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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NIHI NEOS ETF TRUST 6,794.0 $350K 0.19% NEW $51.53 +2.6%
122 AEM AGNICO EAGLE MINES LTD Basic Materials 2,241.0 $348K 0.19% $155.13 +30.7%
123 AXP AMERICAN EXPRESS CO Financial Services 1,020.0 $345K 0.18% +151.0 +17.4% $338.25 -1.9%
124 PM PHILIP MORRIS INTL INC Consumer Defensive 1,862.0 $337K 0.18% -196.0 -9.5% $180.91 +4.4%
125 VMBS VANGUARD SCOTTSDALE FDS 7,196.0 $337K 0.18% +2K +51.5% $46.81 -1.5%
126 KVUE KENVUE INC Consumer Defensive 17,568.0 $336K 0.18% +483.0 +2.8% $19.11 -0.7%
127 PGR PROGRESSIVE CORP Financial Services 1,494.0 $326K 0.17% NEW $218.45 +0.2%
128 PEP PEPSICO INC Consumer Defensive 2,391.0 $324K 0.17% $135.40 +3.5%
129 KO COCA COLA CO Consumer Defensive 3,940.0 $320K 0.17% +589.0 +17.6% $81.27 +9.9%
130 SUB ISHARES TR 2,979.0 $317K 0.17% NEW $106.47 -0.2%
131 SITM SITIME CORP Technology 421.0 $314K 0.17% NEW $745.56 -25.1%
132 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 975.0 $310K 0.17% +78.0 +8.7% $317.53 -14.0%
133 DFGR DIMENSIONAL ETF TRUST 10,684.0 $310K 0.17% NEW $28.97 -0.3%
134 UNP UNION PAC CORP Industrials 1,119.0 $304K 0.16% +199.0 +21.6% $272.00 +11.5%
135 RTX RTX CORPORATION Industrials 1,573.0 $298K 0.16% +417.0 +36.1% $189.73 +9.9%
136 CL COLGATE PALMOLIVE CO Consumer Defensive 3,255.0 $298K 0.16% +187.0 +6.1% $91.68 -1.6%
137 ENTG ENTEGRIS INC Technology 1,659.0 $298K 0.16% NEW $179.86 -24.9%
138 CI THE CIGNA GROUP Healthcare 1,078.0 $297K 0.16% NEW $275.68 +1.0%
139 VSTS VESTIS CORPORATION Industrials 20,442.0 $297K 0.16% +560.0 +2.8% $14.52 -14.4%
140 TXN TEXAS INSTRS INC Technology 989.0 $295K 0.16% NEW $298.07 -12.3%
Page 7 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%