POTENTIA WEALTH
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 109K | $27.62M |
 | NVDA | 43K | $7.58M |
 | PCG | 26K | $464.84K |
 | GOOGL | 25K | $7.08M |
 | CWBC | 20K | $469.77K |
 | BRK-B | 18K | $8.73M |
 | WFC | 17K | $1.36M |
 | UL | 13K | $729.10K |
 | ET | 12K | $237.74K |
 | ANET | 12K | $1.47M |
 | ORCL | 11K | $1.68M |
 | AMZN | 11K | $2.19M |
 | WMT | 9K | $1.16M |
 | RTX | 9K | $1.65M |
 | GOOG | 8K | $2.24M |
 | SYF | 7K | $497.60K |
 | FCX | 7K | $425.60K |
 | META | 7K | $3.90M |
 | USB | 6K | $312.74K |
 | GSK | 6K | $315.95K |
Apple Inc.
AAPL
Shares Held
109K
Value
$27.62M
NVIDIA Corporation
NVDA
Shares Held
43K
Value
$7.58M
PG&E Corporation
PCG
Shares Held
26K
Value
$464.84K
Alphabet Inc.
GOOGL
Shares Held
25K
Value
$7.08M
Community West Bancshares
CWBC
Shares Held
20K
Value
$469.77K
Berkshire Hathaway Inc.
BRK-B
Shares Held
18K
Value
$8.73M
Wells Fargo & Company
WFC
Shares Held
17K
Value
$1.36M
Unilever PLC
UL
Shares Held
13K
Value
$729.10K
Energy Transfer LP
ET
Shares Held
12K
Value
$237.74K
Arista Networks, Inc.
ANET
Shares Held
12K
Value
$1.47M
Oracle Corporation
ORCL
Shares Held
11K
Value
$1.68M
Amazon.com, Inc.
AMZN
Shares Held
11K
Value
$2.19M
Walmart Inc.
WMT
Shares Held
9K
Value
$1.16M
RTX Corporation
RTX
Shares Held
9K
Value
$1.65M
Alphabet Inc.
GOOG
Shares Held
8K
Value
$2.24M
Synchrony Financial
SYF
Shares Held
7K
Value
$497.60K
Freeport-McMoRan Inc.
FCX
Shares Held
7K
Value
$425.60K
Meta Platforms, Inc.
META
Shares Held
7K
Value
$3.90M
U.S. Bancorp
USB
Shares Held
6K
Value
$312.74K
GSK plc
GSK
Shares Held
6K
Value
$315.95K