POTENTIA WEALTH — 13F holdings

POTENTIA WEALTH reported 60 holdings worth $244M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $59.9M (24.5%)
  2. AAPL APPLE INC — $24.7M (10.1%)
  3. PAAA PGIM ETF TR — $21.0M (8.6%)
  4. SPYV SPDR SERIES TRUST — $19.3M (7.9%)
  5. IWF ISHARES TR — $9.69M (4.0%)
  6. SHLD GLOBAL X FDS — $8.59M (3.5%)
  7. NVDA NVIDIA CORPORATION — $8.24M (3.4%)
  8. GOOGL ALPHABET INC — $8.08M (3.3%)
  9. MFSV MFS ACTIVE EXCHANGE TRADED F — $7.65M (3.1%)
  10. JGRO J P MORGAN EXCHANGE TRADED F — $6.50M (2.7%)