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Home > Institutional Investor > Potentia Wealth > Profile

Instuitional Investor - Potentia Wealth

Fund Profile
Filing Period:
Fund Name: Potentia Wealth
Portfolio Value $175,485,391
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 88,366 $54,597,265 31.11%
2.
Spdr Series Trust
 418,146 $21,885,762 12.47%
3.
Apple Inc.
 AAPL 58,333 $11,968,234 6.82%
4.
Microsoft Corp
 MSFT 17,546 $8,727,437 4.97%
5.
Nvidia Corp
 NVDA 55,147 $8,712,649 4.96%
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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