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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.2B
$731,000 0.02% of portfolio
23,395
Q3 2025 New
$73.7B
$811,000 0.02% of portfolio
2,964
Q3 2025 Reduced 2.34%
$183B
$855,000 0.02% of portfolio
3,032
Q3 2025 Reduced 3.65%
$453B
$754,000 0.02% of portfolio
1
Q1 2025 New
$2.57B
$724,000 0.02% of portfolio
13,000
Q4 2021 New
$55.9B
$540,000 0.02% of portfolio
566
Q3 2025 Added 70.48%
$132B
$536,000 0.02% of portfolio
2,550
Q2 2025 Added 15.91%
$74.9B
$685,000 0.02% of portfolio
2,629
Q2 2025 Reduced 7.07%
$181B
$780,000 0.02% of portfolio
7,971
Q3 2025 Reduced 5.8%
$8.3B
$567,000 0.02% of portfolio
1,775
Q3 2025 Added 20.34%
$0
$639,000 0.02% of portfolio
3,141
Q2 2025 Added 26.09%
$25.7B
$210,000 0.01% of portfolio
1,425
Q3 2025 New
$9.13B
$395,000 0.01% of portfolio
2,760
Q4 2021 New
$66.3B
$267,000 0.01% of portfolio
1,165
Q4 2024 Reduced 14.02%
$85.9B
$444,000 0.01% of portfolio
2,014
Q3 2025 New
$0
$369,000 0.01% of portfolio
1,541
Q3 2025 Added 3.63%
$0
$413,000 0.01% of portfolio
4,750
Q2 2025 Added 68.14%
$0
$433,000 0.01% of portfolio
3,790
Q3 2025 Reduced 1.35%
$140B
$257,000 0.01% of portfolio
687
Q3 2025 Added 1.78%
$46.4B
$240,000 0.01% of portfolio
1,000
Q3 2024 New
$7.79B
$264,000 0.01% of portfolio
2,000
Q3 2025 New
$0
$301,000 0.01% of portfolio
1,026
Q2 2025 New
$170B
$320,000 0.01% of portfolio
2,219
Q3 2025 New
$269B
$363,000 0.01% of portfolio
1,517
Q3 2025 Added 0.33%
$174B
$369,000 0.01% of portfolio
2,487
Q3 2025 New
$0
$215,000 0.01% of portfolio
1,547
Q3 2025 Reduced 93.64%
$0
$298,000 0.01% of portfolio
686
Q2 2025 New
$4.44B
$229,000 0.01% of portfolio
9,410
Q3 2025 New
$0
$503,000 0.01% of portfolio
3,593
Q3 2025 Reduced 1.72%
$0
$397,000 0.01% of portfolio
15,942
Q3 2025 Reduced 4.78%
$0
$207,000 0.01% of portfolio
699
Q3 2025 Reduced 16.09%
$0
$333,000 0.01% of portfolio
4,291
Q2 2025 Reduced 24.67%
$0
$474,000 0.01% of portfolio
5,645
Q3 2025 Reduced 14.2%
$0
$219,000 0.01% of portfolio
5,127
Q3 2025 Reduced 32.57%
$0
$219,000 0.01% of portfolio
1,051
Q3 2025 Reduced 1.87%
$97.3B
$356,000 0.01% of portfolio
4,213
Q3 2025 Added 0.72%
$418B
$427,000 0.01% of portfolio
2,391
Q3 2025 Added 6.22%
$303B
$265,000 0.01% of portfolio
1,707
Q3 2025 Added 19.45%
$319B
$400,000 0.01% of portfolio
5,851
Q3 2025 Added 0.72%
$36B
$233,000 0.01% of portfolio
2,320
Q3 2025 Reduced 9.73%
$27.7B
$202,000 0.01% of portfolio
2,405
Q3 2025 Reduced 15.88%
$65.2B
$443,000 0.01% of portfolio
1,050
Q1 2025 Reduced 0.57%
$11.1B
$398,000 0.01% of portfolio
3,000
Q1 2025 Reduced 0.27%
$181B
$215,000 0.01% of portfolio
7,628
Q3 2025 New
$53.4B
$253,000 0.01% of portfolio
3,260
Q3 2025 Reduced 3.41%
$75.4B
$206,000 0.01% of portfolio
1,573
Q2 2025 New
$490B
$446,000 0.01% of portfolio
3,963
Q3 2025 Added 4.37%
$111B
$305,000 0.01% of portfolio
928
Q3 2025 New
$0
$210,000 0.01% of portfolio
4,549
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $3.51 Billion
  • Prior Value $3.08 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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