POTENTIA WEALTH - Portfolio overview

POTENTIA WEALTH has 98 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 20.25%
2. AAPL - APPLE INC, 10.12%
3. PAAA - PGIM ETF TR, 8.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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