Ponta Wealth Partners, LLC: 13F holdings
CIK 21077402026Q2
| Positions | 199 |
|---|
| Reported value | $186.9m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 199 (+61 vs prior quarter) |
|---|
| Reported value | $186.9m (+50.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 66,979 | $13.4m | 7.2% |
| AAPL APPLE INC | 44,116 | $12.8m | 6.8% |
| GOOG ALPHABET INC | 19,715 | $7.0m | 3.7% |
| MSFT MICROSOFT CORP | 18,321 | $6.8m | 3.7% |
| DFIC DIMENSIONAL ETF TRUST | 171,420 | $6.4m | 3.4% |
| AMZN AMAZON COM INC | 22,918 | $5.5m | 2.9% |
| GOOGL ALPHABET INC | 12,997 | $4.6m | 2.5% |
| WSBC DIMENSIONAL ETF TRUST | 100,683 | $4.0m | 2.1% |
| JPM JPMORGAN CHASE & CO | 11,487 | $3.8m | 2.0% |
| AVGO BROADCOM INC | 8,354 | $3.2m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107740")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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