Long-term investor
Ponta Wealth Partners, LLC @pontawealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002107740).
Record
- Tracked since 2025-12-31 (261 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.9%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 7.2% · long · since 2025-12-31
- AAPL · 6.8% · long · since 2025-12-31
- GOOG · 3.7% · long · since 2025-12-31
- MSFT · 3.7% · long · since 2025-12-31
- DFIC · 3.4% · long · since 2025-12-31
- AMZN · 2.9% · long · since 2025-12-31
- GOOGL · 2.5% · long · since 2025-12-31
- DFLV · 2.1% · long · since 2025-12-31
- JPM · 2.0% · long · since 2025-12-31
- AVGO · 1.7% · long · since 2025-12-31
- DFAX · 1.6% · long · since 2025-12-31
- DFAT · 1.6% · long · since 2025-12-31