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Portfolio (Quarterly) Guide ↗

Performance Wealth Partners, LLC

· CIK 0001908765
13F Portfolio $3.7B AUM 198 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 198 New 17 Exited
Page 5 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TXN TEXAS INSTRS INC Technology 5,601.0 $972K 0.03% NEW $173.48 +76.6%
82 VGT VANGUARD WORLD FD 1,267.0 $955K 0.03% NEW $753.78 -85.0%
83 TIP ISHARES TR 8,559.0 $941K 0.03% NEW $109.91 +0.6%
84 PG PROCTER AND GAMBLE CO Consumer Defensive 6,477.0 $928K 0.03% NEW $143.31 -0.4%
85 XLV SELECT SECTOR SPDR TR 5,906.0 $914K 0.03% NEW $154.80 -6.3%
86 VEA VANGUARD TAX-MANAGED FDS 14,083.0 $880K 0.02% NEW $62.47 +10.6%
87 ROST ROSS STORES INC Consumer Cyclical 4,610.0 $831K 0.02% NEW $180.15 +18.4%
88 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 13,000.0 $815K 0.02% NEW $62.66 +2.2%
89 CYBERARK SOFTWARE LTD 1,816.0 $810K 0.02% NEW $446.06
90 SLV ISHARES SILVER TR Financial Services 12,097.0 $779K 0.02% NEW $64.42 +7.2%
91 SCHW SCHWAB CHARLES CORP Financial Services 7,789.0 $778K 0.02% NEW $99.90 -10.5%
92 GD GENERAL DYNAMICS CORP Industrials 2,288.0 $770K 0.02% NEW $336.61 +1.2%
93 BA BOEING CO Industrials 3,500.0 $760K 0.02% NEW $217.12 +1.6%
94 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.02% NEW $754800.00
95 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,459.0 $747K 0.02% NEW $303.89 +37.5%
96 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,600.0 $725K 0.02% NEW $453.36 -0.7%
97 XLK SELECT SECTOR SPDR TR 4,921.0 $709K 0.02% NEW $143.98 +22.5%
98 CORP PIMCO ETF TR 7,194.0 $704K 0.02% NEW $97.85 -1.9%
99 NFLX NETFLIX INC Communication Services 7,505.0 $704K 0.02% NEW $93.76 -7.3%
100 BX BLACKSTONE INC Financial Services 4,535.0 $699K 0.02% NEW $154.13 -23.5%
Page 5 of 10  ·  198 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 62.4%
Communication Services 11.8%
Financial Services 9.7%
Consumer Cyclical 9.1%
Consumer Defensive 2.8%
Utilities 2.3%
Healthcare 0.8%
Industrials 0.7%
Energy 0.2%
Basic Materials 0.1%