Perfromance Wealth Partners
$3.4B Assets Reported
217 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 3,924,612 | $996M | 28.9% |
| VUG | VANGUARD INDEX FDS | 1,274,384 | $557M | 16.2% |
| NVDA | NVIDIA CORPORATION | 1,412,739 | $246M | 7.1% |
| GOOG | ALPHABET INC | 813,043 | $233M | 6.8% |
| AMZN | AMAZON COM INC | 1,003,185 | $209M | 6.1% |
| MSFT | MICROSOFT CORP | 455,098 | $168M | 4.9% |
| GS | GOLDMAN SACHS GROUP INC | 139,238 | $118M | 3.4% |
| GEV | GE VERNOVA INC | 120,106 | $105M | 3.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 175,910 | $84M | 2.4% |
| VIG | VANGUARD SPECIALIZED FUNDS | 317,389 | $68M | 2.0% |
Track Perfromance Wealth Partners's 13F portfolio: $3.4B in reported holdings, 217 positions. Top holdings, AUM, and quarterly changes on SentiSense.