StockDriftsStockDriftsTop 48 Performa Ltd (US), LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD 500 IDX ETF | 22.14% | 199.8K | $137.2M | +1.19%(+2.36K) | $455.26(+56.54%) | 2026-06-30 | |
| IWR | ISHARES:RUSS MID-CAP | 20.01% | 1.12M | $124.0M | +465.12%(+925.12K) | $101.51(+12.81%) | 2026-06-30 | |
| VO | VANGUARD MD-CP I ETF | 12.23% | 940.4K | $75.8M | -5.75%(-57.38K) | $63.20(+33.43%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P500 | 11.6% | 96.3K | $71.9M | +18.11%(+14.76K) | $338.26(+129.22%) | 2026-06-30 | |
| HYLB | XTRACKERS USD HY CORP BD | 9.48% | 1.61M | $58.7M | -1.94%(-31.85K) | $36.07(+0.89%) | 2026-06-30 | |
| VEU | VANGUARD FTSE XUS ETF | 7.21% | 533.3K | $44.7M | +2.99%(+15.46K) | $65.27(+31.98%) | 2026-06-30 | |
| VBR | VANGUARD SC V I ETF | 4.36% | 111.1K | $27.0M | +12.72%(+12.54K) | $189.28(+32.34%) | 2026-06-30 | |
| RSP | INVESCO S&P500 EWGHT | 2.47% | 72.0K | $15.3M | +3.34%(+2.33K) | $192.02(+15.49%) | 2026-06-30 | |
| VBK | VANGUARD SC G ID ETF | 1.87% | 31.8K | $11.6M | +0.11%(+36) | $231.48(+58.30%) | 2026-06-30 | |
| IJR | ISHARES:CORE S&P SM-CP | 1.51% | 63.3K | $9.4M | -4.69%(-3.11K) | $106.11(+41.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.68% | +54.82% | +9.05% | +54.23% |
| Top 20 Holdings Unweighted | +53.96% | +264.93% | +22.13% | +171.76% |
Performa Ltd (US), LLC reports $619.67M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are VOO (22.1%), IWR (20.0%) and VO (12.2%). The top 20 holdings account for 99.71% of reported assets. Its disclosed equity book has returned +54.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Performa Ltd (US), LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1650303). View Performa Ltd (US), LLC’s 13F filings on SEC