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Portfolio (Quarterly) Guide ↗

Ponta Wealth Partners, LLC

· CIK 0002107740
13F Portfolio $107M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New
Page 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CEG CONSTELLATION ENERGY CORP Utilities 3,561.0 $1.3M 1.17% NEW $353.27 -19.1%
22 DFSV DIMENSIONAL ETF TRUST 34,826.0 $1.1M 1.07% NEW $32.89 +13.0%
23 DFAX DIMENSIONAL ETF TRUST 32,770.0 $1.1M 1.00% NEW $32.73 +13.2%
24 COST COSTCO WHSL CORP NEW Consumer Defensive 1,240.0 $1.1M 1.00% NEW $862.34 +21.8%
25 PH PARKER-HANNIFIN CORP Industrials 1,168.0 $1.0M 0.96% NEW $878.96 -2.2%
26 DFAT DIMENSIONAL ETF TRUST 16,813.0 $1.0M 0.93% NEW $59.54 +11.7%
27 DFLV DIMENSIONAL ETF TRUST 28,898.0 $989K 0.92% NEW $34.21 +12.5%
28 DUHP DIMENSIONAL ETF TRUST 25,596.0 $973K 0.91% NEW $38.03 +6.0%
29 VONG VANGUARD SCOTTSDALE FDS 7,456.0 $908K 0.85% NEW $121.75 +5.4%
30 WMT WALMART INC Consumer Defensive 7,968.0 $888K 0.83% NEW $111.41 +17.4%
31 TJX TJX COS INC NEW Consumer Cyclical 5,707.0 $877K 0.82% NEW $153.61 +3.6%
32 APOS APOLLO GLOBAL MGMT INC Financial Services 5,923.0 $857K 0.80% NEW $144.76 -81.9%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 2,678.0 $793K 0.74% NEW $296.21 -14.6%
34 IMCG ISHARES TR 9,774.0 $780K 0.73% NEW $79.84 +13.4%
35 LMT LOCKHEED MARTIN CORP Industrials 1,589.0 $769K 0.72% NEW $483.67 +8.1%
36 ABBV ABBVIE INC Healthcare 3,163.0 $723K 0.67% NEW $228.49 -6.1%
37 TSLA TESLA INC Consumer Cyclical 1,588.0 $714K 0.67% NEW $449.72 -7.2%
38 NFLX NETFLIX INC Communication Services 7,604.0 $713K 0.66% NEW $93.76 -4.8%
39 ETN EATON CORP PLC Industrials 2,222.0 $708K 0.66% NEW $318.51 +19.8%
40 DE DEERE & CO Industrials 1,488.0 $693K 0.65% NEW $465.57 +14.1%
Page 2 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.5%
Communication Services 13.3%
Financial Services 13.3%
Consumer Cyclical 8.8%
Industrials 7.1%
Healthcare 6.4%
Consumer Defensive 4.7%
Energy 2.8%
Utilities 2.0%
Basic Materials 1.3%