Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Perfromance Wealth Partners, LLC (CIK 1908765) reported $3.45B across 212 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($996.0M, 28.90%), VUG ($556.6M, 16.15%), NVDA ($246.4M, 7.15%), GOOG ($233.2M, 6.77%), AMZN ($208.9M, 6.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $996.0M | 28.90% | 3.9M | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $556.6M | 16.15% | 1.3M | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $246.4M | 7.15% | 1.4M | Added |
| 4 | GOOG | ALPHABET INC | $233.2M | 6.77% | 813,043 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $208.9M | 6.06% | 1.0M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $168.5M | 4.89% | 455,098 | Trimmed |
| 7 | GS | GOLDMAN SACHS GROUP INC | $117.8M | 3.42% | 139,238 | Added |
| 8 | GEV | GE VERNOVA INC | $104.8M | 3.04% | 120,106 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.3M | 2.45% | 175,910 | Trimmed |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $68.3M | 1.98% | 317,389 | Added |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $67.2M | 1.95% | 67,407 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $63.6M | 1.85% | 216,292 | Added |
| 13 | AVGO | BROADCOM INC | $53.8M | 1.56% | 173,877 | Added |
| 14 | META | META PLATFORMS INC | $43.9M | 1.27% | 76,696 | Trimmed |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $39.7M | 1.15% | 354,176 | Added |
| 16 | XLE | SELECT SECTOR SPDR TR | $33.4M | 0.97% | 544,801 | New |
| 17 | VYM | VANGUARD WHITEHALL FDS | $20.2M | 0.59% | 136,372 | Trimmed |
| 18 | IWY | ISHARES TR | $19.5M | 0.57% | 78,264 | Added |
| 19 | WMT | WALMART INC | $18.0M | 0.52% | 144,659 | Added |
| 20 | V | VISA INC | $17.8M | 0.52% | 58,890 | Added |
| 21 | VTV | VANGUARD INDEX FDS | $16.6M | 0.48% | 84,518 | Added |
| 22 | VB | VANGUARD INDEX FDS | $14.0M | 0.41% | 53,459 | Added |
| 23 | GOOGL | ALPHABET INC | $11.8M | 0.34% | 40,993 | Added |
| 24 | VBK | VANGUARD INDEX FDS | $10.5M | 0.31% | 34,802 | Trimmed |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $10.4M | 0.30% | 15,988 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31