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Holders — by stockHoldings — by fund

Performance Wealth Partners, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1908765

$4.03B

disclosed book value

235

positions

28.3%

largest position share

Positions, as of 2026-06-30

top 100 of 235 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC3.9M$1.14B28.3%
2VUGVANGUARD INDEX FDS7.6M$656.5M16.3%
3GOOGALPHABET INC815,271$288.1M7.2%
4NVDANVIDIA CORPORATION1.4M$285.2M7.1%
5AMZNAMAZON COM INC1.0M$239.6M6%
6SPMOINVESCO EXCH TRADED FD TR II912,173$147.4M3.7%
7GEVGE VERNOVA INC123,244$144.8M3.6%
8GSGOLDMAN SACHS GROUP INC140,897$142.5M3.5%
9MSFTMICROSOFT CORP316,280$118.0M2.9%
10VIGVANGUARD SPECIALIZED FUNDS323,157$76.5M1.9%
11JPMJPMORGAN CHASE & CO219,412$71.8M1.8%
12BRK/BBERKSHIRE HATHAWAY INC DEL139,692$69.9M1.7%
13AVGOBROADCOM INC181,126$68.4M1.7%
14COSTCOSTCO WHOLESALE CORPORATION67,210$62.9M1.6%
15SMHVANECK ETF TRUST69,835$45.8M1.1%
16IWYISHARES TR89,705$26.1M0.6%
17VTVVANGUARD INDEX FDS113,513$24.7M0.6%
18VVISA INC60,132$20.6M0.5%
19VBVANGUARD INDEX FDS62,311$18.9M0.5%
20VYMVANGUARD WHITEHALL FDS118,890$18.8M0.5%
21WMTWALMART INC157,048$17.8M0.4%
22GOOGLALPHABET INC41,510$14.8M0.4%
23FDVVFIDELITY COVINGTON TRUST219,333$13.2M0.3%
24VBKVANGUARD INDEX FDS33,537$12.3M0.3%
25SPYSTATE STR SPDR S&P 500 ETF T15,785$11.8M0.3%
26TIDAL TRUST II352,481$11.8M0.3%
27AMDADVANCED MICRO DEVICES INC17,670$10.3M0.3%
28ABBVABBVIE INC37,161$9.4M0.2%
29GEGE AEROSPACE18,484$6.9M0.2%
30METAMETA PLATFORMS INC12,137$6.8M0.2%
31SDVYFIRST TR EXCHANGE TRADED FD157,156$6.8M0.2%
32PHPARKER-HANNIFIN CORP6,449$6.3M0.2%
33RDVYFIRST TR EXCHANGE TRADED FD77,411$6.3M0.2%
34BACBANK OF AMER CORP103,917$5.9M0.1%
35TSLATESLA INC13,298$5.6M0.1%
36STIPISHARES TR54,213$5.5M0.1%
37LLYELI LILLY & CO4,570$5.5M0.1%
38USMVISHARES TR55,168$5.3M0.1%
39CVXCHEVRON CORPORATION30,641$5.1M0.1%
40IDMOINVESCO EXCH TRADED FD TR II83,189$5.0M0.1%
41VEAVANGUARD TAX-MANAGED FDS66,175$4.7M0.1%
42CATCATERPILLAR INC4,362$4.6M0.1%
43BEBLOOM ENERGY CORP14,861$4.5M0.1%
44XLESELECT SECTOR SPDR TR81,626$4.3M0.1%
45GLWCORNING INC16,158$4.1M0.1%
46FNDESCHWAB STRATEGIC TR100,191$4.0M0.1%
47AMATAPPLIED MATLS INC5,487$4.0M0.1%
48VOOVANGUARD INDEX FDS5,649$3.9M0.1%
49SHYISHARES TR44,095$3.6M0.1%
50QQQINVESCO QQQ TR4,785$3.5M0.1%
51SCHPSCHWAB STRATEGIC TR131,947$3.5M0.1%
52FIRST TR EXCHANGE-TRADED FD38,113$3.4M0.1%
53KOCOCA COLA CO42,151$3.4M0.1%
54PLTRPALANTIR TECHNOLOGIES INC28,654$3.3M0.1%
55VTIPVANGUARD MALVERN FDS62,092$3.1M0.1%
56MUMICRON TECHNOLOGY INC2,632$3.0M0.1%
57FSLRFIRST SOLAR INC12,853$3.0M0.1%
58BSVVANGUARD BD INDEX FDS38,192$3.0M0.1%
59XLVSELECT SECTOR SPDR TR18,611$3.0M0.1%
60IJKISHARES TR24,898$2.9M0.1%
61IBMINTERNATIONAL BUSINESS MACHS10,220$2.9M0.1%
62CMECME GROUP INC12,212$2.7M0.1%
63PANWPALO ALTO NETWORKS INC7,441$2.5M0.1%
64LMTLOCKHEED MARTIN CORP4,962$2.5M0.1%
65IWFISHARES TR19,843$2.5M0.1%
66IVVISHARES TR3,114$2.3M0.1%
67ABTABBOTT LABORATORIES22,029$2.0M0%
68IDXXIDEXX LABS INC3,707$2.0M0%
69VTIVANGUARD INDEX FDS5,173$1.9M0%
70DXCMDEXCOM INC25,838$1.7M0%
71IWSISHARES TR10,423$1.7M0%
72XLUSELECT SECTOR SPDR TR37,763$1.7M0%
73TXNTEXAS INSTRS INC5,492$1.6M0%
74AEMAGNICO EAGLE MINES LTD10,354$1.6M0%
75QQQMINVESCO EXCH TRADED FD TR II5,254$1.6M0%
76TSMTAIWAN SEMICONDUCTOR MANUFAC3,333$1.6M0%
77TFPMTRIPLE FLAG PRECIOUS METAL50,531$1.5M0%
78CMCANADIAN IMPERIAL BANK OF CO12,946$1.5M0%
79JNJJOHNSON & JOHNSON5,820$1.5M0%
80DFACDIMENSIONAL ETF TRUST33,132$1.5M0%
81MSMORGAN STANLEY6,998$1.5M0%
82IWNISHARES TR6,431$1.4M0%
83ULTAULTA BEAUTY INC3,080$1.4M0%
84IJHISHARES TR16,329$1.3M0%
85TIPISHARES TR11,495$1.3M0%
86DVYISHARES TR7,971$1.2M0%
87PGPROCTER & GAMBLE CO8,295$1.2M0%
88VGTVANGUARD WORLD FD10,123$1.2M0%
89NVONOVO-NORDISK A S24,964$1.2M0%
90PEBPEBBLEBROOK HOTEL TR60,979$1.2M0%
91MAMASTERCARD INCORPORATED2,265$1.2M0%
92MCKMCKESSON CORP1,441$1.1M0%
93WPMWHEATON PRECIOUS METALS CORP9,660$1.1M0%
94AMGNAMGEN INC2,979$1.1M0%
95MRVLMARVELL TECHNOLOGY INC3,515$1.0M0%
96GRBKGREEN BRICK PARTNERS INC13,018$1.0M0%
97AGGISHARES TR10,262$1.0M0%
98XLKSELECT SECTOR SPDR TR5,147$980,5390%
99NOVA LTD1,775$963,7180%
100SOXXISHARES TR1,462$936,7910%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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