§ 13F · FUND PROFILE
Performance Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3583.9T (13F)Positions · 203Turnover · — · Q3Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 4.04M | $1029.1T | 28.7% | — |
| 2 | VUG | VANGUARD INDEX FDS | 1.29M | $619.0T | 17.3% | — |
| 3 | NVDA | NVIDIA CORPORATION | 1.41M | $264.0T | 7.4% | — |
| 4 | MSFT | MICROSOFT CORP | 469K | $243.0T | 6.8% | — |
| 5 | AMZN | AMAZON COM INC | 1.03M | $226.7T | 6.3% | — |
| 6 | GOOG | ALPHABET INC | 826K | $201.1T | 5.6% | — |
| 7 | GS | GOLDMAN SACHS GROUP INC | 137K | $108.9T | 3.0% | — |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 182K | $91.4T | 2.6% | — |
| 9 | ORCL | ORACLE CORP | 277K | $77.9T | 2.2% | — |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 316K | $68.2T | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERFORMANCE SIGNAL
AC read
Performance Wealth Partners, LLC is a Other fund managing $3583930.2 trillion in assets. The fund runs a broad portfolio of 203 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed