Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
POTENTIA WEALTH (CIK 2052308) reported $259.0M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($55.3M, 21.34%), AAPL ($27.6M, 10.66%), PAAA ($22.5M, 8.69%), SPYV ($18.4M, 7.12%), SHLD ($10.8M, 4.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $55.3M | 21.34% | 84,978 | Trimmed |
| 2 | AAPL | APPLE INC | $27.6M | 10.66% | 108,824 | Added |
| 3 | PAAA | PGIM ETF TR | $22.5M | 8.69% | 439,923 | Added |
| 4 | SPYV | SPDR SERIES TRUST | $18.4M | 7.12% | 325,936 | Trimmed |
| 5 | SHLD | GLOBAL X FDS | $10.8M | 4.17% | 152,343 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.7M | 3.37% | 18,221 | Added |
| 7 | IWF | ISHARES TR | $8.5M | 3.30% | 20,036 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $7.6M | 2.93% | 43,468 | Trimmed |
| 9 | GSST | GOLDMAN SACHS ETF TR | $7.1M | 2.75% | 140,967 | Added |
| 10 | GOOGL | ALPHABET INC | $7.1M | 2.73% | 24,609 | Added |
| 11 | CLOA | BLACKROCK ETF TRUST II | $5.8M | 2.23% | 111,309 | Added |
| 12 | IWD | ISHARES TR | $5.7M | 2.19% | 26,537 | Added |
| 13 | VPN | GLOBAL X FDS | $5.1M | 1.98% | 213,932 | Trimmed |
| 14 | META | META PLATFORMS INC | $3.9M | 1.51% | 6,823 | Trimmed |
| 15 | JTEK | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.33% | 43,330 | Trimmed |
| 16 | IVV | ISHARES TR | $3.0M | 1.15% | 4,547 | Added |
| 17 | RWJ | INVESCO EXCH TRADED FD TR II | $2.9M | 1.12% | 57,364 | Added |
| 18 | GPIX | GOLDMAN SACHS ETF TR | $2.6M | 1.01% | 52,224 | Added |
| 19 | GOOG | ALPHABET INC | $2.2M | 0.87% | 7,814 | Added |
| 20 | AMZN | AMAZON COM INC | $2.2M | 0.84% | 10,500 | Added |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.82% | 42,057 | Added |
| 22 | SPHQ | INVESCO EXCHANGE TRADED FD T | $1.9M | 0.72% | 24,706 | Trimmed |
| 23 | ORCL | ORACLE CORP | $1.7M | 0.65% | 11,428 | Added |
| 24 | AMAT | APPLIED MATLS INC | $1.7M | 0.64% | 4,839 | Trimmed |
| 25 | RTX | RTX CORPORATION | $1.6M | 0.64% | 8,529 | Added |
Source: SEC Form 13F filings · as of 2026-03-31