Potentia Wealth filed its 13F report for Q1 2026 on May 11, 2026. The portfolio totaled 259 M reflecting a -5.08% change from the prior quarter, spanning 89 assets. The top 10 holdings comprised 67.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 8 complete exits.
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Potentia Wealth submitted their Form 13F-HR for the Q1 2026 period on 05/11/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Potentia Wealth reported a managed portfolio value of 259 M, consisting of 89 individual positions.
This page displays the raw filing documents. To see which stocks Potentia Wealth bought or sold during Q1 2026, please visit Potentia Wealth's Portfolio Analysis page.