Perfromance Wealth Partners, LLC Portfolio Holdings
Perfromance Wealth Partners, LLC
- $3.51 Billion
- Q3 2025
Perfromance Wealth Partners, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.51 Billion distributed in 203 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.03B, Vanguard Growth ETF with a value of $619M, Nvidia Corp with a value of $264M, Microsoft Corp with a value of $243M, and Amazon Com Inc with a value of $227M.
Examining the 13F form we can see an increase of $436M in the current position value, from $3.08B to 3.51B.
Below you can find more details about Perfromance Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.51 Billion
Technology: $1.69 Billion
ETFs: $855 Million
Financial Services: $326 Million
Communication Services: $272 Million
Consumer Cyclical: $241 Million
Consumer Defensive: $79 Million
Healthcare: $20.2 Million
Industrials: $16.6 Million
Other: $9.54 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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