Institutions / Ponta Wealth Partners, LLC
Ponta Wealth Partners, LLC
CIK 2107740 · Institution · as of Dec 31, 2025
Portfolio value
$107.34M
Positions
115
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 115 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $8.85M | 8.2% |
| NVIDIA Corp | $8.07M | 7.5% |
| Microsoft Corp | $6.46M | 6.0% |
| Alphabet Inc. | $5.40M | 5.0% |
| Amazon.com Inc | $4.17M | 3.9% |
| Dimensional ETF Trust | $3.35M | 3.1% |
| Alphabet Inc. | $3.17M | 3.0% |
| Dimensional ETF Trust | $2.61M | 2.4% |
| Visa Inc | $2.45M | 2.3% |
| JPMorgan Chase & Co | $2.43M | 2.3% |
| Vanguard Index Fds | $2.22M | 2.1% |
| Broadcom Inc. | $1.97M | 1.8% |
| Warren E. Buffett | $1.95M | 1.8% |
| Meta Platforms Inc | $1.78M | 1.7% |
| ServiceNow Inc | $1.53M | 1.4% |
| Palantir Technologies Inc | $1.44M | 1.3% |
| iShares Tr | $1.36M | 1.3% |
| Vanguard Index Fds | $1.32M | 1.2% |
| Exxon Mobil Corp | $1.32M | 1.2% |
| ELI LILLY & Co | $1.28M | 1.2% |
| Constellation Energy Corp | $1.26M | 1.2% |
| Dimensional ETF Trust | $1.15M | 1.1% |
| Dimensional ETF Trust | $1.07M | 1.0% |
| Costco Wholesale Corp /New | $1.07M | 1.0% |
| Parker-Hannifin Corp | $1.03M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.