account_balance
Investment manager · 13F filer · SEC CIK 1908765
Performance Wealth Partners, LLC
Reported value$4.28Bas of Sep 30, 2026
Positions231 12 new, 16 sold out
Top 10 weight81.9%AAPL alone is 31%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
31.0%
VUGVanguard Index FDS
16.1%
NVDANVIDIA Corp
7.7%
GOOGAlphabet Inc.
6.5%
AMZNAmazon.com Inc
5.8%
MSFTMicrosoft Corp
3.7%−2%
SPMOInvesco Exch Traded Fd Tr II
3.3%
GSGoldman Sachs Group Inc
3.2%
GEVGE Vernova Inc.
2.8%
JPM1.8%BRK-B1.6%AVGO1.5%AAPLApple Inc.
31.0%
VUGVanguard Index FDS
16.1%
NVDANVIDIA Corp
7.7%
GOOGAlphabet Inc.
6.5%
AMZNAmazon.com Inc
5.8%
MSFT3.7%SPMO3.3%
GS3.2%GEVBRK-BAVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 31.0% Held
VUG Vanguard Index FDS 16.1% Held
NVDA NVIDIA Corp 7.7% HeldGOOG Alphabet Inc. 6.5% HeldAMZN Amazon.com Inc 5.8% HeldMSFT Microsoft Corp 3.7% Trimmed −2%SPMO Invesco Exch Traded Fd Tr II 3.3% Held
GS Goldman Sachs Group Inc 3.2% Added +8%GEV GE Vernova Inc. 2.8% HeldJPM JPMorgan Chase & Co 1.8% Added +6%BRK-B Berkshire Hathaway Inc 1.6% HeldAVGO Broadcom Inc. 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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