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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$619 Million 17.62% of portfolio
1,290,666
Q3 2025 Reduced -0.0%
$0
$57.5 Million 1.64% of portfolio
315,834
Q3 2025 Reduced 2.57%
$0
$37.9 Million 1.08% of portfolio
313,072
Q3 2025 Added 45.33%
$0
$19.3 Million 0.55% of portfolio
136,808
Q3 2025 Reduced 1.09%
$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%
$0
$11.1 Million 0.31% of portfolio
37,161
Q3 2025 Reduced 1.98%
$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%
$0
$5.52 Million 0.16% of portfolio
53,383
Q3 2025 Reduced 0.48%
$0
$3.83 Million 0.11% of portfolio
142,001
Q3 2025 Reduced 3.64%
$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%
$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%
$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%
$0
$2.09 Million 0.06% of portfolio
41,318
Q3 2025 Reduced 11.81%
$0
$1.71 Million 0.05% of portfolio
12,228
Q3 2025 Reduced 0.81%
$0
$1.82 Million 0.05% of portfolio
2,712
Q3 2025 Reduced 4.3%
$0
$1.81 Million 0.05% of portfolio
20,729
Q3 2025 Reduced 2.24%
$0
$1.54 Million 0.04% of portfolio
28,527
Q3 2025 Added 23.73%
$0
$1.28 Million 0.04% of portfolio
5,199
Q3 2025 Added 13.22%
$0
$1.22 Million 0.03% of portfolio
6,890
Q3 2025 Reduced 2.37%
$0
$1.2 Million 0.03% of portfolio
8,465
Q3 2025 Reduced 1.01%
$0
$1.03 Million 0.03% of portfolio
9,241
Q3 2025 Reduced 5.12%
$0
$1.18 Million 0.03% of portfolio
32,705
Q3 2025 Added 53.78%
$0
$1.17 Million 0.03% of portfolio
3,555
Q3 2025 Reduced 9.2%
$0
$928,000 0.03% of portfolio
1,244
Q3 2025 Reduced 6.47%
$0
$654,000 0.02% of portfolio
4,622
Q4 2021 New
$0
$693,000 0.02% of portfolio
2,461
Q3 2025 Added 0.82%
$0
$599,000 0.02% of portfolio
4,625
Q4 2023 Reduced 26.68%
$0
$715,000 0.02% of portfolio
7,259
Q3 2025 Reduced 1.8%
$0
$530,000 0.02% of portfolio
1,658
Q2 2025 Reduced 0.78%
$0
$577,000 0.02% of portfolio
7,771
Q3 2025 Reduced 4.37%
$0
$533,000 0.02% of portfolio
8,903
Q3 2025 Added 32.58%
$0
$639,000 0.02% of portfolio
3,141
Q2 2025 Added 26.09%
$0
$369,000 0.01% of portfolio
1,541
Q3 2025 Added 3.63%
$0
$413,000 0.01% of portfolio
4,750
Q2 2025 Added 68.14%
$0
$433,000 0.01% of portfolio
3,790
Q3 2025 Reduced 1.35%
$0
$301,000 0.01% of portfolio
1,026
Q2 2025 New
$0
$215,000 0.01% of portfolio
1,547
Q3 2025 Reduced 93.64%
$0
$298,000 0.01% of portfolio
686
Q2 2025 New
$0
$503,000 0.01% of portfolio
3,593
Q3 2025 Reduced 1.72%
$0
$397,000 0.01% of portfolio
15,942
Q3 2025 Reduced 4.78%
$0
$207,000 0.01% of portfolio
699
Q3 2025 Reduced 16.09%
$0
$333,000 0.01% of portfolio
4,291
Q2 2025 Reduced 24.67%
$0
$474,000 0.01% of portfolio
5,645
Q3 2025 Reduced 14.2%

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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