Ponta Wealth Partners, LLC
•CIK: 2107740•Filing: Q4 2025
Ponta Wealth Partners, LLC manages $107M across a diversified portfolio of 115 positions. The strategy exhibits significant concentration in mega-cap technology names, highlighted by top holdings including AAPL at $8.9M and NVDA at $8.1M. Further allocations are notable in MSFT ($6.5M), GOOG ($5.4M), and AMZN ($4.2M). This positioning suggests a core focus on established, high-growth technology leaders.
Total AUM
$107.3M
QoQ Performance
N/A
Positions
100
Top 10 Concentration
43.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
MSFT
GOOG
AAPL8.2%
NVDA7.5%
MSFT6.0%
GOOG5.0%
AMZN3.9%
DFIC3.1%
GOOGL3.0%
DFUS2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other38.5%
Technology36.0%
Financial8.5%
Consumer7.7%
Healthcare3.8%
Industrial2.3%
Energy1.6%
Communication0.9%