POTENTIA WEALTH

Business address
1226 Lincoln Ave, #200, San Jose, CA, 95125
Top securities (13F)
SPY, SPYV, AAPL, SHLD, PAAA, MSFT, NVDA, IWF, BRKB, BXSL, GSST, IWD, DTCR, META, IVV, BUG, JTEK, RWJ, ORCL, and GOOGL
Fiscal year end
31 December
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POTENTIA WEALTH has filed 4 SEC EDGAR filings since 12 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2025 30 Sep 2025 028-24930
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-24930
13F-HR Open Document Open Filing 12 May 2025 31 Mar 2025 028-24930
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-24930