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Robert Burrow

Ponta Wealth Partners, Llc

Assets Managed
$124.439M
Holdings
138
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
15.93%(2Q avg: 7.97%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ponta Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Ponta Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 124.439M in assets, with a quarterly growth rate of 15.93% and a 2-quarter average growth rate of 7.97%. The portfolio is managed by Robert Burrow, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 19.83%
7.96%
$9.9M
39,010 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 15.32%
6.99%
$8.697M
49,867 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 13.71%
4.52%
$5.622M
15,187 shares@ $370.18 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 61.78%
4.49%
$5.58M
157,050 shares@ $35.54 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 5.57%
4.19%
$5.211M
18,165 shares@ $286.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.62%
3.29%
$4.086M
19,619 shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 11.69%
2.62%
$3.254M
11,316 shares@ $287.57 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 27.82%
2.57%
$3.188M
44,957 shares@ $70.92 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 10.81%
1.98%
$2.455M
8,345 shares@ $294.16 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 45.08%
1.81%
$2.243M
3,920 shares@ $572.14 avg price

1-10 of 138