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