Perfromance Wealth Partners, LLC
213 holdingsFiling period: 2026-03-31Current AUM: $4.08Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 3.92M | $996.0M | $1.21B | 29.72% | -33,667 | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 1.27M | $556.6M | $651.5M | 15.97% | -5,133 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 1.41M | $246.4M | $283.6M | 6.95% | +1.6K | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 813.0K | $233.2M | $290.0M | 7.11% | -2,143 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 1.00M | $208.9M | $272.4M | 6.68% | -11,438 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 455.1K | $168.5M | $211.5M | 5.18% | -7,387 | 2026-03-31 |
| 7 | GS | GOLDMAN SACHS GROUP INC | 139.2K | $117.8M | $141.8M | 3.48% | +1.6K | 2026-03-31 |
| 8 | GEV | GE VERNOVA INC | 120.1K | $104.8M | $118.9M | 2.92% | +25.8K | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 175.9K | $84.3M | $84.3M | 2.07% | -2,140 | 2026-03-31 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 317.4K | $68.3M | $75.9M | 1.86% | +2.8K | 2026-03-31 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | 67.4K | $67.2M | $64.2M | 1.57% | -421 | 2026-03-31 |
| 12 | JPM | JPMORGAN CHASE & CO | 216.3K | $63.6M | $76.1M | 1.87% | +3.0K | 2026-03-31 |
| 13 | AVGO | BROADCOM INC | 173.9K | $53.8M | $67.7M | 1.66% | +4.1K | 2026-03-31 |
| 14 | META | META PLATFORMS INC | 76.7K | $43.9M | $42.7M | 1.05% | -2,075 | 2026-03-31 |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | 354.2K | $39.7M | $50.9M | 1.25% | +16.0K | 2026-03-31 |
| 16 | XLE | SELECT SECTOR SPDR TR | 544.8K | $33.4M | $32.4M | 0.80% | -- | 2026-03-31 |
| 17 | VYM | VANGUARD WHITEHALL FDS | 136.4K | $20.2M | $22.1M | 0.54% | -235 | 2026-03-31 |
| 18 | IWY | ISHARES TR | 78.3K | $19.5M | $21.6M | 0.53% | +7.3K | 2026-03-31 |
| 19 | WMT | WALMART INC | 144.7K | $18.0M | $16.1M | 0.39% | +20.2K | 2026-03-31 |
| 20 | V | VISA INC | 58.9K | $17.8M | $21.6M | 0.53% | +2.2K | 2026-03-31 |
| 21 | VTV | VANGUARD INDEX FDS | 84.5K | $16.6M | $18.6M | 0.46% | +12.7K | 2026-03-31 |
| 22 | VB | VANGUARD INDEX FDS | 53.5K | $14.0M | $15.8M | 0.39% | +43.1K | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 41.0K | $11.8M | $14.6M | 0.36% | +960 | 2026-03-31 |
| 24 | VBK | VANGUARD INDEX FDS | 34.8K | $10.5M | $11.8M | 0.29% | -442 | 2026-03-31 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | 16.0K | $10.4M | $11.9M | 0.29% | -103 | 2026-03-31 |
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