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Portfolio (Quarterly) Guide ↗

Performance Wealth Partners, LLC

· CIK 0001908765
13F Portfolio $3.6B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 203 New
Page 7 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VCIT VANGUARD SCOTTSDALE FDS 5,645.0 $475K 0.01% NEW $84.11 -2.6%
122 CBRE CBRE GROUP INC Real Estate 3,003.0 $473K 0.01% NEW $157.56 -16.9%
123 MS MORGAN STANLEY Financial Services 2,974.0 $473K 0.01% NEW $158.96 +20.9%
124 OWL BLUE OWL CAPITAL INC Financial Services 27,549.0 $466K 0.01% NEW $16.93 -43.5%
125 PFF ISHARES TR 14,703.0 $465K 0.01% NEW $31.62 -1.5%
126 COF CAPITAL ONE FINL CORP Financial Services 2,177.0 $463K 0.01% NEW $212.60 -11.9%
127 LNT ALLIANT ENERGY CORP Utilities 6,847.0 $462K 0.01% NEW $67.41 +5.9%
128 AXON AXON ENTERPRISE INC Industrials 628.0 $451K 0.01% NEW $717.64 -44.4%
129 XOM EXXON MOBIL CORP Energy 3,963.0 $447K 0.01% NEW $112.75 +42.5%
130 WM WASTE MGMT INC DEL Industrials 2,014.0 $445K 0.01% NEW $220.83 +0.3%
131 CMI CUMMINS INC Industrials 1,050.0 $443K 0.01% NEW $422.37 +60.6%
132 LQD ISHARES TR 3,924.0 $437K 0.01% NEW $111.47 -3.3%
133 AMP AMERIPRISE FINL INC Financial Services 890.0 $437K 0.01% NEW $491.25 -3.5%
134 LMT LOCKHEED MARTIN CORP Industrials 874.0 $436K 0.01% NEW $499.21 +4.5%
135 AIVL WISDOMTREE TR 3,790.0 $433K 0.01% NEW $114.28 +7.4%
136 IWP ISHARES TR 3,005.0 $428K 0.01% NEW $142.41 -4.6%
137 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,391.0 $427K 0.01% NEW $178.73 -25.4%
138 EWJ ISHARES INC 5,290.0 $424K 0.01% NEW $80.22 +13.0%
139 DLN WISDOMTREE TR 4,750.0 $413K 0.01% NEW $87.03 +9.0%
140 IJH ISHARES TR 6,260.0 $409K 0.01% NEW $65.26 +10.6%
Page 7 of 11  ·  203 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 64.1%
Communication Services 10.3%
Financial Services 9.5%
Consumer Cyclical 9.2%
Consumer Defensive 3.0%
Utilities 2.2%
Healthcare 0.8%
Industrials 0.6%
Basic Materials 0.1%
Real Estate 0.1%