POTENTIA WEALTH

Key Holdings

The portfolio is heavily concentrated at the top, with the first three positions accounting for over 55% of the total assets.

• SPDR S&P 500 ETF (SPY): This is the dominant holding, valued at $60.29 million, representing 34.32% of the portfolio. The firm increased this stake by 2.4% ($5.69M), signaling a continued commitment to large-cap U.S. equity exposure as the portfolio's anchor.
• SPDR Portfolio S&P 500 Value ETF (SPYV): The second-largest holding at $24.42 million (13.90%), this position was increased by 5.5%. Combined with SPY, these two S&P 500 ETFs comprise nearly half of the entire portfolio, suggesting a strong tilt toward U.S. large-cap stability.
• Global X Funds (SHLD): A new position and the third-largest holding, valued at $13.34 million (7.60%). This represents a significant allocation to a specific strategy (likely related to covered calls or income based on the ticker profile context), indicating a tactical shift toward income generation or downside protection.
• NVIDIA (NVDA): The largest individual equity holding ($8.67M, 4.94%) saw a reduction of 15.7%. Despite the trim, it remains a key exposure to the technology sector.