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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.6 Billion 31.11% of portfolio
88,366
Q2 2025 Added 1.62%
$0
$21.9 Billion 12.47% of portfolio
418,146
Q2 2025 Added 7.42%
$3.69T
$12 Billion 6.82% of portfolio
58,333
Q2 2025 Added 1.86%
$3.95T
$8.73 Billion 4.97% of portfolio
17,546
Q2 2025 Added 1.83%
$456B
$8.71 Billion 4.96% of portfolio
55,147
Q2 2025 Added 2.36%
$0
$7.7 Billion 4.39% of portfolio
18,124
Q2 2025 Reduced 5.26%
$621B
$7.39 Billion 4.21% of portfolio
15,218
Q2 2025 Reduced 5.67%
$0
$5.18 Billion 2.95% of portfolio
26,679
Q2 2025 Reduced 2.47%
$1.78T
$4.75 Billion 2.71% of portfolio
6,440
Q2 2025 Added 50.96%
$0
$4.19 Billion 2.39% of portfolio
6,743
Q2 2025 Reduced 42.62%
$684B
$2.48 Billion 1.41% of portfolio
11,335
Q1 2025 Reduced 4.48%
$2.26T
$1.86 Billion 1.06% of portfolio
8,480
Q2 2025 Reduced 0.87%
$0
$1.84 Billion 1.05% of portfolio
18,347
Q2 2025 Reduced 35.4%
$1.21T
$1.75 Billion 1.0% of portfolio
9,931
Q2 2025 Added 0.03%
$0
$1.4 Billion 0.8% of portfolio
12,068
Q2 2025 Reduced 1.04%
$302B
$1.37 Billion 0.78% of portfolio
17,112
Q1 2025 Reduced 22.61%
$0
$1.15 Billion 0.66% of portfolio
12,173
Q4 2024 New
$1.24T
$1.11 Billion 0.63% of portfolio
6,253
Q2 2025 Added 14.48%
$0
$1.09 Billion 0.62% of portfolio
11,467
Q2 2025 Reduced 69.82%
$0
$948 Million 0.54% of portfolio
8,253
Q2 2025 Reduced 20.96%
$608B
$928 Million 0.53% of portfolio
1,190
Q2 2025 Reduced 0.67%
$162B
$920 Million 0.52% of portfolio
5,028
Q2 2025 Reduced 0.81%
$0
$839 Million 0.48% of portfolio
6,913
Q4 2024 New
$155B
$845 Million 0.48% of portfolio
13,816
Q4 2024 New
$0
$812 Million 0.46% of portfolio
8,344
Q2 2025 Reduced 19.26%
$1.08T
$793 Million 0.45% of portfolio
2,495
Q1 2025 Reduced 75.9%
$551B
$797 Million 0.45% of portfolio
2,245
Q4 2024 New
$452B
$749 Million 0.43% of portfolio
4,905
Q2 2025 Reduced 2.0%
$0
$688 Million 0.39% of portfolio
7,330
Q1 2025 Reduced 42.28%
$0
$629 Million 0.36% of portfolio
2,070
Q2 2025 New
$19.5B
$627 Million 0.36% of portfolio
2,129
Q2 2025 Reduced 24.34%
$106B
$630 Million 0.36% of portfolio
2,068
Q2 2025 Added 0.78%
$29.8B
$592 Million 0.34% of portfolio
1,578
Q1 2025 Added 0.06%
$0
$574 Million 0.33% of portfolio
10,173
Q2 2025 Added 3.65%
$545B
$574 Million 0.33% of portfolio
429
Q4 2024 New
$0
$573 Million 0.33% of portfolio
1,008
Q2 2025 Added 14.29%
$32.6B
$586 Million 0.33% of portfolio
8,784
Q2 2025 Reduced 24.74%
$30.7B
$566 Million 0.32% of portfolio
40,574
Q2 2025 Reduced 14.51%
$368B
$539 Million 0.31% of portfolio
3,381
Q4 2024 New
$0
$528 Million 0.3% of portfolio
2,709
Q4 2024 New
$405B
$518 Million 0.3% of portfolio
1,413
Q4 2024 New
$859B
$510 Million 0.29% of portfolio
1,758
Q4 2024 New
$0
$505 Million 0.29% of portfolio
2,585
Q2 2025 Reduced 23.61%
$0
$495 Million 0.28% of portfolio
5,535
Q2 2025 Reduced 22.91%
$86.2B
$469 Million 0.27% of portfolio
1,608
Q4 2024 New
$0
$472 Million 0.27% of portfolio
3,137
Q4 2024 New
$0
$452 Million 0.26% of portfolio
7,064
Q4 2024 New
$0
$434 Million 0.25% of portfolio
3,183
Q2 2025 Reduced 18.99%
$60.2B
$438 Million 0.25% of portfolio
10,096
Q2 2025 Reduced 18.16%

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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