Ponta Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Ponta Wealth Partners, LLC held in its portfolio 115 assets valued at $107,344,782 (i.e. $107.35M).
The most valuable assets in the portfolio included: APPLE INC ($8.85M), NVIDIA CORPORATION ($8.07M), and MICROSOFT CORP ($6.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 115 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ponta Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 32556 | 8850674 | COM |
| NVIDIA CORPORATION | 43246 | 8065379 | COM |
| MICROSOFT CORP | 13356 | 6459229 | COM |
| ALPHABET INC | 17207 | 5399557 | CAP STK CL C |
| AMAZON COM INC | 18063 | 4169302 | COM |
| DIMENSIONAL ETF TRUST | 97077 | 3345273 | INTL CORE EQUITY |
| ALPHABET INC | 10132 | 3171316 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 35174 | 2608844 | US EQUITY MARKET |
| VISA INC | 6972 | 2445150 | COM CL A |
| JPMORGAN CHASE & CO. | 7531 | 2426639 | COM |
| VANGUARD INDEX FDS | 4545 | 2217408 | GROWTH ETF |
| BROADCOM INC | 5678 | 1965156 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3876 | 1948271 | CL B NEW |
| META PLATFORMS INC | 2702 | 1783563 | CL A |
| SERVICENOW INC | 9963 | 1526232 | COM |
| PALANTIR TECHNOLOGIES INC | 8106 | 1440842 | CL A |
| ISHARES TR | 9650 | 1361133 | RUS MDCP VAL ETF |
| VANGUARD INDEX FDS | 6936 | 1324707 | VALUE ETF |
| EXXON MOBIL CORP | 11003 | 1324101 | COM |
| ELI LILLY & CO | 1187 | 1275645 | COM |
| CONSTELLATION ENERGY CORP | 3561 | 1257994 | COM |
| DIMENSIONAL ETF TRUST | 34826 | 1145418 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 32770 | 1072562 | WORLD EX US CORE |
| COSTCO WHSL CORP NEW | 1240 | 1069302 | COM |
| PARKER-HANNIFIN CORP | 1168 | 1026625 | COM |
| DIMENSIONAL ETF TRUST | 16813 | 1001046 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 28898 | 988601 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 25596 | 973429 | US HIGH PROFITAB |
| VANGUARD SCOTTSDALE FDS | 7456 | 907768 | VNG RUS1000GRW |
| WALMART INC | 7968 | 887715 | COM |
| TJX COS INC NEW | 5707 | 876652 | COM |
| APOLLO GLOBAL MGMT INC | 5923 | 857413 | COM |
| INTERNATIONAL BUSINESS MACHS | 2678 | 793250 | COM |
| ISHARES TR | 9774 | 780356 | MRGSTR MD CP GRW |
| LOCKHEED MARTIN CORP | 1589 | 768552 | COM |
| ABBVIE INC | 3163 | 722714 | COM |
| TESLA INC | 1588 | 714155 | COM |
| NETFLIX INC | 7604 | 712951 | COM |
| EATON CORP PLC | 2222 | 707729 | SHS |
| DEERE & CO | 1488 | 692768 | COM |
| NEWMONT CORP | 6898 | 688765 | COM |
| ADVANCED MICRO DEVICES INC | 3141 | 672677 | COM |
| CHEVRON CORP NEW | 4242 | 646523 | COM |
| BLACKSTONE INC | 3792 | 584499 | COM |
| MCDONALDS CORP | 1904 | 581920 | COM |
| CELESTICA INC | 1955 | 577918 | COM |
| ARISTA NETWORKS INC | 4293 | 562512 | COM SHS |
| MERCK & CO INC | 5342 | 562299 | COM |
| PALO ALTO NETWORKS INC | 3003 | 553153 | COM |
| GOLDMAN SACHS GROUP INC | 627 | 551133 | COM |
| TRAVELERS COMPANIES INC | 1899 | 550824 | COM |
| WELLS FARGO CO NEW | 5545 | 516794 | COM |
