Perfromance Wealth Partners, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.57 Billion distributed in 198 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.06B, Vanguard Growth ETF with a value of $619M, Nvidia Corp with a value of $263M, Amazon Com Inc with a value of $238M, and Microsoft Corp with a value of $235M.
Examining the 13F form we can see an increase of $52.9M in the current position value, from $3.51B to 3.57B.
Below you can find more details about Perfromance Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.57 Billion
Technology: $1.71 Billion
ETFs: $867 Million
Financial Services: $317 Million
Communication Services: $293 Million
Consumer Cyclical: $252 Million
Consumer Defensive: $77.6 Million
Healthcare: $23.1 Million
Industrials: $18.9 Million
Other: $8.63 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
