Performance Wealth Partners
Performance Wealth Partners reported 235 stocks worth $4B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AAPL (28.3%), VUG (16.3%) and GOOG (7.2%). Compared with Q1 2026, the fund opened new positions in SMH, AIPO and SDVY, added to AAPL, VUG and GOOG, trimmed MSFT, BRK.B and COST and sold out of XOM, UBER and LULU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $1.1B | 28.3% | 3.9M | +8,388 (+0%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $656M | 16.3% | 7.6M | +6.3M (+498%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $288M | 7.2% | 815K | +2,228 (+0%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $285M | 7.1% | 1.4M | +13K (+1%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $240M | 6.0% | 1M | +2,287 (+0%) | 8 of 8 | |
| 6 |  SPMO Invesco S&P | $147M | 3.7% | 912K | +558K (+158%) | 5 of 8 | |
| 7 |  GEV GE Vernova Inc | $145M | 3.6% | 123K | +3,138 (+3%) | 8 of 8 | |
| 8 |  GS Goldman Sachs Group Inc | $142M | 3.5% | 141K | +1,659 (+1%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $118M | 2.9% | 316K | −139K (−31%) | 8 of 8 | |
| 10 |  VIG Vanguard Dividend Appreciation ETF | $76.5M | 1.9% | 323K | +5,768 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $7.9M | 46K |
 UBER Uber Technologies Inc | $579K | 8,053 |
HONEYWELL INTL INC | $569K | 2,518 |
 LULU Lululemon Athletica Inc | $390K | 2,550 |
 BMO Bank Montreal Que F | $338K | 2,500 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Performance Wealth Partners 13F FAQ
What does Performance Wealth Partners own?
Performance Wealth Partners reported 235 stocks worth $4B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AAPL (28.3%), VUG (16.3%) and GOOG (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Performance Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 37 new positions, 105 added to, 55 trimmed and 14 sold out. New positions include SMH, AIPO and SDVY. It sold all of XOM, UBER and LULU.
When will Performance Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Performance Wealth Partners's portfolio worth?
The Q2 2026 filing reports $4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.