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Portfolio (Quarterly) Guide ↗

Performance Wealth Partners, LLC

· CIK 0001908765
13F Portfolio $3.6B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 203 New
Page 10 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 OEF ISHARES TR 724.0 $241K 0.01% NEW $332.84 +10.8%
182 WDAY WORKDAY INC Technology 1,000.0 $241K 0.01% NEW $240.73 -48.1%
183 ED CONSOLIDATED EDISON INC Utilities 2,320.0 $233K 0.01% NEW $100.52 +4.8%
184 MRVL MARVELL TECHNOLOGY INC Technology 2,741.0 $230K 0.01% NEW $84.07 +110.4%
185 SSRM SSR MINING IN Basic Materials 9,410.0 $230K 0.01% NEW $24.41 +28.6%
186 CENCORA INC 730.0 $228K 0.01% NEW $312.53
187 IUSG ISHARES TR 1,355.0 $223K 0.01% NEW $164.54 +12.7%
188 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,472.0 $222K 0.01% NEW $89.77 -33.5%
189 LYFT LYFT INC Technology 10,000.0 $220K 0.01% NEW $22.01 -41.1%
190 SPDW SPDR INDEX SHS FDS 5,127.0 $219K 0.01% NEW $42.79 +15.7%
191 VBR VANGUARD INDEX FDS 1,051.0 $219K 0.01% NEW $208.71 +9.4%
192 T AT&T INC Communication Services 7,628.0 $215K 0.01% NEW $28.24 -14.9%
193 XLV SELECT SECTOR SPDR TR 1,547.0 $215K 0.01% NEW $139.16 +4.7%
194 MFG MIZUHO FINANCIAL GROUP INC Financial Services 32,078.0 $215K 0.01% NEW $6.70 +29.7%
195 SAN BANCO SANTANDER S.A. Financial Services 20,294.0 $213K 0.01% NEW $10.48 +12.0%
196 FBND FIDELITY MERRIMACK STR TR 4,549.0 $210K 0.01% NEW $46.24 -2.3%
197 XYL XYLEM INC Industrials 1,425.0 $210K 0.01% NEW $147.50 -26.7%
198 VIS VANGUARD WORLD FD 699.0 $207K 0.01% NEW $296.29 +12.3%
199 EMR EMERSON ELEC CO Industrials 1,573.0 $206K 0.01% NEW $131.18 +1.4%
200 CSGP COSTAR GROUP INC Real Estate 2,405.0 $203K 0.01% NEW $84.37 -61.3%
Page 10 of 11  ·  203 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 64.1%
Communication Services 10.3%
Financial Services 9.5%
Consumer Cyclical 9.2%
Consumer Defensive 3.0%
Utilities 2.2%
Healthcare 0.8%
Industrials 0.6%
Basic Materials 0.1%
Real Estate 0.1%