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 101–150 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 8K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 7K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| IJT | ISHARES TR | 5K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 3K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| IJJ | ISHARES TR | 5K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| NVMI | NOVA LTD | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| SHOP | SHOPIFY INC | 4K | $500K+ | SH |
| PEB | PEBBLEBROOK HOTEL TR | 51K | $500K+ | SH |
| MET | METLIFE INC | 7K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 17K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $500K+ | SH |
| AGG | ISHARES TR | 5K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 7K | $500K+ | SH |
| NTRS | NORTHERN TR CORP | 4K | $500K+ | SH |
| ECL | ECOLAB INC | 2K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 3K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 30K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 890 | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 7K | $100K–$500K | SH |
| AIVL | WISDOMTREE TR | 4K | $100K–$500K | SH |
| PFF | ISHARES TR | 14K | $100K–$500K | SH |
| EWJ | ISHARES INC | 5K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 7K | $100K–$500K | SH |
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| DLN | WISDOMTREE TR | 5K | $100K–$500K | SH |
| OWL | BLUE OWL CAPITAL INC | 28K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 5K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 5K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 16K | $100K–$500K | SH |
| RRX | REGAL REXNORD CORPORATION | 3K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 2K | $100K–$500K | SH |