§ 13F · FUND PROFILE
Perfromance Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3126.1T (13F)Positions · 188Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 3.96M | $1076.1T | 29.2% | −2% |
| 2 | VUG | VANGUARD INDEX FDS | 1.28M | $624.2T | 16.9% | −1% |
| 3 | NVDA | NVIDIA CORPORATION | 1.41M | $263.2T | 7.1% | ±0% |
| 4 | GOOG | ALPHABET INC | 815K | $255.8T | 6.9% | −1% |
| 5 | AMZN | AMAZON COM INC | 1.01M | $234.2T | 6.3% | −2% |
| 6 | MSFT | MICROSOFT CORP | 462K | $223.7T | 6.1% | −1% |
| 7 | GS | GOLDMAN SACHS GROUP INC | 138K | $120.9T | 3.3% | +1% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 178K | $89.5T | 2.4% | −2% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 315K | $69.1T | 1.9% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO. | 213K | $68.7T | 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 $3126129.6 trillion in assets. The fund runs a portfolio of 188 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed