Potentia Wealth has filed its Form 13F-HR for the third quarter of 2026, disclosing the equity securities held by the firm as of September 30, 2026. The filing lists 61 total positions held by the firm.
The largest holding in the portfolio is the SPDR Gold Trust, which holds 207,700 shares. The firm also holds significant positions in the State Street SPDR S&P 500 ETF Trust (81,115 shares) and the PGIM ETF Trust AAA CLO ETF (485,329 shares). Other notable individual stock holdings include NVIDIA Corporation (40,648 shares), Apple Inc. (83,052 shares), and Microsoft Corporation (2,298 shares).
The filing indicates that Potentia Wealth holds a mix of exchange-traded funds and individual equities. Among the ETFs listed are the iShares Core S&P 500 ETF, the iShares Core S&P US Value ETF, and various active ETFs managed by Goldman Sachs and J.P. Morgan. Individual company positions include Alphabet Inc., Amazon.com Inc., Meta Platforms Inc., and Johnson & Johnson.
