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 51–100 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IDMO | INVESCO EXCH TRADED FD TR II | 38K | $1M+ | SH |
| ABT | ABBOTT LABS | 17K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 41K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 3K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 51K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 10K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 40K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 6K | $1M+ | SH |
| TFPM | TRIPLE FLAG PRECIOUS METAL | 51K | $1M+ | SH |
| GLW | CORNING INC | 19K | $1M+ | SH |
| IWS | ISHARES TR | 12K | $1M+ | SH |
| DXCM | DEXCOM INC | 25K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 5K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 14K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 5K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 25K | $1M+ | SH |
| IWN | ISHARES TR | 7K | $1M+ | SH |
| MCK | MCKESSON CORP | 1K | $1M+ | SH |
| DVY | ISHARES TR | 8K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 10K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 8K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| NOW | SERVICENOW INC | 6K | $500K+ | SH |
| KO | COCA COLA CO | 14K | $500K+ | SH |
| AMGN | AMGEN INC | 3K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 6K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| TIP | ISHARES TR | 9K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 14K | $500K+ | SH |
| ROST | ROSS STORES INC | 5K | $500K+ | SH |
| GRBK | GREEN BRICK PARTNERS INC | 13K | $500K+ | SH |
| CYBR | CYBERARK SOFTWARE LTD | 2K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 12K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 8K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| CORP | PIMCO ETF TR | 7K | $500K+ | SH |
| NFLX | NETFLIX INC | 8K | $500K+ | SH |
| BX | BLACKSTONE INC | 5K | $500K+ | SH |