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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 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 2,529.0 $433K 0.40% NEW $171.18 +76.6%
62 MS MORGAN STANLEY Financial Services 2,395.0 $425K 0.40% NEW $177.53 +12.9%
63 ORCL ORACLE CORP Technology 2,132.0 $416K 0.39% NEW $194.91 -2.6%
64 GE GE AEROSPACE Industrials 1,331.0 $410K 0.38% NEW $308.03 -2.0%
65 DFIV DIMENSIONAL ETF TRUST 8,167.0 $408K 0.38% NEW $49.90 +11.8%
66 CSCO CISCO SYS INC Technology 5,083.0 $392K 0.36% NEW $77.03 +53.4%
67 AEM AGNICO EAGLE MINES LTD Basic Materials 2,241.0 $380K 0.35% NEW $169.53 +4.8%
68 WM WASTE MGMT INC DEL Industrials 1,728.0 $380K 0.35% NEW $219.71 -0.1%
69 COP CONOCOPHILLIPS Energy 4,047.0 $379K 0.35% NEW $93.61 +28.8%
70 DFNM DIMENSIONAL ETF TRUST 7,827.0 $377K 0.35% NEW $48.17 -0.6%
71 DFCF DIMENSIONAL ETF TRUST 8,454.0 $360K 0.34% NEW $42.56 -1.5%
72 C CITIGROUP INC Financial Services 3,069.0 $358K 0.33% NEW $116.69 +7.3%
73 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,466.0 $352K 0.33% NEW $64.31 +30.4%
74 PNC PNC FINL SVCS GROUP INC Financial Services 1,647.0 $344K 0.32% NEW $208.73 +3.9%
75 MET METLIFE INC Financial Services 4,252.0 $336K 0.31% NEW $78.94 +6.8%
76 ABT ABBOTT LABS Healthcare 2,641.0 $331K 0.31% NEW $125.29 -29.9%
77 DFUV DIMENSIONAL ETF TRUST 6,949.0 $324K 0.30% NEW $46.59 +13.3%
78 PEP PEPSICO INC Consumer Defensive 2,252.0 $323K 0.30% NEW $143.52 +3.7%
79 BAC BANK AMERICA CORP Financial Services 5,847.0 $322K 0.30% NEW $55.00 -6.4%
80 USB US BANCORP DEL Financial Services 5,894.0 $315K 0.29% NEW $53.36 +2.1%
Page 4 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%