Potentia Wealth
Potentia Wealth reported 60 holdings worth US$244M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Potentia Wealth reported 60 holdings worth US$244M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 60
- Value as reported
- US$244M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 85,374 | US$24.7M | 10.1% |
| Alphabet Inc (google) Class C | 27,706 | US$9.9M | 4.1% |
| Nvidia Corporation | 41,184 | US$8.24M | 3.4% |
| Applied Materials, Inc. | 4,289 | US$3.1M | 1.3% |
| Meta Platforms, Inc. | 3,701 | US$2.08M | 0.85% |
| Amazon.com, Inc. | 8,589 | US$2.05M | 0.84% |
| Berkshire Hathaway Inc. | 4,054 | US$2.03M | 0.83% |
| Broadcom Inc. | 4,757 | US$1.8M | 0.74% |
| Rtx Corporation | 8,277 | US$1.57M | 0.64% |
| Tesla, Inc. | 3,229 | US$1.36M | 0.56% |
| Wells Fargo & Company | 16,050 | US$1.33M | 0.54% |
| Johnson & Johnson | 4,563 | US$1.16M | 0.47% |
| Walmart Inc. | 9,416 | US$1.07M | 0.44% |
| Microsoft Corp. | 2,510 | US$936K | 0.38% |
| Unilever Plc | 12,798 | US$769K | 0.32% |
| Oracle Corporation | 5,220 | US$765K | 0.31% |
| C.h. Robinson Worldwide, Inc. | 3,393 | US$639K | 0.26% |
| General Dynamics Corporation | 1,681 | US$595K | 0.24% |
| Advanced Micro Devices Inc | 984 | US$572K | 0.23% |
| Visa Inc. | 1,646 | US$565K | 0.23% |
| Kla Corporation | 1,500 | US$453K | 0.19% |
| Starbucks Corporation | 4,124 | US$421K | 0.17% |
| Arista Networks, Inc. | 2,232 | US$379K | 0.16% |
| Netflix, Inc. | 5,017 | US$358K | 0.15% |
| Home Depot, Inc. (the) | 951 | US$335K | 0.14% |
| Cisco Systems, Inc. | 2,281 | US$268K | 0.11% |
| Micron Technology, Inc. | 186 | US$215K | 0.09% |
| Hewlett Packard Enterprise Company | 4,540 | US$205K | 0.08% |
| Freeport-mcmoran, Inc. | 0 | US$0 | 0.00% |
| Gsk Plc | 0 | US$0 | 0.00% |
| Kratos Defense & Security Solutions, Inc. | 0 | US$0 | 0.00% |
| Lpl Financial Holdings Inc. | 0 | US$0 | 0.00% |
| Merck & Company, Inc. | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Pacific Gas & Electric Co. | 0 | US$0 | 0.00% |
| Procter & Gamble Company (the) | 0 | US$0 | 0.00% |
| Rio Tinto Plc | 0 | US$0 | 0.00% |
| Synchrony Financial | 0 | US$0 | 0.00% |
| U.s. Bancorp | 0 | US$0 | 0.00% |
| Valero Energy Corporation | 0 | US$0 | 0.00% |
| Community West Bancshares | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Energy Transfer Lp | 0 | US$0 | 0.00% |
| F5, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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