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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 6 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ROST ROSS STORES INC Consumer Cyclical 4,163.0 $886K 0.02% $212.84 +11.0%
102 CSCO CISCO SYS INC Technology 7,482.0 $879K 0.02% +124.0 +1.7% $117.47 -4.6%
103 IJR ISHARES TR 5,644.0 $837K 0.02% +4K +223.1% $148.31 -1.1%
104 IJT ISHARES TR 4,622.0 $825K 0.02% $178.60 -3.0%
105 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,609.0 $799K 0.02% $496.73 +10.7%
106 CMI CUMMINS INC Industrials 1,114.0 $795K 0.02% $713.21 -18.8%
107 MCD MCDONALDS CORP Consumer Cyclical 2,849.0 $770K 0.02% -6K -65.9% $270.31 -1.1%
108 GD GENERAL DYNAMICS CORP Industrials 2,172.0 $769K 0.02% $354.25 +7.4%
109 IWD ISHARES TR 3,141.0 $761K 0.02% $242.43 +6.6%
110 BA BOEING CO Industrials 3,481.0 $754K 0.02% +20.0 +0.6% $216.47 -2.6%
111 UPS UNITED PARCEL SVCS INC Industrials 6,983.0 $751K 0.02% $107.50 -0.6%
112 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.02% $748850.00
113 NFLX NETFLIX INC. Communication Services 10,290.0 $735K 0.02% -5K -32.6% $71.40 +14.4%
114 BND VANGUARD BD INDEX FDS 9,499.0 $697K 0.02% +1K +13.8% $73.41 -1.1%
115 CORP PIMCO ETF TR 7,176.0 $695K 0.02% $96.90 -1.5%
116 SLV ISHARES SILVER TR Financial Services 12,977.0 $694K 0.02% -77.0 -0.6% $53.47 +15.0%
117 APH AMPHENOL CORP Technology 3,929.0 $693K 0.02% +67.0 +1.7% $176.32 -7.8%
118 IJJ ISHARES TR 4,649.0 $687K 0.02% $147.73 +0.7%
119 ITW ILLINOIS TOOL WKS INC Industrials 2,505.0 $678K 0.02% +26.0 +1.1% $270.47 +5.5%
120 DVA DAVITA INC Healthcare 3,000.0 $667K 0.02% $222.48 -18.2%
Page 6 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%