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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 META META PLATFORMS INC Communication Services 2,308.0 $1.3M 0.70% -2K -41.1% $563.29 +2.6%
2 NOW SERVICENOW INC Technology 9,263.0 $920K 0.49% -226.0 -2.4% $99.28 +45.8%
3 DFNM DIMENSIONAL ETF TRUST 18,094.0 $875K 0.47% -336.0 -1.8% $48.34 -1.7%
4 ANET ARISTA NETWORKS INC Technology 4,900.0 $832K 0.45% -711.0 -12.7% $169.88 +15.0%
5 IBM INTERNATIONAL BUSINESS MACHS Technology 2,892.0 $813K 0.43% -48.0 -1.6% $281.21 -16.2%
6 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 442.0 $427K 0.23% -214.0 -32.6% $965.00 -14.0%
7 SHYG ISHARES TR 10,055.0 $426K 0.23% -114.0 -1.1% $42.41 -0.3%
8 DFAE DIMENSIONAL ETF TRUST 9,761.0 $392K 0.21% -42K -81.2% $40.21 -1.0%
9 BX BLACKSTONE INC Financial Services 3,290.0 $387K 0.21% -332.0 -9.2% $117.67 +21.0%
10 PM PHILIP MORRIS INTL INC Consumer Defensive 1,862.0 $337K 0.18% -196.0 -9.5% $180.91 +6.1%

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%