StockDriftsStockDriftsTop 50 Ponta Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.96% | 39.0K | $9.9M | +19.82%(+6.45K) | $263.18(+17.27%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.99% | 49.9K | $8.7M | +15.31%(+6.62K) | $185.73(+4.90%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.52% | 15.2K | $5.6M | +13.71%(+1.83K) | $491.88(-20.61%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.48% | 157.1K | $5.6M | +61.78%(+59.97K) | $34.15(+10.14%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.19% | 18.2K | $5.2M | +5.57%(+958) | $279.82(+27.29%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.28% | 19.6K | $4.1M | +8.61%(+1.56K) | $224.75(+7.97%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.61% | 11.3K | $3.3M | +11.69%(+1.18K) | $280.38(+28.37%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.56% | 45.0K | $3.2M | +27.81%(+9.78K) | $73.14(+11.58%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.97% | 8.3K | $2.5M | +10.81%(+814) | $317.79(+5.25%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.8% | 3.9K | $2.2M | +45.08%(+1.22K) | $672.03(-13.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -29.97% | -65.66% |
| Top 20 Holdings Unweighted | -25.59% | -58.80% |
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