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Ponta Wealth Partners, LLC

All holdings · as of Dec 31, 2025

115 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST—$407.5K8,1670.4%
GENERAL ELECTRIC CO—$410.0K1,3310.4%
ORACLE CORP—$415.5K2,1320.4%
Morgan Stanley—$425.2K2,3950.4%
LAM RESEARCH CORP—$432.9K2,5290.4%
Mastercard Inc—$435.0K7620.4%
CrowdStrike Holdings, Inc.—$442.5K9440.4%
AppLovin Corp—$460.2K6830.4%
ILLINOIS TOOL WORKS INC—$464.3K1,8850.4%
EMERSON ELECTRIC CO—$471.8K3,5550.4%
JOHNSON & JOHNSON—$472.7K2,2840.4%
PROCTER & GAMBLE Co—$478.9K3,3420.4%
GILEAD SCIENCES, INC.—$503.6K4,1030.5%
WELLS FARGO & COMPANY/MN—$516.8K5,5450.5%
TRAVELERS COMPANIES, INC.—$550.8K1,8990.5%
THE GOLDMAN SACHS GROUP, INC.—$551.1K6270.5%
Palo Alto Networks Inc—$553.2K3,0030.5%
Merck & Co., Inc.—$562.3K5,3420.5%
Arista Networks, Inc.ANETCommon Stock$562.5K4,2930.5%
CELESTICA INCCLSCommon Stock$577.9K1,9550.5%
MCDONALD'S CORP—$581.9K1,9040.5%
Blackstone Inc—$584.5K3,7920.5%
CHEVRON CORP—$646.5K4,2420.6%
ADVANCED MICRO DEVICES INC—$672.7K3,1410.6%
Newmont Corp—$688.8K6,8980.6%
DEERE & CO—$692.8K1,4880.6%
Eaton Corp plc—$707.7K2,2220.7%
Netflix Inc—$713.0K7,6040.7%
Tesla Inc—$714.2K1,5880.7%
AbbVie Inc.—$722.7K3,1630.7%
LOCKHEED MARTIN CORP—$768.6K1,5890.7%
ISHARES TR—$780.4K9,7740.7%
INTERNATIONAL BUSINESS MACHINES CORP—$793.3K2,6780.7%
Apollo Global Management, Inc.—$857.4K5,9230.8%
TJX Cos Inc/The—$876.7K5,7070.8%
Walmart Inc.—$887.7K7,9680.8%
VANGUARD SCOTTSDALE FDS—$907.8K7,4560.8%
DIMENSIONAL ETF TRUST—$973.4K25,5960.9%
DIMENSIONAL ETF TRUST—$988.6K28,8980.9%
DIMENSIONAL ETF TRUST—$1.00M16,8130.9%
Parker-Hannifin Corp—$1.03M1,1681.0%
COSTCO WHOLESALE CORP /NEW—$1.07M1,2401.0%
DIMENSIONAL ETF TRUST—$1.07M32,7701.0%
DIMENSIONAL ETF TRUST—$1.15M34,8261.1%
Constellation Energy Corp—$1.26M3,5611.2%
ELI LILLY & Co—$1.28M1,1871.2%
EXXON MOBIL CORP—$1.32M11,0031.2%
VANGUARD INDEX FDS—$1.32M6,9361.2%
ISHARES TR—$1.36M9,6501.3%
Palantir Technologies Inc—$1.44M8,1061.3%
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