Performance Wealth Partners, LLC
Q2 2026 13F filing
Updated 34 days ago235 disclosed positions worth $4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $1.1B | 3.93M | 28.26% | — |
| 2 | V VGES VANGUARD INDEX FDS | $656.5M | 7.62M | 16.30% | — |
| 3 | G GOOGN ALPHABET INC | $288.1M | 815.3K | 7.15% | — |
| 4 | N NVDA NVIDIA CORPORATION | $285.2M | 1.43M | 7.08% | — |
| 5 | A AMZN AMAZON COM INC | $239.6M | 1.01M | 5.95% | — |
| 6 | I IVZ INVESCO EXCH TRADED FD TR II | $147.4M | 912.2K | 3.66% | — |
| 7 | G GEV GE VERNOVA INC | $144.8M | 123.2K | 3.60% | — |
| 8 | G GS-PD GOLDMAN SACHS GROUP INC | $142.5M | 140.9K | 3.54% | — |
| 9 | M MSFT MICROSOFT CORP | $118M | 316.3K | 2.93% | — |
| 10 | B BX VANGUARD SPECIALIZED FUNDS | $76.5M | 323.2K | 1.90% | — |
| 11 | J JPM-PM JPMORGAN CHASE & CO | $71.8M | 219.4K | 1.78% | — |
| 12 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $69.9M | 139.7K | 1.74% | — |
| 13 | A AVGO BROADCOM INC | $68.4M | 181.1K | 1.70% | — |
| 14 | C COST COSTCO WHOLESALE CORPORATION | $62.9M | 67.2K | 1.56% | — |
| 15 | H HODL VANECK ETF TRUST | $45.8M | 69.8K | 1.14% | — |
| 16 | E ETHA ISHARES TR | $26.1M | 89.7K | 0.65% | — |
| 17 | V VGES VANGUARD INDEX FDS | $24.7M | 113.5K | 0.61% | — |
| 18 | V V VISA INC | $20.6M | 60.1K | 0.51% | — |
| 19 | V VGES VANGUARD INDEX FDS | $18.9M | 62.3K | 0.47% | — |
| 20 | V VGES VANGUARD WHITEHALL FDS | $18.8M | 118.9K | 0.47% | — |
| 21 | W WMT WALMART INC | $17.8M | 157.0K | 0.44% | — |
| 22 | G GOOGN ALPHABET INC | $14.8M | 41.5K | 0.37% | — |
| 23 | F FIS FIDELITY COVINGTON TRUST | $13.2M | 219.3K | 0.33% | — |
| 24 | T THQ VANGUARD INDEX FDS | $12.3M | 33.5K | 0.30% | — |
| 25 | S SPY STATE STR SPDR S&P 500 ETF T | $11.8M | 15.8K | 0.29% | — |
| 26 | ? N/A TIDAL TRUST II | $11.8M | 352.5K | 0.29% | — |
| 27 | A AMD ADVANCED MICRO DEVICES INC | $10.3M | 17.7K | 0.25% | — |
| 28 | A ABBV ABBVIE INC | $9.4M | 37.2K | 0.23% | — |
| 29 | G GE GE AEROSPACE | $6.9M | 18.5K | 0.17% | — |
| 30 | M META META PLATFORMS INC | $6.8M | 12.1K | 0.17% | — |
| 31 | F FPF FIRST TR EXCHANGE TRADED FD | $6.8M | 157.2K | 0.17% | — |
| 32 | P PH PARKER-HANNIFIN CORP | $6.3M | 6.4K | 0.16% | — |
| 33 | F FPF FIRST TR EXCHANGE TRADED FD | $6.3M | 77.4K | 0.16% | — |
| 34 | B BAC-PS BANK OF AMER CORP | $5.9M | 103.9K | 0.15% | — |
| 35 | T TSLA TESLA INC | $5.6M | 13.3K | 0.14% | — |
| 36 | E ETHA ISHARES TR | $5.5M | 54.2K | 0.14% | — |
| 37 | L LLY ELI LILLY & CO | $5.5M | 4.6K | 0.14% | — |
| 38 | E ETHA ISHARES TR | $5.3M | 55.2K | 0.13% | — |
| 39 | C CVX CHEVRON CORPORATION | $5.1M | 30.6K | 0.13% | — |
| 40 | ? N/A INVESCO EXCH TRADED FD TR II | $5M | 83.2K | 0.12% | — |
| 41 | V VGES VANGUARD TAX-MANAGED FDS | $4.7M | 66.2K | 0.12% | — |
| 42 | C CAT CATERPILLAR INC | $4.6M | 4.4K | 0.12% | — |
| 43 | B BE BLOOM ENERGY CORP | $4.5M | 14.9K | 0.11% | — |
| 44 | S STT-PG SELECT SECTOR SPDR TR | $4.3M | 81.6K | 0.11% | — |
| 45 | G GLW CORNING INC | $4.1M | 16.2K | 0.10% | — |
| 46 | S SCHW-PJ SCHWAB STRATEGIC TR | $4M | 100.2K | 0.10% | — |
| 47 | A AMAT APPLIED MATLS INC | $4M | 5.5K | 0.10% | — |
| 48 | V VGES VANGUARD INDEX FDS | $3.9M | 5.6K | 0.10% | — |
| 49 | B BLK ISHARES TR | $3.6M | 44.1K | 0.09% | — |
| 50 | Q QQQ INVESCO QQQ TR | $3.5M | 4.8K | 0.09% | — |