POTENTIA WEALTH

Q2 2025 13F Holdings

Location
San Jose, CA
Holdings as of
6/30/2025
Value ($000)
$175,485
Num holdings
71
Date filed
8/14/2025
Form type
13F-HR
Prev filing
5/12/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type