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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 4 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVV ISHARES TR 3,095.0 $2.0M 0.06% +34.0 +1.1% $653.21 +13.7%
62 ABT ABBOTT LABORATORIES Healthcare 19,594.0 $2.0M 0.06% +3K +15.7% $102.67 -17.7%
63 AMAT APPLIED MATLS INC Technology 5,477.0 $1.9M 0.05% +148.0 +2.8% $341.81 +27.7%
64 XLU SELECT SECTOR SPDR TR 40,446.0 $1.9M 0.05% $45.89 -4.4%
65 SCHW SCHWAB CHARLES CORP Financial Services 19,029.0 $1.8M 0.05% +11K +144.3% $93.98 -4.8%
66 TRIPLE FLAG PRECIOUS METAL 50,531.0 $1.8M 0.05% $34.71
67 CAT CATERPILLAR INC Industrials 2,435.0 $1.7M 0.05% +162.0 +7.1% $708.55 +25.4%
68 VTI VANGUARD INDEX FDS 5,326.0 $1.7M 0.05% +920.0 +20.9% $320.79 +13.1%
69 ULTA ULTA BEAUTY INC Consumer Cyclical 3,110.0 $1.6M 0.05% -165.0 -5.0% $522.71 -4.7%
70 IWS ISHARES TR 10,540.0 $1.5M 0.04% -1K -11.1% $145.74 +6.6%
71 JNJ JOHNSON & JOHNSON Healthcare 6,050.0 $1.5M 0.04% NEW $244.45 -5.6%
72 NFLX NETFLIX INC. Communication Services 15,276.0 $1.5M 0.04% +8K +103.5% $96.15 -9.6%
73 DXCM DEXCOM INC Healthcare 23,104.0 $1.5M 0.04% -2K -8.0% $62.80 -7.9%
74 CM CANADIAN IMPERIAL BANK OF CO Financial Services 14,446.0 $1.4M 0.04% $94.75 +17.5%
75 MCK MCKESSON CORP Healthcare 1,544.0 $1.3M 0.04% +100.0 +6.9% $865.36 -13.7%
76 PG PROCTER & GAMBLE CO Consumer Defensive 9,088.0 $1.3M 0.04% +3K +40.3% $144.44 -1.2%
77 DVY ISHARES TR 8,464.0 $1.3M 0.04% +297.0 +3.6% $151.41 -0.3%
78 WPM WHEATON PRECIOUS METALS CORP Basic Materials 9,660.0 $1.3M 0.04% $131.01 +6.3%
79 QQQM INVESCO EXCH TRADED FD TR II 5,186.0 $1.2M 0.04% $237.62 +22.8%
80 ACN ACCENTURE PLC IRELAND Technology 6,206.0 $1.2M 0.04% -70.0 -1.1% $198.29 -14.9%
Page 4 of 11  ·  212 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%