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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 11 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WCC WESCO INTL INC Industrials 708.0 $245K 0.01% NEW $345.43 -1.9%
202 RACE FERRARI N V Consumer Cyclical 655.0 $244K 0.01% $372.29 +13.3%
203 ORCL ORACLE CORP Technology 1,654.0 $242K 0.01% -106.0 -6.0% $146.53 -1.2%
204 COKE COCA COLA CONS INC Consumer Defensive 1,258.0 $240K 0.01% +8.0 +0.6% $190.92 +2.9%
205 VIS VANGUARD WORLD FD 662.0 $239K 0.01% $360.38 -5.1%
206 SYK STRYKER CORPORATION Healthcare 747.0 $235K 0.01% $314.93 +5.0%
207 DRAM ROUNDHILL ETF TRUST 3,152.0 $233K 0.01% NEW $73.85 -23.8%
208 EW EDWARDS LIFESCIENCES CORP Healthcare 2,566.0 $232K 0.01% -194.0 -7.0% $90.46 +0.5%
209 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,539.0 $232K 0.01% NEW $91.20 -19.4%
210 JCI JOHNSON CONTROLS INTERNATION Industrials 1,584.0 $231K 0.01% +15.0 +1.0% $146.11 -2.9%
211 ROBO EXCHANGE TRADED CONCEPTS TRU 2,700.0 $231K 0.01% NEW $85.66 -5.5%
212 VWO VANGUARD INTL EQUITY INDEX F 3,794.0 $226K 0.01% NEW $59.69 +1.6%
213 SPSM SPDR SERIES TRUST 3,850.0 $222K 0.01% NEW $57.67 -1.1%
214 INTC INTEL CORP Technology 1,579.0 $221K 0.01% NEW $139.67 -37.4%
215 KKR KKR & CO INC 2,378.0 $218K 0.01% $91.77
216 VOE VANGUARD INDEX FDS 1,102.0 $218K 0.01% $197.54 +5.7%
217 PFE PFIZER INC Healthcare 8,982.0 $216K 0.01% -355.0 -3.8% $24.08 +18.6%
218 RSP INVESCO EXCHANGE TRADED FD T 1,009.0 $215K 0.01% NEW $212.77 +4.2%
219 MRNA MODERNA INC Healthcare 3,062.0 $214K 0.01% NEW $70.03 +126.8%
220 WEC WEC ENERGY GROUP INC Utilities 1,826.0 $213K 0.01% +29.0 +1.6% $116.77 -8.6%
Page 11 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%