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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 7 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AGG ISHARES TR 5,171.0 $516K 0.01% NEW $99.88 -1.8%
122 BND VANGUARD BD INDEX FDS 6,918.0 $512K 0.01% NEW $74.07 -1.7%
123 NTRS NORTHERN TR CORP Financial Services 3,705.0 $506K 0.01% NEW $136.59 +20.1%
124 ECL ECOLAB INC Basic Materials 1,877.0 $493K 0.01% NEW $262.52 -5.3%
125 HON HONEYWELL INTL INC Industrials 2,513.0 $490K 0.01% NEW $195.09 +9.7%
126 SDY SPDR SERIES TRUST 3,471.0 $483K 0.01% NEW $139.16 +5.4%
127 AAL AMERICAN AIRLS GROUP INC Industrials 30,115.0 $462K 0.01% NEW $15.33 -18.7%
128 APH AMPHENOL CORP NEW Technology 3,366.0 $455K 0.01% NEW $135.14 -9.4%
129 CSCO CISCO SYS INC Technology 5,873.0 $452K 0.01% NEW $77.02 +53.7%
130 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,758.0 $452K 0.01% NEW $257.23 -15.7%
131 IJH ISHARES TR 6,706.0 $443K 0.01% NEW $66.00 +9.5%
132 AMP AMERIPRISE FINL INC Financial Services 890.0 $436K 0.01% NEW $490.34 -4.1%
133 LNT ALLIANT ENERGY CORP Utilities 6,647.0 $432K 0.01% NEW $65.01 +10.4%
134 AIVL WISDOMTREE TR 3,747.0 $431K 0.01% NEW $114.98 +6.8%
135 PFF ISHARES TR 13,903.0 $430K 0.01% NEW $30.96 +0.7%
136 EWJ ISHARES INC 5,290.0 $427K 0.01% NEW $80.75 +12.8%
137 PYPL PAYPAL HLDGS INC Financial Services 7,309.0 $427K 0.01% NEW $58.38 -23.6%
138 LQD ISHARES TR 3,834.0 $422K 0.01% NEW $110.19 -2.1%
139 WM WASTE MGMT INC DEL Industrials 1,917.0 $421K 0.01% NEW $219.71 +0.1%
140 DLN WISDOMTREE TR 4,750.0 $418K 0.01% NEW $88.08 +7.5%
Page 7 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%