| GILEAD SCIENCES INC | 4103 | 503602 | COM |
| PROCTER AND GAMBLE CO | 3342 | 478942 | COM |
| JOHNSON & JOHNSON | 2284 | 472674 | COM |
| EMERSON ELEC CO | 3555 | 471820 | COM |
| ILLINOIS TOOL WKS INC | 1885 | 464276 | COM |
| APPLOVIN CORP | 683 | 460219 | COM CL A |
| CROWDSTRIKE HLDGS INC | 944 | 442509 | CL A |
| MASTERCARD INCORPORATED | 762 | 435011 | CL A |
| LAM RESEARCH CORP | 2529 | 432914 | COM NEW |
| MORGAN STANLEY | 2395 | 425184 | COM NEW |
| ORACLE CORP | 2132 | 415548 | COM |
| GE AEROSPACE | 1331 | 409988 | COM NEW |
| DIMENSIONAL ETF TRUST | 8167 | 407533 | INTERNATNAL VAL |
| CISCO SYS INC | 5083 | 391543 | COM |
| AGNICO EAGLE MINES LTD | 2241 | 379917 | COM |
| WASTE MGMT INC DEL | 1728 | 379659 | COM |
| CONOCOPHILLIPS | 4047 | 378840 | COM |
| DIMENSIONAL ETF TRUST | 7827 | 377027 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 8454 | 359802 | CORE FIXED INCOM |
| CITIGROUP INC | 3069 | 358122 | COM NEW |
| INTERACTIVE BROKERS GROUP IN | 5466 | 351518 | COM CL A |
| PNC FINL SVCS GROUP INC | 1647 | 343778 | COM |
| METLIFE INC | 4252 | 335653 | COM |
| ABBOTT LABS | 2641 | 330891 | COM |
| DIMENSIONAL ETF TRUST | 6949 | 323754 | US MKTWIDE VALUE |
| PEPSICO INC | 2252 | 323207 | COM |
| BANK AMERICA CORP | 5847 | 321585 | COM |
| US BANCORP DEL | 5894 | 314504 | COM NEW |
| CATERPILLAR INC | 511 | 292737 | COM |
| KENVUE INC | 16958 | 292526 | COM |
| AT&T INC | 10800 | 268272 | COM |
| VANGUARD INDEX FDS | 877 | 264950 | SML CP GRW ETF |
| APPLIED MATLS INC | 1001 | 257247 | COM |
| NOVARTIS AG | 1861 | 256576 | SPONSORED ADR |
| VANGUARD WORLD FD | 621 | 256330 | MEGA GRWTH IND |
| AMERICAN EXPRESS CO | 692 | 256005 | COM |
| VANGUARD INTL EQUITY INDEX F | 4753 | 255521 | FTSE EMR MKT ETF |
| 3M CO | 1585 | 253759 | COM |
| CAPITAL ONE FINL CORP | 1030 | 249631 | COM |
| DUKE ENERGY CORP NEW | 2042 | 239343 | COM NEW |
| CANADIAN NATL RY CO | 2400 | 237240 | COM |
| CARRIER GLOBAL CORPORATION | 4442 | 234715 | COM |
| INTUITIVE SURGICAL INC | 414 | 234473 | COM NEW |
| COLGATE PALMOLIVE CO | 2962 | 234057 | COM |
| SYSCO CORP | 3166 | 233303 | COM |
| PHILIP MORRIS INTL INC | 1454 | 233222 | COM |
| ISHARES TR | 2172 | 232643 | NATIONAL MUN ETF |
| ROYAL CARIBBEAN GROUP | 827 | 230667 | COM |
| INTUIT | 345 | 228535 | COM |
| GENUINE PARTS CO | 1858 | 228460 | COM |
| LOWES COS INC | 941 | 226932 | COM |
| MCKESSON CORP | 275 | 225580 | COM |
| IDEXX LABS INC | 333 | 225284 | COM |
| MICRON TECHNOLOGY INC | 786 | 224332 | COM |
| HOME DEPOT INC | 637 | 219192 | COM |
| VERTEX PHARMACEUTICALS INC | 479 | 217159 | COM |
| COCA COLA CO | 3046 | 212946 | COM |
| GE VERNOVA INC | 323 | 211103 | COM |
| BOOKING HOLDINGS INC | 39 | 208858 | COM |
| BECTON DICKINSON & CO | 1070 | 207655 | COM |
| CADENCE DESIGN SYSTEM INC | 654 | 204427 | COM |
| THERMO FISHER SCIENTIFIC INC | 349 | 202228 | COM |
| VESTIS CORPORATION | 12656 | 84416 | COM SHS |
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