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 151–198 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 7K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 743 | $100K–$500K | SH |
| CRH | CRH PLC | 3K | $100K–$500K | SH |
| DVA | DAVITA INC | 3K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 587 | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 865 | $100K–$500K | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE | 3K | $100K–$500K | SH |
| ETHA | ISHARES ETHEREUM TR | 14K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 686 | $100K–$500K | SH |
| INTU | INTUIT | 448 | $100K–$500K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 725 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 808 | $100K–$500K | SH |
| ALB | ALBEMARLE CORP | 2K | $100K–$500K | SH |
| HSY | HERSHEY CO | 2K | $100K–$500K | SH |
| WTFC | WINTRUST FINL CORP | 2K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 3K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| OEF | ISHARES TR | 756 | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| COR | CENCORA INC | 730 | $100K–$500K | SH |
| RACE | FERRARI N V | 660 | $100K–$500K | SH |
| AMX | AMERICA MOVIL SAB DE CV | 12K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| IUSG | ISHARES TR | 1K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 707 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| ENS | ENERSYS | 2K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 746 | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 5K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 1K | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 693 | $100K–$500K | SH |
| SSRM | SSR MINING IN | 9K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| EMPD | EMPERY DIGITAL INC | 20K | $50K–$100K | SH |