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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 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VEA VANGUARD TAX-MANAGED FDS 66,175.0 $4.7M 0.12% +17K +35.4% $71.25 +3.5%
42 CAT CATERPILLAR INC Industrials 4,362.0 $4.6M 0.12% +2K +79.1% $1064.90 -23.0%
43 BE BLOOM ENERGY CORP Industrials 14,861.0 $4.5M 0.11% NEW $302.70 -27.0%
44 XLE SELECT SECTOR SPDR TR 81,626.0 $4.3M 0.11% -463K -85.0% $53.11 +17.7%
45 GLW CORNING INC Technology 16,158.0 $4.1M 0.10% $255.44 -41.7%
46 FNDE SCHWAB STRATEGIC TR 100,191.0 $4.0M 0.10% +25K +32.7% $39.68 +5.9%
47 AMAT APPLIED MATLS INC Technology 5,487.0 $4.0M 0.10% $723.05 -33.9%
48 VOO VANGUARD INDEX FDS 5,649.0 $3.9M 0.10% $686.86 +2.5%
49 SHY ISHARES TR 44,095.0 $3.6M 0.09% +3K +7.4% $82.11 -0.1%
50 QQQ INVESCO QQQ TR Financial Services 4,785.0 $3.5M 0.09% -139.0 -2.8% $736.45 -3.6%
51 SCHP SCHWAB STRATEGIC TR 131,947.0 $3.5M 0.09% $26.50 -1.8%
52 RBLD FIRST TR EXCHANGE-TRADED FD 38,113.0 $3.4M 0.09% NEW $90.00 -3.0%
53 KO COCA COLA CO Consumer Defensive 42,151.0 $3.4M 0.09% +14K +49.8% $81.27 +12.1%
54 PLTR PALANTIR TECHNOLOGIES INC Technology 28,654.0 $3.3M 0.08% -2K -6.5% $116.67 +50.0%
55 VTIP VANGUARD MALVERN FDS 62,092.0 $3.1M 0.08% +21K +50.0% $50.23 -0.9%
56 MU MICRON TECHNOLOGY INC Technology 2,632.0 $3.0M 0.07% +2K +225.3% $1154.29 -19.4%
57 FSLR FIRST SOLAR INC Energy 12,853.0 $3.0M 0.07% $235.96 -12.4%
58 BSV VANGUARD BD INDEX FDS 38,192.0 $3.0M 0.07% -312.0 -0.8% $77.91 -0.3%
59 XLV SELECT SECTOR SPDR TR 18,611.0 $3.0M 0.07% -3K -12.6% $158.66 +10.0%
60 IJK ISHARES TR 24,898.0 $2.9M 0.07% -424.0 -1.7% $117.50 -1.8%
Page 3 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%