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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 2 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SPDR S&P 500 ETF TR Financial Services 17,487.0 $11.6M 0.33% NEW $666.16 +10.5%
22 WMT WALMART INC Consumer Defensive 109,866.0 $11.3M 0.32% NEW $103.06 +28.3%
23 VBK VANGUARD INDEX FDS 37,161.0 $11.1M 0.31% NEW $297.62 +11.9%
24 GOOGL ALPHABET INC Communication Services 43,344.0 $10.5M 0.29% NEW $243.10 +65.2%
25 VTV VANGUARD INDEX FDS 50,994.0 $9.5M 0.27% NEW $186.49 +10.8%
26 FDVV FIDELITY COVINGTON TRUST 131,737.0 $7.3M 0.20% NEW $55.71 +6.5%
27 ABBV ABBVIE INC Healthcare 28,269.0 $6.5M 0.18% NEW $231.54 -9.7%
28 STIP ISHARES TR 53,383.0 $5.5M 0.15% NEW $103.36 +0.2%
29 PLTR PALANTIR TECHNOLOGIES INC Technology 30,054.0 $5.5M 0.15% NEW $182.42 -26.7%
30 TSLA TESLA INC Consumer Cyclical 11,438.0 $5.1M 0.14% NEW $444.72 -7.5%
31 PH PARKER-HANNIFIN CORP Industrials 6,316.0 $4.8M 0.13% NEW $758.20 +13.0%
32 SCHP SCHWAB STRATEGIC TR 142,001.0 $3.8M 0.11% NEW $26.95 -1.1%
33 HD HOME DEPOT INC Consumer Cyclical 9,055.0 $3.7M 0.10% NEW $405.17 -26.2%
34 SHY ISHARES TR 39,506.0 $3.3M 0.09% NEW $82.96 -1.1%
35 VOO VANGUARD INDEX FDS 5,112.0 $3.1M 0.09% NEW $612.33 +10.6%
36 USMV ISHARES TR 32,776.0 $3.1M 0.09% NEW $95.14 +0.4%
37 CME CME GROUP INC Financial Services 11,229.0 $3.0M 0.09% NEW $270.19 +12.5%
38 BSV VANGUARD BD INDEX FDS 38,329.0 $3.0M 0.08% NEW $78.91 -1.4%
39 IBM INTERNATIONAL BUSINESS MACHS Technology 10,457.0 $3.0M 0.08% NEW $282.17 -21.5%
40 LLY ELI LILLY & CO Healthcare 3,764.0 $2.9M 0.08% NEW $763.09 +29.7%
Page 2 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%