POTENTIA WEALTH
Q1 2026 13F-HR Holdings
Location
San Jose, CA
Holdings as of
3/31/2026
Value ($000)
$258,997,994
Num holdings
89
Date filed
5/11/2026
Form type
13F-HR
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SEC
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Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
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