POTENTIA WEALTH

Portfolio Overview

Potentia Wealth’s SEC 13F filing for the period ending September 30, 2025, reveals a portfolio with a total value of approximately $175.65 million spread across 48 holdings. The portfolio remained relatively stagnant in value, showing a marginal increase of 0.1% from the previous quarter ($175.49M). The investment strategy appears to be a "Core-Satellite" approach with a heavy reliance on ETFs for broad market exposure and specific sectors, supplemented by selective indiv...