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Ponta Wealth Partners, LLC

Q1 2026 · 13F-HR

Ponta Wealth Partners, LLCholdings as filed

Filed 2026-05-11 · accession 0002107740-26-000003

$124.4M
Reported value
138
Positions
2026-03-31
Period end
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The Brief · Ponta Wealth Partners, LLC · Q1 2026

AI · grounded in 13F

Ponta Wealth Partners, LLC closed its position in VUG, reducing exposure by $2.22M. The fund established new positions in SPY for $2.00M and DFAE for $1.76M. Additionally, the manager exited PANW and increased share counts in DFAT by 84% and DFIC by 61.78%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$9.9M7.96%39,010CommonNONE
67066G104NVDANVIDIA CORPORATION$8.7M6.99%49,867CommonNONE
594918104MSFTMICROSOFT CORP$5.6M4.52%15,187CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$5.6M4.48%157,050CommonNONE
02079K107GOOGALPHABET INC$5.2M4.19%18,165CommonNONE
023135106AMZNAMAZON COM INC$4.1M3.28%19,619CommonNONE
02079K305GOOGLALPHABET INC$3.3M2.61%11,316CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$3.2M2.56%44,957CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.5M1.97%8,345CommonNONE
30303M102METAMETA PLATFORMS INC$2.2M1.80%3,920CommonNONE
92826C839VVISA INC$2.2M1.75%7,212CommonNONE
11135F101AVGOBROADCOM INC$2.1M1.65%6,651CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.0M1.61%3,080CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M1.60%11,747CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$1.9M1.55%30,936CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M1.54%4,007CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$1.8M1.41%51,879CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$1.6M1.30%47,475CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.4M1.16%9,858CommonNONE
464287473IWSISHARES TR$1.4M1.13%9,650CommonNONE
922908744VTVVANGUARD INDEX FDS$1.4M1.09%6,936CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.3M1.08%1,351CommonNONE
532457108LLYELI LILLY & CO$1.2M0.94%1,270CommonNONE
931142103WMTWALMART INC$1.1M0.91%9,097CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$1.1M0.89%30,012CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.1M0.87%1,212CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.0M0.83%3,718CommonNONE
539830109LMTLOCKHEED MARTIN CORP$997,2440.80%1,650CommonNONE
81762P102NOWSERVICENOW INC$992,0750.80%9,489CommonNONE
872540109TJXTJX COS INC NEW$949,8960.76%5,948CommonNONE
64110L106NFLXNETFLIX INC.$930,6360.75%9,679CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$926,0370.74%26,428CommonNONE
166764100CVXCHEVRON CORPORATION$921,1190.74%4,452CommonNONE
88160R101TSLATESLA INC$887,3670.71%2,387CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$883,3500.71%18,430CommonNONE
244199105DEDEERE & CO$869,7350.70%1,544CommonNONE
G29183103ETNEATON CORP PLC$822,9990.66%2,301CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$817,8490.66%7,456CommonNONE
464288307IMCGISHARES TR$769,8980.62%9,774CommonNONE
651639106NEMNEWMONT CORP$754,5030.61%6,970CommonNONE
922907746VTEBVANGUARD MUN BD FDS$736,2770.59%14,758CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$712,6270.57%2,940CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$707,3080.57%19,807CommonNONE
00287Y109ABBVABBVIE INC$703,5800.57%3,235CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$692,0690.56%3,402CommonNONE
040413205ANETARISTA NETWORKS INC$688,9190.55%5,611CommonNONE
478160104JNJJOHNSON & JOHNSON$670,7430.54%2,744CommonNONE
512807306LRCXLAM RESEARCH CORP$668,5420.54%3,129CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$663,0600.53%5,951CommonNONE
58933Y105MRKMERCK & CO INC$655,2200.53%5,447CommonNONE
580135101MCDMCDONALDS CORP$633,0790.51%2,037CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$631,1090.51%746CommonNONE
375558103GILDGILEAD SCIENCES INC$591,7650.48%4,246CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$570,8180.46%1,957CommonNONE
20825C104COPCONOCOPHILLIPS$552,0240.44%4,182CommonNONE
15101Q207CLSCELESTICA INC$550,6840.44%1,955CommonNONE
247361702DALDELTA AIR LINES INC$543,8060.44%8,180CommonNONE
742718109PGPROCTER & GAMBLE CO$542,2280.44%3,754CommonNONE
452308109ITWILLINOIS TOOL WKS INC$509,3880.41%1,957CommonNONE
949746101WMT2WELLS FARGO & CO$502,2590.40%6,309CommonNONE
291011104EMREMERSON ELEC CO$490,1460.39%3,741CommonNONE
060505104BACBANK AMERICA CORP$481,6010.39%9,879CommonNONE
79466L302CRMSALESFORCE INC$472,2750.38%2,530CommonNONE
