Perfromance Wealth Partners
Latest statistics and disclosures from Performance Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, NVDA, GOOG, AMZN, and represent 65.03% of Performance Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: XLE (+$33M), GEV (+$23M), VB (+$11M), XOM (+$7.1M), CVX (+$5.7M), WMT, VTV, XLV, VEA, BAC.
- Started 19 new stock positions in PWR, JNJ, DIS, T, OUNZ, LULU, VOE, XLE, IWM, IEFA. SOXX, PSX, SCHD, WEC, JCI, COKE, CVX, GLD, LHX.
- Reduced shares in these 10 stocks: ORCL (-$40M), KKR (-$16M), AAPL (-$8.5M), MSFT, AMZN, VUG, META, BRK.B, CYBR, GOOG.
- Sold out of its positions in INTU, SSRM, VCLT, WDAY, CYBR.
- Performance Wealth Partners was a net buyer of stock by $40M.
- Performance Wealth Partners has $3.4B in assets under management (AUM), dropping by -6.56%.
- Central Index Key (CIK): 0001908765
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Portfolio Holdings for Performance Wealth Partners
Performance Wealth Partners holds 212 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 28.9 | $996M | 3.9M | 253.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 16.2 | $557M | 1.3M | 436.79 |
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| NVIDIA Corporation (NVDA) | 7.1 | $246M | 1.4M | 174.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 6.8 | $233M | 813k | 286.86 |
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| Amazon (AMZN) | 6.1 | $209M | 1.0M | 208.27 |
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| Microsoft Corporation (MSFT) | 4.9 | $169M | 455k | 370.17 |
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| Goldman Sachs (GS) | 3.4 | $118M | 139k | 845.99 |
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| Ge Vernova (GEV) | 3.0 | $105M | +27% | 120k | 872.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $84M | 176k | 479.20 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $68M | 317k | 215.06 |
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| Costco Wholesale Corporation (COST) | 1.9 | $67M | 67k | 996.44 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $64M | 216k | 294.16 |
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| Broadcom (AVGO) | 1.6 | $54M | +2% | 174k | 309.51 |
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| Meta Platforms Cl A (META) | 1.3 | $44M | -2% | 77k | 572.13 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.2 | $40M | +4% | 354k | 112.11 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.0 | $33M | NEW | 545k | 61.26 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $20M | 136k | 148.10 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.6 | $20M | +10% | 78k | 248.84 |
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| Wal-Mart Stores (WMT) | 0.5 | $18M | +16% | 145k | 124.28 |
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| Visa Com Cl A (V) | 0.5 | $18M | +3% | 59k | 302.24 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $17M | +17% | 85k | 196.20 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $14M | +416% | 54k | 261.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $12M | +2% | 41k | 287.56 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $11M | 35k | 302.25 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $10M | 16k | 650.36 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.3 | $10M | +21% | 182k | 55.24 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $7.9M | +865% | 47k | 169.66 |
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| Abbvie (ABBV) | 0.2 | $5.7M | -3% | 26k | 217.49 |
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| Chevron Corporation (CVX) | 0.2 | $5.7M | NEW | 27k | 206.90 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $5.6M | 54k | 103.43 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $5.1M | -4% | 5.7k | 895.21 |
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| Tesla Motors (TSLA) | 0.1 | $5.1M | 14k | 371.75 |
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| Bank of America Corporation (BAC) | 0.1 | $4.6M | +68% | 94k | 48.75 |
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| Ge Aerospace Com New (GE) | 0.1 | $4.5M | +42% | 16k | 283.77 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $4.5M | 31k | 146.28 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $4.1M | +23% | 44k | 92.74 |
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| Eli Lilly & Co. (LLY) | 0.1 | $4.1M | +2% | 4.4k | 919.75 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.6M | +3% | 18k | 203.43 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $3.6M | +71% | 65k | 54.84 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $3.5M | -4% | 133k | 26.61 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.4M | +3% | 41k | 82.57 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $3.4M | +2% | 5.7k | 597.57 |
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| Cme (CME) | 0.1 | $3.3M | 11k | 295.35 |
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| Home Depot (HD) | 0.1 | $3.2M | +14% | 9.7k | 328.90 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.1M | +246% | 49k | 64.08 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $3.1M | +260% | 21k | 146.61 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $3.0M | +3% | 5.0k | 604.39 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.0M | 39k | 78.41 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $2.9M | +49% | 76k | 38.26 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.8M | -4% | 4.9k | 577.22 |
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| McDonald's Corporation (MCD) | 0.1 | $2.6M | +161% | 8.4k | 310.79 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.5M | -2% | 25k | 100.62 |
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| First Solar (FSLR) | 0.1 | $2.5M | -2% | 13k | 197.26 |
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| International Business Machines (IBM) | 0.1 | $2.5M | -3% | 10k | 242.40 |
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| Corning Incorporated (GLW) | 0.1 | $2.2M | -15% | 16k | 135.97 |
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| Coca-Cola Company (KO) | 0.1 | $2.1M | +100% | 28k | 76.05 |
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| Agnico (AEM) | 0.1 | $2.1M | 10k | 202.98 |
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| IDEXX Laboratories (IDXX) | 0.1 | $2.1M | 3.7k | 561.89 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.1M | 41k | 49.95 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.1M | 4.8k | 426.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.0M | 3.1k | 653.21 |
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| Abbott Laboratories (ABT) | 0.1 | $2.0M | +15% | 20k | 102.67 |
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| Applied Materials (AMAT) | 0.1 | $1.9M | +2% | 5.5k | 341.81 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $1.9M | 40k | 45.89 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.8M | +144% | 19k | 93.98 |
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| Triple Flag Precious Metals (TFPM) | 0.1 | $1.8M | 51k | 34.71 |
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| Caterpillar (CAT) | 0.1 | $1.7M | +7% | 2.4k | 708.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.7M | +20% | 5.3k | 320.79 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.6M | -5% | 3.1k | 522.71 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.5M | -11% | 11k | 145.74 |
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| Johnson & Johnson (JNJ) | 0.0 | $1.5M | NEW | 6.1k | 244.45 |
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| Netflix (NFLX) | 0.0 | $1.5M | +103% | 15k | 96.15 |
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| Dex (DXCM) | 0.0 | $1.5M | -8% | 23k | 62.80 |
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| Cibc Cad (CM) | 0.0 | $1.4M | 14k | 94.75 |
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| McKesson Corporation (MCK) | 0.0 | $1.3M | +6% | 1.5k | 865.36 |
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| Procter & Gamble Company (PG) | 0.0 | $1.3M | +40% | 9.1k | 144.44 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.3M | +3% | 8.5k | 151.41 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.3M | 9.7k | 131.01 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.2M | 5.2k | 237.62 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.2M | 6.2k | 198.29 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | -6% | 6.4k | 189.59 |
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| Palo Alto Networks (PANW) | 0.0 | $1.2M | +117% | 7.6k | 160.32 |
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| Amgen (AMGN) | 0.0 | $1.1M | 3.0k | 351.88 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $964k | +15% | 2.9k | 337.95 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $951k | -12% | 4.9k | 194.15 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $937k | 8.5k | 110.36 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $922k | 25k | 36.75 |
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| Ross Stores (ROST) | 0.0 | $899k | -10% | 4.1k | 216.61 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $890k | +7% | 13k | 68.14 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $876k | 1.3k | 697.72 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $854k | -10% | 1.7k | 499.66 |
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| Apollo Global Mgmt (APO) | 0.0 | $845k | 7.6k | 111.42 |
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| Green Brick Partners (GRBK) | 0.0 | $838k | 13k | 64.45 |
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| NOVA MEASURING Instruments L (NVMI) | 0.0 | $771k | 1.8k | 434.28 |
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| Pebblebrook Hotel Trust (PEB) | 0.0 | $770k | +20% | 61k | 12.63 |
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| salesforce (CRM) | 0.0 | $746k | -22% | 4.0k | 186.67 |
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| General Dynamics Corporation (GD) | 0.0 | $744k | -5% | 2.2k | 343.19 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $718k | 1.00 | 718140.00 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $715k | 1.6k | 446.54 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $696k | 7.2k | 96.80 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $692k | +5% | 5.2k | 132.91 |
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| Boeing Company (BA) | 0.0 | $689k | 3.5k | 199.03 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $685k | +4% | 7.0k | 98.38 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $671k | 3.1k | 213.67 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $669k | 4.6k | 144.71 |
