Perfromance Wealth Partners, LLC

Est. AUM

$3.45B

13F long equity, this entity only

Positions

212

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$996.0M	3924612	28.90%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$556.6M	1274384	16.15%	SOLE
3	NVIDIA CORPORATION	COM	$246.4M	1412739	7.15%	SOLE
4	ALPHABET INC	CAP STK CL C	$233.2M	813043	6.77%	SOLE
5	AMAZON COM INC	COM	$208.9M	1003185	6.06%	SOLE
6	MICROSOFT CORP	COM	$168.5M	455098	4.89%	SOLE
7	GOLDMAN SACHS GROUP INC	COM	$117.8M	139238	3.42%	SOLE
8	GE VERNOVA INC	COM	$104.8M	120106	3.04%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$84.3M	175910	2.45%	SOLE
10	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$68.3M	317389	1.98%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$67.2M	67407	1.95%	SOLE
12	JPMORGAN CHASE & CO	COM	$63.6M	216292	1.85%	SOLE
13	BROADCOM INC	COM	$53.8M	173877	1.56%	SOLE
14	META PLATFORMS INC	CL A	$43.9M	76696	1.27%	SOLE
15	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$39.7M	354176	1.15%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET ENE	$33.4M	544801	0.97%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$20.2M	136372	0.59%	SOLE
18	ISHARES TR	RUS TP200 GR ETF	$19.5M	78264	0.57%	SOLE
19	WALMART INC	COM	$18.0M	144659	0.52%	SOLE
20	VISA INC	COM CL A	$17.8M	58890	0.52%	SOLE
21	VANGUARD INDEX FDS	VALUE ETF	$16.6M	84518	0.48%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$14.0M	53459	0.41%	SOLE
23	ALPHABET INC	CAP STK CL A	$11.8M	40993	0.34%	SOLE
24	VANGUARD INDEX FDS	SML CP GRW ETF	$10.5M	34802	0.31%	SOLE
25	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.4M	15988	0.30%	SOLE
26	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$10.0M	181662	0.29%	SOLE
27	EXXON MOBIL CORP	COM	$7.9M	46491	0.23%	SOLE
28	ABBVIE INC	COM	$5.7M	26318	0.17%	SOLE
29	CHEVRON CORPORATION	COM	$5.7M	27313	0.16%	SOLE
30	ISHARES TR	0-5 YR TIPS ETF	$5.6M	53904	0.16%	SOLE
31	PARKER-HANNIFIN CORP	COM	$5.1M	5744	0.15%	SOLE
32	TESLA INC	COM	$5.1M	13676	0.15%	SOLE
33	BANK AMERICA CORP	COM	$4.6M	93476	0.13%	SOLE
34	GE AEROSPACE	COM NEW	$4.5M	15827	0.13%	SOLE
35	PALANTIR TECHNOLOGIES INC	CL A	$4.5M	30648	0.13%	SOLE
36	ISHARES TR	MSCI USA MIN VOL	$4.1M	44298	0.12%	SOLE
37	ELI LILLY & CO	COM	$4.1M	4419	0.12%	SOLE
38	ADVANCED MICRO DEVICES INC	COM	$3.6M	17933	0.11%	SOLE
39	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$3.6M	65375	0.10%	SOLE
40	SCHWAB STRATEGIC TR	US TIPS ETF	$3.5M	132456	0.10%	SOLE
41	ISHARES TR	1 3 YR TREAS BD	$3.4M	41045	0.10%	SOLE
42	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.4M	5654	0.10%	SOLE
43	CME GROUP INC	COM	$3.3M	11191	0.10%	SOLE
44	HOME DEPOT INC	COM	$3.2M	9692	0.09%	SOLE
45	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.1M	48862	0.09%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.1M	21305	0.09%	SOLE
47	LOCKHEED MARTIN CORP	COM	$3.0M	5030	0.09%	SOLE
48	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.0M	38504	0.09%	SOLE
49	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$2.9M	75477	0.08%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$2.8M	4924	0.08%	SOLE

1–50 of 212

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.