POTENTIA WEALTH
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 69K | $17.67M |
 | NVDA | 46K | $8.67M |
 | PCG | 31K | $464.51K |
 | CWBC | 20K | $420.18K |
 | WFC | 17K | $1.43M |
 | MSFT | 17K | $8.72M |
 | F | 16K | $195.16K |
 | BRK-B | 16K | $8.01M |
 | UL | 14K | $819.01K |
 | ANET | 13K | $1.88M |
 | ET | 12K | $211.38K |
 | ORCL | 11K | $3.19M |
 | FCX | 10K | $395.96K |
 | GOOGL | 10K | $2.43M |
 | AMZN | 9K | $1.87M |
 | RTX | 8K | $1.41M |
 | SYF | 8K | $577.78K |
 | META | 7K | $4.92M |
 | USB | 7K | $317.19K |
 | GSK | 6K | $277.82K |
Apple Inc.
AAPL
Shares Held
69K
Value
$17.67M
NVIDIA Corporation
NVDA
Shares Held
46K
Value
$8.67M
Pacific Gas & Electric Co.
PCG
Shares Held
31K
Value
$464.51K
Community West Bancshares
CWBC
Shares Held
20K
Value
$420.18K
Wells Fargo & Company
WFC
Shares Held
17K
Value
$1.43M
Microsoft Corporation
MSFT
Shares Held
17K
Value
$8.72M
Ford Motor Company
F
Shares Held
16K
Value
$195.16K
Berkshire Hathaway Inc.
BRK-B
Shares Held
16K
Value
$8.01M
Unilever PLC
UL
Shares Held
14K
Value
$819.01K
Arista Networks, Inc.
ANET
Shares Held
13K
Value
$1.88M
Energy Transfer LP
ET
Shares Held
12K
Value
$211.38K
Oracle Corporation
ORCL
Shares Held
11K
Value
$3.19M
Freeport-McMoRan Inc.
FCX
Shares Held
10K
Value
$395.96K
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.43M
Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$1.87M
RTX Corporation
RTX
Shares Held
8K
Value
$1.41M
Synchrony Financial
SYF
Shares Held
8K
Value
$577.78K
Meta Platforms, Inc.
META
Shares Held
7K
Value
$4.92M
U.S. Bancorp
USB
Shares Held
7K
Value
$317.19K
GSK plc
GSK
Shares Held
6K
Value
$277.82K