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| Enterprise Products Partners (EPD) | 0.0 | $657k | 17k | 37.84 |
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| Illinois Tool Works (ITW) | 0.0 | $645k | -5% | 2.5k | 260.29 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $616k | 4.6k | 132.50 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $615k | +20% | 8.3k | 73.64 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $614k | -7% | 3.2k | 192.90 |
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| Cummins (CMI) | 0.0 | $597k | +4% | 1.1k | 538.02 |
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| Morgan Stanley Com New (MS) | 0.0 | $582k | +2% | 3.5k | 164.57 |
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| Uber Technologies (UBER) | 0.0 | $579k | 8.1k | 71.93 |
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| Cisco Systems (CSCO) | 0.0 | $571k | +25% | 7.4k | 77.59 |
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| Honeywell International (HON) | 0.0 | $569k | 2.5k | 226.03 |
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| Progressive Corporation (PGR) | 0.0 | $553k | -2% | 2.8k | 198.24 |
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| Northern Trust Corporation (NTRS) | 0.0 | $525k | 3.8k | 139.57 |
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| Regal-beloit Corporation (RRX) | 0.0 | $521k | 2.8k | 187.26 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $520k | 1.7k | 313.81 |
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| MetLife (MET) | 0.0 | $505k | 7.1k | 70.72 |
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| Iron Mountain (IRM) | 0.0 | $505k | 4.9k | 102.14 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $496k | +9% | 7.3k | 67.53 |
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| Amphenol Corp Cl A (APH) | 0.0 | $488k | +14% | 3.9k | 126.35 |
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| Alliant Energy Corporation (LNT) | 0.0 | $477k | 6.7k | 71.76 |
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| Qualcomm (QCOM) | 0.0 | $477k | 3.7k | 128.78 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $475k | -6% | 3.3k | 145.94 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $474k | -7% | 4.8k | 99.27 |
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| Ecolab (ECL) | 0.0 | $473k | -5% | 1.8k | 266.02 |
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| DaVita (DVA) | 0.0 | $461k | 3.0k | 153.69 |
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| Starbucks Corporation (SBUX) | 0.0 | $449k | +5% | 5.0k | 89.59 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $448k | 5.3k | 84.45 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $445k | -14% | 3.9k | 114.98 |
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| Waste Management (WM) | 0.0 | $441k | 1.9k | 229.79 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $441k | +4% | 15k | 30.32 |
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| Pepsi (PEP) | 0.0 | $436k | 2.8k | 155.29 |
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $431k | 3.7k | 115.71 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $418k | 3.8k | 108.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $414k | 2.0k | 211.19 |
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| Motorola Solutions Com New (MSI) | 0.0 | $410k | +9% | 944.00 | 433.97 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $407k | 1.7k | 233.26 |
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| ConocoPhillips (COP) | 0.0 | $403k | 3.1k | 131.98 |
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| Capital One Financial (COF) | 0.0 | $400k | 2.2k | 182.39 |
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| Ameriprise Financial (AMP) | 0.0 | $396k | 890.00 | 444.40 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $393k | -7% | 4.4k | 89.33 |
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| Lululemon Athletica (LULU) | 0.0 | $390k | NEW | 2.6k | 153.10 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $385k | 16k | 24.80 |
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| TJX Companies (TJX) | 0.0 | $382k | +8% | 2.4k | 159.70 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $382k | NEW | 4.2k | 90.53 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $373k | -3% | 2.9k | 128.12 |
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| Hca Holdings (HCA) | 0.0 | $356k | 752.00 | 473.17 |
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| Automatic Data Processing (ADP) | 0.0 | $349k | -2% | 1.7k | 203.18 |
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| Marvell Technology (MRVL) | 0.0 | $348k | +15% | 3.5k | 99.05 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $344k | -19% | 2.9k | 118.62 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $338k | 2.5k | 135.34 |
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| Albemarle Corporation (ALB) | 0.0 | $337k | -6% | 1.9k | 179.53 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $334k | +46% | 1.5k | 217.25 |
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| Hershey Company (HSY) | 0.0 | $326k | +2% | 1.6k | 207.89 |
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| American Express Company (AXP) | 0.0 | $325k | 1.1k | 302.56 |
