industrials	$86.2B	$469 Million 0.27% of portfolio	1,608	Q4 2024 New
FCX Freeport Mcmoran Inc Basic Materials	$60.2B	$438 Million 0.25% of portfolio	10,096	Q2 2025 Reduced 18.16%
SBUX Starbucks Corp Consumer Cyclical	$108B	$417 Million 0.24% of portfolio	4,550	Q4 2024 New
CHRW C. H. Robinson Worldwide, Inc. Industrials	$14.7B	$314 Million 0.18% of portfolio	3,276	Q4 2024 New
ACN Accenture PLC Technology	$150B	$314 Million 0.18% of portfolio	1,049	Q4 2024 New
RIO Rio Tinto PLC Basic Materials	$102B	$316 Million 0.18% of portfolio	5,425	Q2 2025 Reduced 31.72%
USB Us Bancorp \De\ Financial Services	$68B	$297 Million 0.17% of portfolio	6,563	Q4 2024 New
ET Energy Transfer LP Energy	$53.7B	$232 Million 0.13% of portfolio	12,798	Q2 2025 Reduced 25.52%
MPWR Monolithic Power Systems Inc Technology	$39.5B	$234 Million 0.13% of portfolio	320	Q2 2025 New
VLO Valero Energy Corp Energy	$51.4B	$231 Million 0.13% of portfolio	1,716	Q2 2025 Reduced 22.98%
F Ford Motor CO Consumer Cyclical	$44.4B	$197 Million 0.11% of portfolio	18,180	Q2 2025 Reduced 29.58%
KEY Keycorp Financial Services	$16.7B	$194 Million 0.11% of portfolio	11,147	Q2 2025 Reduced 35.0%

Summary

Portfolio
No. of Stocks 71
Current Value $175 Billion
Prior Value $213 Billion
Filing
Period Q2 2025
Filing Date August 14, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 4 stocks
Additional Purchases 13 stocks
Sold out of 0 stocks
Reduced holdings in 28 stocks

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