Ponta Wealth Partners, LLC

Est. AUM

$124.4M

13F long equity, this entity only

Positions

138

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$9.9M	39010	7.96%	SOLE
2	NVIDIA CORPORATION	COM	$8.7M	49867	6.99%	SOLE
3	MICROSOFT CORP	COM	$5.6M	15187	4.52%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.6M	157050	4.48%	SOLE
5	ALPHABET INC	CAP STK CL C	$5.2M	18165	4.19%	SOLE
6	AMAZON COM INC	COM	$4.1M	19619	3.28%	SOLE
7	ALPHABET INC	CAP STK CL A	$3.3M	11316	2.61%	SOLE
8	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.2M	44957	2.56%	SOLE
9	JPMORGAN CHASE & CO	COM	$2.5M	8345	1.97%	SOLE
10	META PLATFORMS INC	CL A	$2.2M	3920	1.80%	SOLE
11	VISA INC	COM CL A	$2.2M	7212	1.75%	SOLE
12	BROADCOM INC	COM	$2.1M	6651	1.65%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	3080	1.61%	SOLE
14	EXXON MOBIL CORP	COM	$2.0M	11747	1.60%	SOLE
15	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.9M	30936	1.55%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	4007	1.54%	SOLE
17	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.8M	51879	1.41%	SOLE
18	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.6M	47475	1.30%	SOLE
19	PALANTIR TECHNOLOGIES INC	CL A	$1.4M	9858	1.16%	SOLE
20	ISHARES TR	RUS MDCP VAL ETF	$1.4M	9650	1.13%	SOLE
21	VANGUARD INDEX FDS	VALUE ETF	$1.4M	6936	1.09%	SOLE
22	COSTCO WHOLESALE CORPORATION	COM	$1.3M	1351	1.08%	SOLE
23	ELI LILLY & CO	COM	$1.2M	1270	0.94%	SOLE
24	WALMART INC	COM	$1.1M	9097	0.91%	SOLE
25	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$1.1M	30012	0.89%	SOLE
26	PARKER-HANNIFIN CORP	COM	$1.1M	1212	0.87%	SOLE
27	CONSTELLATION ENERGY CORP	COM	$1.0M	3718	0.83%	SOLE
28	LOCKHEED MARTIN CORP	COM	$997K	1650	0.80%	SOLE
29	SERVICENOW INC	COM	$992K	9489	0.80%	SOLE
30	TJX COS INC NEW	COM	$950K	5948	0.76%	SOLE
31	NETFLIX INC.	COM	$931K	9679	0.75%	SOLE
32	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$926K	26428	0.74%	SOLE
33	CHEVRON CORPORATION	COM	$921K	4452	0.74%	SOLE
34	TESLA INC	COM	$887K	2387	0.71%	SOLE
35	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$883K	18430	0.71%	SOLE
36	DEERE & CO	COM	$870K	1544	0.70%	SOLE
37	EATON CORP PLC	SHS	$823K	2301	0.66%	SOLE
38	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$818K	7456	0.66%	SOLE
39	ISHARES TR	MRGSTR MD CP GRW	$770K	9774	0.62%	SOLE
40	NEWMONT CORP	COM	$755K	6970	0.61%	SOLE
41	VANGUARD MUN BD FDS	TAX EXEMPT BD	$736K	14758	0.59%	SOLE
42	INTERNATIONAL BUSINESS MACHS	COM	$713K	2940	0.57%	SOLE
43	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$707K	19807	0.57%	SOLE
44	ABBVIE INC	COM	$704K	3235	0.57%	SOLE
45	ADVANCED MICRO DEVICES INC	COM	$692K	3402	0.56%	SOLE
46	ARISTA NETWORKS INC	COM SHS	$689K	5611	0.55%	SOLE
47	JOHNSON & JOHNSON	COM	$671K	2744	0.54%	SOLE
48	LAM RESEARCH CORP	COM NEW	$669K	3129	0.54%	SOLE
49	APOLLO GLOBAL MGMT INC	COM	$663K	5951	0.53%	SOLE
50	MERCK & CO INC	COM	$655K	5447	0.53%	SOLE

1–50 of 138

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.