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Performance Wealth Partners, LLC 13F holdings

Filed 2026-08-07 · Performance Wealth Partners, LLC · 235 positions · $4.0B

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC3.9M$1.1B28.3%
VUGVANGUARD INDEX FDS7.6M$656.5M16.3%
GOOGALPHABET INC815.3K$288.1M7.2%
NVDANVIDIA CORPORATION1.4M$285.2M7.1%
AMZNAMAZON COM INC1.0M$239.6M6.0%
SPMOINVESCO EXCH TRADED FD TR II912.2K$147.4M3.7%
GEVGE VERNOVA INC123.2K$144.8M3.6%
GSGOLDMAN SACHS GROUP INC140.9K$142.5M3.5%
MSFTMICROSOFT CORP316.3K$118.0M2.9%
VIGVANGUARD SPECIALIZED FUNDS323.2K$76.5M1.9%
JPMJPMORGAN CHASE & CO219.4K$71.8M1.8%
BRK-BBERKSHIRE HATHAWAY INC DEL139.7K$69.9M1.7%
AVGOBROADCOM INC181.1K$68.4M1.7%
COSTCOSTCO WHOLESALE CORPORATION67.2K$62.9M1.6%
SMHVANECK ETF TRUST69.8K$45.8M1.1%
IWYISHARES TR89.7K$26.1M0.6%
VTVVANGUARD INDEX FDS113.5K$24.7M0.6%
VVISA INC60.1K$20.6M0.5%
VBVANGUARD INDEX FDS62.3K$18.9M0.5%
VYMVANGUARD WHITEHALL FDS118.9K$18.8M0.5%
WMTWALMART INC157.0K$17.8M0.4%
GOOGLALPHABET INC41.5K$14.8M0.4%
FDVVFIDELITY COVINGTON TRUST219.3K$13.2M0.3%
VBKVANGUARD INDEX FDS33.5K$12.3M0.3%
SPYSTATE STR SPDR S&P 500 ETF T15.8K$11.8M0.3%
AIPOTIDAL TRUST II352.5K$11.8M0.3%
AMDADVANCED MICRO DEVICES INC17.7K$10.3M0.3%
ABBVABBVIE INC37.2K$9.4M0.2%
GEGE AEROSPACE18.5K$6.9M0.2%
METAMETA PLATFORMS INC12.1K$6.8M0.2%
SDVYFIRST TR EXCHANGE TRADED FD157.2K$6.8M0.2%
PHPARKER-HANNIFIN CORP6.4K$6.3M0.2%
RDVYFIRST TR EXCHANGE TRADED FD77.4K$6.3M0.2%
BACBANK OF AMER CORP103.9K$5.9M0.1%
TSLATESLA INC13.3K$5.6M0.1%
STIPISHARES TR54.2K$5.5M0.1%
LLYELI LILLY & CO4.6K$5.5M0.1%
USMVISHARES TR55.2K$5.3M0.1%
CVXCHEVRON CORPORATION30.6K$5.1M0.1%
IDMOINVESCO EXCH TRADED FD TR II83.2K$5.0M0.1%
VEAVANGUARD TAX-MANAGED FDS66.2K$4.7M0.1%
CATCATERPILLAR INC4.4K$4.6M0.1%
BEBLOOM ENERGY CORP14.9K$4.5M0.1%
XLESELECT SECTOR SPDR TR81.6K$4.3M0.1%
GLWCORNING INC16.2K$4.1M0.1%
FNDESCHWAB STRATEGIC TR100.2K$4.0M0.1%
AMATAPPLIED MATLS INC5.5K$4.0M0.1%
VOOVANGUARD INDEX FDS5.6K$3.9M0.1%
SHYISHARES TR44.1K$3.6M0.1%
QQQINVESCO QQQ TR4.8K$3.5M0.1%
SCHPSCHWAB STRATEGIC TR131.9K$3.5M0.1%
—FIRST TR EXCHANGE-TRADED FD38.1K$3.4M0.1%
KOCOCA COLA CO42.2K$3.4M0.1%
PLTRPALANTIR TECHNOLOGIES INC28.7K$3.3M0.1%
VTIPVANGUARD MALVERN FDS62.1K$3.1M0.1%
MUMICRON TECHNOLOGY INC2.6K$3.0M0.1%
FSLRFIRST SOLAR INC12.9K$3.0M0.1%
BSVVANGUARD BD INDEX FDS38.2K$3.0M0.1%
XLVSELECT SECTOR SPDR TR18.6K$3.0M0.1%
IJKISHARES TR24.9K$2.9M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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