StockDriftsStockDriftsTop 50 Performance Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 28.26% | 3.93M | $1.14B | +0.21%(+8.39K) | $160.47(+90.30%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 16.3% | 7.62M | $656.5M | -0.33%(-25.00K) | $50.34(+77.16%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 7.15% | 815.3K | $288.1M | +0.27%(+2.23K) | $139.65(+145.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.08% | 1.43M | $285.2M | +0.90%(+12.77K) | $80.34(+181.38%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.95% | 1.01M | $239.6M | +0.23%(+2.29K) | $166.63(+57.56%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.66% | 912.2K | $147.4M | +157.55%(+558.00K) | $124.40(+23.24%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 3.6% | 123.2K | $144.8M | +2.61%(+3.14K) | $429.59(+151.61%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 3.54% | 140.9K | $142.5M | +1.19%(+1.66K) | $436.69(+139.85%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 316.3K | $118.0M | -30.50%(-138.82K) | $324.04(+50.00%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.9% | 323.2K | $76.5M | +1.82%(+5.77K) | $163.79(+49.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.06% | +86.38% | — | — | +56.63% |
| Top 20 Holdings Unweighted | +22.76% | +85.01% | — | — | +43.83% |
Performance Wealth Partners, LLC reports $4.03B in US-listed equity holdings across 235 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (28.3%), VUG (16.3%) and GOOG (7.2%). The top 20 holdings account for 91% of reported assets. Its disclosed equity book has returned +86.38% 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 Performance Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908765). View Performance Wealth Partners, LLC’s 13F filings on SEC