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Portfolio (Quarterly) Guide ↗

Ponta Wealth Partners, LLC

· CIK 0002107740
13F Portfolio $124M AUM 138 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 85 Added 7 Reduced 6 Exited
Page 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMR EMERSON ELEC CO Industrials 3,741.0 $490K 0.39% +186.0 +5.2% $131.02 +3.0%
62 BAC BANK AMERICA CORP Financial Services 9,879.0 $482K 0.39% +4K +69.0% $48.75 +5.6%
63 CRM SALESFORCE INC Technology 2,530.0 $472K 0.38% NEW $186.67 -5.5%
64 CSCO CISCO SYS INC Technology 6,073.0 $471K 0.38% +990.0 +19.5% $77.59 +52.3%
65 CAT CATERPILLAR INC Industrials 665.0 $471K 0.38% +154.0 +30.1% $708.46 +22.2%
66 VBK VANGUARD INDEX FDS 1,511.0 $457K 0.37% +634.0 +72.3% $302.25 +13.7%
67 AEM AGNICO EAGLE MINES LTD Basic Materials 2,241.0 $455K 0.37% $202.98 -12.4%
68 IVV ISHARES TR 686.0 $448K 0.36% NEW $653.22 +14.2%
69 DFIV DIMENSIONAL ETF TRUST 8,167.0 $431K 0.35% $52.78 +5.7%
70 SHYG ISHARES TR 10,169.0 $430K 0.35% NEW $42.31 +0.3%
71 MS MORGAN STANLEY Financial Services 2,601.0 $428K 0.34% +206.0 +8.6% $164.57 +21.8%
72 MU MICRON TECHNOLOGY INC Technology 1,265.0 $427K 0.34% +479.0 +60.9% $337.84 +125.6%
73 AMAT APPLIED MATLS INC Technology 1,250.0 $427K 0.34% +249.0 +24.9% $341.79 +25.0%
74 WM WASTE MGMT INC DEL Industrials 1,834.0 $421K 0.34% +106.0 +6.1% $229.79 -4.4%
75 BX BLACKSTONE INC Financial Services 3,622.0 $416K 0.34% -170.0 -4.5% $114.99 +3.1%
76 CRWD CROWDSTRIKE HLDGS INC Technology 1,059.0 $413K 0.33% +115.0 +12.2% $390.41 +66.0%
77 PNC PNC FINL SVCS GROUP INC Financial Services 1,941.0 $404K 0.33% +294.0 +17.9% $208.09 +4.2%
78 C CITIGROUP INC Financial Services 3,525.0 $400K 0.32% +456.0 +14.9% $113.41 +10.4%
79 GE GE AEROSPACE Industrials 1,385.0 $393K 0.32% +54.0 +4.1% $283.77 +6.3%
80 ORCL ORACLE CORP Technology 2,631.0 $387K 0.31% +499.0 +23.4% $147.11 +29.0%
Page 4 of 7  ·  138 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 37.8%
Financial Services 14.4%
Communication Services 12.6%
Industrials 8.8%
Consumer Cyclical 7.9%
Healthcare 5.6%
Consumer Defensive 5.0%
Energy 4.7%
Utilities 1.7%
Basic Materials 1.5%