POTENTIA WEALTH: 13F holdings
CIK 20523082026Q2
| Positions | 60 |
|---|
| Reported value | $244.2m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 60 (-29 vs prior quarter) |
|---|
| Reported value | $244.2m (-5.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 80,224 | $59.9m | 24.5% |
| AAPL APPLE INC | 85,374 | $24.7m | 10.1% |
| PAAA PGIM ETF TR | 410,021 | $21.0m | 8.6% |
| SPYV SPDR SERIES TRUST | 317,152 | $19.3m | 7.9% |
| IWF ISHARES TR | 78,024 | $9.7m | 4.0% |
| SHLD GLOBAL X FDS | 143,846 | $8.6m | 3.5% |
| NVDA NVIDIA CORPORATION | 41,184 | $8.2m | 3.4% |
| GOOGL ALPHABET INC | 22,610 | $8.1m | 3.3% |
| MFS ACTIVE EXCHANGE TRADED F | 267,667 | $7.6m | 3.1% |
| JGRO J P MORGAN EXCHANGE TRADED F | 65,922 | $6.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052308")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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