17275R102CSCOCISCO SYS INC$471,2040.38%6,073CommonNONE
149123101CATCATERPILLAR INC$471,1260.38%665CommonNONE
922908595VBKVANGUARD INDEX FDS$456,7000.37%1,511CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$454,8780.37%2,241CommonNONE
464287200IVVISHARES TR$448,1100.36%686CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$431,0540.35%8,167CommonNONE
46434V407SHYGISHARES TR$430,2500.35%10,169CommonNONE
617446448MSMORGAN STANLEY$428,0470.34%2,601CommonNONE
595112103MUMICRON TECHNOLOGY INC$427,3680.34%1,265CommonNONE
038222105AMATAPPLIED MATLS INC$427,2380.34%1,250CommonNONE
94106L109WMWASTE MGMT INC DEL$421,4350.34%1,834CommonNONE
09260D107BXBLACKSTONE INC$416,4940.33%3,622CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$413,4440.33%1,059CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$403,9030.32%1,941CommonNONE
172967424CCITIGROUP INC$399,7700.32%3,525CommonNONE
369604301GEGE AEROSPACE$393,0210.32%1,385CommonNONE
68389X105ORCLORACLE CORP$387,0460.31%2,631CommonNONE
713448108PEPPEPSICO INC$372,5410.30%2,399CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$367,0740.29%5,473CommonNONE
902973304USBUS BANCORP$364,2260.29%7,003CommonNONE
59156R108METMETLIFE INC$361,2380.29%5,108CommonNONE
718172109PMPHILIP MORRIS INTL INC$340,2700.27%2,058CommonNONE
00206R102TAT&T INC$339,3570.27%11,706CommonNONE
482480100KLACKLA CORP$338,6540.27%230CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$336,7490.27%6,949CommonNONE
174610105CFGCITIZENS FINL GROUP INC$335,8920.27%5,601CommonNONE
36828A101GEVGE VERNOVA INC$334,3210.27%383CommonNONE
002824100ABTABBOTT LABORATORIES$303,0820.24%2,952CommonNONE
437076102HDHOME DEPOT INC$299,2900.24%910CommonNONE
49177J102KVUEKENVUE INC$294,5450.24%17,085CommonNONE
56585A102MPCMARATHON PETE CORP$292,5280.24%1,198CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$291,9510.23%6,915CommonNONE
199908104FIXCOMFORT SYS USA INC$288,2090.23%209CommonNONE
66987V109NVSNOVARTIS AG$284,2680.23%1,861CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$281,7960.23%4,600CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$280,4270.23%628CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$267,2490.21%2,041CommonNONE
025816109AXPAMERICAN EXPRESS CO$262,8550.21%869CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$261,8420.21%4,650CommonNONE
194162103CLCOLGATE PALMOLIVE CO$261,4860.21%3,068CommonNONE
58155Q103MCKMCKESSON CORP$259,6080.21%300CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$257,6220.21%6,532CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$256,9950.21%656CommonNONE
91913Y100VLOVALERO ENERGY CORP$256,7160.21%1,039CommonNONE
191216100KOCOCA COLA CO$254,8440.20%3,351CommonNONE
80004C200SNDKSANDISK CORP$248,4180.20%391CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$248,0990.20%6,934CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$246,8360.20%897CommonNONE
136375102CNICANADIAN NATL RY CO$246,6480.20%2,400CommonNONE
806857108SLBSLB LIMITED$244,7710.20%4,763CommonNONE
03831W108APPAPPLOVIN CORP$239,1980.19%601CommonNONE
548661107LOWLOWES COS INC$236,0440.19%999CommonNONE
316773100FITBFIFTH THIRD BANCORP$230,9530.19%4,971CommonNONE
464288414MUBISHARES TR$230,5580.19%2,172CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$229,5730.18%498CommonNONE
88579Y101MMM3M CO$229,3180.18%1,579CommonNONE
921910816MGKVANGUARD WORLD FD$228,1800.18%621CommonNONE
871829107SYYSYSCO CORP$226,6150.18%3,177CommonNONE
907818108UNPUNION PAC CORP$223,2100.18%920CommonNONE
75513E101RTXRTX CORPORATION$222,9920.18%1,156CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$222,9660.18%4,749CommonNONE
14040H105COFCAPITAL ONE FINL CORP$219,4630.18%1,203CommonNONE
406216101HALHALLIBURTON CO$212,4180.17%5,448CommonNONE
G5S37H101MRXMAREX GROUP PLC$212,2900.17%4,762CommonNONE
372460105GPCGENUINE PARTS CO$211,6060.17%2,001CommonNONE
57636Q104MAMASTERCARD INCORPORATED$211,3560.17%423CommonNONE
45168D104IDXXIDEXX LABS INC$207,8990.17%370CommonNONE
01741R102ATIATI INC$207,5710.17%1,427CommonNONE
H1467J104CBCHUBB LTD SWITZ$205,3360.17%630CommonNONE
461202103INTUINTUIT$204,5160.16%473CommonNONE
G54950103LINLINDE PLC$201,2790.16%406CommonNONE
871607107SNPSSYNOPSYS INC$200,6190.16%506CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$200,3440.16%721CommonNONE
29430C102VSTSVESTIS CORPORATION$156,2730.13%19,882CommonNONE
651229106NWLNEWELL BRANDS INC$43,0640.03%12,555CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.