StockDriftsStockDriftsTop 50 Ponta Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.17% | 67.0K | $13.4M | +34.32%(+17.11K) | $184.94(+19.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.83% | 44.1K | $12.8M | +13.09%(+5.11K) | $263.73(+16.28%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.73% | 19.7K | $7.0M | +8.53%(+1.55K) | $282.44(+24.09%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.66% | 18.3K | $6.8M | +20.64%(+3.13K) | $470.34(+6.89%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.42% | 171.4K | $6.4M | +9.15%(+14.37K) | $34.29(+14.36%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.92% | 22.9K | $5.5M | +16.82%(+3.30K) | $224.01(+22.74%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.49% | 13.0K | $4.6M | +14.86%(+1.68K) | $284.91(+23.36%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 2.13% | 100.7K | $4.0M | +408.32%(+80.88K) | $36.56(+14.62%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.01% | 11.5K | $3.8M | +37.65%(+3.14K) | $314.44(+14.96%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.69% | 8.4K | $3.2M | +25.61%(+1.70K) | $340.97(+23.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.67% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.64% |
Ponta Wealth Partners LLC reports $186.91M in US-listed equity holdings across 199 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.2%), AAPL (6.8%) and GOOG (3.7%). The top 20 holdings account for 48.98% of reported assets. Its disclosed equity book has returned +1.67% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ponta Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107740). View Ponta Wealth Partners LLC’s 13F filings on SEC