Holdings
Performance Wealth Partners, LLC
As of Jun 30, 2026, Performance Wealth Partners, LLC reported 136 positions worth US$2.85B. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 3.93M | US$1.14B | +8,388 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 848K | US$303M | −4,492 | Jun 30, 2026 |
| Nvidia Corporation | 1.43M | US$285M | +12,768 | Jun 30, 2026 |
| Amazon.com, Inc. | 1.01M | US$240M | +2,287 | Jun 30, 2026 |
| Ge Vernova Inc. | 123K | US$145M | +3,138 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 141K | US$142M | +1,659 | Jun 30, 2026 |
| Microsoft Corp. | 316K | US$118M | −139K | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 219K | US$71.8M | +3,120 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 141K | US$70.6M | −36,220 | Jun 30, 2026 |
| Broadcom Inc. | 181K | US$68.4M | +7,249 | Jun 30, 2026 |