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Portfolio (Quarterly) Guide ↗

Performance Wealth Partners, LLC

· CIK 0001908765
13F Portfolio $3.4B AUM 212 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 19 New 73 Added 61 Reduced 5 Exited
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 2,806.0 $436K 0.01% -24.0 -0.8% $155.29 -4.3%
42 AIVL WISDOMTREE TR 3,727.0 $431K 0.01% -20.0 -0.5% $115.71 +5.6%
43 DLN WISDOMTREE TR 4,400.0 $393K 0.01% -350.0 -7.4% $89.33 +6.0%
44 IWP ISHARES TR 2,908.0 $373K 0.01% -97.0 -3.2% $128.12 +6.2%
45 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,719.0 $349K 0.01% -39.0 -2.2% $203.18 +5.6%
46 SHOP SHOPIFY INC Technology 2,897.0 $344K 0.01% -683.0 -19.1% $118.62 -17.9%
47 ALB ALBEMARLE CORP Basic Materials 1,877.0 $337K 0.01% -123.0 -6.2% $179.53 +0.5%
48 PYPL PAYPAL HLDGS INC Financial Services 6,819.0 $308K 0.01% -490.0 -6.7% $45.23 -0.4%
49 VO VANGUARD INDEX FDS 1,022.0 $294K 0.01% -29.0 -2.8% $287.21 -73.4%
50 HDV ISHARES TR 2,013.0 $273K 0.01% -114.0 -5.4% $135.72 -79.9%
51 PFE PFIZER INC Healthcare 9,337.0 $262K 0.01% -175.0 -1.8% $28.08 -8.3%
52 ORCL ORACLE CORP Technology 1,760.0 $259K 0.01% -272K -99.4% $147.14 +32.9%
53 SYK STRYKER CORPORATION Healthcare 747.0 $245K 0.01% -61.0 -7.5% $328.49 -7.0%
54 AXON AXON ENTERPRISE INC Industrials 540.0 $229K 0.01% -47.0 -8.0% $424.69 -7.7%
55 RACE FERRARI N V Consumer Cyclical 655.0 $222K 0.01% -5.0 -0.8% $338.45 -1.8%
56 EW EDWARDS LIFESCIENCES CORP Healthcare 2,760.0 $221K 0.01% -500.0 -15.3% $80.08 +1.6%
57 KKR KKR & CO INC Financial Services 2,373.0 $220K 0.01% -174K -98.7% $92.50 +7.6%
58 NOW SERVICENOW INC Technology 2,027.0 $212K 0.01% -4K -68.6% $104.55 -13.4%
59 VIS VANGUARD WORLD FD 662.0 $207K 0.01% -31.0 -4.5% $312.22 +7.1%
60 ETN EATON CORP PLC Industrials 568.0 $203K 0.01% -139.0 -19.7% $357.67 +14.1%
Page 3 of 4  ·  61 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 59.5%
Communication Services 11.6%
Financial Services 9.3%
Consumer Cyclical 9.0%
Utilities 4.2%
Consumer Defensive 3.6%
Healthcare 0.9%
Industrials 0.9%
Energy 0.7%
Basic Materials 0.2%