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Performance Wealth Partners, Llc

Portfolio Manager
Performance Wealth Partners, LLC
Performance
-8.06% (2026 Q1)
AUM (13F)
$3.45B
# of Holdings
212
Performance Rank
Allocation (Top 20)
91.76%

Performance Wealth Partners, Llc Holdings Map

Top 50 Performance Wealth Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
28.9%3.92M$996.0M
-0.85%(-33.67K)
2025-Q1: 4.10M shares2025-Q2: 4.07M shares2025-Q3: 4.04M shares2025-Q4: 3.96M shares2026-Q1: 3.92M shares
$160.30(+77.28%)
2026-03-31
VUG
VANGUARD INDEX FDS
16.15%1.27M$556.6M
-0.40%(-5.13K)
2025-Q1: 1.29M shares2025-Q2: 1.29M shares2025-Q3: 1.29M shares2025-Q4: 1.28M shares2026-Q1: 1.27M shares
$50.34(+67.49%)
2026-03-31
NVDA
NVIDIA CORPORATION
7.15%1.41M$246.4M
+0.11%(+1.57K)
2025-Q1: 1.35M shares2025-Q2: 1.38M shares2025-Q3: 1.41M shares2025-Q4: 1.41M shares2026-Q1: 1.41M shares
$79.42(+147.43%)
2026-03-31
GOOG
ALPHABET INC
6.77%813.0K$233.2M
-0.26%(-2.14K)
2025-Q1: 843.2K shares2025-Q2: 825.7K shares2025-Q3: 825.9K shares2025-Q4: 815.2K shares2026-Q1: 813.0K shares
$139.17(+176.12%)
2026-03-31
AMZN
AMAZON COM INC
6.06%1.00M$208.9M
-1.13%(-11.44K)
2025-Q1: 1.03M shares2025-Q2: 1.03M shares2025-Q3: 1.03M shares2025-Q4: 1.01M shares2026-Q1: 1.00M shares
$166.51(+64.29%)
2026-03-31
MSFT
MICROSOFT CORP
4.89%455.1K$168.5M
-1.60%(-7.39K)
2025-Q1: 467.5K shares2025-Q2: 466.8K shares2025-Q3: 469.2K shares2025-Q4: 462.5K shares2026-Q1: 455.1K shares
$324.04(+26.95%)
2026-03-31
GS
GOLDMAN SACHS GROUP INC
3.42%139.2K$117.8M
+1.20%(+1.65K)
2025-Q1: 130.8K shares2025-Q2: 133.9K shares2025-Q3: 136.7K shares2025-Q4: 137.6K shares2026-Q1: 139.2K shares
$431.06(+113.17%)
2026-03-31
GEV
GE VERNOVA INC
3.04%120.1K$104.8M
+27.41%(+25.84K)
2025-Q1: 75.7K shares2025-Q2: 75.5K shares2025-Q3: 92.9K shares2025-Q4: 94.3K shares2026-Q1: 120.1K shares
$414.79(+164.04%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.45%175.9K$84.3M
-1.20%(-2.14K)
2025-Q1: 185.9K shares2025-Q2: 185.5K shares2025-Q3: 181.9K shares2025-Q4: 178.1K shares2026-Q1: 175.9K shares
$334.38(+39.22%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
1.98%317.4K$68.3M
+0.89%(+2.81K)
2025-Q1: 321.2K shares2025-Q2: 324.1K shares2025-Q3: 315.8K shares2025-Q4: 314.6K shares2026-Q1: 317.4K shares
$162.71(+40.67%)
2026-03-31

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