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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 8 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DBEF DBX ETF TR 8,644.0 $472K 0.01% NEW $54.63 +2.7%
142 CRM SALESFORCE INC Technology 2,928.0 $459K 0.01% -1K -26.7% $156.66 +31.3%
143 IEFA ISHARES TR 4,696.0 $454K 0.01% +481.0 +11.4% $96.59 +5.0%
144 IVE ISHARES TR 1,966.0 $446K 0.01% $227.02 +4.6%
145 PFF ISHARES TR 14,537.0 $443K 0.01% $30.49 +0.6%
146 COF CAPITAL ONE FINL CORP Financial Services 2,208.0 $443K 0.01% +14.0 +0.6% $200.64 +7.8%
147 ICF ISHARES TR 6,438.0 $435K 0.01% NEW $67.63 +2.2%
148 VRT VERTIV HOLDINGS CO Industrials 1,288.0 $431K 0.01% $334.81 -23.6%
149 WM WASTE MGMT INC DEL Industrials 1,925.0 $429K 0.01% $222.88 -0.3%
150 IWP ISHARES TR 2,903.0 $425K 0.01% $146.41 -3.1%
151 DLN WISDOMTREE TR 4,400.0 $424K 0.01% $96.32 +4.9%
152 LQD ISHARES TR 3,834.0 $418K 0.01% $109.07 -2.0%
153 FERG FERGUSON ENTERPRISES INC Industrials 1,745.0 $414K 0.01% $237.33 -2.0%
154 AMP AMERIPRISE FINL INC Financial Services 883.0 $405K 0.01% -7.0 -0.8% $458.76 +22.1%
155 MSI MOTOROLA SOLUTIONS INC Technology 955.0 $397K 0.01% +11.0 +1.2% $415.29 +16.9%
156 HYMB SPDR SERIES TRUST 15,542.0 $395K 0.01% $25.44 -2.3%
157 ALB ALBEMARLE CORP Basic Materials 2,877.0 $388K 0.01% +1K +53.3% $135.03 -1.4%
158 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,729.0 $387K 0.01% +10.0 +0.6% $223.95 +26.3%
159 PENG PENGUIN SOLUTIONS INC Technology 5,008.0 $381K 0.01% NEW $76.01 -33.7%
160 PEP PEPSICO INC Consumer Defensive 2,800.0 $379K 0.01% $135.40 +5.1%
Page 8 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%