POTENTIA WEALTH

13F Portfolio Filings

Most recent 13F: Q4 2024
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
Q4 2024	97	224,986	SPY, SPYV, AAPL, BRK-B	13F-HR	2/11/2025	000205230825000001