Performance Wealth Partners, LLC: 13F holdings
CIK 19087652026Q2
| Positions | 235 |
|---|
| Reported value | $4.0bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 235 (+23 vs prior quarter) |
|---|
| Reported value | $4.0bn (+16.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 3,933,000 | $1.1bn | 28.3% |
| VUG VANGUARD INDEX FDS | 7,621,304 | $656.5m | 16.3% |
| GOOG ALPHABET INC | 815,271 | $288.1m | 7.2% |
| NVDA NVIDIA CORPORATION | 1,425,507 | $285.2m | 7.1% |
| AMZN AMAZON COM INC | 1,005,472 | $239.6m | 6.0% |
| SPMO INVESCO EXCH TRADED FD TR II | 912,173 | $147.4m | 3.7% |
| GEV GE VERNOVA INC | 123,244 | $144.8m | 3.6% |
| GS GOLDMAN SACHS GROUP INC | 140,897 | $142.5m | 3.5% |
| MSFT MICROSOFT CORP | 316,280 | $118.0m | 2.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 323,157 | $76.5m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908765")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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