Ponta Wealth Partners, LLC reported 157 positions worth $143.98M for the quarter ended Jun 30, 2026, up 50.7% on the prior quarter. It opened 49 new positions, added to 94, trimmed 8 and exited 2. Its largest holding is Nvidia Corp at 9.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +17.1K | +34.3% | $3.42M | 9.31% |
| AAPL Apple Inc. | +5,106 | +13.1% | $1.48M | 8.87% |
| INTC Intel Corp | +8,748 | – | $1.22M | 0.848% |
| MSFT Microsoft Corp | +3,134 | +20.6% | $1.17M | 4.75% |
| JPM Jpmorgan Chase & Co | +3,142 | +37.7% | $1.03M | 2.61% |
| AMD Advanced Micro Devices Inc | +1,499 | +44.1% | $870.78K | 1.98% |
| LLY ELI LILLY & Co | +689 | +54.3% | $826.41K | 1.63% |
| AMZN Amazon Com Inc | +3,299 | +16.8% | $786.28K | 3.79% |
| PANW Palo Alto Networks Inc | +2,199 | – | $749.90K | 0.521% |
| MU Micron Technology Inc | +567 | +44.8% | $654.48K | 1.47% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | -1,612 | -41.1% | $908.02K | 0.903% |
| CARR CARRIER GLOBAL Corp | -4,650 | -100.0% | $261.84K | Exited |
| STX Seagate Technology Holdings plc | -214 | -32.6% | $206.51K | 0.296% |
| ANET Arista Networks, Inc. | -711 | -12.7% | $120.78K | 0.578% |
| NWL Newell Brands Inc. | -12.6K | -100.0% | $43.06K | Exited |
| BX Blackstone Inc. | -332 | -9.2% | $39.07K | 0.269% |
| PM Philip Morris International Inc. | -196 | -9.5% | $35.46K | 0.234% |
| NOW ServiceNow, Inc. | -226 | -2.4% | $22.44K | 0.639% |
| IBM International Business Machines Corp | -48 | -1.6% | $13.50K | 0.565% |
| PEP Pepsico Inc | -8 | -0.3% | $1.08K | 0.225% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +8,748 | $1.22M | 0.848% |
| PANW Palo Alto Networks Inc | +2,199 | $749.90K | 0.521% |
| BSX Boston Scientific Corp | +13.2K | $561.67K | 0.39% |
| UNH Unitedhealth Group Inc | +1,246 | $517.88K | 0.36% |
| WAY Waystar Holding Corp. | +24.0K | $492.04K | 0.342% |
| MRVL Marvell Technology, Inc. | +1,632 | $486.16K | 0.338% |
| DVN Devon Energy Corp | +9,388 | $387.91K | 0.269% |
| ELV Elevance Health, Inc. | +937 | $362.37K | 0.252% |
| GNRC Generac Holdings Inc. | +1,234 | $361.33K | 0.251% |
| PGR Progressive Corp | +1,494 | $326.36K | 0.227% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 67.0K | $13.40M | 9.31% | +17.1K | +34.3% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 44.1K | $12.77M | 8.87% | +5,106 | +13.1% | Added | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 19.7K | $6.97M | 4.84% | +1,550 | +8.5% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 18.3K | $6.83M | 4.75% | +3,134 | +20.6% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 22.9K | $5.46M | 3.79% | +3,299 | +16.8% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 13.0K | $4.64M | 3.23% | +1,681 | +14.9% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 11.5K | $3.76M | 2.61% | +3,142 | +37.7% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 8,354 | $3.16M | 2.19% | +1,703 | +25.6% | Added | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 4,901 | $2.85M | 1.98% | +1,499 | +44.1% | Added | 0% |
| 10 | V Visa Inc. | Financial Services | 8,159 | $2.80M | 1.94% | +947 | +13.1% | Added | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 1,959 | $2.35M | 1.63% | +689 | +54.3% | Added | 0% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,267 | $2.14M | 1.48% | +260 | +6.5% | Added | 0% |
| 13 | MU Micron Technology Inc | Technology | 1,832 | $2.11M | 1.47% | +567 | +44.8% | Added | 0% |
| 14 | XOM ExxonMobil Holdings Corp | Energy | 13.2K | $1.81M | 1.26% | +1,470 | +12.5% | Added | 0% |
| 15 | LRCX Lam Research Corp | Technology | 3,933 | $1.70M | 1.18% | +804 | +25.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Ponta Wealth Partners.
As of its Q2 2026 13F filing, Ponta Wealth Partners, LLC’s five largest positions were Nvidia Corp (NVDA) at 9.3%, Apple Inc. (AAPL) at 8.9%, Alphabet Inc. (GOOG) at 4.8%, Microsoft Corp (MSFT) at 4.7%, Amazon Com Inc (AMZN) at 3.8% of the reported portfolio.
Ponta Wealth Partners, LLC reported a 13F portfolio worth $143.98M across 157 positions for Q2 2026. That is up 50.7% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($3.42M), Apple Inc. ($1.48M), Intel Corp ($1.22M). It opened 49 new positions.
Its largest sales by value were Meta Platforms, Inc. ($908.02K), CARRIER GLOBAL Corp ($261.84K), Seagate Technology Holdings plc ($206.51K). It exited 2 positions entirely.
From the Form 13F-HR reports Ponta Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.