Performa Ltd (US)
$620M 13F equity value
52 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Performa Ltd (US) covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD 500 IDX ETF | 199,789 | $137M | 22.1% |
| IWR | ISHARES:RUSS MID-CAP | 1,124,020 | $124M | 20.0% |
| VO | VANGUARD MD-CP I ETF | 940,415 | $76M | 12.2% |
| SPY | STATE STREET SPDR S&P500 | 96,297 | $72M | 11.6% |
| HYLB | XTRACKERS USD HY CORP BD | 1,608,678 | $59M | 9.5% |
| VEU | VANGUARD FTSE XUS ETF | 533,277 | $45M | 7.2% |
| VBR | VANGUARD SC V I ETF | 111,091 | $27M | 4.4% |
| RSP | INVESCO S&P500 EWGHT | 72,043 | $15M | 2.5% |
| VBK | VANGUARD SC G ID ETF | 31,759 | $12M | 1.9% |
| IJR | ISHARES:CORE S&P SM-CP | 63,258 | $9M | 1.5% |
Track Performa Ltd (US)'s 13F portfolio: $620M in reported holdings, 52 positions. Top holdings and quarterly changes on SentiSense.
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