account_balance

Investment manager · 13F filer · SEC CIK 2052308

Potentia Wealth

Reported value$260Mas of Sep 30, 2026
Positions61 5 new, 4 sold out
Top 10 weight71.1%SPY alone is 24%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 23.9% HeldAAPL Apple Inc. 10.6% Trimmed −3%
PAAA Pgim ETF Tr 9.6% Added +19%
SPYV SPDR Series Trust 7.4% Held
NVDA NVIDIA Corp 3.6% Held
JMST J P Morgan Exchange Traded F 3.5% New
SHLD Global X FDS 3.3% Held
IWF iShares Tr 3.2% Trimmed −14%
GOOGL Alphabet Inc. 3.1% Added +2%
MFSV MFS Active Exchange Traded F 2.9% Held
IWD iShares Tr 2.6% Added +5%
JGRO J P Morgan Exchange Traded F 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • JMST $9.18M
  • FROG $591K
  • TBIL $501K
  • MEM $240K
arrow_upwardAdded
  • JPST +294%
  • SPYG +33%
  • PAAA +19%
  • GPIX +15%
arrow_downwardTrimmed
  • IEMG −34%
  • META −29%
  • SPHQ −25%
  • RWJ −24%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist