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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 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PEP PEPSICO INC Consumer Defensive 2,399.0 $373K 0.30% +147.0 +6.5% $155.29 -4.1%
82 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,473.0 $367K 0.29% $67.07 +25.0%
83 USB US BANCORP Financial Services 7,003.0 $364K 0.29% +1K +18.8% $52.01 +4.8%
84 MET METLIFE INC Financial Services 5,108.0 $361K 0.29% +856.0 +20.1% $70.72 +19.2%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 2,058.0 $340K 0.27% +604.0 +41.5% $165.34 +14.1%
86 T AT&T INC Communication Services 11,706.0 $339K 0.27% +906.0 +8.4% $28.99 -14.0%
87 KLAC KLA CORP Technology 230.0 $339K 0.27% NEW $1472.41 +25.1%
88 DFUV DIMENSIONAL ETF TRUST 6,949.0 $337K 0.27% $48.46 +8.9%
89 CFG CITIZENS FINL GROUP INC Financial Services 5,601.0 $336K 0.27% NEW $59.97 +4.7%
90 GEV GE VERNOVA INC Utilities 383.0 $334K 0.27% +60.0 +18.6% $872.90 +19.6%
91 ABT ABBOTT LABORATORIES Healthcare 2,952.0 $303K 0.24% +311.0 +11.8% $102.67 -14.5%
92 HD HOME DEPOT INC Consumer Cyclical 910.0 $299K 0.24% +273.0 +42.9% $328.89 -4.6%
93 KVUE KENVUE INC Consumer Defensive 17,085.0 $295K 0.24% +127.0 +0.8% $17.24 +1.3%
94 MPC MARATHON PETE CORP Energy 1,198.0 $293K 0.23% NEW $244.18 +1.7%
95 DFCF DIMENSIONAL ETF TRUST 6,915.0 $292K 0.23% -2K -18.2% $42.22 -0.7%
96 FIX COMFORT SYS USA INC Industrials 209.0 $288K 0.23% NEW $1378.99 +33.0%
97 NVS NOVARTIS AG Healthcare 1,861.0 $284K 0.23% $152.75 -0.6%
98 XLE SELECT SECTOR SPDR TR 4,600.0 $282K 0.23% NEW $61.26 -3.5%
99 VRTX VERTEX PHARMACEUTICALS INC Healthcare 628.0 $280K 0.23% +149.0 +31.1% $446.54 -3.6%
100 DUK DUKE ENERGY CORP NEW Utilities 2,041.0 $267K 0.21% $130.94 -4.8%
Page 5 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%