Perfromance Wealth Partners, LLC Portfolio Holdings

Perfromance Wealth Partners, LLC

  • $3.57 Billion
  • Q4 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.7B
$1.52 Million 0.04% of portfolio
50,531
Q3 2025 New
$2.57B
$724,000 0.02% of portfolio
13,000
Q4 2021 New
$6.09B
$385,000 0.01% of portfolio
27,986
Q4 2025 Added 1.59%
$7.79B
$256,000 0.01% of portfolio
2,000
Q3 2025 New
$8.3B
$515,000 0.01% of portfolio
1,775
Q3 2025 Added 20.34%
$7.17B
$332,000 0.01% of portfolio
30,115
Q2 2025 Added 48.79%
$9.13B
$379,000 0.01% of portfolio
2,760
Q4 2021 New
$4.44B
$200,000 0.01% of portfolio
9,410
Q3 2025 New
$5.59B
$207,000 0.01% of portfolio
1,507
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $3.57 Billion
  • Prior Value $3.51 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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