POTENTIA WEALTH
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 244,240
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 60 | 244,240 | 13F-HR | POTENTIA WEALTH |
| Q1 2026 | 5/11/2026 | 89 | 258,998 | 13F-HR | POTENTIA WEALTH |
| Q4 2025 | 2/13/2026 | 94 | 272,873 | 13F-HR | POTENTIA WEALTH |
| Q3 2025 | 11/12/2025 | 94 | 262,089 | 13F-HR | POTENTIA WEALTH |
| Q2 2025 | 8/14/2025 | 71 | 175,485 | 13F-HR | POTENTIA WEALTH |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.09 K | 27.9% | 0 | 19.95 K | -19.95 K |
| ETFs | 176.2 K | 72.1% | 12.32 K | 0 | 12.32 K |
| Debt | 0 | 0.0% | 0 | 7.126 K | -7.126 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
244,240
Holdings
60
QoQ value change ($000)
-14,758
(-5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.