Perfromance Wealth Partners
Latest statistics and disclosures from Perfromance Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, NVDA, GOOG, AMZN, and represent 66.51% of Perfromance Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VTV, SPMO, AVGO, LMT, WMT, IWY, JPM, FSLR, ABT, FDVV.
- Started 12 new stock positions in MU, ALB, SCHW, HSY, VRT, ENS, UPS, APH, COP, SYK. IJR, PFE.
- Reduced shares in these 10 stocks: AAPL (-$23M), VUG (-$5.4M), AMZN, GOOG, MSFT, COST, KKR, BRK.B, GOOGL, SPY.
- Sold out of its positions in T, BABA, ALL, ACHR, SAN, CBRE, CVX, CSGP, EMR, GBTC. LPLA, LYFT, MELI, MFG, SPDW, URI, XYL.
- Perfromance Wealth Partners was a net seller of stock by $-21M.
- Perfromance Wealth Partners has $3.7B in assets under management (AUM), dropping by 2.92%.
- Central Index Key (CIK): 0001908765
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Portfolio Holdings for Perfromance Wealth Partners
Perfromance Wealth Partners holds 198 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 29.2 | $1.1B | -2% | 4.0M | 271.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 16.9 | $624M | 1.3M | 487.86 |
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| NVIDIA Corporation (NVDA) | 7.1 | $263M | 1.4M | 186.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 6.9 | $256M | 815k | 313.80 |
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| Amazon (AMZN) | 6.3 | $234M | 1.0M | 230.82 |
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| Microsoft Corporation (MSFT) | 6.1 | $224M | 463k | 483.62 |
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| Goldman Sachs (GS) | 3.3 | $121M | 138k | 879.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $90M | -2% | 178k | 502.65 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $69M | 315k | 219.78 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $69M | +2% | 213k | 322.22 |
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| Ge Vernova (GEV) | 1.7 | $62M | 94k | 653.57 |
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| Broadcom (AVGO) | 1.6 | $59M | +4% | 170k | 346.10 |
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| Costco Wholesale Corporation (COST) | 1.6 | $59M | -3% | 68k | 862.34 |
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| Oracle Corporation (ORCL) | 1.4 | $53M | 274k | 194.91 |
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| Meta Platforms Cl A (META) | 1.4 | $52M | 79k | 660.09 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.1 | $40M | +8% | 338k | 119.32 |
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| Kkr & Co (KKR) | 0.6 | $22M | -8% | 176k | 127.48 |
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| Visa Com Cl A (V) | 0.5 | $20M | 57k | 350.71 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $20M | +8% | 71k | 276.94 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $20M | 137k | 143.52 |
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| Wal-Mart Stores (WMT) | 0.4 | $14M | +13% | 125k | 111.41 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $14M | +40% | 72k | 190.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $13M | -7% | 40k | 313.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $11M | -7% | 16k | 681.92 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $11M | -5% | 35k | 302.11 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $8.5M | +13% | 150k | 56.69 |
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| Abbvie (ABBV) | 0.2 | $6.2M | -3% | 27k | 228.49 |
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| Tesla Motors (TSLA) | 0.2 | $6.1M | +18% | 14k | 449.72 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $5.6M | 54k | 102.39 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $5.4M | 30k | 177.75 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $5.3M | -4% | 6.0k | 878.91 |
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| Eli Lilly & Co. (LLY) | 0.1 | $4.6M | +14% | 4.3k | 1074.79 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.7M | 17k | 214.16 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $3.7M | -2% | 139k | 26.49 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $3.5M | +8% | 5.5k | 627.13 |
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| First Solar (FSLR) | 0.1 | $3.4M | +45% | 13k | 261.23 |
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| Ge Aerospace Com New (GE) | 0.1 | $3.4M | +36% | 11k | 308.02 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.4M | +9% | 36k | 94.16 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.3M | 40k | 82.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.2M | +10% | 5.1k | 614.34 |
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| International Business Machines (IBM) | 0.1 | $3.1M | 11k | 296.20 |
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| Cme (CME) | 0.1 | $3.1M | 11k | 273.08 |
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| Bank of America Corporation (BAC) | 0.1 | $3.0M | +36% | 55k | 55.00 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.0M | 39k | 78.81 |
