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
$124B
$542,000 0.02% of portfolio
1,760
Q2 2025 Reduced 0.23%
$54.9B
$550,000 0.02% of portfolio
665
Q3 2024 New
$423B
$728,000 0.02% of portfolio
1
Q1 2025 New
$8.98B
$522,000 0.02% of portfolio
27,225
Q2 2025 Reduced 81.25%
$26.8B
$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
$80B
$650,000 0.02% of portfolio
2,629
Q2 2025 Reduced 7.07%
$146B
$593,000 0.02% of portfolio
2,550
Q2 2025 Added 15.91%
$0
$610,000 0.02% of portfolio
3,141
Q2 2025 Added 26.09%
$0
$571,000 0.02% of portfolio
4,625
Q4 2023 Reduced 26.68%
$12.7B
$329,000 0.01% of portfolio
4,043
Q2 2025 Added 0.4%
$12.1B
$427,000 0.01% of portfolio
3,000
Q1 2025 Reduced 0.27%
$66.1B
$372,000 0.01% of portfolio
5,260
Q3 2024 New
$83.2B
$438,000 0.01% of portfolio
2,062
Q2 2025 New
$0
$307,000 0.01% of portfolio
7,603
Q2 2025 New
$56.3B
$343,000 0.01% of portfolio
1,050
Q1 2025 Reduced 0.57%
$0
$414,000 0.01% of portfolio
16,742
Q4 2024 Reduced 35.22%
$0
$272,000 0.01% of portfolio
686
Q2 2025 New
$36B
$229,000 0.01% of portfolio
2,859
Q4 2024 New
$63.6B
$250,000 0.01% of portfolio
332
Q1 2025 Added 0.3%
$108B
$383,000 0.01% of portfolio
4,183
Q2 2025 Reduced 7.19%
$293B
$403,000 0.01% of portfolio
5,809
Q2 2025 Added 30.69%
$36.8B
$257,000 0.01% of portfolio
2,570
Q2 2025 Reduced 0.23%
$1.27T
$273,000 0.01% of portfolio
1,206
Q2 2025 New
$302B
$204,000 0.01% of portfolio
1,429
Q2 2025 New
$76.4B
$276,000 0.01% of portfolio
2,500
Q3 2024 New
$139B
$461,000 0.01% of portfolio
2,201
Q2 2025 Added 29.47%
$0
$434,000 0.01% of portfolio
3,842
Q2 2025 Reduced 1.54%
$0
$390,000 0.01% of portfolio
4,750
Q2 2025 Added 68.14%
$70.1B
$211,000 0.01% of portfolio
1,358
Q1 2025 Reduced 1.24%
$14B
$215,000 0.01% of portfolio
487
Q2 2025 Reduced 68.11%
$324B
$255,000 0.01% of portfolio
2,251
Q1 2025 New
$16.3B
$445,000 0.01% of portfolio
7,369
Q3 2024 Added 8.78%
$52.9B
$239,000 0.01% of portfolio
735
Q2 2025 New
$118B
$224,000 0.01% of portfolio
3,831
Q2 2025 Reduced 1.87%
$0
$233,000 0.01% of portfolio
833
Q2 2025 New
$0
$382,000 0.01% of portfolio
6,715
Q2 2025 Added 1.57%
$7.17B
$332,000 0.01% of portfolio
30,115
Q2 2025 Added 48.79%
$227B
$351,000 0.01% of portfolio
1,101
Q2 2025 New
$0
$325,000 0.01% of portfolio
4,291
Q2 2025 Reduced 24.67%
$1.79B
$227,000 0.01% of portfolio
21,000
Q2 2025 New
$0
$287,000 0.01% of portfolio
1,026
Q2 2025 New
$0
$208,000 0.01% of portfolio
1,071
Q2 2025 New
$43.1B
$240,000 0.01% of portfolio
1,000
Q3 2024 New
$207B
$206,000 0.01% of portfolio
1,663
Q2 2025 New
$0
$451,000 0.01% of portfolio
14,703
Q2 2025 Reduced 0.03%
$118B
$378,000 0.01% of portfolio
145
Q2 2025 New
$0
$430,000 0.01% of portfolio
3,928
Q2 2025 Reduced 0.58%
$0
$310,000 0.01% of portfolio
3,132
Q2 2025 Added 2.72%

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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