Perfromance Wealth Partners, LLC 13F Holdings · Q2 2026
Perfromance Wealth Partners, LLC reported 235 securities worth $4.03B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (28.26%), VUG (16.30%), GOOG (7.15%). Among its top 25 positions this quarter: 2 new, 18 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $1.14B | 28.26% | 3.9M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $656.5M | 16.30% | 7.6M | Added |
| 3 | GOOG | ALPHABET INC | $288.1M | 7.15% | 815,271 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $285.2M | 7.08% | 1.4M | Added |
| 5 | AMZN | AMAZON COM INC | $239.6M | 5.95% | 1.0M | Added |
| 6 | SPMO | INVESCO EXCH TRADED FD TR II | $147.4M | 3.66% | 912,173 | Added |
| 7 | GEV | GE VERNOVA INC | $144.8M | 3.60% | 123,244 | Added |
| 8 | GS | GOLDMAN SACHS GROUP INC | $142.5M | 3.54% | 140,897 | Added |
| 9 | MSFT | MICROSOFT CORP | $118.0M | 2.93% | 316,280 | Trimmed |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $76.5M | 1.90% | 323,157 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $71.8M | 1.78% | 219,412 | Added |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $69.9M | 1.74% | 139,692 | Trimmed |
| 13 | AVGO | BROADCOM INC | $68.4M | 1.70% | 181,126 | Added |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $62.9M | 1.56% | 67,210 | Trimmed |
| 15 | SMH | VANECK ETF TRUST | $45.8M | 1.14% | 69,835 | New |
| 16 | IWY | ISHARES TR | $26.1M | 0.65% | 89,705 | Added |
| 17 | VTV | VANGUARD INDEX FDS | $24.7M | 0.61% | 113,513 | Added |
| 18 | V | VISA INC | $20.6M | 0.51% | 60,132 | Added |
| 19 | VB | VANGUARD INDEX FDS | $18.9M | 0.47% | 62,311 | Added |
| 20 | VYM | VANGUARD WHITEHALL FDS | $18.8M | 0.47% | 118,890 | Trimmed |
| 21 | WMT | WALMART INC | $17.8M | 0.44% | 157,048 | Added |
| 22 | GOOGL | ALPHABET INC | $14.8M | 0.37% | 41,510 | Added |
| 23 | FDVV | FIDELITY COVINGTON TRUST | $13.2M | 0.33% | 219,333 | Added |
| 24 | VBK | VANGUARD INDEX FDS | $12.3M | 0.30% | 33,537 | Trimmed |
| 25 | AIPO | TIDAL TRUST II | $11.8M | 0.29% | 352,481 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR