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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 10 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PYPL PAYPAL HLDGS INC Financial Services 6,829.0 $295K 0.01% $43.18 +44.2%
182 HCA HCA HEALTHCARE INC Healthcare 752.0 $293K 0.01% $389.76 +10.0%
183 CRH PLC 2,738.0 $293K 0.01% $107.00
184 IVW ISHARES TR 2,124.0 $292K 0.01% $137.53 +0.9%
185 HONEYWELL INTL INC 1,261.0 $282K 0.01% NEW $223.94
186 HONEYWELL AEROSPACE INC 1,270.0 $281K 0.01% NEW $221.08
187 OEF ISHARES TR 738.0 $270K 0.01% -18.0 -2.4% $365.87 +3.4%
188 HYG ISHARES TR 3,370.0 $269K 0.01% $79.97 -0.1%
189 URI UNITED RENTALS INC Industrials 238.0 $269K 0.01% NEW $1131.29 -6.9%
190 HSY HERSHEY CO Consumer Defensive 1,497.0 $263K 0.01% -73.0 -4.7% $175.45 +6.7%
191 IUSG ISHARES TR 1,389.0 $261K 0.01% +34.0 +2.5% $188.09 +0.8%
192 TMUS T-MOBILE US INC Communication Services 1,556.0 $261K 0.01% +24.0 +1.6% $167.69 +8.3%
193 HDV ISHARES TR 9,402.0 $258K 0.01% +7K +367.1% $27.41 +8.8%
194 GLD SPDR GOLD TR Financial Services 697.0 $257K 0.01% +88.0 +14.4% $368.38 +16.2%
195 ED CONSOLIDATED EDISON INC Utilities 2,320.0 $257K 0.01% $110.63 -3.2%
196 IWR ISHARES TR 2,316.0 $256K 0.01% NEW $110.32 +2.4%
197 RSG REPUBLIC SVCS INC Industrials 1,185.0 $252K 0.01% +14.0 +1.2% $213.08 +3.7%
198 MO ALTRIA GROUP INC Consumer Defensive 3,506.0 $252K 0.01% -202.0 -5.5% $71.95 -5.4%
199 VCIT VANGUARD SCOTTSDALE FDS 2,984.0 $247K 0.01% $82.65 -1.3%
200 LRCX LAM RESEARCH CORP Technology 565.0 $245K 0.01% NEW $433.33 -27.4%
Page 10 of 12  ·  235 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%