POTENTIA WEALTH

SEC CIK
0002052308

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
60
−29 vs. Q1 2026
Total value
$244.24M
−$14.76M (−5.7%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

POTENTIA WEALTH holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SPYSTATE STREET SPDR S&P 500 ETFETF80,224$59.91M24.53%−4,754−5.6%ReducedView
AAPLAPPLE INC COMStock85,374$24.7M10.11%−23,450−21.5%ReducedView
PGIM ETF TR69344A834AAA CLO ETF410,021$21.02M8.61%−29,902−6.8%Reduced–
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508ETF317,152$19.28M7.89%−8,784−2.7%Reduced–
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF78,024$9.69M3.97%+57,988+289.4%Added–
GLOBAL X FDS37960A529DEFENSE TECH ETF143,846$8.59M3.52%−8,497−5.6%Reduced–
NVDANVIDIA CORPORATION COMStock41,184$8.24M3.37%−2,284−5.3%ReducedView
GOOGLALPHABET INC CAP STK CL AStock22,610$8.08M3.31%−1,999−8.1%ReducedView
MFS ACTIVE EXCHANGE TRADED F55286W504VALUE ETF267,667$7.65M3.13%+267,667New–
J P MORGAN EXCHANGE TRADED F46654Q609ACTIVE GROWTH65,922$6.5M2.66%+65,922New–
ISHARES RUSSELL 1000 VALUE ETF464287598ETF26,143$6.34M2.59%−394−1.5%Reduced–
GLOBAL X FDS37954Y236DATA CTR DIG ETF191,323$5.81M2.38%−22,609−10.6%Reduced–
J P MORGAN EXCHANGE TRADED F46654Q732U S TEC LEA ETF39,266$4.38M1.79%−4,064−9.4%Reduced–
BLACKROCK ETF TRUST II092528504ISHARES AAA CLO78,490$4.07M1.67%−32,819−29.5%Reduced–
INVESCO EXCH TRADED FD TR II46138G664S&P SMALLCAP 60056,915$3.39M1.39%−449−0.8%Reduced–
ISHARES CORE S&P 500 ETF464287200ETF4,231$3.17M1.30%−316−6.9%Reduced–
AMATAPPLIED MATLS INC COMStock4,289$3.1M1.27%−550−11.4%ReducedView
GOLDMAN SACHS ETF TR38149W622S&P 500 PREMIUM51,325$2.85M1.17%−899−1.7%Reduced–
INVESCO S&P 500 QUALITY ETF46137V241ETF23,744$2.14M0.88%−962−3.9%Reduced–
METAMETA PLATFORMS INC CL AStock3,701$2.08M0.85%−3,122−45.8%ReducedView
AMZNAMAZON COM INC COMStock8,589$2.05M0.84%−1,911−18.2%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock4,054$2.03M0.83%−14,167−77.8%ReducedView
GOOGALPHABET INC CAP STK CL CStock5,154$1.82M0.75%−2,660−34.0%ReducedView
AVGOBROADCOM INC COMStock4,757$1.8M0.74%+304+6.8%AddedView
ISHARES TR464288570ESG MSCI KLD ETF11,294$1.61M0.66%−1,208−9.7%Reduced–
RTXRTX CORPORATION COMStock8,277$1.57M0.64%−252−3.0%ReducedView
TSLATESLA INC COMStock3,229$1.36M0.56%−23−0.7%ReducedView
ISHARES CORE S&P US VALUE ETF464287663ETF12,173$1.34M0.55%00.0%Unchanged–
WFCWELLS FARGO & CO COMStock16,050$1.33M0.54%−1,062−6.2%ReducedView
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409ETF10,279$1.22M0.50%−127−1.2%Reduced–
JNJJOHNSON & JOHNSON COMStock4,563$1.16M0.47%−338−6.9%ReducedView
WMTWALMART INC COMStock9,416$1.07M0.44%+100+1.1%AddedView
INVESCO QQQ TRUST SERIES I46090E103ETF1,413$1.04M0.43%+110+8.4%Added–
GOLDMAN SACHS ETF TR381430503ACTIVEBETA US LG6,913$980.89K0.40%00.0%Unchanged–
MSFTMICROSOFT CORP COMStock2,510$936.15K0.38%−1,841−42.3%ReducedView
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF9,908$820.77K0.34%+1,473+17.5%Added–
ULUNILEVER PLCSPON ADR NEW12,798$769.42K0.32%00.0%UnchangedView
GLDSPDR GOLD SHARESETF2,077$765.13K0.31%+35+1.7%AddedView
ORCLORACLE CORP COMStock5,220$764.99K0.31%−6,208−54.3%ReducedView
ISHARES TR464289875CORE 40 MODE ETF13,902$693.56K0.28%+67+0.5%Added–
CHRWC H ROBINSON WORLDWIDE INCOM NEW3,393$639.04K0.26%00.0%UnchangedView
GDGENERAL DYNAMICS CORP COMStock1,681$595.48K0.24%00.0%UnchangedView
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF3,137$590.04K0.24%00.0%Unchanged–
AMDADVANCED MICRO DEVICES INC COMStock984$571.62K0.23%+984NewView
VVISA INC COM CL AStock1,646$564.85K0.23%−326−16.5%ReducedView
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF5,524$485.47K0.20%−189−3.3%Reduced–
KLACKLA CORPCOM NEW1,500$452.57K0.19%+1,350+900.0%AddedView
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF8,611$435.47K0.18%−33,446−79.5%Reduced–
SBUXSTARBUCKS CORP COMStock4,124$421.43K0.17%00.0%UnchangedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF1,092$404.08K0.17%−53−4.6%Reduced–
ANETARISTA NETWORKS INC COM SHSStock2,232$379.17K0.16%−9,777−81.4%ReducedView
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF8,865$374.19K0.15%00.0%Unchanged–
NFLXNETFLIX INC. COMStock5,017$358.21K0.15%+502+11.1%AddedView
HDHOME DEPOT INC COMStock951$335.4K0.14%−391−29.1%ReducedView
ISHARES TR464287721U.S. TECH ETF1,232$310.82K0.13%00.0%Unchanged–
DBX ETF TR233051143XTRACKRS S&P 5004,321$297.52K0.12%+4,321New–
CSCOCISCO SYS INC COMStock2,281$267.89K0.11%+2,281NewView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS235$226.78K0.09%+235NewView
MUMICRON TECHNOLOGY INC COMStock186$214.7K0.09%+186NewView
HPEHEWLETT PACKARD ENTERPRISE CCOM4,540$204.8K0.08%+4,540NewView

