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
$150B
$1.85 Million 0.06% of portfolio
6,200
Q1 2025 Reduced 12.37%
$112B
$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%
$19.7B
$1.53 Million 0.05% of portfolio
9,227
Q2 2024 Reduced 17.69%
$381B
$1.41 Million 0.05% of portfolio
29,744
Q2 2025 Added 67.82%
$218B
$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%
$26.4B
$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
$17B
$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%
$172B
$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%
$94.7B
$1.06 Million 0.03% of portfolio
1,448
Q2 2025 Reduced 2.82%
$306B
$856,000 0.03% of portfolio
12,113
Q2 2025 Added 123.32%
$78.8B
$817,000 0.03% of portfolio
3,035
Q2 2025 Reduced 2.1%
$306B
$925,000 0.03% of portfolio
3,597
Q2 2025 Added 176.48%
$368B
$834,000 0.03% of portfolio
5,239
Q2 2025 Added 52.47%
$86.8B
$1.07 Million 0.03% of portfolio
7,531
Q2 2025 Added 8.78%
$152B
$878,000 0.03% of portfolio
3,147
Q2 2025 Reduced 1.22%
$55.6B
$1 Million 0.03% of portfolio
19,058
Q2 2025 Added 13.46%
$182B
$789,000 0.03% of portfolio
8,462
Q2 2025 Added 9.58%
$162B
$953,000 0.03% of portfolio
5,208
Q2 2025 New
$0
$977,000 0.03% of portfolio
15,000
Q2 2025 New
$229B
$786,000 0.03% of portfolio
5,783
Q2 2025 Added 93.28%
$548B
$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%
$222B
$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%
$52.5B
$726,000 0.02% of portfolio
3,551
Q2 2025 Added 2.51%
$78.6B
$557,000 0.02% of portfolio
7,502
Q2 2025 Reduced 12.95%
$1.29B
$507,000 0.02% of portfolio
50,756
Q1 2025 Added 17.81%
$26.5B
$469,000 0.02% of portfolio
3,705
Q2 2025 Added 34.34%
$173B
$589,000 0.02% of portfolio
3,700
Q2 2025 Reduced 25.03%
$51.4B
$598,000 0.02% of portfolio
4,694
Q2 2025 Added 0.17%
$61.1B
$639,000 0.02% of portfolio
7,951
Q2 2025 New
$229B
$489,000 0.02% of portfolio
3,355
Q2 2025 Reduced 0.36%
$99.5B
$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%
$86.2B
$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
Track This Portfolio

Track Perfromance Wealth Partners, LLC Portfolio

Follow Perfromance Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perfromance Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perfromance Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email