Long-term investor
Potentia Wealth @potentiawealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052308).
Record
- Tracked since 2025-06-30 (478 days), 129 trades recorded
- Returns: week n/a · month n/a · 90 days +1.8% · 6 months +5.9% · 1 year +4.1% · all +4.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 24.5% · long · since 2025-06-30
- AAPL · 10.1% · long · since 2025-06-30
- 69344A834 · 8.6% · long · since 2025-09-30
- 78464A508 · 7.9% · long · since 2025-06-30
- 464287614 · 4.0% · long · since 2025-06-30
- 37960A529 · 3.5% · long · since 2025-09-30
- NVDA · 3.4% · long · since 2025-06-30
- GOOGL · 3.3% · long · since 2025-06-30
- 55286W504 · 3.1% · long · since 2026-06-30
- 46654Q609 · 2.7% · long · since 2026-06-30
- 464287598 · 2.6% · long · since 2025-06-30
- 37954Y236 · 2.4% · long · since 2025-09-30