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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 5 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 2,142.0 $579K 0.31% +105.0 +5.2% $270.31 -2.0%
82 BSX BOSTON SCIENTIFIC CORP Healthcare 13,160.0 $562K 0.30% NEW $42.68 +9.7%
83 EMR EMERSON ELEC CO Industrials 3,880.0 $555K 0.30% +139.0 +3.7% $143.15 +8.4%
84 ORCL ORACLE CORP Technology 3,728.0 $546K 0.29% +1K +41.7% $146.55 +2.8%
85 COP CONOCOPHILLIPS Energy 5,089.0 $529K 0.28% +907.0 +21.7% $103.96 +25.4%
86 CFG CITIZENS FINL GROUP INC Financial Services 7,469.0 $523K 0.28% +2K +33.4% $70.07 -0.5%
87 PNC PNC FINL SVCS GROUP INC Financial Services 2,116.0 $521K 0.28% +175.0 +9.0% $246.22 -1.6%
88 UNH UNITEDHEALTH GROUP INC Healthcare 1,246.0 $518K 0.28% NEW $415.63 -5.5%
89 IVV ISHARES TR 686.0 $514K 0.28% $748.91 +3.2%
90 HD HOME DEPOT INC Consumer Cyclical 1,428.0 $504K 0.27% +518.0 +56.9% $352.68 -6.4%
91 CRM SALESFORCE INC Technology 3,206.0 $502K 0.27% +676.0 +26.7% $156.66 +63.4%
92 WAY WAYSTAR HLDG CORP Technology 23,967.0 $492K 0.26% NEW $20.53 +27.8%
93 MRVL MARVELL TECHNOLOGY INC Technology 1,632.0 $486K 0.26% NEW $297.89 -27.3%
94 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,473.0 $476K 0.26% $87.04 +10.1%
95 FITB FIFTH THIRD BANCORP Financial Services 8,036.0 $453K 0.24% +3K +61.7% $56.37 -3.2%
96 DFIV DIMENSIONAL ETF TRUST 8,167.0 $441K 0.24% $54.02 +7.3%
97 USB US BANCORP Financial Services 7,296.0 $441K 0.24% +293.0 +4.2% $60.40 +3.4%
98 APP APPLOVIN CORP Technology 845.0 $435K 0.23% +244.0 +40.6% $515.23 -38.3%
99 WM WASTE MGMT INC DEL Industrials 1,952.0 $435K 0.23% +118.0 +6.4% $222.88 -1.4%
100 IMAY INNOVATOR ETFS TRUST 13,683.0 $434K 0.23% NEW $31.73 +2.6%
Page 5 of 10  ·  199 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%