Institutional Manager · CIK 0002107740
Ponta Wealth Partners, LLC
WINTER PARK, FL · File #028-26055
Latest AUM
$107.3M
Positions
115
Top-10 Concentration
53.9%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 32,556 | $8.9M | 10.17% |
| 2 | NVIDIA CORPORATION | NVDA | 43,246 | $8.1M | 9.27% |
| 3 | MICROSOFT CORP | MSFT | 13,356 | $6.5M | 7.42% |
| 4 | ALPHABET INC | GOOG | 17,207 | $5.4M | 6.20% |
| 5 | AMAZON COM INC | AMZN | 18,063 | $4.2M | 4.79% |
| 6 | DIMENSIONAL ETF TRUST | 25434V799 | 97,077 | $3.3M | 3.84% |
| 7 | ALPHABET INC | GOOG | 10,132 | $3.2M | 3.64% |
| 8 | DIMENSIONAL ETF TRUST | 25434V401 | 35,174 | $2.6M | 3.00% |
| 9 | VISA INC | V | 6,972 | $2.4M | 2.81% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 7,531 | $2.4M | 2.79% |
| 11 | VANGUARD INDEX FDS | 922908736 | 4,545 | $2.2M | 2.55% |
| 12 | BROADCOM INC | AVGO | 5,678 | $2.0M | 2.26% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,876 | $1.9M | 2.24% |
| 14 | META PLATFORMS INC | META | 2,702 | $1.8M | 2.05% |
| 15 | SERVICENOW INC | NOW | 9,963 | $1.5M | 1.75% |
| 16 | PALANTIR TECHNOLOGIES INC | PLTR | 8,106 | $1.4M | 1.66% |
| 17 | ISHARES TR | 464287473 | 9,650 | $1.4M | 1.56% |
| 18 | VANGUARD INDEX FDS | 922908744 | 6,936 | $1.3M | 1.52% |
| 19 | EXXON MOBIL CORP | XOM | 11,003 | $1.3M | 1.52% |
| 20 | ELI LILLY & CO | LLY | 1,187 | $1.3M | 1.47% |