StockDriftsStockDriftsTop 50 Potentia Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 24.53% | 80.2K | $59.9M | -5.59%(-4.75K) | $581.43(+32.86%) | 2026-06-30 | |
| AAPL | APPLE INC | 10.11% | 85.4K | $24.7M | -21.55%(-23.45K) | $243.52(+24.12%) | 2026-06-30 | |
| PAAA | PGIM ETF TR | 8.61% | 410.0K | $21.0M | -6.80%(-29.90K) | $51.35(+0.05%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 7.89% | 317.2K | $19.3M | -2.70%(-8.78K) | $52.17(+21.44%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.97% | 78.0K | $9.7M | -2.65%(-2.12K) | $97.13(+28.99%) | 2026-06-30 | |
| SHLD | GLOBAL X FDS | 3.52% | 143.8K | $8.6M | -5.58%(-8.50K) | $40.91(+71.49%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.37% | 41.2K | $8.2M | -5.25%(-2.28K) | $127.44(+75.84%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.31% | 22.6K | $8.1M | -8.12%(-2.00K) | $250.03(+37.40%) | 2026-06-30 | |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | 3.13% | 267.7K | $7.6M | new | $27.41(+9.76%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 2.66% | 65.9K | $6.5M | new | $90.06(+6.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.81% |
Potentia Wealth reports $244.24M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are SPY (24.5%), AAPL (10.1%) and PAAA (8.6%). The top 20 holdings account for 86.39% of reported assets. Its disclosed equity book has returned +21.49% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Potentia Wealth’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052308). View Potentia Wealth’s 13F filings on SEC