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Portfolio (Quarterly) Guide ↗

Ponta Wealth Partners, LLC

· CIK 0002107740
13F Portfolio $187M AUM 199 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 66 New 106 Added 10 Reduced 5 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SUB ISHARES TR 2,979.0 $317K 0.17% NEW $106.47 -0.2%
22 SITM SITIME CORP Technology 421.0 $314K 0.17% NEW $745.56 -25.2%
23 DFGR DIMENSIONAL ETF TRUST 10,684.0 $310K 0.17% NEW $28.97 +0.5%
24 ENTG ENTEGRIS INC Technology 1,659.0 $298K 0.16% NEW $179.86 -25.0%
25 CI THE CIGNA GROUP Healthcare 1,078.0 $297K 0.16% NEW $275.68 +1.2%
26 TXN TEXAS INSTRS INC Technology 989.0 $295K 0.16% NEW $298.07 -13.2%
27 DDOG DATADOG INC Technology 1,103.0 $287K 0.15% NEW $260.36 -9.0%
28 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,592.0 $284K 0.15% NEW $178.24 +15.4%
29 XEL XCEL ENERGY INC Utilities 3,515.0 $282K 0.15% NEW $80.30 -4.8%
30 INNOVATOR ETFS TRUST 9,273.0 $282K 0.15% NEW $30.38
31 EAT BRINKER INTL INC Consumer Cyclical 1,580.0 $265K 0.14% NEW $168.00 +37.0%
32 GLW CORNING INC Technology 1,033.0 $264K 0.14% NEW $255.43 -41.7%
33 APH AMPHENOL CORP Technology 1,493.0 $263K 0.14% NEW $176.32 -10.5%
34 AIG AMERICAN INTL GROUP INC Financial Services 3,498.0 $261K 0.14% NEW $74.53 +3.2%
35 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,404.0 $254K 0.14% NEW $74.72 +0.5%
36 TMO THERMO FISHER SCIENTIFIC INC Healthcare 505.0 $253K 0.14% NEW $501.36 +24.1%
37 JBL JABIL INC Technology 655.0 $252K 0.14% NEW $385.48 -21.8%
38 ADI ANALOG DEVICES INC Technology 630.0 $250K 0.13% NEW $397.17 -8.9%
39 VIRT VIRTU FINL INC Financial Services 4,119.0 $245K 0.13% NEW $59.57 +11.4%
40 AVUV AMERICAN CENTY ETF TR 1,953.0 $244K 0.13% NEW $124.76 +0.6%
Page 2 of 4  ·  66 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 44.5%
Financial Services 15.3%
Industrials 9.0%
Consumer Cyclical 7.7%
Healthcare 7.0%
Communication Services 5.4%
Consumer Defensive 4.1%
Energy 3.7%
Utilities 1.9%
Basic Materials 1.2%