Top 50 Performance Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 28.9% | 3.92M | $996.0M | -0.85%(-33.67K) | $160.30(+77.28%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 16.15% | 1.27M | $556.6M | -0.40%(-5.13K) | $50.34(+67.49%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.15% | 1.41M | $246.4M | +0.11%(+1.57K) | $79.42(+147.43%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.77% | 813.0K | $233.2M | -0.26%(-2.14K) | $139.17(+176.12%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.06% | 1.00M | $208.9M | -1.13%(-11.44K) | $166.51(+64.29%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.89% | 455.1K | $168.5M | -1.60%(-7.39K) | $324.04(+26.95%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 3.42% | 139.2K | $117.8M | +1.20%(+1.65K) | $431.06(+113.17%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.04% | 120.1K | $104.8M | +27.41%(+25.84K) | $414.79(+164.04%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.45% | 175.9K | $84.3M | -1.20%(-2.14K) | $334.38(+39.22%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.98% | 317.4K | $68.3M | +0.89%(+2.81K) | $162.71(+40.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.35% | +70.02% |
| Top 20 Holdings Unweighted | +20.67% | +75.71% |
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