Perfromance Wealth Partners, LLC Portfolio Holdings

Perfromance Wealth Partners, LLC

  • $3.51 Billion
  • Q3 2025

Perfromance Wealth Partners, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.51 Billion distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.03B, Vanguard Growth ETF with a value of $619M, Nvidia Corp with a value of $264M, Microsoft Corp with a value of $243M, and Amazon Com Inc with a value of $227M.

Examining the 13F form we can see an increase of $436M in the current position value, from $3.08B to 3.51B.

Below you can find more details about Perfromance Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.51 Billion
Technology: $1.69 Billion
ETFs: $855 Million
Financial Services: $326 Million
Communication Services: $272 Million
Consumer Cyclical: $241 Million
Consumer Defensive: $79 Million
Healthcare: $20.2 Million
Industrials: $16.6 Million
Other: $9.54 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$1.03 Billion 29.29% of portfolio
4,041,533
Q3 2025 Reduced 0.61%
$0
$619 Million 17.62% of portfolio
1,290,666
Q3 2025 Reduced -0.0%
$465B
$264 Million 7.51% of portfolio
1,414,916
Q3 2025 Added 2.4%
$3.78T
$243 Million 6.92% of portfolio
469,180
Q3 2025 Added 0.51%
$2.39T
$227 Million 6.45% of portfolio
1,032,259
Q3 2025 Added 0.03%
$1.74T
$201 Million 5.72% of portfolio
825,896
Q3 2025 Added 0.03%
$265B
$109 Million 3.1% of portfolio
136,734
Q3 2025 Added 2.09%
$662B
$91.4 Million 2.6% of portfolio
181,902
Q3 2025 Reduced 1.95%
$593B
$77.9 Million 2.22% of portfolio
276,862
Q3 2025 Added 25.43%
$881B
$65.9 Million 1.88% of portfolio
209,011
Q3 2025 Added 2.65%
$404B
$65 Million 1.85% of portfolio
70,258
Q3 2025 Reduced 0.93%
$1.37T
$58.4 Million 1.66% of portfolio
79,529
Q3 2025 Added 13.73%
$0
$57.5 Million 1.64% of portfolio
315,834
Q3 2025 Reduced 2.57%
$139B
$53.5 Million 1.52% of portfolio
162,189
Q3 2025 Added 5.34%
$0
$37.9 Million 1.08% of portfolio
313,072
Q3 2025 Added 45.33%
$103B
$25 Million 0.71% of portfolio
192,351
Q3 2025 Reduced 5.7%
$533B
$19.4 Million 0.55% of portfolio
56,735
Q3 2025 Added 0.42%
$0
$17.9 Million 0.51% of portfolio
65,327
Q3 2025 Added 26.51%
$0
$11.6 Million 0.33% of portfolio
17,487
Q3 2025 Added 9.01%
$279B
$11.3 Million 0.32% of portfolio
109,866
Q3 2025 Reduced 48.37%
$0
$11.1 Million 0.31% of portfolio
37,161
Q3 2025 Reduced 1.98%
$1.65T
$10.5 Million 0.3% of portfolio
43,344
Q3 2025 Added 3.63%
$0
$9.51 Million 0.27% of portfolio
50,994
Q3 2025 Reduced 0.65%
$0
$7.34 Million 0.21% of portfolio
131,737
Q3 2025 Added 22.39%
$414B
$6.55 Million 0.19% of portfolio
28,269
Q3 2025 Reduced 1.6%
$0
$5.52 Million 0.16% of portfolio
53,383
Q3 2025 Reduced 0.48%
$342B
$5.48 Million 0.16% of portfolio
30,054
Q3 2025 Added 7.29%
$1.29T
$5.09 Million 0.14% of portfolio
11,438
Q3 2025 Added 0.89%
$107B
$4.79 Million 0.14% of portfolio
6,316
Q3 2025 Added 0.3%
$0
$3.83 Million 0.11% of portfolio
142,001
Q3 2025 Reduced 3.64%
$367B
$3.67 Million 0.1% of portfolio
9,055
Q3 2025 Added 13.07%
$0
$3.13 Million 0.09% of portfolio
5,112
Q3 2025 Added 3.44%
$0
$3.02 Million 0.09% of portfolio
38,329
Q3 2025 Added 0.05%
$0
$3.12 Million 0.09% of portfolio
32,776
Q3 2025 Added 7.54%
$100B
$3.03 Million 0.09% of portfolio
11,229
Q2 2025 Reduced 0.88%
$0
$3.28 Million 0.09% of portfolio
39,506
Q3 2025 Reduced 4.62%
$0
$2.72 Million 0.08% of portfolio
10,683
Q3 2025 Reduced 5.07%
$388B
$2.79 Million 0.08% of portfolio
17,218
Q3 2025 Reduced 0.23%
$266B
$2.95 Million 0.08% of portfolio
10,457
Q3 2025 Added 9.54%
$971B
$2.87 Million 0.08% of portfolio
3,764
Q3 2025 Reduced 87.33%
$0
$2.8 Million 0.08% of portfolio
4,661
Q3 2025 Reduced 0.02%
$0
$2.29 Million 0.07% of portfolio
4,896
Q3 2025 Reduced 0.1%
$0
$2.64 Million 0.07% of portfolio
27,484
Q3 2025 Reduced 3.82%
$328B
$2.45 Million 0.07% of portfolio
8,145
Q3 2025 Added 126.44%
$57.4B
$2.29 Million 0.07% of portfolio
3,591
Q3 2025 Reduced 4.14%
$0
$2.09 Million 0.06% of portfolio
41,318
Q3 2025 Reduced 11.81%
$27B
$2 Million 0.06% of portfolio
9,077
Q3 2025 Reduced 1.63%
$413B
$2.1 Million 0.06% of portfolio
40,616
Q3 2025 Added 36.55%
$291B
$1.72 Million 0.05% of portfolio
3,595
Q3 2025 Added 0.39%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $3.51 Billion
  • Prior Value $3.08 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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