Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ponta Wealth Partners, LLC (CIK 2107740) reported $186.9M across 199 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($13.4M, 7.17%), AAPL ($12.8M, 6.83%), GOOG ($7.0M, 3.73%), MSFT ($6.8M, 3.66%), DFIC ($6.4M, 3.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $13.4M | 7.17% | 66,979 | Added |
| 2 | AAPL | APPLE INC | $12.8M | 6.83% | 44,116 | Added |
| 3 | GOOG | ALPHABET INC | $7.0M | 3.73% | 19,715 | Added |
| 4 | MSFT | MICROSOFT CORP | $6.8M | 3.66% | 18,321 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $6.4M | 3.42% | 171,420 | Added |
| 6 | AMZN | AMAZON COM INC | $5.5M | 2.92% | 22,918 | Added |
| 7 | GOOGL | ALPHABET INC | $4.6M | 2.49% | 12,997 | Added |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $4.0M | 2.13% | 100,683 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $3.8M | 2.01% | 11,487 | Added |
| 10 | AVGO | BROADCOM INC | $3.2M | 1.69% | 8,354 | Added |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $2.9M | 1.58% | 79,964 | Added |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $2.9M | 1.56% | 41,657 | Added |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $2.8M | 1.52% | 4,901 | Added |
| 14 | V | VISA INC | $2.8M | 1.50% | 8,159 | Added |
| 15 | LLY | ELI LILLY & CO | $2.3M | 1.26% | 1,959 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 1.23% | 3,080 | Hold |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.1M | 1.14% | 4,267 | Added |
| 18 | MU | MICRON TECHNOLOGY INC | $2.1M | 1.13% | 1,832 | Added |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $1.9M | 1.03% | 46,293 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $1.8M | 0.98% | 21,350 | New |
| 21 | XOM | EXXON MOBIL CORP | $1.8M | 0.97% | 13,217 | Added |
| 22 | LRCX | LAM RESEARCH CORP | $1.7M | 0.91% | 3,933 | Added |
| 23 | IWS | ISHARES TR | $1.6M | 0.85% | 9,650 | Hold |
| 24 | VTV | VANGUARD INDEX FDS | $1.5M | 0.81% | 6,936 | Hold |
| 25 | WMT | WALMART INC | $1.4M | 0.74% | 12,239 | Added |
Source: SEC Form 13F filings · as of 2026-06-30