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Home > Institutional Investor > Perfromance Wealth Partners, Llc > Profile

Instuitional Investor - Perfromance Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Perfromance Wealth Partners, Llc
Portfolio Value $3,688,740,735
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 3,958,279 $1,076,097,842 29.17%
2.
Vanguard Index Fds - GROWTH ETF
 1,279,517 $624,225,110 16.92%
3.
Nvidia Corp
 NVDA 1,411,169 $263,182,951 7.13%
4.
Alphabet Inc.
 GOOGL 815,186 $255,805,298 6.93%
5.
Amazon Com Inc
 AMZN 1,014,623 $234,195,328 6.35%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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