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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 $4,026,486,521
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 3,933,000 $1,138,052,940 28.26%
2.
Vanguard Index Fds - GROWTH ETF
 7,621,304 $656,499,150 16.3%
3.
Alphabet Inc.
 GOOGL 815,271 $288,059,785 7.15%
4.
Nvidia Corp
 NVDA 1,425,507 $285,229,604 7.08%
5.
Amazon Com Inc
 AMZN 1,005,472 $239,644,200 5.95%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.