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Home > Institutional Investor > Potentia Wealth > Profile

Instuitional Investor - Potentia Wealth

Fund Profile
Filing Period:
Fund Name: Potentia Wealth
Portfolio Value $258,997,994
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 84,978 $55,264,430 21.34%
2.
Apple Inc.
 AAPL 108,824 $27,618,304 10.66%
3.
Pgim Etf Tr - AAA CLO ETF
 439,923 $22,515,216 8.69%
4.
Spdr Series Trust
 325,936 $18,441,457 7.12%
5.
Global X Fds - DEFENSE TECH ETF
 152,343 $10,791,991 4.17%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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