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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 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 565.0 $245K 0.01% NEW $433.33 -27.4%
22 WCC WESCO INTL INC Industrials 708.0 $245K 0.01% NEW $345.43 -1.9%
23 DRAM ROUNDHILL ETF TRUST 3,152.0 $233K 0.01% NEW $73.85 -23.8%
24 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,539.0 $232K 0.01% NEW $91.20 -19.4%
25 ROBO EXCHANGE TRADED CONCEPTS TRU 2,700.0 $231K 0.01% NEW $85.66 -5.5%
26 VWO VANGUARD INTL EQUITY INDEX F 3,794.0 $226K 0.01% NEW $59.69 +1.6%
27 SPSM SPDR SERIES TRUST 3,850.0 $222K 0.01% NEW $57.67 -1.1%
28 INTC INTEL CORP Technology 1,579.0 $221K 0.01% NEW $139.67 -37.4%
29 RSP INVESCO EXCHANGE TRADED FD T 1,009.0 $215K 0.01% NEW $212.77 +4.2%
30 MRNA MODERNA INC Healthcare 3,062.0 $214K 0.01% NEW $70.03 +126.8%
31 LIN LINDE PLC Basic Materials 408.0 $212K 0.01% NEW $518.94 -6.1%
32 DE DEERE & CO Industrials 333.0 $211K 0.01% NEW $634.41 -0.6%
33 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,170.0 $209K 0.01% NEW $96.12 -49.3%
34 VWOB VANGUARD WHITEHALL FDS 3,042.0 $205K 0.01% NEW $67.24 -1.4%
35 ALL ALLSTATE CORP Financial Services 859.0 $204K 0.01% NEW $237.94 +8.3%
36 EMR EMERSON ELEC CO Industrials 1,427.0 $204K 0.01% NEW $143.20 +8.2%
37 QS QUANTUMSCAPE CORP Consumer Cyclical 12,500.0 $94K 0.00% NEW $7.56 -23.0%
Page 2 of 2  ·  37 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%