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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MS MORGAN STANLEY Financial Services 6,998.0 $1.5M 0.04% +3K +98.0% $209.04 +3.7%
42 IJH ISHARES TR 16,329.0 $1.3M 0.03% +9K +122.6% $77.11 -1.3%
43 TIP ISHARES TR 11,495.0 $1.3M 0.03% +3K +35.4% $109.43 -1.6%
44 VGT VANGUARD WORLD FD 10,123.0 $1.2M 0.03% +9K +706.6% $119.52 -1.7%
45 MA MASTERCARD INCORPORATED Financial Services 2,265.0 $1.2M 0.03% +555.0 +32.5% $513.60 +16.7%
46 AGG ISHARES TR 10,262.0 $1.0M 0.03% +5K +114.8% $98.98 -1.0%
47 SOXX ISHARES TR 1,462.0 $937K 0.02% +808.0 +123.5% $640.76 -19.8%
48 CSCO CISCO SYS INC Technology 7,482.0 $879K 0.02% +124.0 +1.7% $117.47 -5.4%
49 IJR ISHARES TR 5,644.0 $837K 0.02% +4K +223.1% $148.31 -1.1%
50 BA BOEING CO Industrials 3,481.0 $754K 0.02% +20.0 +0.6% $216.47 -2.5%
51 BND VANGUARD BD INDEX FDS 9,499.0 $697K 0.02% +1K +13.8% $73.41 -1.0%
52 APH AMPHENOL CORP Technology 3,929.0 $693K 0.02% +67.0 +1.7% $176.32 -9.9%
53 ITW ILLINOIS TOOL WKS INC Industrials 2,505.0 $678K 0.02% +26.0 +1.1% $270.47 +4.1%
54 RRX REGAL REXNORD CORPORATION Industrials 2,796.0 $666K 0.02% +15.0 +0.5% $238.20 -31.9%
55 EPD ENTERPRISE PRODS PARTNERS L 17,538.0 $645K 0.02% +165.0 +0.9% $36.76
56 PGR PROGRESSIVE CORP Financial Services 2,805.0 $613K 0.01% +14.0 +0.5% $218.45 +1.7%
57 AAL AMERICAN AIRLINES GROUP INC Industrials 30,284.0 $547K 0.01% +169.0 +0.6% $18.07 -22.8%
58 SBUX STARBUCKS CORP Consumer Cyclical 5,260.0 $538K 0.01% +249.0 +5.0% $102.19 +3.5%
59 IEFA ISHARES TR 4,696.0 $454K 0.01% +481.0 +11.4% $96.59 +5.0%
60 COF CAPITAL ONE FINL CORP Financial Services 2,208.0 $443K 0.01% +14.0 +0.6% $200.64 +7.8%
Page 3 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%