Latest Perfromance Wealth Partners, LLC Stock Portfolio

Perfromance Wealth Partners, LLC Performance:

2026 Q1: -7.03%YTD: -7.03%2025: 17.42%

Performance for 2026 Q1 is -7.03%, and YTD is -7.03%, and 2025 is 17.42%.

About Perfromance Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

Perfromance Wealth Partners, LLC is a hedge fund based in Hinsdale, IL. On 2026-04-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Perfromance Wealth Partners, LLC reported an equity portfolio of $3.4 Billions as of 31 Mar, 2026.

The top stock holdings of Perfromance Wealth Partners, LLC are AAPL, VB, NVDA. The fund has invested 28.9% of it's portfolio in APPLE INC and 16.1% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off CYBERARK SOFTWARE LTD (CYBR), VANGUARD SCOTTSDALE FDS (BNDW) and INTUIT (INTU) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), KKR & CO INC (KKR) and SERVICENOW INC (NOW). Perfromance Wealth Partners, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), CHEVRON CORPORATION (CVX) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM), VANGUARD INDEX FDS (VB) and SELECT SECTOR SPDR TR (XLB).

Perfromance Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Performance Wealth Partners, LLC made a return of -7.03% in the last quarter. In trailing 12 months, it's portfolio return was 20.58%.

Performance
S&P 500

New Buys

Ticker	$ Bought
select sector spdr tr	33,374,500
chevron corporation	5,651,160
johnson & johnson	1,478,900
lululemon athletica inc	390,405
ishares tr	381,584
spdr gold tr	262,047
quanta svcs inc	258,588
ishares tr	254,089

New stocks bought by Perfromance Wealth Partners, LLC

Additions

Ticker	% Inc.
exxon mobil corp	865
vanguard index fds	416
select sector spdr tr	260
vanguard tax-managed fds	246
mcdonalds corp	161
schwab charles corp	144
palo alto networks inc	117
netflix inc.	103

Additions to existing portfolio by Perfromance Wealth Partners, LLC

Reductions

Ticker	% Reduced
oracle corp	-99.36
kkr & co inc	-98.65
servicenow inc	-68.58
blue owl capital inc	-49.45
salesforce inc	-22.32
eaton corp plc	-19.66
shopify inc	-19.08
corning inc	-15.58

Perfromance Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ssr mining in	-206,315
vanguard scottsdale fds	-325,472
cyberark software ltd	-810,045
workday inc	-214,780
intuit	-296,764

Perfromance Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Performance Wealth Partners, LLC has about 43.2% of it's holdings in Technology sector.

Sector	%
Technology	43.2
Others	30.9
Communication Services	8.4
Consumer Cyclical	6.5
Financial Services	6.2
Consumer Defensive	2.6

Market Cap. Distribution

Performance Wealth Partners, LLC has about 68.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	67.2
UNALLOCATED	30.9
LARGE-CAP	1.5

Stocks belong to which Index?

About 68.5% of the stocks held by Performance Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	68.5
Others	31.1

Top 5 Winners (%)		%
VRT	vertiv holdings co	54.3 %
GLW	corning inc	51.0 %
COP	conocophillips	40.8 %
DVA	davita inc	35.3 %
RRX	regal rexnord corporation	33.3 %

Top 5 Winners ($)		$
	ge vernova inc	23.5 M
COST	costco wholesale corporation	9.1 M
WMT	walmart inc	1.7 M
XOM	exxon mobil corp	1.3 M
GLW	corning inc	0.9 M

Top 5 Losers (%)		%
AAL	american airlines group inc	-29.9 %
	ishares ethereum tr	-29.4 %
OWL	blue owl capital inc	-29.3 %
NVO	novo-nordisk a s	-27.6 %
CRM	salesforce inc	-26.2 %

Top 5 Losers ($)		$
AAPL	apple inc	-71.2 M
VB	vanguard index fds	-65.2 M
MSFT	microsoft corp	-52.1 M
AMZN	amazon com inc	-22.8 M
GOOG	alphabet inc	-21.9 M

Perfromance Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Perfromance Wealth Partners, LLC

Performance Wealth Partners, LLC has 211 stocks in it's portfolio. About 80.8% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. was the most profitable stock for Performance Wealth Partners, LLC last quarter.

Last Reported on: 10 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airlines group inc	0.01	30,115	323,435	unchanged	0.00

AAPL	apple inc	28.90	3,924,610	996,027,000	reduced	-0.85

AAXJ	ishares tr	0.01	14,528	440,495	added	4.5

AAXJ	ishares tr	0.01	3,375	268,515	unchanged	0.00

ABBV	abbvie inc	0.17	26,318	5,724,000	reduced	-3.33

ABC	cencora inc	0.01	731	229,636	added	0.14

ABT	abbott laboratories	0.06	19,594	2,011,700	added	15.71

ACN	accenture plc ireland	0.04	6,206	1,230,590	reduced	-1.12

ADP	automatic data processing in	0.01	1,719	349,266	reduced	-2.22

AEM	agnico eagle mines ltd	0.06	10,344	2,099,620	unchanged	0.00

AGZD	wisdomtree tr	0.01	3,727	431,249	reduced	-0.53

AGZD	wisdomtree tr	0.01	4,400	393,052	reduced	-7.37

ALB	albemarle corp	0.01	1,877	336,978	reduced	-6.15

ALNY	alnylam pharmaceuticals inc	0.01	725	239,881	unchanged	0.00

AMAT	applied matls inc	0.05	5,477	1,872,090	added	2.78

AMD	advanced micro devices inc	0.11	17,933	3,648,110	added	3.62

AMGN	amgen inc	0.03	3,003	1,056,680	added	0.13

AMP	ameriprise finl inc	0.01	890	395,516	unchanged	0.00

AMPS	ishares tr	0.16	53,904	5,575,240	reduced	-0.85

AMPS	ishares tr	0.12	44,298	4,108,200	added	23.53