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Portfolio (Quarterly) Guide ↗

POTENTIA WEALTH

· CIK 0002052308
13F Portfolio $244M AUM 60 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 60 New
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHRW C H ROBINSON WORLDWIDE IN Industrials 3,393.0 $639K 0.26% NEW $188.34 -21.6%
42 GD GENERAL DYNAMICS CORP Industrials 1,681.0 $595K 0.24% NEW $354.24 +1.5%
43 IUSG ISHARES TR 3,137.0 $590K 0.24% NEW $188.09 +2.0%
44 AMD ADVANCED MICRO DEVICES INC Technology 984.0 $572K 0.23% NEW $580.91 -17.8%
45 V VISA INC Financial Services 1,646.0 $565K 0.23% NEW $343.16 +9.3%
46 SPYM SPDR SERIES TRUST 5,524.0 $485K 0.20% NEW $87.88 +3.2%
47 KLAC KLA CORP Technology 1,500.0 $453K 0.18% NEW $301.71 -38.5%
48 J P MORGAN EXCHANGE TRADED F 8,611.0 $435K 0.18% NEW $50.57
49 SBUX STARBUCKS CORP Consumer Cyclical 4,124.0 $421K 0.17% NEW $102.19 +2.2%
50 VTI VANGUARD INDEX FDS 1,092.0 $404K 0.17% NEW $370.04 +2.6%
51 ANET ARISTA NETWORKS INC Technology 2,232.0 $379K 0.15% NEW $169.88 +14.1%
52 DFCF DIMENSIONAL ETF TRUST 8,865.0 $374K 0.15% NEW $42.21 -1.9%
53 NFLX NETFLIX INC. Communication Services 5,017.0 $358K 0.15% NEW $71.40 +9.6%
54 HD HOME DEPOT INC Consumer Cyclical 951.0 $335K 0.14% NEW $352.68 -9.0%
55 IYW ISHARES TR 1,232.0 $311K 0.13% NEW $252.29 +0.4%
56 SNPE DBX ETF TR 4,321.0 $298K 0.12% NEW $68.85 +3.4%
57 CSCO CISCO SYS INC Technology 2,281.0 $268K 0.11% NEW $117.44 -7.0%
58 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 235.0 $227K 0.09% NEW $965.00 -12.0%
59 MU MICRON TECHNOLOGY INC Technology 186.0 $215K 0.09% NEW $1154.29 -11.9%
60 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,540.0 $205K 0.08% NEW $45.11 +15.3%
Page 3 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 50.8%
Technology 33.4%
Communication Services 8.4%
Consumer Cyclical 3.3%
Industrials 2.2%
Healthcare 0.9%
Consumer Defensive 0.9%