13F Filings History of POTENTIA WEALTH

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$272,873,063
Signature - Title
Kevin C. Swanson - CEO
Location
San Jose, CA
Summary
This page shows a list of all the recent 13F filings made by POTENTIA WEALTH. Form 13F is required to be filed within 45 days of the end of a calendar quarter. POTENTIA WEALTH reported 94 stock holdings with total value $272,873,063 as of Q4 2025. Top holdings included SPY, SPYV, AAPL, PAAA, and SHLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 94 $272,873,063 +$29,160,949 -$21,325,177 +$7,835,772 SPY, SPYV, AAPL, PAAA, SHLD 13F-HR 13 Feb 2026, 16:24
Q3 2025 94 $262,089,381 +$74,571,378 -$3,785,178 +$70,786,200 SPY, SPYV, AAPL, SHLD, PAAA 13F-HR 12 Nov 2025, 08:45
Q2 2025 71 $175,485,391 +$6,099,582 -$59,223,446 -$53,123,864 SPY, SPYV, AAPL, MSFT, NVDA 13F-HR 14 Aug 2025, 10:05
Q1 2025 90 $213,318,358 +$16,935,241 -$20,201,312 -$3,266,071 SPY, SPYV, AAPL, BXSL, BRKB 13F-HR 09 May 2025, 17:37
Q4 2024 97 $224,986,260 $0 $0 $0 SPY, SPYV, AAPL, BRKB, IWF 13F-HR 11 Feb 2025, 19:18