Perfromance Wealth Partners
Latest statistics and disclosures from Performance Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, GOOG, NVDA, AMZN, and represent 64.76% of Performance Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$547M), SPMO (+$90M), SMH (+$46M), AIPO (+$12M), SDVY (+$6.8M), VTV (+$6.3M), RDVY (+$6.3M), BE, GEV, RBLD.
- Started 37 new stock positions in SPCX, MCHP, LIN, WCC, ALL, HON, FITB, RSP, HONA, RDVY.
- Reduced shares in these 10 stocks: MSFT (-$52M), META (-$36M), XLE (-$25M), BRK.B (-$18M), , HD, VYM, MCD, SCHW, UBER.
- Sold out of its positions in T, ALNY, BMO, CEG, DIS, XOM, Honeywell International, IBIT, ETHA, LHX. LULU, UBER, OUNZ, ETN.
- Performance Wealth Partners was a net buyer of stock by $629M.
- Performance Wealth Partners has $4.0B in assets under management (AUM), dropping by 16.82%.
- Central Index Key (CIK): 0001908765
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Portfolio Holdings for Performance Wealth Partners
Performance Wealth Partners holds 235 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 28.3 | $1.1B | 3.9M | 289.36 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 16.3 | $657M | +498% | 7.6M | 86.14 |
|
| Alphabet Cap Stk Cl C (GOOG) | 7.2 | $288M | 815k | 353.33 |
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| NVIDIA Corporation (NVDA) | 7.1 | $285M | 1.4M | 200.09 |
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| Amazon (AMZN) | 6.0 | $240M | 1.0M | 238.34 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 3.7 | $147M | +157% | 912k | 161.54 |
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| Ge Vernova (GEV) | 3.6 | $145M | +2% | 123k | 1174.86 |
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| Goldman Sachs (GS) | 3.5 | $143M | 141k | 1011.37 |
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| Microsoft Corporation (MSFT) | 2.9 | $118M | -30% | 316k | 373.02 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $77M | 323k | 236.62 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $72M | 219k | 327.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $70M | -20% | 140k | 500.39 |
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| Broadcom (AVGO) | 1.7 | $68M | +4% | 181k | 377.75 |
|
| Costco Wholesale Corporation (COST) | 1.6 | $63M | 67k | 935.47 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.1 | $46M | NEW | 70k | 655.89 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.6 | $26M | +14% | 90k | 290.62 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $25M | +34% | 114k | 217.93 |
|
| Visa Com Cl A (V) | 0.5 | $21M | +2% | 60k | 343.09 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $19M | +16% | 62k | 303.12 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $19M | -12% | 119k | 158.03 |
|
| Wal-Mart Stores (WMT) | 0.4 | $18M | +8% | 157k | 113.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $15M | 42k | 357.37 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.3 | $13M | +20% | 219k | 60.29 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $12M | -3% | 34k | 365.70 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $12M | 16k | 746.76 |
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| Tidal Trust Ii Defia Ai Pwr Etf (AIPO) | 0.3 | $12M | NEW | 353k | 33.41 |
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| Advanced Micro Devices (AMD) | 0.3 | $10M | 18k | 580.92 |
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| Abbvie (ABBV) | 0.2 | $9.4M | +41% | 37k | 251.64 |
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| Ge Aerospace Com New (GE) | 0.2 | $6.9M | +16% | 19k | 373.73 |
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| Meta Platforms Cl A (META) | 0.2 | $6.8M | -84% | 12k | 563.30 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.2 | $6.8M | NEW | 157k | 43.14 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $6.3M | +12% | 6.4k | 978.16 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $6.3M | NEW | 77k | 81.06 |
|
| Bank of America Corporation (BAC) | 0.1 | $5.9M | +11% | 104k | 56.98 |
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| Tesla Motors (TSLA) | 0.1 | $5.6M | -2% | 13k | 420.60 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $5.5M | 54k | 102.16 |
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| Eli Lilly & Co. (LLY) | 0.1 | $5.5M | +3% | 4.6k | 1199.50 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $5.3M | +24% | 55k | 96.46 |
|
| Chevron Corporation (CVX) | 0.1 | $5.1M | +12% | 31k | 165.76 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $5.0M | +27% | 83k | 60.29 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.7M | +35% | 66k | 71.25 |
|
| Caterpillar (CAT) | 0.1 | $4.6M | +79% | 4.4k | 1064.90 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $4.5M | NEW | 15k | 302.70 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $4.3M | -85% | 82k | 53.11 |
|
| Corning Incorporated (GLW) | 0.1 | $4.1M | 16k | 255.44 |
|
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.1 | $4.0M | +32% | 100k | 39.68 |
|
| Applied Materials (AMAT) | 0.1 | $4.0M | 5.5k | 723.05 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $3.9M | 5.6k | 686.86 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.6M | +7% | 44k | 82.11 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.5M | -2% | 4.8k | 736.45 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $3.5M | 132k | 26.50 |
|
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| First Tr Exchange-traded Alerian Us Nxtgn (RBLD) | 0.1 | $3.4M | NEW | 38k | 90.00 |
|
| Coca-Cola Company (KO) | 0.1 | $3.4M | +49% | 42k | 81.27 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $3.3M | -6% | 29k | 116.67 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $3.1M | +49% | 62k | 50.23 |
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| Micron Technology (MU) | 0.1 | $3.0M | +225% | 2.6k | 1154.29 |
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| First Solar (FSLR) | 0.1 | $3.0M | 13k | 235.96 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.0M | 38k | 77.91 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $3.0M | -12% | 19k | 158.66 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.9M | 25k | 117.50 |
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| International Business Machines (IBM) | 0.1 | $2.9M | 10k | 281.21 |
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| Cme (CME) | 0.1 | $2.7M | +9% | 12k | 220.83 |
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| Palo Alto Networks (PANW) | 0.1 | $2.5M | 7.4k | 341.02 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.5M | 5.0k | 509.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.5M | +310% | 20k | 124.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.3M | 3.1k | 748.89 |
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| Abbott Laboratories (ABT) | 0.0 | $2.0M | +12% | 22k | 90.74 |
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| IDEXX Laboratories (IDXX) | 0.0 | $2.0M | 3.7k | 526.44 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.9M | -2% | 5.2k | 370.01 |
|
| Dex (DXCM) | 0.0 | $1.7M | +11% | 26k | 67.35 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.7M | 10k | 164.60 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $1.7M | -6% | 38k | 45.34 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.6M | +12% | 5.5k | 298.08 |
|
| Agnico (AEM) | 0.0 | $1.6M | 10k | 155.13 |
|
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.6M | 5.3k | 302.97 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $1.6M | +16% | 3.3k | 477.57 |
|
| Triple Flag Precious Metals (TFPM) | 0.0 | $1.5M | 51k | 29.97 |
|
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| Cibc Cad (CM) | 0.0 | $1.5M | -10% | 13k | 115.00 |
|
| Johnson & Johnson (JNJ) | 0.0 | $1.5M | -3% | 5.8k | 253.99 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.0 | $1.5M | NEW | 33k | 44.36 |
|
| Morgan Stanley Com New (MS) | 0.0 | $1.5M | +97% | 7.0k | 209.04 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.4M | 6.4k | 221.20 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.4M | 3.1k | 450.98 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.3M | +122% | 16k | 77.11 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $1.3M | +35% | 12k | 109.43 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.2M | -5% | 8.0k | 156.31 |
|
| Procter & Gamble Company (PG) | 0.0 | $1.2M | -8% | 8.3k | 146.64 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.2M | +706% | 10k | 119.52 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.2M | 25k | 47.94 |
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| Pebblebrook Hotel Trust (PEB) | 0.0 | $1.2M | 61k | 19.41 |
|
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.2M | +32% | 2.3k | 513.60 |
|
| McKesson Corporation (MCK) | 0.0 | $1.1M | -6% | 1.4k | 755.60 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.1M | 9.7k | 112.32 |
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| Amgen (AMGN) | 0.0 | $1.1M | 3.0k | 362.17 |
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| Marvell Technology (MRVL) | 0.0 | $1.0M | 3.5k | 297.91 |
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| Green Brick Partners (GRBK) | 0.0 | $1.0M | 13k | 80.04 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.0M | +114% | 10k | 98.98 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $981k | 5.1k | 190.51 |
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| NOVA MEASURING Instruments L (NVMI) | 0.0 | $964k | 1.8k | 542.94 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $937k | +123% | 1.5k | 640.76 |
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| Ross Stores (ROST) | 0.0 | $886k | 4.2k | 212.84 |
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| Cisco Systems (CSCO) | 0.0 | $879k | 7.5k | 117.47 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $837k | +223% | 5.6k | 148.31 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $826k | 4.6k | 178.60 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $799k | 1.6k | 496.73 |
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| Cummins (CMI) | 0.0 | $795k | 1.1k | 713.21 |
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| McDonald's Corporation (MCD) | 0.0 | $770k | -65% | 2.8k | 270.31 |
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| General Dynamics Corporation (GD) | 0.0 | $769k | 2.2k | 354.25 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $762k | 3.1k | 242.43 |
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| Boeing Company (BA) | 0.0 | $754k | 3.5k | 216.47 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $751k | 7.0k | 107.50 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $749k | 1.00 | 748850.00 |
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| Netflix (NFLX) | 0.0 | $735k | -32% | 10k | 71.40 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $697k | +13% | 9.5k | 73.41 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $695k | 7.2k | 96.90 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $694k | 13k | 53.47 |
