Perfromance Wealth Partners, LLC Portfolio Holdings

Perfromance Wealth Partners, LLC

  • $3.08 Billion
  • Q2 2025

Perfromance Wealth Partners, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.08 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $834M, Vanguard Growth ETF with a value of $566M, Microsoft Corp with a value of $232M, Amazon Com Inc with a value of $226M, and Nvidia Corp with a value of $218M.

Examining the 13F form we can see an increase of $306M in the current position value, from $2.77B to 3.08B.

Below you can find more details about Perfromance Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.08 Billion
Technology: $1.4 Billion
ETFs: $780 Million
Financial Services: $303 Million
Consumer Cyclical: $238 Million
Communication Services: $206 Million
Consumer Defensive: $93.3 Million
Healthcare: $40.4 Million
Industrials: $13.6 Million
Other: $3.38 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$834 Million 27.11% of portfolio
4,066,186
Q2 2025 Reduced 0.94%
$3.84T
$232 Million 7.54% of portfolio
466,803
Q2 2025 Reduced 0.15%
$2.36T
$226 Million 7.36% of portfolio
1,031,940
Q2 2025 Reduced 0.28%
$443B
$218 Million 7.09% of portfolio
1,381,748
Q2 2025 Added 2.33%
$1.53T
$146 Million 4.76% of portfolio
825,653
Q2 2025 Reduced 2.08%
$269B
$94.8 Million 3.08% of portfolio
133,940
Q2 2025 Added 2.39%
$644B
$90.1 Million 2.93% of portfolio
185,525
Q2 2025 Reduced 0.2%
$425B
$70.2 Million 2.28% of portfolio
70,921
Q2 2025 Added 0.82%
$906B
$59 Million 1.92% of portfolio
203,613
Q2 2025 Added 2.02%
$1.75T
$51.6 Million 1.68% of portfolio
69,927
Q2 2025 Added 0.88%
$815B
$48.3 Million 1.57% of portfolio
220,727
Q2 2025 Added 0.24%
$147B
$42.4 Million 1.38% of portfolio
153,961
Q2 2025 Reduced 3.13%
$124B
$27.1 Million 0.88% of portfolio
203,977
Q2 2025 Reduced 32.45%
$711B
$23.2 Million 0.75% of portfolio
29,705
Q2 2025 Reduced 12.55%
$281B
$20.8 Million 0.68% of portfolio
212,779
Q2 2025 Added 1.17%
$554B
$20.1 Million 0.65% of portfolio
56,499
Q2 2025 Added 1.37%
$385B
$5.33 Million 0.17% of portfolio
28,730
Q2 2025 Reduced 0.02%
$97.6B
$4.4 Million 0.14% of portfolio
6,297
Q2 2025 Reduced 5.69%
$1.29T
$3.6 Million 0.12% of portfolio
11,337
Q2 2025 Reduced 2.06%
$336B
$3.82 Million 0.12% of portfolio
28,012
Q2 2025 Reduced 2.71%
$93B
$3.09 Million 0.1% of portfolio
11,229
Q2 2025 Reduced 0.88%
$433B
$2.94 Million 0.1% of portfolio
8,008
Q2 2025 Added 13.69%
$230B
$2.81 Million 0.09% of portfolio
9,546
Q2 2025 Reduced 2.57%
$29.2B
$2.5 Million 0.08% of portfolio
28,626
Q2 2025 Reduced 18.2%
$260B
$2.45 Million 0.08% of portfolio
17,258
Q2 2025 Added 0.05%
$53.6B
$2.01 Million 0.07% of portfolio
3,746
Q2 2025 Added 28.24%
$243B
$2.04 Million 0.07% of portfolio
7,469
Q2 2025 Added 2.34%
$150B
$1.85 Million 0.06% of portfolio
6,200
Q1 2025 Reduced 12.37%
$126B
$1.95 Million 0.06% of portfolio
28,299
Q2 2025 Reduced 12.69%
$22.1B
$1.53 Million 0.05% of portfolio
9,227
Q2 2024 Reduced 17.69%
$406B
$1.41 Million 0.05% of portfolio
29,744
Q2 2025 Added 67.82%
$230B
$1.39 Million 0.05% of portfolio
3,581
Q2 2025 Added 5.6%
$26.9B
$1.53 Million 0.05% of portfolio
3,275
Q2 2025 Added 8.26%
$19.4B
$1.13 Million 0.04% of portfolio
2,766
Q2 2025 Reduced 50.31%
$177B
$1.12 Million 0.04% of portfolio
5,769
Q2 2025 Added 4.44%
$191B
$1.16 Million 0.04% of portfolio
1,130
Q2 2025 Added 9.6%
$101B
$1.06 Million 0.03% of portfolio
1,448
Q2 2025 Reduced 2.82%
$286B
$856,000 0.03% of portfolio
12,113
Q2 2025 Added 123.32%
$77.1B
$817,000 0.03% of portfolio
3,035
Q2 2025 Reduced 2.1%
$313B
$925,000 0.03% of portfolio
3,597
Q2 2025 Added 176.48%
$372B
$834,000 0.03% of portfolio
5,239
Q2 2025 Added 52.47%
$83.1B
$1.07 Million 0.03% of portfolio
7,531
Q2 2025 Added 8.78%
$147B
$878,000 0.03% of portfolio
3,147
Q2 2025 Reduced 1.22%
$66B
$1 Million 0.03% of portfolio
19,058
Q2 2025 Added 13.46%
$196B
$789,000 0.03% of portfolio
8,462
Q2 2025 Added 9.58%
$147B
$953,000 0.03% of portfolio
5,208
Q2 2025 New
$230B
$786,000 0.03% of portfolio
5,783
Q2 2025 Added 93.28%
$556B
$586,000 0.02% of portfolio
1,043
Q2 2025 Added 23.72%
$222B
$480,000 0.02% of portfolio
1,646
Q2 2025 Added 60.9%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $3.08 Billion
  • Prior Value $2.77 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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