Perfromance Wealth Partners, LLC
All holdings · as of Jun 30, 2026
| 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% |
| TIDAL TRUST II | $11.78M | 0.3% |
| ADVANCED MICRO DEVICES INC | $10.26M | 0.3% |
| AbbVie Inc. | $9.35M | 0.2% |
| GENERAL ELECTRIC CO | $6.91M | 0.2% |
| Meta Platforms Inc | $6.84M | 0.2% |
| FIRST TR EXCHANGE TRADED FD | $6.78M | 0.2% |
| Parker-Hannifin Corp | $6.31M | 0.2% |
| FIRST TR EXCHANGE TRADED FD | $6.27M | 0.2% |
| BANK OF AMERICA CORP /DE | $5.92M | 0.1% |
| Tesla Inc | $5.59M | 0.1% |
| iShares MSCI UAE ETF | $5.54M | 0.1% |
| ELI LILLY & Co | $5.48M | 0.1% |
| iShares MSCI UAE ETF | $5.32M | 0.1% |
| CHEVRON CORP | $5.08M | 0.1% |
| INVESCO EXCH TRADED FD TR II | $5.02M | 0.1% |
| VANGUARD TAX-MANAGED FDS | $4.71M | 0.1% |
| CATERPILLAR INC | $4.65M | 0.1% |
| Bloom Energy Corp | $4.50M | 0.1% |
| SELECT SECTOR SPDR TR | $4.34M | 0.1% |
| CORNING INC /NY | $4.13M | 0.1% |
| SCHWAB STRATEGIC TR | $3.98M | 0.1% |
| APPLIED MATERIALS INC /DE | $3.97M | 0.1% |
| VANGUARD INDEX FDS | $3.88M | 0.1% |
| ISHARES TR | $3.62M | 0.1% |
| INVESCO QQQ TR | $3.52M | 0.1% |