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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 1 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 32,556.0 $8.9M 8.24% NEW $271.86 +12.2%
2 NVDA NVIDIA CORPORATION Technology 43,246.0 $8.1M 7.51% NEW $186.50 +17.7%
3 MSFT MICROSOFT CORP Technology 13,356.0 $6.5M 6.02% NEW $483.62 -13.3%
4 GOOG ALPHABET INC Communication Services 17,207.0 $5.4M 5.03% NEW $313.80 +22.2%
5 AMZN AMAZON COM INC Consumer Cyclical 18,063.0 $4.2M 3.88% NEW $230.82 +16.3%
6 DFIC DIMENSIONAL ETF TRUST 97,077.0 $3.3M 3.12% NEW $34.46 +10.2%
7 GOOGL ALPHABET INC Communication Services 10,132.0 $3.2M 2.95% NEW $313.00 +23.9%
8 DFUS DIMENSIONAL ETF TRUST 35,174.0 $2.6M 2.43% NEW $74.17 +8.9%
9 V VISA INC Financial Services 6,972.0 $2.4M 2.28% NEW $350.71 -5.7%
10 JPM JPMORGAN CHASE & CO. Financial Services 7,531.0 $2.4M 2.26% NEW $322.22 -6.0%
11 VUG VANGUARD INDEX FDS 4,545.0 $2.2M 2.07% NEW $487.88 -82.1%
12 AVGO BROADCOM INC Technology 5,678.0 $2.0M 1.83% NEW $346.10 +19.8%
13 BERKSHIRE HATHAWAY INC DEL 3,876.0 $1.9M 1.81% NEW $502.65
14 META META PLATFORMS INC Communication Services 2,702.0 $1.8M 1.66% NEW $660.09 -8.0%
15 NOW SERVICENOW INC Technology 9,963.0 $1.5M 1.42% NEW $153.19 -34.9%
16 PLTR PALANTIR TECHNOLOGIES INC Technology 8,106.0 $1.4M 1.34% NEW $177.75 -22.8%
17 IWS ISHARES TR 9,650.0 $1.4M 1.27% NEW $141.05 +11.7%
18 VTV VANGUARD INDEX FDS 6,936.0 $1.3M 1.23% NEW $190.99 +9.4%
19 XOM EXXON MOBIL CORP Energy 11,003.0 $1.3M 1.23% NEW $120.34 +29.9%
20 LLY ELI LILLY & CO Healthcare 1,187.0 $1.3M 1.19% NEW $1074.68 -3.1%
Page 1 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%