POTENTIA WEALTH
CIK 2052308 · Holdings on Dec 31, 2024 · First reported Feb 12, 2025
Top ten holdings
Q4 2024- SPY22.47%
- SPYV8.64%
- AAPL6.38%
- BRK.B5.00%
- IWF3.29%
- IVV3.15%
- MSFT3.14%
- NVDA2.93%
- BXSL2.63%
- GSST2.27%
Share classes counted separately59.90%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $50.55M | 22.47% | 86.25K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $19.43M | 8.64% | 379.95K shares | Prior unavailable — | — | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $14.36M | 6.38% | 57.33K shares | Prior unavailable — | — | ↗▾ |
| 04 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $11.24M | 5.00% | 24.80K shares | Prior unavailable — | — | ↗▾ |
| 05 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $7.39M | 3.29% | 18.41K shares | Prior unavailable — | — | ↗▾ |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $7.08M | 3.15% | 12.03K shares | Prior unavailable — | — | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $7.06M | 3.14% | 16.75K shares | Prior unavailable — | — | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $6.60M | 2.93% | 49.11K shares | Prior unavailable — | — | ↗▾ |
| 09 | BXSLBLACKSTONE SECURED LENDING FCOMMON STOCK View history and evidence | $5.92M | 2.63% | 183.11K shares | Prior unavailable — | — | ↗▾ |
| 10 | GSSTGOLDMAN SACHS ULTRA SHORT BOACES ULTRA SHR View history and evidence | $5.10M | 2.27% | 101.55K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2052308 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 224986260
}Research all 97 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.