Performance Wealth Partners, LLC
CIK 1908765
13F filing for Q2 2026・No. 1,061
- Holdings
- US$4.03B
- Quarter change
- +US$579.84M
- Entries
- 235
- Net bought (estimate)
- +US$76.42M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 14
- Cut 59
- Added 107
- Corporate actions 2
- Unchanged 32
Largest holdings
235 stocks worth US$4.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 3,933,000 | US$1.14B | 28.26% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 7,621,304 | US$656.5M | 16.30% |
| GOOGALPHABET INCCAP STK CL C | Added | 815,271 | US$288.06M | 7.15% |
| NVDANvidiaCOM | Added | 1,425,507 | US$285.23M | 7.08% |
| AMZNAmazonCOM | Added | 1,005,472 | US$239.64M | 5.95% |
| INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | Added | 912,173 | US$147.35M | 3.66% |
| GEVGE VERNOVA INCCOM | Added | 123,244 | US$144.79M | 3.60% |
| GSGOLDMAN SACHS GROUP INCCOM | Added | 140,897 | US$142.5M | 3.54% |
| MSFTMicrosoftCOM | Cut | 316,280 | US$117.98M | 2.93% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 323,157 | US$76.47M | 1.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.