Perfromance Wealth Partners
$4.0B 13F equity value
248 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Perfromance Wealth Partners 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 |
|---|---|---|---|---|
| AAPL | APPLE INC | 3,933,000 | $1.1B | 28.3% |
| VUG | VANGUARD INDEX FDS | 7,621,304 | $656M | 16.3% |
| GOOG | ALPHABET INC | 815,271 | $288M | 7.2% |
| NVDA | NVIDIA CORPORATION | 1,425,507 | $285M | 7.1% |
| AMZN | AMAZON COM INC | 1,005,472 | $240M | 6.0% |
| SPMO | INVESCO EXCH TRADED FD TR II | 912,173 | $147M | 3.7% |
| GEV | GE VERNOVA INC | 123,244 | $145M | 3.6% |
| GS | GOLDMAN SACHS GROUP INC | 140,897 | $142M | 3.5% |
| MSFT | MICROSOFT CORP | 316,280 | $118M | 2.9% |
| VIG | VANGUARD SPECIALIZED FUNDS | 323,157 | $76M | 1.9% |
Track Perfromance Wealth Partners's 13F portfolio: $4.0B in reported holdings, 248 positions. Top holdings and quarterly changes on SentiSense.
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