§ 13F · FUND PROFILE
Perfromance Wealth Partners, LLC.
AUM · $3.6B (13F)Positions · 203Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$88M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 3.93M | $1.1B | 28.3% | ±0% |
| 2 | VUG | VANGUARD INDEX FDS | 7.62M | $656M | 16.3% | +498% |
| 3 | GOOG | ALPHABET INC | 815K | $288M | 7.2% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION | 1.43M | $285M | 7.1% | +1% |
| 5 | AMZN | AMAZON COM INC | 1.01M | $240M | 6.0% | ±0% |
| 6 | SPMO | INVESCO EXCH TRADED FD TR II | 912K | $147M | 3.7% | +158% |
| 7 | GEV | GE VERNOVA INC | 123K | $145M | 3.6% | +3% |
| 8 | GS | GOLDMAN SACHS GROUP INC | 141K | $142M | 3.5% | +1% |
| 9 | MSFT | MICROSOFT CORP | 316K | $118M | 2.9% | −30% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 323K | $76M | 1.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERFROMANCE SIGNAL
AC read
Perfromance Wealth Partners, LLC is a Other fund managing $3.6 billion in assets. The fund runs a broad portfolio of 203 positions.
Read the full dossier →