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| Home Depot (HD) | 0.1 | $2.9M | -6% | 8.5k | 344.11 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.7M | -3% | 10k | 257.95 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.5M | -5% | 26k | 96.88 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $2.5M | +3% | 3.7k | 676.53 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.4M | +455% | 4.9k | 483.67 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.3M | 4.9k | 473.29 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $2.1M | +33% | 38k | 55.57 |
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| Abbott Laboratories (ABT) | 0.1 | $2.1M | +98% | 17k | 125.29 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.1M | +12% | 3.1k | 684.94 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.0M | 41k | 49.46 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $2.0M | 3.3k | 605.01 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $1.8M | +54% | 51k | 36.06 |
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| Agnico (AEM) | 0.0 | $1.8M | 10k | 169.53 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $1.7M | +95% | 40k | 42.69 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.7M | +2% | 6.3k | 268.30 |
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| Triple Flag Precious Metals (TFPM) | 0.0 | $1.7M | 51k | 33.22 |
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| Corning Incorporated (GLW) | 0.0 | $1.7M | 19k | 87.56 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.7M | -3% | 12k | 141.05 |
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| Dex (DXCM) | 0.0 | $1.7M | -6% | 25k | 66.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.5M | +23% | 4.4k | 335.27 |
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| Applied Materials (AMAT) | 0.0 | $1.4M | 5.3k | 256.97 |
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| salesforce (CRM) | 0.0 | $1.4M | -6% | 5.1k | 264.91 |
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| Cibc Cad (CM) | 0.0 | $1.3M | 14k | 90.61 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.3M | 5.2k | 252.92 |
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| Caterpillar (CAT) | 0.0 | $1.3M | -36% | 2.3k | 572.96 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $1.3M | -6% | 25k | 50.88 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | 6.9k | 181.21 |
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| McKesson Corporation (MCK) | 0.0 | $1.2M | 1.4k | 820.29 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.2M | -3% | 8.2k | 141.14 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.1M | 9.7k | 117.52 |
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| Apollo Global Mgmt (APO) | 0.0 | $1.1M | 7.6k | 144.77 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.1M | +23% | 1.9k | 570.82 |
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| Servicenow (NOW) | 0.0 | $988k | +486% | 6.5k | 153.19 |
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| Coca-Cola Company (KO) | 0.0 | $983k | -2% | 14k | 69.91 |
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| Amgen (AMGN) | 0.0 | $982k | 3.0k | 327.34 |
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| McDonald's Corporation (MCD) | 0.0 | $978k | +12% | 3.2k | 305.67 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $972k | 5.6k | 173.48 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $955k | 1.3k | 753.78 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $941k | -7% | 8.6k | 109.91 |
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| Procter & Gamble Company (PG) | 0.0 | $928k | -3% | 6.5k | 143.31 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $914k | +281% | 5.9k | 154.80 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $880k | +58% | 14k | 62.47 |
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| Ross Stores (ROST) | 0.0 | $831k | 4.6k | 180.15 |
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| Green Brick Partners (GRBK) | 0.0 | $815k | 13k | 62.66 |
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| Cyberark Software SHS (CYBR) | 0.0 | $810k | -30% | 1.8k | 446.06 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $779k | 12k | 64.42 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $778k | NEW | 7.8k | 99.90 |
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| General Dynamics Corporation (GD) | 0.0 | $770k | 2.3k | 336.61 |
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| Boeing Company (BA) | 0.0 | $760k | +59% | 3.5k | 217.12 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $755k | 1.00 | 754800.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $747k | +6% | 2.5k | 303.89 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $725k | 1.6k | 453.36 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $709k | +99% | 4.9k | 143.98 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $704k | 7.2k | 97.85 |
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| Netflix (NFLX) | 0.0 | $704k | +923% | 7.5k | 93.76 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $699k | +58% | 4.5k | 154.13 |
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| Uber Technologies (UBER) | 0.0 | $665k | +2% | 8.1k | 81.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $661k | 3.1k | 210.34 |
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| United Parcel Service CL B (UPS) | 0.0 | $658k | NEW | 6.6k | 99.19 |
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| Progressive Corporation (PGR) | 0.0 | $653k | 2.9k | 227.72 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $652k | 4.6k | 141.16 |
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| Illinois Tool Works (ITW) | 0.0 | $648k | 2.6k | 246.30 |
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| Palo Alto Networks (PANW) | 0.0 | $641k | -2% | 3.5k | 184.20 |
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| Qualcomm (QCOM) | 0.0 | $634k | 3.7k | 171.05 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $632k | +2% | 3.4k | 183.40 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $612k | 4.6k | 131.59 |
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| Morgan Stanley Com New (MS) | 0.0 | $611k | +15% | 3.4k | 177.53 |
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| NOVA MEASURING Instruments L (NVMI) | 0.0 | $583k | 1.8k | 328.39 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $580k | +21% | 4.8k | 120.34 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $576k | +43% | 3.6k | 160.97 |
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| Pebblebrook Hotel Trust (PEB) | 0.0 | $575k | 51k | 11.32 |
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| MetLife (MET) | 0.0 | $562k | 7.1k | 78.94 |
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| Enterprise Products Partners (EPD) | 0.0 | $550k | -26% | 17k | 32.06 |
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| Cummins (CMI) | 0.0 | $541k | 1.1k | 510.45 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $536k | 1.7k | 323.01 |
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| Capital One Financial (COF) | 0.0 | $528k | 2.2k | 242.37 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $517k | +71% | 5.2k | 99.88 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $512k | -10% | 6.9k | 74.07 |
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| Northern Trust Corporation (NTRS) | 0.0 | $506k | 3.7k | 136.59 |
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| Ecolab (ECL) | 0.0 | $493k | -36% | 1.9k | 262.52 |
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| Honeywell International (HON) | 0.0 | $490k | 2.5k | 195.09 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $483k | -3% | 3.5k | 139.16 |
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| American Airls (AAL) | 0.0 | $462k | 30k | 15.33 |
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| Amphenol Corp Cl A (APH) | 0.0 | $455k | NEW | 3.4k | 135.14 |
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| Cisco Systems (CSCO) | 0.0 | $452k | 5.9k | 77.02 |
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| Automatic Data Processing (ADP) | 0.0 | $452k | 1.8k | 257.23 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $443k | +7% | 6.7k | 66.00 |
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| Ameriprise Financial (AMP) | 0.0 | $436k | 890.00 | 490.34 |
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| Alliant Energy Corporation (LNT) | 0.0 | $432k | -2% | 6.6k | 65.01 |
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $431k | 3.7k | 114.98 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $430k | -5% | 14k | 30.96 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $427k | 5.3k | 80.75 |
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| Paypal Holdings (PYPL) | 0.0 | $427k | 7.3k | 58.38 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $423k | -2% | 3.8k | 110.19 |
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| Waste Management (WM) | 0.0 | $421k | -4% | 1.9k | 219.71 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $418k | 4.8k | 88.08 |
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| Blue Owl Capital Com Cl A (OWL) | 0.0 | $418k | 28k | 14.94 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $414k | 2.0k | 212.03 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $412k | 3.0k | 136.94 |
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| Iron Mountain (IRM) | 0.0 | $410k | 4.9k | 82.95 |
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| Pepsi (PEP) | 0.0 | $406k | 2.8k | 143.52 |
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| Starbucks Corporation (SBUX) | 0.0 | $401k | +13% | 4.8k | 84.21 |
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| American Express Company (AXP) | 0.0 | $398k | 1.1k | 370.03 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $388k | -2% | 16k | 24.94 |
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| Regal-beloit Corporation (RRX) | 0.0 | $387k | 2.8k | 140.32 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $385k | 1.7k | 222.63 |
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| Constellation Energy (CEG) | 0.0 | $385k | +17% | 1.1k | 353.27 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $358k | +26% | 7.2k | 49.65 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $351k | +90% | 2.9k | 119.41 |
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| Hca Holdings (HCA) | 0.0 | $347k | 743.00 | 466.97 |
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| CRH Ord (CRH) | 0.0 | $342k | 2.7k | 124.80 |
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| DaVita (DVA) | 0.0 | $341k | 3.0k | 113.61 |
