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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 9 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TMUS T-MOBILE US INC Communication Services 1,532.0 $322K 0.01% $210.06 -10.9%
162 XLY SELECT SECTOR SPDR TR 2,942.0 $321K 0.01% $108.98 +6.9%
163 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,104.0 $311K 0.01% +895.0 +12.4% $38.42 +13.7%
164 PYPL PAYPAL HLDGS INC Financial Services 6,819.0 $308K 0.01% -490.0 -6.7% $45.23 -1.4%
165 CEG CONSTELLATION ENERGY CORP Utilities 1,090.0 $304K 0.01% $279.25 -5.2%
166 AMERICA MOVIL SAB DE CV 11,800.0 $301K 0.01% $25.48
167 VO VANGUARD INDEX FDS 1,022.0 $294K 0.01% -29.0 -2.8% $287.21 -73.4%
168 CRH PLC 2,738.0 $288K 0.01% $105.12
169 VOOG VANGUARD ADMIRAL FDS INC 686.0 $280K 0.01% $407.69 -79.9%
170 WTFC WINTRUST FINL CORP Financial Services 2,000.0 $278K 0.01% $138.94 +4.8%
171 MU MICRON TECHNOLOGY INC Technology 809.0 $273K 0.01% +63.0 +8.4% $337.84 +122.4%
172 HDV ISHARES TR 2,013.0 $273K 0.01% -114.0 -5.4% $135.72 -79.9%
173 HYG ISHARES TR 3,375.0 $269K 0.01% $79.56 +0.0%
174 ED CONSOLIDATED EDISON INC Utilities 2,320.0 $263K 0.01% $113.18 -5.9%
175 PFE PFIZER INC Healthcare 9,337.0 $262K 0.01% -175.0 -1.8% $28.08 -10.2%
176 ENS ENERSYS Industrials 1,509.0 $262K 0.01% $173.73 +33.8%
177 GLD SPDR GOLD TR Financial Services 609.0 $262K 0.01% NEW $430.29 -2.4%
178 ORCL ORACLE CORP Technology 1,760.0 $259K 0.01% -272K -99.4% $147.14 +27.8%
179 PWR QUANTA SVCS INC Industrials 471.0 $259K 0.01% NEW $549.02 +37.5%
180 RSG REPUBLIC SVCS INC Industrials 1,171.0 $256K 0.01% +6.0 +0.5% $219.02 -4.4%
Page 9 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%