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Latest Perfromance Wealth Partners, LLC Stock Portfolio

$3.45Billion | No. of Holdings #211

Perfromance Wealth Partners, LLC Performance

2026 Q1-7.03%
YTD-7.03%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 10 Apr, 2026
$3.45Billion
  as of Apr 10, 2026

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 tr33,374,500
chevron corporation5,651,160
johnson & johnson1,478,900
lululemon athletica inc390,405
ishares tr381,584
spdr gold tr262,047
quanta svcs inc258,588
ishares tr254,089
New stocks bought by Perfromance Wealth Partners, LLC

Additions

Ticker% Inc.
exxon mobil corp865
vanguard index fds416
select sector spdr tr260
vanguard tax-managed fds246
mcdonalds corp161
schwab charles corp144
palo alto networks inc117
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.

  • Technology
  • Others
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
Sector%
Technology43.2
Others30.9
Communication Services8.4
Consumer Cyclical6.5
Financial Services6.2
Consumer Defensive2.6

Market Cap. Distribution

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

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP67.2
UNALLOCATED30.9
LARGE-CAP1.5

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.

  • S&P 500
  • Others
Index%
S&P 50068.5
Others31.1
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.

$3.45BTotal Value
217Positions
10 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Perfromance Wealth Partners, LLC, last reported on 10 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Perfromance Wealth Partners, LLC's holding in Ishares Tr over time
0.01%14,528
$440.5K
0.01%
increased 4.5 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Perfromance Wealth Partners, LLC's holding in Ishares Tr over time
0.01%3,375
$268.5K
0.01%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Perfromance Wealth Partners, LLC's holding in Agnico Eagle Mines Ltd over time
0.06%10,344
$2.10M
0.06%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Perfromance Wealth Partners, LLC's holding in Wisdomtree Tr over time
0.01%3,727
$431.2K
0.01%
decreased 0.53 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Perfromance Wealth Partners, LLC's holding in Wisdomtree Tr over time
0.01%4,400
$393.1K
0.01%
decreased 7.37 percentreduced