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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 4 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 10,220.0 $2.9M 0.07% +71.0 +0.7% $281.21 -18.3%
62 CME CME GROUP INC Financial Services 12,212.0 $2.7M 0.07% +1K +9.1% $220.83 +26.6%
63 PANW PALO ALTO NETWORKS INC Technology 7,441.0 $2.5M 0.06% -133.0 -1.8% $341.02 -1.1%
64 LMT LOCKHEED MARTIN CORP Industrials 4,962.0 $2.5M 0.06% -68.0 -1.4% $509.46 +10.9%
65 IWF ISHARES TR 19,843.0 $2.5M 0.06% +15K +311.0% $124.17 -2.2%
66 IVV ISHARES TR 3,114.0 $2.3M 0.06% +19.0 +0.6% $748.89 +2.6%
67 ABT ABBOTT LABORATORIES Healthcare 22,029.0 $2.0M 0.05% +2K +12.4% $90.74 +26.5%
68 IDXX IDEXX LABS INC Healthcare 3,707.0 $2.0M 0.05% $526.44 +5.1%
69 VTI VANGUARD INDEX FDS 5,173.0 $1.9M 0.05% -153.0 -2.9% $370.01 +2.1%
70 DXCM DEXCOM INC Healthcare 25,838.0 $1.7M 0.04% +3K +11.8% $67.35 +31.7%
71 IWS ISHARES TR 10,423.0 $1.7M 0.04% -117.0 -1.1% $164.60 +4.5%
72 XLU SELECT SECTOR SPDR TR 37,763.0 $1.7M 0.04% -3K -6.6% $45.34 -4.0%
73 TXN TEXAS INSTRS INC Technology 5,492.0 $1.6M 0.04% +592.0 +12.1% $298.08 -12.1%
74 AEM AGNICO EAGLE MINES LTD Basic Materials 10,354.0 $1.6M 0.04% $155.13 +38.6%
75 QQQM INVESCO EXCH TRADED FD TR II 5,254.0 $1.6M 0.04% +68.0 +1.3% $302.97 -3.6%
76 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,333.0 $1.6M 0.04% +482.0 +16.9% $477.57 -12.6%
77 TRIPLE FLAG PRECIOUS METAL 50,531.0 $1.5M 0.04% $29.97
78 CM CANADIAN IMPERIAL BANK OF CO Financial Services 12,946.0 $1.5M 0.04% -2K -10.4% $115.00 +3.1%
79 JNJ JOHNSON & JOHNSON Healthcare 5,820.0 $1.5M 0.04% -230.0 -3.8% $253.99 +6.4%
80 DFAC DIMENSIONAL ETF TRUST 33,132.0 $1.5M 0.04% NEW $44.36 +2.8%
Page 4 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%