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| Amphenol Corp Cl A (APH) | 0.0 | $693k | 3.9k | 176.32 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $687k | 4.6k | 147.73 |
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| Illinois Tool Works (ITW) | 0.0 | $678k | 2.5k | 270.47 |
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| DaVita (DVA) | 0.0 | $667k | 3.0k | 222.48 |
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| Regal-beloit Corporation (RRX) | 0.0 | $666k | 2.8k | 238.20 |
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| Northern Trust Corporation (NTRS) | 0.0 | $656k | 3.8k | 173.84 |
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| Apollo Global Mgmt (APO) | 0.0 | $655k | -27% | 5.5k | 118.30 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $653k | 1.7k | 393.96 |
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| Enterprise Products Partners (EPD) | 0.0 | $645k | 18k | 36.76 |
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| Qualcomm (QCOM) | 0.0 | $640k | -6% | 3.5k | 184.79 |
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| Iron Mountain (IRM) | 0.0 | $626k | 5.0k | 126.31 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $624k | -19% | 5.0k | 124.44 |
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| Progressive Corporation (PGR) | 0.0 | $613k | 2.8k | 218.45 |
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| MetLife (MET) | 0.0 | $605k | 7.2k | 84.61 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $599k | NEW | 3.5k | 170.86 |
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| American Airls (AAL) | 0.0 | $547k | 30k | 18.07 |
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| Starbucks Corporation (SBUX) | 0.0 | $538k | +4% | 5.3k | 102.19 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $516k | -14% | 2.7k | 189.73 |
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| Alliant Energy Corporation (LNT) | 0.0 | $509k | 6.7k | 76.29 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $496k | 5.3k | 93.28 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $495k | 3.3k | 152.17 |
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $489k | 3.7k | 131.13 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $481k | NEW | 7.0k | 68.41 |
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| Ecolab (ECL) | 0.0 | $478k | -3% | 1.7k | 278.61 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $472k | NEW | 8.6k | 54.63 |
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| salesforce (CRM) | 0.0 | $459k | -26% | 2.9k | 156.66 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $454k | +11% | 4.7k | 96.59 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $446k | 2.0k | 227.02 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $443k | 15k | 30.49 |
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| Capital One Financial (COF) | 0.0 | $443k | 2.2k | 200.64 |
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| Ishares Tr Select Us Reit (ICF) | 0.0 | $435k | NEW | 6.4k | 67.63 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $431k | 1.3k | 334.81 |
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| Waste Management (WM) | 0.0 | $429k | 1.9k | 222.88 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $425k | 2.9k | 146.41 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $424k | 4.4k | 96.32 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $418k | 3.8k | 109.07 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $414k | 1.7k | 237.33 |
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| Ameriprise Financial (AMP) | 0.0 | $405k | 883.00 | 458.76 |
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| Motorola Solutions Com New (MSI) | 0.0 | $397k | 955.00 | 415.29 |
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| Spdr Series Trust St Nuve High Etf (HYMB) | 0.0 | $395k | 16k | 25.44 |
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| Albemarle Corporation (ALB) | 0.0 | $389k | +53% | 2.9k | 135.03 |
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| Automatic Data Processing (ADP) | 0.0 | $387k | 1.7k | 223.95 |
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| Penguin Solutions (PENG) | 0.0 | $381k | NEW | 5.0k | 76.01 |
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| Pepsi (PEP) | 0.0 | $379k | 2.8k | 135.40 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $374k | +21% | 1.2k | 300.34 |
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| Wells Fargo & Company (WFC) | 0.0 | $371k | NEW | 4.5k | 82.63 |
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| American Express Company (AXP) | 0.0 | $370k | 1.1k | 338.34 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $368k | +11% | 3.2k | 114.18 |
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| TJX Companies (TJX) | 0.0 | $366k | 2.4k | 151.50 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $354k | +2% | 3.0k | 117.28 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $354k | -5% | 1.5k | 242.99 |
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| EnerSys (ENS) | 0.0 | $353k | 1.5k | 233.84 |
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| Quanta Services (PWR) | 0.0 | $342k | 475.00 | 720.04 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $340k | +500% | 4.1k | 82.62 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $331k | +302% | 4.1k | 80.57 |
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| Wintrust Financial Corporation (WTFC) | 0.0 | $328k | 2.0k | 160.72 |
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| ConocoPhillips (COP) | 0.0 | $325k | +2% | 3.1k | 103.96 |
