POTENTIA WEALTH
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
San Jose, CA
CIK
0002052308
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
90
213,318
SPY, SPYV, AAPL, BXSL
13F-HR
5/12/2025
000205230825000002
Q4 2024
97
224,986
SPY, SPYV, AAPL, BRK-B
13F-HR
2/11/2025
000205230825000001