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
$60.2B
$726,000 0.02% of portfolio
3,551
Q2 2025 Added 2.51%
$77.6B
$557,000 0.02% of portfolio
7,502
Q2 2025 Reduced 12.95%
$1.52B
$507,000 0.02% of portfolio
50,756
Q1 2025 Added 17.81%
$27.1B
$469,000 0.02% of portfolio
3,705
Q2 2025 Added 34.34%
$181B
$589,000 0.02% of portfolio
3,700
Q2 2025 Reduced 25.03%
$51B
$598,000 0.02% of portfolio
4,694
Q2 2025 Added 0.17%
$64.2B
$639,000 0.02% of portfolio
7,951
Q2 2025 New
$233B
$489,000 0.02% of portfolio
3,355
Q2 2025 Reduced 0.36%
$101B
$712,000 0.02% of portfolio
1,600
Q2 2025 Reduced 0.19%
$89.8B
$660,000 0.02% of portfolio
2,264
Q2 2025 Added 45.13%
$121B
$542,000 0.02% of portfolio
1,760
Q2 2025 Reduced 0.23%
$54.1B
$550,000 0.02% of portfolio
665
Q3 2024 New
$442B
$728,000 0.02% of portfolio
1
Q1 2025 New
$8.22B
$522,000 0.02% of portfolio
27,225
Q2 2025 Reduced 81.25%
$29B
$513,000 0.02% of portfolio
5,007
Q2 2024 Added 2.41%
$2.57B
$724,000 0.02% of portfolio
13,000
Q4 2021 New
$142B
$593,000 0.02% of portfolio
2,550
Q2 2025 Added 15.91%
$12.6B
$329,000 0.01% of portfolio
4,043
Q2 2025 Added 0.4%
$12B
$427,000 0.01% of portfolio
3,000
Q1 2025 Reduced 0.27%
$72B
$372,000 0.01% of portfolio
5,260
Q3 2024 New
$86.9B
$438,000 0.01% of portfolio
2,062
Q2 2025 New
$58.4B
$343,000 0.01% of portfolio
1,050
Q1 2025 Reduced 0.57%
$143B
$247,000 0.01% of portfolio
625
Q2 2025 Reduced 0.32%
$36.2B
$229,000 0.01% of portfolio
2,859
Q4 2024 New
$65.7B
$250,000 0.01% of portfolio
332
Q1 2025 Added 0.3%
$96.8B
$383,000 0.01% of portfolio
4,183
Q2 2025 Reduced 7.19%
$275B
$403,000 0.01% of portfolio
5,809
Q2 2025 Added 30.69%
$34.4B
$257,000 0.01% of portfolio
2,570
Q2 2025 Reduced 0.23%
$1.36T
$273,000 0.01% of portfolio
1,206
Q2 2025 New
$308B
$204,000 0.01% of portfolio
1,429
Q2 2025 New
$86.2B
$276,000 0.01% of portfolio
2,500
Q3 2024 New
$129B
$461,000 0.01% of portfolio
2,201
Q2 2025 Added 29.47%
$68.5B
$211,000 0.01% of portfolio
1,358
Q1 2025 Reduced 1.24%
$12.8B
$215,000 0.01% of portfolio
487
Q2 2025 Reduced 68.11%
$418B
$255,000 0.01% of portfolio
2,251
Q1 2025 New
$16.2B
$445,000 0.01% of portfolio
7,369
Q3 2024 Added 8.78%
$56.7B
$239,000 0.01% of portfolio
735
Q2 2025 New
$116B
$224,000 0.01% of portfolio
3,831
Q2 2025 Reduced 1.87%
$7.17B
$332,000 0.01% of portfolio
30,115
Q2 2025 Added 48.79%
$245B
$351,000 0.01% of portfolio
1,101
Q2 2025 New
$1.59B
$227,000 0.01% of portfolio
21,000
Q2 2025 New
$44.8B
$240,000 0.01% of portfolio
1,000
Q3 2024 New
$211B
$206,000 0.01% of portfolio
1,663
Q2 2025 New
$118B
$378,000 0.01% of portfolio
145
Q2 2025 New
$265B
$449,000 0.01% of portfolio
3,188
Q2 2025 Reduced 0.41%
$80.5B
$374,000 0.01% of portfolio
891
Q2 2025 Reduced 0.11%
$535B
$421,000 0.01% of portfolio
315
Q2 2025 Added 14.55%
$124B
$404,000 0.01% of portfolio
874
Q2 2025 Reduced 1.13%
$7.03B
$157,000 0.01% of portfolio
10,000
Q1 2023 New

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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