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Kevin C. Swanson

Potentia Wealth

Assets Managed
$258.998M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-5.08%(2Q avg: -0.48%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Potentia Wealth's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Potentia Wealth over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 258.998M in assets, with a quarterly growth rate of -5.08% and a 2-quarter average growth rate of -0.48%. The portfolio is managed by Kevin C. Swanson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.52%
21.34%
$55.264M
84,978 shares@ $650.34 avg price
AAPL
Apple Inc
Recent Activity
Increased 15.81%
10.67%
$27.618M
108,824 shares@ $253.79 avg price
PAAA
Pgim Aaa Clo Etf
Recent Activity
Increased 10.14%
8.7%
$22.515M
439,923 shares@ $51.18 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -28.39%
7.13%
$18.441M
325,936 shares@ $56.58 avg price
SHLD
Global X Defense Tech Etf
Recent Activity
Decreased -7.1%
4.17%
$10.792M
152,343 shares@ $70.85 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 4.32%
3.38%
$8.731M
18,221 shares@ $479.19 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 0.36%
3.3%
$8.543M
20,036 shares@ $426.41 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.36%
2.93%
$7.581M
43,468 shares@ $174.41 avg price
GSST
Goldman Sachs Access U Short
Recent Activity
Increased 2.72%
2.76%
$7.126M
140,967 shares@ $50.55 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 133.18%
2.74%
$7.077M
24,609 shares@ $287.57 avg price

1-10 of 89