Perfromance Wealth Partners, LLC 13F Holdings

CIK 0001908765 · HINSDALE, IL

As of Sep 30, 2025, Perfromance Wealth Partners, LLC reported 203 positions worth $3.6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology4,041,533 .0B28.72%
VANGUARD GROWTH INDEX FUNDVUG—1,290,666$619.0M17.27%
NVIDIA CORPNVDATechnology1,414,916$264.0M7.37%
MICROSOFT CORPMSFTTechnology469,180$243.0M6.78%
AMAZON.COM INCAMZNEquity1,032,259$226.7M6.33%
ALPHABET INCGOOGEquity825,896$201.1M5.61%
GOLDMAN SACHS GROUP INCGSFinancial Services136,734 08.9M3.04%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services181,902$91.4M2.55%
ORACLE CORPORCLTechnology276,862$77.9M2.17%
VANGUARD DIVIDEND APPREC ETFVIG—315,834$68.2M1.90%
JPMORGAN CHASE & COJPMFinancial Services209,011$65.9M1.84%
COSTCO WHOLESALE CORPCOSTConsumer Defensive70,258$65.0M1.81%
META PLATFORMS INCMETACommunication Services79,529$58.4M1.63%
GE VERNOVA INCGEVUtilities92,863$57.1M1.59%
BROADCOM INCAVGOTechnology162,189$53.5M1.49%
INVESCO S&P 500 MOMENTUM ETFSPMO—313,072$37.9M1.06%
KKR & CO INCKKRFinancial Services192,351$25.0M0.70%
VISA INC-CLASS A SHARESVFinancial Services56,735 9.4M0.54%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—136,808 9.3M0.54%
ISHARES RUSSELL TOP 200 GROWTH ETFIWY—65,327 7.9M0.50%
SPDR S&P 500 ETF TRUSTSPY—17,487 1.6M0.33%
WALMART INCWMTConsumer Defensive109,866 1.3M0.32%
VANGUARD SMALL-CAP GROWTH INDEX FUNDVBK—37,161 1.1M0.31%
ALPHABET INCGOOGLEquity43,344 0.5M0.29%
VANGUARD VALUE INDEX FUNDVTV—50,994$9.5M0.27%