Institutions / Perfromance Wealth Partners, LLC
Perfromance Wealth Partners, LLC
CIK 1908765 · Institution · as of Jun 30, 2026
Portfolio value
$4.03B
Positions
235
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$4.03B+9.2%Positions
235+18.7%Top holdings
Jun 30, 2026View all 235 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $1.14B | 28.3% |
| Vanguard Index Fds | $656.50M | 16.3% |
| Alphabet Inc. | $288.06M | 7.2% |
| NVIDIA Corp | $285.23M | 7.1% |
| Amazon.com Inc | $239.64M | 6.0% |
| Invesco Exch Traded Fd Tr II | $147.35M | 3.7% |
| GE Vernova Inc. | $144.79M | 3.6% |
| The Goldman Sachs Group, Inc. | $142.50M | 3.5% |
| Microsoft Corp | $117.98M | 2.9% |
| Vanguard Specialized Funds | $76.47M | 1.9% |
| JPMORGAN CHASE & CO | $71.82M | 1.8% |
| Warren E. Buffett | $69.90M | 1.7% |
| Broadcom Inc. | $68.42M | 1.7% |
| Costco Wholesale Corp /New | $62.87M | 1.6% |
| VanEck ETF Trust | $45.80M | 1.1% |
| iShares Tr | $26.07M | 0.6% |
| Vanguard Index Fds | $24.74M | 0.6% |
| Visa Inc | $20.63M | 0.5% |
| Vanguard Index Fds | $18.89M | 0.5% |
| Vanguard Whitehall Fds | $18.79M | 0.5% |
| Walmart Inc. | $17.79M | 0.4% |
| Alphabet Inc. | $14.83M | 0.4% |
| Fidelity Covington Trust | $13.22M | 0.3% |
| Vanguard Index Fds | $12.26M | 0.3% |
| State Str SPDR S&P 500 ETF T | $11.79M | 0.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 | $546.28M | +6.3M +495.64% | 7,621,304 16.30% of portfolio | high |
| Q2 2026 as of | Add | 46138E339 | $92.73M | +574K +169.76% | 912,173 3.66% of portfolio | high |
| Q2 2026 as of | Trim | Microsoft Corp | $-54.54M | -146K -31.61% | 316,280 2.93% of portfolio | high |
| Q2 2026 as of | New | 92189F676 | $45.80M | +70K | 69,835 1.14% of portfolio | medium |
| Q2 2026 as of | Trim | Oracle Corp | $-39.93M | -273K -99.40% | 1,654 <0.01% of portfolio | medium |
| Q2 2026 as of | Trim | Meta Platforms Inc | $-37.54M | -67K -84.59% | 12,137 0.17% of portfolio | medium |
| Q2 2026 as of | Add | GE Vernova Inc. | $34.04M | +29K +30.73% | 123,244 3.60% of portfolio | medium |
| Q2 2026 as of | Trim | Warren E. Buffett | $-19.19M | -38K -21.54% | 139,692 1.74% of portfolio | medium |
| Q2 2026 as of | Trim | KKR & Co. Inc. | $-15.93M | -174K -98.65% | 2,378 <0.01% of portfolio | medium |
| Q2 2026 as of | Add | 922908751 | $15.75M | +52K +501.63% | 62,311 0.47% of portfolio | medium |