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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 6 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 869.0 $263K 0.21% +177.0 +25.6% $302.48 +2.4%
102 CARR CARRIER GLOBAL CORPORATION Industrials 4,650.0 $262K 0.21% +208.0 +4.7% $56.31 +10.4%
103 CL COLGATE PALMOLIVE CO Consumer Defensive 3,068.0 $261K 0.21% +106.0 +3.6% $85.23 +6.1%
104 MCK MCKESSON CORP Healthcare 300.0 $260K 0.21% +25.0 +9.1% $865.36 -11.4%
105 DISV DIMENSIONAL ETF TRUST 6,532.0 $258K 0.21% NEW $39.44 +7.0%
106 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 656.0 $257K 0.21% NEW $391.76 +91.7%
107 VLO VALERO ENERGY CORP Energy 1,039.0 $257K 0.21% NEW $247.08 +2.7%
108 KO COCA COLA CO Consumer Defensive 3,351.0 $255K 0.20% +305.0 +10.0% $76.05 +6.7%
109 SANDISK CORP 391.0 $248K 0.20% NEW $635.34
110 DFEV DIMENSIONAL ETF TRUST 6,934.0 $248K 0.20% NEW $35.78 +15.4%
111 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 897.0 $247K 0.20% +70.0 +8.5% $275.18 -7.7%
112 CNI CANADIAN NATL RY CO Industrials 2,400.0 $247K 0.20% $102.77 +11.1%
113 SLB SLB LIMITED Energy 4,763.0 $245K 0.20% NEW $51.39 +11.5%
114 APP APPLOVIN CORP Technology 601.0 $239K 0.19% -82.0 -12.0% $398.00 +22.1%
115 LOW LOWES COS INC Consumer Cyclical 999.0 $236K 0.19% +58.0 +6.2% $236.28 -8.0%
116 FITB FIFTH THIRD BANCORP Financial Services 4,971.0 $231K 0.19% NEW $46.46 +5.8%
117 MUB ISHARES TR 2,172.0 $231K 0.18% $106.15 -0.1%
118 ISRG INTUITIVE SURGICAL INC Healthcare 498.0 $230K 0.18% +84.0 +20.3% $460.99 -4.6%
119 MMM 3M CO Industrials 1,579.0 $229K 0.18% $145.23 +4.4%
120 MGK VANGUARD WORLD FD 621.0 $228K 0.18% $367.44 -75.8%
Page 6 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%