Sold out since Q1 2026 (37)

Positions held at the end of Q1 2026 that are no longer in this filing.

POTENTIA WEALTH positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
GOLDMAN SACHS ETF TR381430230ULTR SHOR BD ETF140,967$7.13M2.75%
GOLDMAN SACHS ETF TR381430529ACCES TREASURY12,928$1.3M0.50%
FIRST TR EXCHANGE-TRADED ALP33734K109COM SHS10,214$1.25M0.48%
LLYELI LILLY & CO COMStock1,070$984.19K0.38%
FIRST TR EXCHANGE-TRADED ALP33735B108COM SHS7,120$913.02K0.35%
FIRST TR EXCHANGE-TRADED ALP33734Y109COM SHS6,015$717.88K0.28%
ISHARES MSCI USA MIN VOL FACTOR ETF46429B697ETF7,388$685.16K0.26%
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF2,739$595.05K0.23%
FFIVF5 INC COMStock1,783$515.93K0.20%
ISHARES S&P 500 VALUE ETF464287408ETF2,407$508.21K0.20%
RIORIO TINTO PLC SPONSORED ADRADR5,345$498.63K0.19%
ISHARES MSCI EAFE ETF464287465ETF5,133$498.6K0.19%
SYFSYNCHRONY FINANCIALCOM7,316$497.6K0.19%
ISHARES CORE DIVIDEND GROWTH ETF46434V621ETF7,064$495.75K0.19%
LPLALPL FINL HLDGS INCCOM1,580$475.25K0.18%
CWBCCOMMUNITY WEST BANCSHARES NECOM20,162$469.78K0.18%
VANGUARD S&P 500 ETF922908363ETF783$467.88K0.18%
PCGPG&E CORP COMStock26,457$464.84K0.18%
FCXFREEPORT MCMORAN INC CL BStock7,241$425.6K0.16%
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF1,415$406.36K0.16%
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF15,982$395.56K0.15%
MRKMERCK & CO INC COMStock3,030$364.48K0.14%
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y308ETF4,307$353.09K0.14%
FIRST TR EXCHANGE-TRADED FD337344105NASDAQ-100 SEL2,728$346.38K0.13%
GSKGSK PLC SPONSORED ADRADR5,725$315.95K0.12%
USBUS BANCORPCOM NEW6,013$312.74K0.12%
PGPROCTER & GAMBLE CO COMStock1,980$285.99K0.11%
CMCLCALEDONIA MNG CORPSHS NEW11,559$261.11K0.10%
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF2,497$247.92K0.10%
ETENERGY TRANSFER L PCOM UT LTD PTN12,318$237.74K0.09%
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF1,554$230.15K0.09%
KTOSKRATOS DEFENSE & SEC SOLUTIOCOM NEW3,180$224.22K0.09%
ACNACCENTURE PLC IRELAND SHS CLASS AStock1,093$216.73K0.08%
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663ETF2,338$214.26K0.08%
VLOVALERO ENERGY CORP COMStock860$212.6K0.08%
NEENEXTERA ENERGY INC COMStock2,248$208.79K0.08%
COSTCOSTCO WHOLESALE CORPORATION COMStock203$202.07K0.08%

13F filings by quarter

POTENTIA WEALTH 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 202660$244.24Mvs. Q1 2026SEC
Q1 2026May 11, 202689$259Mvs. Q4 2025SEC
Q4 2025Feb 13, 202694$272.87Mvs. Q3 2025SEC
Q3 2025Nov 12, 202594$262.09Mvs. Q2 2025SEC
Q2 2025Aug 14, 202571$175.49Mvs. Q1 2025SEC
Q1 2025May 12, 202590$213.32Mvs. Q4 2024SEC
Q4 2024Feb 12, 202597$224.99M–SEC