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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 12 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LIN LINDE PLC Basic Materials 408.0 $212K 0.01% NEW $518.94 -6.1%
222 DE DEERE & CO Industrials 333.0 $211K 0.01% NEW $634.41 -0.6%
223 SCHD SCHWAB STRATEGIC TR 6,640.0 $211K 0.01% $31.71 +10.7%
224 NOW SERVICENOW INC Technology 2,116.0 $210K 0.01% +89.0 +4.4% $99.28 +27.9%
225 CENCORA INC 741.0 $210K 0.01% +10.0 +1.4% $282.98
226 PSX PHILLIPS 66 Energy 1,238.0 $209K 0.01% +17.0 +1.4% $169.05 +40.1%
227 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,170.0 $209K 0.01% NEW $96.12 -49.3%
228 FBND FIDELITY MERRIMACK STR TR 4,549.0 $207K 0.01% $45.49 -0.7%
229 VWOB VANGUARD WHITEHALL FDS 3,042.0 $205K 0.01% NEW $67.24 -1.4%
230 ALL ALLSTATE CORP Financial Services 859.0 $204K 0.01% NEW $237.94 +8.3%
231 EMR EMERSON ELEC CO Industrials 1,427.0 $204K 0.01% NEW $143.20 +8.2%
232 BX BLACKSTONE INC Financial Services 1,723.0 $203K 0.01% -2K -55.5% $117.65 +21.9%
233 OWL BLUE OWL CAPITAL INC Financial Services 14,459.0 $127K 0.00% +312.0 +2.2% $8.75 +34.7%
234 QS QUANTUMSCAPE CORP Consumer Cyclical 12,500.0 $94K 0.00% NEW $7.56 -23.0%
235 EMPD EMPERY DIGITAL INC Consumer Cyclical 20,000.0 $71K 0.00% $3.56 -17.7%
Page 12 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%