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Portfolio (Quarterly) Guide ↗

Performance Wealth Partners, LLC

· CIK 0001908765
13F Portfolio $4.0B AUM 235 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 85 Added 48 Reduced 14 Exited
Page 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 4,570.0 $5.5M 0.14% +151.0 +3.4% $1199.50 +2.8%
22 USMV ISHARES TR 55,168.0 $5.3M 0.13% +11K +24.5% $96.46 +5.2%
23 CVX CHEVRON CORPORATION Energy 30,641.0 $5.1M 0.13% +3K +12.2% $165.76 +20.6%
24 IDMO INVESCO EXCH TRADED FD TR II 83,189.0 $5.0M 0.12% +18K +27.2% $60.29 +5.2%
25 VEA VANGUARD TAX-MANAGED FDS 66,175.0 $4.7M 0.12% +17K +35.4% $71.25 +3.6%
26 CAT CATERPILLAR INC Industrials 4,362.0 $4.6M 0.12% +2K +79.1% $1064.90 -23.8%
27 FNDE SCHWAB STRATEGIC TR 100,191.0 $4.0M 0.10% +25K +32.7% $39.68 +5.7%
28 SHY ISHARES TR 44,095.0 $3.6M 0.09% +3K +7.4% $82.11 -0.0%
29 KO COCA COLA CO Consumer Defensive 42,151.0 $3.4M 0.09% +14K +49.8% $81.27 +12.8%
30 VTIP VANGUARD MALVERN FDS 62,092.0 $3.1M 0.08% +21K +50.0% $50.23 -0.8%
31 MU MICRON TECHNOLOGY INC Technology 2,632.0 $3.0M 0.07% +2K +225.3% $1154.29 -19.2%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 10,220.0 $2.9M 0.07% +71.0 +0.7% $281.21 -16.7%
33 CME CME GROUP INC Financial Services 12,212.0 $2.7M 0.07% +1K +9.1% $220.83 +25.6%
34 IWF ISHARES TR 19,843.0 $2.5M 0.06% +15K +311.0% $124.17 -1.9%
35 IVV ISHARES TR 3,114.0 $2.3M 0.06% +19.0 +0.6% $748.89 +2.8%
36 ABT ABBOTT LABORATORIES Healthcare 22,029.0 $2.0M 0.05% +2K +12.4% $90.74 +28.0%
37 DXCM DEXCOM INC Healthcare 25,838.0 $1.7M 0.04% +3K +11.8% $67.35 +32.4%
38 TXN TEXAS INSTRS INC Technology 5,492.0 $1.6M 0.04% +592.0 +12.1% $298.08 -12.8%
39 QQQM INVESCO EXCH TRADED FD TR II 5,254.0 $1.6M 0.04% +68.0 +1.3% $302.97 -3.4%
40 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,333.0 $1.6M 0.04% +482.0 +16.9% $477.57 -12.6%
Page 2 of 5  ·  85 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
Technology 66.0%
Financial Services 10.8%
Consumer Cyclical 10.0%
Utilities 5.8%
Consumer Defensive 3.5%
Industrials 1.4%
Healthcare 1.1%
Communication Services 0.9%
Energy 0.3%
Basic Materials 0.2%