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, MSFT, AMZN, and represent 66.46% of Perfromance Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: ORCL (+$16M), SPMO (+$12M), GEV (+$11M), META (+$7.1M), NVDA (+$6.2M), IWY, AVGO, GS, AEM, JPM.
- Started 24 new stock positions in BX, IBIT, EMPD, ALL, T, RACE, WTFC, EPD, LPLA, ETHA. WPM, CBRE, TFPM, XYL, MFG, WM, CEG, SAN, SSRM, AMP, TJX, CRH, AEM, SHOP.
- Reduced shares in these 10 stocks: LLY (-$20M), WMT (-$11M), AAPL (-$6.3M), XLV, BRK.B, VIG, KKR, FNGS, COST, CRM.
- Sold out of its positions in FNGS, DNP, DIS, DKNG, PFE, SCI, SYK, WSO, ZTS.
- Perfromance Wealth Partners was a net buyer of stock by $33M.
- Perfromance Wealth Partners has $3.6B in assets under management (AUM), dropping by 14.64%.
- Central Index Key (CIK): 0001908765
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Portfolio Holdings for Perfromance Wealth Partners
Perfromance Wealth Partners holds 203 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 28.7 | $1.0B | 4.0M | 254.63 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 17.3 | $619M | 1.3M | 479.61 |
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| NVIDIA Corporation (NVDA) | 7.4 | $264M | +2% | 1.4M | 186.58 |
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| Microsoft Corporation (MSFT) | 6.8 | $243M | 469k | 517.95 |
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| Amazon (AMZN) | 6.3 | $227M | 1.0M | 219.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $201M | 826k | 243.55 |
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| Goldman Sachs (GS) | 3.0 | $109M | +2% | 137k | 796.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $91M | 182k | 502.74 |
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| Oracle Corporation (ORCL) | 2.2 | $78M | +25% | 277k | 281.24 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $68M | -2% | 316k | 215.79 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $66M | +2% | 209k | 315.43 |
|
| Costco Wholesale Corporation (COST) | 1.8 | $65M | 70k | 925.63 |
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| Meta Platforms Cl A (META) | 1.6 | $58M | +13% | 80k | 734.38 |
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| Ge Vernova (GEV) | 1.6 | $57M | +23% | 93k | 614.90 |
|
| Broadcom (AVGO) | 1.5 | $54M | +5% | 162k | 329.91 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.1 | $38M | +45% | 313k | 121.06 |
|
| Kkr & Co (KKR) | 0.7 | $25M | -5% | 192k | 129.95 |
|
| Visa Com Cl A (V) | 0.5 | $19M | 57k | 341.38 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $19M | 137k | 140.95 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $18M | +26% | 65k | 273.65 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $12M | +9% | 18k | 666.16 |
|
| Wal-Mart Stores (WMT) | 0.3 | $11M | -48% | 110k | 103.06 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $11M | 37k | 297.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $11M | +3% | 43k | 243.10 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $9.5M | 51k | 186.49 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $7.3M | +22% | 132k | 55.71 |
|
| Abbvie (ABBV) | 0.2 | $6.5M | 28k | 231.54 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $5.5M | 53k | 103.36 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $5.5M | +7% | 30k | 182.42 |
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| Tesla Motors (TSLA) | 0.1 | $5.1M | 11k | 444.72 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $4.8M | 6.3k | 758.20 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $3.8M | -3% | 142k | 26.95 |
|
| Home Depot (HD) | 0.1 | $3.7M | +13% | 9.1k | 405.17 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.3M | -4% | 40k | 82.96 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $3.1M | +3% | 5.1k | 612.33 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.1M | +7% | 33k | 95.14 |
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| Cme (CME) | 0.1 | $3.0M | 11k | 270.19 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.0M | 38k | 78.91 |
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| International Business Machines (IBM) | 0.1 | $3.0M | +9% | 11k | 282.17 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.9M | -87% | 3.8k | 763.09 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.8M | 4.7k | 600.40 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.8M | 17k | 161.79 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.7M | -5% | 11k | 254.28 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.6M | -3% | 28k | 95.89 |
|
| Ge Aerospace Com New (GE) | 0.1 | $2.5M | +126% | 8.1k | 300.83 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $2.3M | -4% | 3.6k | 638.89 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.3M | 4.9k | 468.40 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $2.1M | +36% | 41k | 51.59 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.1M | -11% | 41k | 50.63 |
|
| First Solar (FSLR) | 0.1 | $2.0M | 9.1k | 220.53 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.8M | -4% | 2.7k | 669.30 |
|
| Dex (DXCM) | 0.1 | $1.8M | -5% | 27k | 67.29 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.8M | -2% | 21k | 87.21 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.8M | 3.3k | 546.75 |
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| Agnico (AEM) | 0.0 | $1.7M | NEW | 10k | 168.56 |
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| Caterpillar (CAT) | 0.0 | $1.7M | 3.6k | 477.12 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.7M | 12k | 139.67 |
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| Corning Incorporated (GLW) | 0.0 | $1.6M | 19k | 82.03 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.0 | $1.5M | +23% | 29k | 53.99 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.5M | -3% | 27k | 55.49 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.5M | 6.1k | 246.60 |
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| Triple Flag Precious Metals (TFPM) | 0.0 | $1.5M | NEW | 51k | 29.26 |
|
| salesforce (CRM) | 0.0 | $1.3M | -26% | 5.5k | 237.00 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.3M | +13% | 5.2k | 247.12 |
|
| Cyberark Software SHS (CYBR) | 0.0 | $1.3M | -5% | 2.6k | 483.15 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | -2% | 6.9k | 176.81 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.2M | 8.5k | 142.10 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $1.2M | +53% | 33k | 36.16 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.2M | -9% | 3.6k | 328.17 |
|
| Cibc Cad (CM) | 0.0 | $1.2M | +174% | 14k | 79.89 |
|
| Abbott Laboratories (ABT) | 0.0 | $1.1M | +47% | 8.5k | 133.94 |
|
| McKesson Corporation (MCK) | 0.0 | $1.1M | 1.4k | 772.54 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.1M | NEW | 9.7k | 111.84 |
|
| Applied Materials (AMAT) | 0.0 | $1.1M | 5.2k | 204.73 |
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| Procter & Gamble Company (PG) | 0.0 | $1.0M | +27% | 6.7k | 153.65 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $1.0M | -5% | 9.2k | 111.22 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.0M | -3% | 5.6k | 183.73 |
|
| Servicenow (NOW) | 0.0 | $1.0M | -2% | 1.1k | 920.28 |
|
| Apollo Global Mgmt (APO) | 0.0 | $1.0M | 7.5k | 133.27 |
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| Green Brick Partners (GRBK) | 0.0 | $960k | 13k | 73.86 |
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| Coca-Cola Company (KO) | 0.0 | $958k | +19% | 14k | 66.32 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $929k | -6% | 1.2k | 746.63 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $880k | +48% | 1.5k | 568.64 |
|
| Netflix (NFLX) | 0.0 | $878k | +132% | 733.00 | 1198.32 |
|
| McDonald's Corporation (MCD) | 0.0 | $864k | +72% | 2.8k | 303.86 |
|
| Amgen (AMGN) | 0.0 | $856k | -3% | 3.0k | 282.19 |
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| Ecolab (ECL) | 0.0 | $812k | -2% | 3.0k | 273.86 |
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| Uber Technologies (UBER) | 0.0 | $781k | -5% | 8.0k | 97.97 |
|
| General Dynamics Corporation (GD) | 0.0 | $776k | 2.3k | 341.06 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 |
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| Enterprise Products Partners (EPD) | 0.0 | $732k | NEW | 23k | 31.27 |
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| Palo Alto Networks (PANW) | 0.0 | $728k | 3.6k | 203.62 |
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| Ross Stores (ROST) | 0.0 | $716k | 4.7k | 152.38 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $716k | 7.3k | 98.62 |
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| Progressive Corporation (PGR) | 0.0 | $713k | +155% | 2.9k | 246.95 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $694k | 2.5k | 281.91 |
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| Illinois Tool Works (ITW) | 0.0 | $686k | 2.6k | 260.76 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $654k | 4.6k | 141.50 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $644k | +91% | 2.3k | 279.29 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $640k | 3.1k | 203.59 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $629k | 1.6k | 391.64 |
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| Qualcomm (QCOM) | 0.0 | $616k | 3.7k | 166.36 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $600k | 4.6k | 129.72 |
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| MetLife (MET) | 0.0 | $580k | -11% | 7.0k | 82.37 |
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| Pebblebrook Hotel Trust (PEB) | 0.0 | $578k | 51k | 11.39 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $578k | -4% | 7.8k | 74.37 |
