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Portfolio (Quarterly) Guide ↗

Performa Ltd (US), LLC

· CIK 0001650303
13F Portfolio $620M AUM 49 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 19 Added 13 Reduced 4 Exited
Page 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD 500 IDX ETF 199,789.0 $137.2M 22.14% +2K +1.2% $686.81 +2.5%
2 IWR ISHARES:RUSS MID-CAP 1,124,020.0 $124.0M 20.01% +925K +465.1% $110.32 +2.8%
3 VO VANGUARD MD-CP I ETF 940,415.0 $75.8M 12.23% +691K +277.0% $80.57 +3.0%
4 SPY STATE STREET SPDR S&P500 Financial Services 96,297.0 $71.9M 11.61% +15K +18.1% $746.77 +2.5%
5 HYLB XTRACKERS USD HY CORP BD 1,608,678.0 $58.7M 9.48% -32K -1.9% $36.52 -0.5%
6 VEU VANGUARD FTSE XUS ETF 533,277.0 $44.7M 7.21% +15K +3.0% $83.75 +2.3%
7 VBR VANGUARD SC V I ETF 111,091.0 $27.0M 4.36% +13K +12.7% $242.99 +2.5%
8 RSP INVESCO S&P500 EWGHT 72,043.0 $15.3M 2.47% +2K +3.3% $212.77 +4.2%
9 VBK VANGUARD SC G ID ETF 31,759.0 $11.6M 1.87% $365.70 -1.9%
10 IJR ISHARES:CORE S&P SM-CP 63,258.0 $9.4M 1.51% -3K -4.7% $148.31 -0.7%
11 SPHQ INVESCO S&P 500 QUAL 96,887.0 $8.7M 1.41% -4K -4.0% $90.10 -4.6%
12 QUAL ISHARES:MSCI USA QF 39,117.0 $8.6M 1.39% +618.0 +1.6% $219.45 +1.7%
13 QQQ INVESCO QQQ TRUST 1 Financial Services 8,000.0 $5.9M 0.95% NEW $736.40 -3.1%
14 EWJ ISHARES:MSCI JAPAN 40,531.0 $3.8M 0.61% +208.0 +0.5% $93.27 +2.0%
15 XSW SS SPDR S&P SFTWRE & SVC 22,000.0 $3.8M 0.61% -5K -18.5% $171.81 +17.5%
16 ANGL VANECK:FA HIGH YLD BOND 123,913.0 $3.6M 0.58% +5K +3.9% $29.24 -0.8%
17 VTI VANGUARD TSM IDX ETF 8,000.0 $3.0M 0.48% NEW $370.04 +2.2%
18 IWN ISHARES:RUSS 2000 VL ETF 11,084.0 $2.5M 0.40% -915.0 -7.6% $221.20 +1.6%
19 SDY SS SPDR S&P DIVIDEND 9,455.0 $1.4M 0.23% NEW $152.18 +4.1%
20 IWV ISHARES:RUSSELL 3000 2,500.0 $1.1M 0.17% NEW $426.40 +2.4%
Page 1 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 98.7%
Consumer Cyclical 0.7%
Technology 0.3%
Healthcare 0.1%
Communication Services 0.1%
Consumer Defensive 0.1%
Industrials 0.0%
Energy 0.0%
Basic Materials 0.0%