SEC Form 13F

POTENTIA WEALTH 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$244,240,411
Positions60

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$59,908,95480,224
APPLE INCAAPLCOM$24,703,83185,374
PGIM ETF TRPAAAAAA CLO ETF$21,021,770410,021
SPDR SERIES TRUSTSPYVST STR P500VAL$19,279,664317,152
ISHARES TRIWFRUS 1000 GRW ETF$9,688,29378,024
GLOBAL X FDSSHLDDEFENSE TECH ETF$8,589,061143,846
NVIDIA CORPORATIONNVDACOM$8,240,55441,184
ALPHABET INCGOOGLCAP STK CL A$8,080,03822,610
MFS ACTIVE EXCHANGE TRADED FMFSVVALUE ETF$7,647,257267,667
J P MORGAN EXCHANGE TRADED FJGROACTIVE GROWTH$6,499,24865,922

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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