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| NOVA MEASURING Instruments L (NVMI) | 0.0 | $567k | +20% | 1.8k | 319.66 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $563k | 3.4k | 167.33 |
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| United Rentals (URI) | 0.0 | $540k | +70% | 566.00 | 954.55 |
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| Honeywell International (HON) | 0.0 | $537k | 2.6k | 210.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $534k | +32% | 8.9k | 59.92 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $531k | 1.7k | 320.04 |
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| Automatic Data Processing (ADP) | 0.0 | $517k | 1.8k | 293.50 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $512k | 12k | 42.37 |
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| Iron Mountain (IRM) | 0.0 | $504k | 4.9k | 101.94 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $503k | 3.6k | 140.06 |
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| Northern Trust Corporation (NTRS) | 0.0 | $499k | 3.7k | 134.60 |
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| Paypal Holdings (PYPL) | 0.0 | $490k | -2% | 7.3k | 67.06 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $489k | NEW | 2.9k | 170.84 |
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| Boeing Company (BA) | 0.0 | $475k | 2.2k | 215.83 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $475k | -14% | 5.6k | 84.11 |
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| Cbre Group Cl A (CBRE) | 0.0 | $473k | NEW | 3.0k | 157.56 |
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| Morgan Stanley Com New (MS) | 0.0 | $473k | -6% | 3.0k | 158.96 |
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| Blue Owl Capital Com Cl A (OWL) | 0.0 | $466k | 28k | 16.93 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $465k | 15k | 31.62 |
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| Capital One Financial (COF) | 0.0 | $463k | +5% | 2.2k | 212.60 |
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| Alliant Energy Corporation (LNT) | 0.0 | $462k | -7% | 6.8k | 67.41 |
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| Axon Enterprise (AXON) | 0.0 | $451k | -5% | 628.00 | 717.64 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $447k | +4% | 4.0k | 112.75 |
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| Waste Management (WM) | 0.0 | $445k | NEW | 2.0k | 220.83 |
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| Cummins (CMI) | 0.0 | $444k | 1.1k | 422.37 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $437k | 3.9k | 111.47 |
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| Ameriprise Financial (AMP) | 0.0 | $437k | NEW | 890.00 | 491.25 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $436k | 874.00 | 499.21 |
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $433k | 3.8k | 114.28 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $428k | 3.0k | 142.41 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $427k | +6% | 2.4k | 178.73 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $424k | -5% | 5.3k | 80.22 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $413k | 4.8k | 87.03 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $409k | 6.3k | 65.26 |
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| Motorola Solutions Com New (MSI) | 0.0 | $407k | 891.00 | 457.29 |
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| Pepsi (PEP) | 0.0 | $405k | 2.9k | 140.44 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $401k | 1.9k | 206.52 |
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| Cisco Systems (CSCO) | 0.0 | $400k | 5.9k | 68.42 |
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| DaVita (DVA) | 0.0 | $399k | 3.0k | 132.87 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.0 | $397k | -4% | 16k | 24.93 |
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| Regal-beloit Corporation (RRX) | 0.0 | $396k | 2.8k | 143.44 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $389k | -12% | 1.7k | 224.58 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $370k | NEW | 2.5k | 148.61 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $370k | NEW | 5.7k | 65.00 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $369k | +3% | 1.5k | 239.64 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $368k | NEW | 12k | 31.51 |
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| Metropcs Communications (TMUS) | 0.0 | $363k | 1.5k | 239.39 |
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| American Express Company (AXP) | 0.0 | $362k | 1.1k | 332.16 |
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| Starbucks Corporation (SBUX) | 0.0 | $356k | 4.2k | 84.60 |
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| American Airls (AAL) | 0.0 | $339k | 30k | 11.24 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $333k | 4.3k | 77.65 |
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| Alnylam Pharmaceuticals (ALNY) | 0.0 | $331k | 725.00 | 456.00 |
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| CRH Ord (CRH) | 0.0 | $328k | NEW | 2.7k | 119.90 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $326k | 2.5k | 130.25 |
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| Ferrari Nv Ord (RACE) | 0.0 | $321k | NEW | 662.00 | 485.22 |
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| TJX Companies (TJX) | 0.0 | $321k | NEW | 2.2k | 144.54 |
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| Hca Holdings (HCA) | 0.0 | $317k | 743.00 | 425.93 |
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| Constellation Energy (CEG) | 0.0 | $305k | NEW | 928.00 | 329.07 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $302k | -3% | 3.0k | 100.25 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $301k | 1.0k | 293.74 |
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| Intuit (INTU) | 0.0 | $301k | -11% | 441.00 | 682.91 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $299k | 686.00 | 435.46 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $279k | NEW | 839.00 | 332.69 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $278k | 3.4k | 81.19 |
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| MercadoLibre (MELI) | 0.0 | $276k | -18% | 118.00 | 2336.94 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $275k | +4% | 2.2k | 122.45 |
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| Republic Services (RSG) | 0.0 | $267k | 1.2k | 229.48 |
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| Chevron Corporation (CVX) | 0.0 | $265k | +19% | 1.7k | 155.33 |
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| Wintrust Financial Corporation (WTFC) | 0.0 | $265k | NEW | 2.0k | 132.44 |
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| Eaton Corp SHS (ETN) | 0.0 | $257k | 687.00 | 374.25 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $256k | 2.1k | 120.72 |
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| Edwards Lifesciences (EW) | 0.0 | $254k | -3% | 3.3k | 77.77 |
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| Altria (MO) | 0.0 | $253k | 3.8k | 66.06 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $248k | 12k | 21.00 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $241k | 724.00 | 332.84 |
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| Workday Cl A (WDAY) | 0.0 | $241k | 1.0k | 240.73 |
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| Consolidated Edison (ED) | 0.0 | $233k | -9% | 2.3k | 100.52 |
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| Marvell Technology (MRVL) | 0.0 | $230k | 2.7k | 84.07 |
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| Ssr Mining (SSRM) | 0.0 | $230k | NEW | 9.4k | 24.41 |
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| AmerisourceBergen (COR) | 0.0 | $228k | 730.00 | 312.53 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $223k | 1.4k | 164.54 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $222k | 2.5k | 89.77 |
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| Lyft Cl A Com (LYFT) | 0.0 | $220k | 10k | 22.01 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $219k | -32% | 5.1k | 42.79 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $219k | 1.1k | 208.71 |
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| At&t (T) | 0.0 | $215k | NEW | 7.6k | 28.24 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $215k | -93% | 1.5k | 139.16 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $215k | NEW | 32k | 6.70 |
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| Banco Santander Adr (SAN) | 0.0 | $213k | NEW | 20k | 10.48 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $210k | 4.5k | 46.24 |
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| Xylem (XYL) | 0.0 | $210k | NEW | 1.4k | 147.50 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $207k | -16% | 699.00 | 296.29 |
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| Emerson Electric (EMR) | 0.0 | $206k | 1.6k | 131.18 |
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| CoStar (CSGP) | 0.0 | $203k | -15% | 2.4k | 84.37 |
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| Allstate Corporation (ALL) | 0.0 | $201k | NEW | 936.00 | 214.65 |
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| Empery Digital Com New (EMPD) | 0.0 | $150k | NEW | 20k | 7.52 |
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| Archer Aviation Com Cl A (ACHR) | 0.0 | $149k | -26% | 16k | 9.58 |
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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 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
- Perfromance Wealth Partners 2021 Q4 filed Feb. 3, 2022