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Home > Institutional Investor > Potentia Wealth > Profile

Instuitional Investor - Potentia Wealth

Fund Profile
Filing Period:
Fund Name: Potentia Wealth
Portfolio Value $272,873,063
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 88,079 $60,063,055 22.01%
2.
Spdr Series Trust
 455,161 $25,857,724 9.48%
3.
Apple Inc.
 AAPL 93,970 $25,546,547 9.36%
4.
Pgim Etf Tr - AAA CLO ETF
 399,436 $20,475,100 7.5%
5.
Global X Fds - DEFENSE TECH ETF
 163,989 $10,624,846 3.89%
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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