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Portfolio (Quarterly) Guide ↗

Performance Wealth Partners, LLC

· CIK 0001908765
13F Portfolio $3.4B AUM 212 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 19 New 73 Added 61 Reduced 5 Exited
Page 5 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWN ISHARES TR 6,431.0 $1.2M 0.04% -459.0 -6.7% $189.59 +8.6%
82 PANW PALO ALTO NETWORKS INC Technology 7,574.0 $1.2M 0.04% +4K +117.7% $160.32 +48.6%
83 AMGN AMGEN INC Healthcare 3,003.0 $1.1M 0.03% $351.88 -7.3%
84 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,851.0 $963K 0.03% +392.0 +15.9% $337.95 +23.6%
85 TXN TEXAS INSTRS INC Technology 4,900.0 $951K 0.03% -701.0 -12.5% $194.15 +57.8%
86 TIP ISHARES TR 8,489.0 $937K 0.03% -70.0 -0.8% $110.36 +0.2%
87 NVO NOVO-NORDISK A S Healthcare 25,090.0 $922K 0.03% -319.0 -1.3% $36.75 +24.6%
88 ROST ROSS STORES INC Consumer Cyclical 4,148.0 $898K 0.03% -462.0 -10.0% $216.61 -1.5%
89 SLV ISHARES SILVER TR Financial Services 13,054.0 $890K 0.03% +957.0 +7.9% $68.14 +1.3%
90 VGT VANGUARD WORLD FD 1,255.0 $876K 0.03% -12.0 -0.9% $697.72 -83.8%
91 MA MASTERCARD INCORPORATED Financial Services 1,710.0 $854K 0.03% -196.0 -10.3% $499.66 -1.9%
92 APOS APOLLO GLOBAL MGMT INC Financial Services 7,586.0 $845K 0.03% $111.42 -76.8%
93 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 13,000.0 $838K 0.02% $64.45 -0.7%
94 NVMI NOVA LTD Technology 1,775.0 $771K 0.02% $434.28 +28.1%
95 PEB PEBBLEBROOK HOTEL TR Real Estate 60,979.0 $770K 0.02% +10K +20.1% $12.63 +13.0%
96 CRM SALESFORCE INC Technology 3,995.0 $746K 0.02% -1K -22.3% $186.67 -10.2%
97 GD GENERAL DYNAMICS CORP Industrials 2,167.0 $744K 0.02% -121.0 -5.3% $343.19 -0.7%
98 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.02% $718140.00
99 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,601.0 $715K 0.02% $446.54 +0.9%
100 CORP PIMCO ETF TR 7,194.0 $696K 0.02% $96.80 -0.8%
Page 5 of 11  ·  212 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 59.5%
Communication Services 11.6%
Financial Services 9.3%
Consumer Cyclical 9.0%
Utilities 4.2%
Consumer Defensive 3.6%
Healthcare 0.9%
Industrials 0.9%
Energy 0.7%
Basic Materials 0.2%