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Home > Institutional Investor > Potentia Wealth > Profile

Instuitional Investor - Potentia Wealth

Fund Profile
Filing Period:
Fund Name: Potentia Wealth
Portfolio Value $262,089,381
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 90,501 $60,290,251 23%
2.
Spdr Series Trust
 441,335 $24,419,067 9.32%
3.
Apple Inc.
 AAPL 69,386 $17,667,706 6.74%
4.
Global X Fds - DEFENSE TECH ETF
 189,982 $13,344,339 5.09%
5.
Pgim Etf Tr - AAA CLO ETF
 188,860 $9,726,459 3.71%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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