DOSSIER · 13F-HR · Q2 2026

Ponta Wealth Partners, LLC

$187M in tracked AUM across 199 positions as of Q2 2026.

PW
CIK 0002107740 · last filed Jun 30, 2026
Total AUM
$187M
as of Q2 2026
Holdings
199
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Ponta Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$13M67K7.2%
02
AAPL
APPLE INC
$13M44K6.8%
03
GOOG
ALPHABET INC
$7M20K3.7%
04
MSFT
MICROSOFT CORP
$7M18K3.7%
05
DFIC
DIMENSIONAL ETF TRUST
$6M171K3.4%
06
AMZN
AMAZON COM INC
$5M23K2.9%
07
GOOGL
ALPHABET INC
$5M13K2.5%
08
DFLV
DIMENSIONAL ETF TRUST
$4M101K2.1%
09
JPM
JPMORGAN CHASE & CO
$4M11K2.0%
10
AVGO
BROADCOM INC
$3M8K1.7%

Filing history

2026Q2Jun 30
$187M 50.2%
199 positionsView →
2026Q1Mar 31
$124M 15.9%
138 positionsView →
2025Q4Dec 31
$107M
115 positionsView →