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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$157B
$1.85 Million 0.06% of portfolio
6,200
Q1 2025 Reduced 12.37%
$111B
$1.95 Million 0.06% of portfolio
28,299
Q2 2025 Reduced 12.69%
$0
$1.76 Million 0.06% of portfolio
2,834
Q2 2025 Added 170.16%
$28.3B
$1.53 Million 0.05% of portfolio
9,227
Q2 2024 Reduced 17.69%
$430B
$1.41 Million 0.05% of portfolio
29,744
Q2 2025 Added 67.82%
$301B
$1.39 Million 0.05% of portfolio
3,581
Q2 2025 Added 5.6%
$0
$1.63 Million 0.05% of portfolio
12,328
Q2 2025 Reduced 10.16%
$26.5B
$1.53 Million 0.05% of portfolio
3,275
Q2 2025 Added 8.26%
$0
$1.18 Million 0.04% of portfolio
23,055
Q2 2025 New
$21.1B
$1.13 Million 0.04% of portfolio
2,766
Q2 2025 Reduced 50.31%
$0
$1.11 Million 0.04% of portfolio
7,057
Q2 2025 Added 6.36%
$177B
$1.12 Million 0.04% of portfolio
5,769
Q2 2025 Added 4.44%
$0
$1.19 Million 0.04% of portfolio
3,915
Q2 2025 Reduced 6.05%
$185B
$1.16 Million 0.04% of portfolio
1,130
Q2 2025 Added 9.6%
$0
$1.14 Million 0.04% of portfolio
8,551
Q2 2025 Reduced 7.88%
$0
$1.04 Million 0.03% of portfolio
4,592
Q2 2025 Reduced 9.5%
$0
$1.07 Million 0.03% of portfolio
9,740
Q2 2025 Reduced 1.12%
$118B
$1.06 Million 0.03% of portfolio
1,448
Q2 2025 Reduced 2.82%
$294B
$856,000 0.03% of portfolio
12,113
Q2 2025 Added 123.32%
$73.4B
$817,000 0.03% of portfolio
3,035
Q2 2025 Reduced 2.1%
$337B
$925,000 0.03% of portfolio
3,597
Q2 2025 Added 176.48%
$351B
$834,000 0.03% of portfolio
5,239
Q2 2025 Added 52.47%
$74.4B
$1.07 Million 0.03% of portfolio
7,531
Q2 2025 Added 8.78%
$159B
$878,000 0.03% of portfolio
3,147
Q2 2025 Reduced 1.22%
$74B
$1 Million 0.03% of portfolio
19,058
Q2 2025 Added 13.46%
$197B
$789,000 0.03% of portfolio
8,462
Q2 2025 Added 9.58%
$205B
$953,000 0.03% of portfolio
5,208
Q2 2025 New
$0
$977,000 0.03% of portfolio
15,000
Q2 2025 New
$217B
$786,000 0.03% of portfolio
5,783
Q2 2025 Added 93.28%
$519B
$586,000 0.02% of portfolio
1,043
Q2 2025 Added 23.72%
$0
$618,000 0.02% of portfolio
2,441
Q2 2025 Reduced 7.22%
$0
$496,000 0.02% of portfolio
3,656
Q2 2025 Added 1.19%
$0
$598,000 0.02% of portfolio
8,126
Q2 2025 Added 16.32%
$0
$545,000 0.02% of portfolio
6,579
Q2 2025 Added 49.69%
$218B
$480,000 0.02% of portfolio
1,646
Q2 2025 Added 60.9%
$0
$702,000 0.02% of portfolio
21,268
Q2 2025 New
$0
$719,000 0.02% of portfolio
7,392
Q1 2025 Added 0.01%
$65.6B
$726,000 0.02% of portfolio
3,551
Q2 2025 Added 2.51%
$79B
$557,000 0.02% of portfolio
7,502
Q2 2025 Reduced 12.95%
$1.39B
$507,000 0.02% of portfolio
50,756
Q1 2025 Added 17.81%
$26.6B
$469,000 0.02% of portfolio
3,705
Q2 2025 Added 34.34%
$203B
$589,000 0.02% of portfolio
3,700
Q2 2025 Reduced 25.03%
$55.9B
$598,000 0.02% of portfolio
4,694
Q2 2025 Added 0.17%
$63.2B
$639,000 0.02% of portfolio
7,951
Q2 2025 New
$260B
$489,000 0.02% of portfolio
3,355
Q2 2025 Reduced 0.36%
$109B
$712,000 0.02% of portfolio
1,600
Q2 2025 Reduced 0.19%
$0
$614,000 0.02% of portfolio
4,622
Q4 2021 New
$0
$473,000 0.02% of portfolio
1,658
Q2 2025 Reduced 0.78%
$93.9B
$660,000 0.02% of portfolio
2,264
Q2 2025 Added 45.13%

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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