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| Home Depot (HD) | 0.0 | $324k | -90% | 918.00 | 352.63 |
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| Kla Corp Com New (KLAC) | 0.0 | $314k | NEW | 1.0k | 301.71 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $310k | -82% | 3.4k | 92.26 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $307k | 12k | 25.99 |
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| Axon Enterprise (AXON) | 0.0 | $303k | 540.00 | 560.61 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $300k | NEW | 3.1k | 96.42 |
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| Fifth Third Ban (FITB) | 0.0 | $299k | NEW | 5.3k | 56.37 |
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| Paypal Holdings (PYPL) | 0.0 | $295k | 6.8k | 43.18 |
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| Hca Holdings (HCA) | 0.0 | $293k | 752.00 | 389.76 |
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| CRH Ord (CRH) | 0.0 | $293k | 2.7k | 107.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $292k | 2.1k | 137.53 |
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| Honeywell International (HON) | 0.0 | $282k | NEW | 1.3k | 223.94 |
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| Honeywell Aerospace (HONA) | 0.0 | $281k | NEW | 1.3k | 221.08 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $270k | -2% | 738.00 | 365.87 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $270k | 3.4k | 79.97 |
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| United Rentals (URI) | 0.0 | $269k | NEW | 238.00 | 1131.29 |
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| Hershey Company (HSY) | 0.0 | $263k | -4% | 1.5k | 175.45 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $261k | +2% | 1.4k | 188.09 |
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| Metropcs Communications (TMUS) | 0.0 | $261k | 1.6k | 167.69 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $258k | +367% | 9.4k | 27.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $257k | +14% | 697.00 | 368.38 |
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| Consolidated Edison (ED) | 0.0 | $257k | 2.3k | 110.63 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $256k | NEW | 2.3k | 110.32 |
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| Republic Services (RSG) | 0.0 | $253k | 1.2k | 213.08 |
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| Altria (MO) | 0.0 | $252k | -5% | 3.5k | 71.95 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $247k | 3.0k | 82.65 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $245k | NEW | 565.00 | 433.33 |
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| WESCO International (WCC) | 0.0 | $245k | NEW | 708.00 | 345.43 |
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| Ferrari Nv Ord (RACE) | 0.0 | $244k | 655.00 | 372.29 |
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| Oracle Corporation (ORCL) | 0.0 | $242k | -6% | 1.7k | 146.53 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $240k | 1.3k | 190.92 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $239k | 662.00 | 360.38 |
|
|
| Stryker Corporation (SYK) | 0.0 | $235k | 747.00 | 314.93 |
|
|
| Roundhill Etf Trust Memory Etf | 0.0 | $233k | NEW | 3.2k | 73.85 |
|
| Edwards Lifesciences (EW) | 0.0 | $232k | -7% | 2.6k | 90.46 |
|
| Microchip Technology (MCHP) | 0.0 | $232k | NEW | 2.5k | 91.20 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $231k | 1.6k | 146.11 |
|
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $231k | NEW | 2.7k | 85.66 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $227k | NEW | 3.8k | 59.69 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $222k | NEW | 3.9k | 57.67 |
|
| Intel Corporation (INTC) | 0.0 | $221k | NEW | 1.6k | 139.67 |
|
| Kkr & Co (KKR) | 0.0 | $218k | 2.4k | 91.77 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $218k | 1.1k | 197.54 |
|
|
| Pfizer (PFE) | 0.0 | $216k | -3% | 9.0k | 24.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $215k | NEW | 1.0k | 212.77 |
|
| Moderna (MRNA) | 0.0 | $214k | NEW | 3.1k | 70.03 |
|
| Wec Energy Group (WEC) | 0.0 | $213k | 1.8k | 116.77 |
|
|
| Linde SHS (LIN) | 0.0 | $212k | NEW | 408.00 | 518.94 |
|
| Deere & Company (DE) | 0.0 | $211k | NEW | 333.00 | 634.41 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $211k | 6.6k | 31.71 |
|
|
| Servicenow (NOW) | 0.0 | $210k | +4% | 2.1k | 99.28 |
|
| AmerisourceBergen (COR) | 0.0 | $210k | 741.00 | 282.98 |
|
|
| Phillips 66 (PSX) | 0.0 | $209k | 1.2k | 169.05 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $209k | NEW | 2.2k | 96.12 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $207k | 4.5k | 45.49 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $205k | NEW | 3.0k | 67.24 |
|
| Allstate Corporation (ALL) | 0.0 | $204k | NEW | 859.00 | 237.94 |
|
| Emerson Electric (EMR) | 0.0 | $204k | NEW | 1.4k | 143.20 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $203k | -55% | 1.7k | 117.65 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $127k | +2% | 15k | 8.75 |
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $95k | NEW | 13k | 7.56 |
|
| Empery Digital Com New (EMPD) | 0.0 | $71k | 20k | 3.56 |
|
Past Filings by Performance Wealth Partners
SEC 13F filings are viewable for Performance Wealth Partners going back to 2021
- Performance Wealth Partners 2026 Q2 filed Aug. 7, 2026
- Performance Wealth Partners 2026 Q1 filed April 10, 2026
- 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