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Ponta Wealth Partners, LLC

All holdings · as of Dec 31, 2025

115 positions

CompanyClassValueShares% of portfolio
TRAVELERS COMPANIES, INC.$550.8K1,8990.5%
WELLS FARGO & COMPANY/MN$516.8K5,5450.5%
GILEAD SCIENCES, INC.$503.6K4,1030.5%
PROCTER & GAMBLE Co$478.9K3,3420.4%
JOHNSON & JOHNSON$472.7K2,2840.4%
EMERSON ELECTRIC CO$471.8K3,5550.4%
ILLINOIS TOOL WORKS INC$464.3K1,8850.4%
AppLovin Corp$460.2K6830.4%
CrowdStrike Holdings, Inc.$442.5K9440.4%
Mastercard Inc$435.0K7620.4%
LAM RESEARCH CORP$432.9K2,5290.4%
Morgan Stanley$425.2K2,3950.4%
ORACLE CORP$415.5K2,1320.4%
GENERAL ELECTRIC CO$410.0K1,3310.4%
DIMENSIONAL ETF TRUST$407.5K8,1670.4%
CISCO SYSTEMS, INC.$391.5K5,0830.4%
AGNICO EAGLE MINES LTD$379.9K2,2410.4%
WASTE MANAGEMENT INC$379.7K1,7280.4%
ConocoPhillips$378.8K4,0470.4%
DIMENSIONAL ETF TRUST$377.0K7,8270.4%
DIMENSIONAL ETF TRUST$359.8K8,4540.3%
CITIGROUP INC$358.1K3,0690.3%
Interactive Brokers Group Inc$351.5K5,4660.3%
The PNC Financial Services Group, Inc.$343.8K1,6470.3%
MetLife Inc$335.7K4,2520.3%
ABBOTT LABORATORIES$330.9K2,6410.3%
DIMENSIONAL ETF TRUST$323.8K6,9490.3%
PEPSICO INC$323.2K2,2520.3%
BANK OF AMERICA CORP /DE$321.6K5,8470.3%
US BANCORP \DE$314.5K5,8940.3%
CATERPILLAR INC$292.7K5110.3%
Kenvue Inc.$292.5K16,9580.3%
AT&T INC.$268.3K10,8000.2%
VANGUARD INDEX FDS$264.9K8770.2%
APPLIED MATERIALS INC /DE$257.2K1,0010.2%
NOVARTIS AG$256.6K1,8610.2%
VANGUARD WORLD FD$256.3K6210.2%
AMERICAN EXPRESS CO$256.0K6920.2%
VANGUARD INTL EQUITY INDEX F$255.5K4,7530.2%
3M CO$253.8K1,5850.2%
CAPITAL ONE FINANCIAL CORP$249.6K1,0300.2%
Duke Energy Corp$239.3K2,0420.2%
CANADIAN NATL RY CO$237.2K2,4000.2%
CARRIER GLOBAL Corp$234.7K4,4420.2%
Intuitive Surgical Inc$234.5K4140.2%
COLGATE PALMOLIVE CO$234.1K2,9620.2%
SYSCO CORP$233.3K3,1660.2%
Philip Morris International Inc.$233.2K1,4540.2%
ISHARES TR$232.6K2,1720.2%
ROYAL CARIBBEAN CRUISES LTD$230.7K8270.2%
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