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| TJX Companies (TJX) | 0.0 | $339k | 2.2k | 153.61 |
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| Axon Enterprise (AXON) | 0.0 | $333k | -6% | 587.00 | 567.93 |
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| Motorola Solutions Com New (MSI) | 0.0 | $332k | -2% | 865.00 | 383.32 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $326k | 4.3k | 75.85 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $325k | 2.5k | 129.79 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $323k | +23% | 14k | 22.43 |
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| Metropcs Communications (TMUS) | 0.0 | $310k | 1.5k | 203.04 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $305k | +2% | 1.1k | 290.22 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $305k | 686.00 | 444.59 |
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| Intuit (INTU) | 0.0 | $297k | 448.00 | 662.42 |
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| Alnylam Pharmaceuticals (ALNY) | 0.0 | $288k | 725.00 | 397.65 |
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| ConocoPhillips (COP) | 0.0 | $284k | NEW | 3.0k | 93.62 |
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| Stryker Corporation (SYK) | 0.0 | $284k | NEW | 808.00 | 351.61 |
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| Albemarle Corporation (ALB) | 0.0 | $283k | NEW | 2.0k | 141.44 |
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| Hershey Company (HSY) | 0.0 | $280k | NEW | 1.5k | 181.98 |
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| Wintrust Financial Corporation (WTFC) | 0.0 | $280k | 2.0k | 139.82 |
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| Edwards Lifesciences (EW) | 0.0 | $278k | 3.3k | 85.25 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $272k | 3.4k | 80.63 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $262k | 2.1k | 123.26 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $259k | +4% | 756.00 | 342.97 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $259k | -5% | 2.1k | 121.61 |
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| Marvell Technology (MRVL) | 0.0 | $259k | +11% | 3.0k | 84.98 |
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| Republic Services (RSG) | 0.0 | $247k | 1.2k | 211.93 |
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| AmerisourceBergen (COR) | 0.0 | $247k | 730.00 | 337.75 |
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| Ferrari Nv Ord (RACE) | 0.0 | $244k | 660.00 | 369.56 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $244k | 12k | 20.67 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $240k | -49% | 2.9k | 83.75 |
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| Pfizer (PFE) | 0.0 | $237k | NEW | 9.5k | 24.90 |
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| Consolidated Edison (ED) | 0.0 | $230k | 2.3k | 99.32 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $228k | 1.4k | 167.94 |
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| Eaton Corp SHS (ETN) | 0.0 | $225k | +2% | 707.00 | 318.51 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $223k | 1.1k | 211.79 |
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| EnerSys (ENS) | 0.0 | $221k | NEW | 1.5k | 146.73 |
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| Workday Cl A (WDAY) | 0.0 | $215k | 1.0k | 214.78 |
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| Altria (MO) | 0.0 | $213k | -3% | 3.7k | 57.66 |
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| Micron Technology (MU) | 0.0 | $213k | NEW | 746.00 | 285.41 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $209k | 4.5k | 46.04 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $207k | NEW | 1.3k | 161.97 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $207k | 693.00 | 298.38 |
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| Ssr Mining (SSRM) | 0.0 | $206k | 9.4k | 21.93 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $200k | NEW | 1.7k | 120.18 |
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| Empery Digital Com New (EMPD) | 0.0 | $91k | 20k | 4.57 |
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Past Filings by Perfromance Wealth Partners
SEC 13F filings are viewable for Perfromance Wealth Partners going back to 2021
- Perfromance Wealth Partners 2025 Q4 filed Jan. 21, 2026
- Perfromance Wealth Partners 2025 Q3 filed Nov. 7, 2025
- Perfromance Wealth Partners 2025 Q2 filed July 28, 2025
- Perfromance Wealth Partners 2025 Q1 filed April 22, 2025
- Perfromance Wealth Partners 2024 Q4 filed Jan. 17, 2025
- Perfromance Wealth Partners 2024 Q3 filed Oct. 10, 2024
- Perfromance Wealth Partners 2024 Q2 filed July 22, 2024
- Perfromance Wealth Partners 2024 Q1 filed April 30, 2024
- Perfromance Wealth Partners 2023 Q4 filed Jan. 22, 2024
- Perfromance Wealth Partners 2023 Q3 filed Oct. 30, 2023
- Perfromance Wealth Partners 2023 Q2 filed July 13, 2023
- Perfromance Wealth Partners 2023 Q1 filed April 20, 2023
- Perfromance Wealth Partners 2022 Q4 filed Jan. 19, 2023
- Perfromance Wealth Partners 2022 Q3 filed Oct. 17, 2022
- Perfromance Wealth Partners 2022 Q2 filed July 15, 2022
- Perfromance Wealth Partners 2022 Q1 filed April 21, 2022