§ 13F · FUND PROFILE
POTENTIA WEALTH.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $262.1T (13F)Positions · 94Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 88K | $60.1T | 22.0% | −3% |
| 2 | SPYV | SPDR SERIES TRUST | 455K | $25.9T | 9.5% | +3% |
| 3 | AAPL | APPLE INC | 94K | $25.5T | 9.4% | +35% |
| 4 | PAAA | PGIM ETF TR | 399K | $20.5T | 7.5% | +111% |
| 5 | SHLD | GLOBAL X FDS | 164K | $10.6T | 3.9% | −14% |
| 6 | IWF | ISHARES TR | 20K | $9.4T | 3.5% | +12% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 17K | $8.8T | 3.2% | +10% |
| 8 | NVDA | NVIDIA CORPORATION | 45K | $8.4T | 3.1% | −3% |
| 9 | MSFT | MICROSOFT CORP | 17K | $8.3T | 3.1% | +2% |
| 10 | GSST | GOLDMAN SACHS ETF TR | 137K | $6.9T | 2.5% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POTENTIA SIGNAL
AC read
POTENTIA WEALTH is a Other fund managing $262089.4 trillion in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed