Performance Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Hinsdale, IL
CIK
0001908765
Alternate names
Perfromance Wealth Partners, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 212 3,446,648 AAPL, VUG, NVDA, GOOG 13F-HR 4/10/2026 000195175726000568
Q4 2025 198 3,688,740 AAPL, VUG, NVDA, GOOG 13F-HR 1/21/2026 000195175726000258
Q3 2025 203 3,583,930 AAPL, VUG, NVDA, MSFT 13F-HR 11/7/2025 000195175725001310
Q2 2025 188 3,126,129 AAPL, VUG, MSFT, AMZN 13F-HR 7/28/2025 000195175725000972
Q1 2025 172 2,799,148 AAPL, VUG, AMZN, MSFT 13F-HR 4/22/2025 000195175725000393
Q4 2024 185 3,111,353 AAPL, VUG, AMZN, MSFT 13F-HR 1/17/2025 000195175725000052
Q3 2024 197 2,904,554 AAPL, VUG, MSFT, AMZN 13F-HR 10/10/2024 000195175724001005
Q2 2024 164 2,713,535 AAPL, VUG, MSFT, AMZN 13F-HR 7/22/2024 000195175724000572
Q1 2024 166 2,382,742 AAPL, VUG, MSFT, AMZN 13F-HR 4/30/2024 000195175724000421
Q4 2023 164 2,275,680 AAPL, VUG, MSFT, AMZN 13F-HR 1/22/2024 000195175724000091
Q3 2023 167 2,057,241 AAPL, VUG, MSFT, AMZN 13F-HR 10/30/2023 000195175723000644
Q2 2023 185 2,176,034 AAPL, VUG, MSFT, AMZN 13F-HR 7/13/2023 000195175723000345
Q1 2023 180 1,950,794 AAPL, VUG, MSFT, AMZN 13F-HR 4/20/2023 000195175723000197
Q4 2022 162 1,661,926 AAPL, VUG, MSFT, AMZN 13F-HR 1/19/2023 000195175723000019
Q3 2022 163 1,726,803 AAPL, VUG, AMZN, MSFT 13F-HR 10/17/2022 000190876522000006
Q2 2022 167 1,779,147 AAPL, VUG, AMZN, MSFT 13F-HR 7/15/2022 000190876522000005
Q1 2022 178 2,295,057 AAPL, VUG, AMZN, MSFT 13F-HR 4/21/2022 000190876522000004
Q4 2021 180 2,477,640 AAPL, VUG, AMZN, MSFT 13F-HR 2/2/2022 000190876522000002