Ponta Wealth Partners, LLC
139 holdingsFiling period: 2026-03-31Current AUM: $143.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 39.0K | $9.9M | $12.1M | 8.40% | +6.5K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 49.9K | $8.7M | $10.0M | 6.98% | +6.6K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 15.2K | $5.6M | $7.1M | 4.92% | +1.8K | 2026-03-31 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 157.1K | $5.6M | $6.0M | 4.17% | +60.0K | 2026-03-31 |
| 5 | GOOG | ALPHABET INC | 18.2K | $5.2M | $6.5M | 4.52% | +958 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 19.6K | $4.1M | $5.3M | 3.72% | +1.6K | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 11.3K | $3.3M | $4.0M | 2.81% | +1.2K | 2026-03-31 |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 45.0K | $3.2M | $3.7M | 2.56% | +9.8K | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 8.3K | $2.5M | $2.9M | 2.05% | +814 | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 3.9K | $2.2M | $2.2M | 1.52% | +1.2K | 2026-03-31 |
| 11 | V | VISA INC | 7.2K | $2.2M | $2.6M | 1.84% | +240 | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 6.7K | $2.1M | $2.6M | 1.81% | +973 | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 3.1K | $2.0M | $2.3M | 1.60% | -- | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 11.7K | $2.0M | $1.8M | 1.27% | +744 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 11.7K | $2.0M | $1.8M | 1.27% | +744 | 2026-03-31 |
| 16 | DFAT | DIMENSIONAL ETF TRUST | 30.9K | $1.9M | $2.2M | 1.53% | +14.1K | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.0K | $1.9M | $1.9M | 1.34% | +131 | 2026-03-31 |
| 18 | DFAE | DIMENSIONAL ETF TRUST | 51.9K | $1.8M | $1.9M | 1.36% | -- | 2026-03-31 |
| 19 | DFAX | DIMENSIONAL ETF TRUST | 47.5K | $1.6M | $1.7M | 1.21% | +14.7K | 2026-03-31 |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | 9.9K | $1.4M | $1.2M | 0.85% | +1.8K | 2026-03-31 |
| 21 | IWS | ISHARES TR | 9.7K | $1.4M | $1.6M | 1.12% | -- | 2026-03-31 |
| 22 | VTV | VANGUARD INDEX FDS | 6.9K | $1.4M | $1.5M | 1.06% | -- | 2026-03-31 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | 1.4K | $1.3M | $1.3M | 0.90% | +111 | 2026-03-31 |
| 24 | LLY | ELI LILLY & CO | 1.3K | $1.2M | $1.5M | 1.02% | +83 | 2026-03-31 |
| 25 | WMT | WALMART INC | 9.1K | $1.1M | $1.0M | 0.71% | +1.1K | 2026-03-31 |
← Scroll →
Page 1 of 6