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| American Airls (AAL) | 0.0 | $323k | 30k | 10.74 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $323k | 1.3k | 250.55 |
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| Metropcs Communications (TMUS) | 0.0 | $322k | 1.5k | 210.06 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $321k | 2.9k | 108.98 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $311k | +12% | 8.1k | 38.42 |
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| Paypal Holdings (PYPL) | 0.0 | $308k | -6% | 6.8k | 45.23 |
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| Constellation Energy (CEG) | 0.0 | $304k | 1.1k | 279.25 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $301k | 12k | 25.48 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $294k | -2% | 1.0k | 287.21 |
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| CRH Ord (CRH) | 0.0 | $288k | 2.7k | 105.12 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $280k | 686.00 | 407.69 |
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| Wintrust Financial Corporation (WTFC) | 0.0 | $278k | 2.0k | 138.94 |
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| Micron Technology (MU) | 0.0 | $273k | +8% | 809.00 | 337.84 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $273k | -5% | 2.0k | 135.72 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $269k | 3.4k | 79.56 |
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| Consolidated Edison (ED) | 0.0 | $263k | 2.3k | 113.18 |
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| Pfizer (PFE) | 0.0 | $262k | 9.3k | 28.08 |
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| EnerSys (ENS) | 0.0 | $262k | 1.5k | 173.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $262k | NEW | 609.00 | 430.29 |
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| Oracle Corporation (ORCL) | 0.0 | $259k | -99% | 1.8k | 147.14 |
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| Quanta Services (PWR) | 0.0 | $259k | NEW | 471.00 | 549.02 |
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| Republic Services (RSG) | 0.0 | $257k | 1.2k | 219.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $254k | NEW | 1.0k | 247.89 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $247k | +4% | 3.0k | 82.75 |
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| Stryker Corporation (SYK) | 0.0 | $245k | -7% | 747.00 | 328.49 |
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| Altria (MO) | 0.0 | $245k | 3.7k | 65.99 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $241k | 756.00 | 318.07 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $240k | 2.1k | 113.11 |
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| Alnylam Pharmaceuticals (ALNY) | 0.0 | $240k | 725.00 | 330.87 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $240k | NEW | 1.3k | 191.74 |
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| At&t (T) | 0.0 | $230k | NEW | 7.9k | 28.99 |
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| AmerisourceBergen (COR) | 0.0 | $230k | 731.00 | 314.14 |
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| Axon Enterprise (AXON) | 0.0 | $229k | -8% | 540.00 | 424.69 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $228k | 14k | 15.83 |
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| Phillips 66 (PSX) | 0.0 | $222k | NEW | 1.2k | 182.18 |
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| Ferrari Nv Ord (RACE) | 0.0 | $222k | 655.00 | 338.45 |
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| Edwards Lifesciences (EW) | 0.0 | $221k | -15% | 2.8k | 80.08 |
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| Kkr & Co (KKR) | 0.0 | $220k | -98% | 2.4k | 92.50 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $217k | +4% | 1.7k | 124.31 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $215k | NEW | 654.00 | 328.66 |
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| L3harris Technologies (LHX) | 0.0 | $213k | NEW | 617.00 | 345.15 |
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| Servicenow (NOW) | 0.0 | $212k | -68% | 2.0k | 104.55 |
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| Walt Disney Company (DIS) | 0.0 | $210k | NEW | 2.2k | 96.38 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $210k | 1.4k | 155.11 |
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| Wec Energy Group (WEC) | 0.0 | $208k | NEW | 1.8k | 115.77 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $208k | 4.5k | 45.62 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $207k | -4% | 662.00 | 312.22 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $206k | NEW | 1.6k | 130.95 |
|
| Eaton Corp SHS (ETN) | 0.0 | $203k | -19% | 568.00 | 357.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $203k | NEW | 6.6k | 30.68 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $203k | NEW | 1.1k | 184.23 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $200k | NEW | 4.4k | 45.05 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $129k | -49% | 14k | 9.13 |
|
| Empery Digital Com New (EMPD) | 0.0 | $85k | 20k | 4.23 |
|
Past Filings by Performance Wealth Partners
SEC 13F filings are viewable for Performance Wealth Partners going back to 2021
- 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
- Perfromance Wealth Partners 2022 Q2 filed July 15, 2022