CIK 1908765
Perfromance Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
198
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 4.0M | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 1.3M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 1.4M | $1M+ | SH |
| GOOG | ALPHABET INC | 815K | $1M+ | SH |
| AMZN | AMAZON COM INC | 1.0M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 462K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 138K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 178K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 315K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 213K | $1M+ | SH |
| GEV | GE VERNOVA INC | 94K | $1M+ | SH |
| AVGO | BROADCOM INC | 170K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 68K | $1M+ | SH |
| ORCL | ORACLE CORP | 274K | $1M+ | SH |
| META | META PLATFORMS INC | 79K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 338K | $1M+ | SH |
| KKR | KKR & CO INC | 176K | $1M+ | SH |
| V | VISA INC | 57K | $1M+ | SH |
| IWY | ISHARES TR | 71K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 137K | $1M+ | SH |
| WMT | WALMART INC | 124K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 72K | $1M+ | SH |
| GOOGL | ALPHABET INC | 40K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 16K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 35K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 150K | $1M+ | SH |
| ABBV | ABBVIE INC | 27K | $1M+ | SH |
| TSLA | TESLA INC | 14K | $1M+ | SH |
| STIP | ISHARES TR | 54K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 30K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 6K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 17K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 139K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 13K | $1M+ | SH |
| GE | GE AEROSPACE | 11K | $1M+ | SH |
| USMV | ISHARES TR | 36K | $1M+ | SH |
| SHY | ISHARES TR | 40K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 10K | $1M+ | SH |
| CME | CME GROUP INC | 11K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 55K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 39K | $1M+ | SH |
| HD | HOME DEPOT INC | 8K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| IJK | ISHARES TR | 26K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 4K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 5K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |