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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BA BOEING CO Industrials 945.0 $205K 0.11% NEW $216.47 -3.1%
62 SO SOUTHERN CO Utilities 2,126.0 $203K 0.11% NEW $95.71 -7.8%
63 EQIX EQUINIX INC Real Estate 193.0 $201K 0.11% NEW $1042.39 +0.2%
64 UNM UNUM GROUP Financial Services 2,249.0 $201K 0.11% NEW $89.40 +4.1%
65 FCX FREEPORT MCMORAN INC Basic Materials 3,185.0 $200K 0.11% NEW $62.89 +21.6%
66 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,948.0 $194K 0.10% NEW $17.73 -4.6%
Page 4 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%