Performance Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 10, 2026), Performance Wealth Partners, LLC reported 212 stock positions worth $3.4 billion. Its top holding was Apple (AAPL) at 28.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 16.2%) and Nvidia (NVDA, 7.1%). Compared with Q4 2025, it opened 19 new positions, sold out of 5, added to 95 and reduced 65. The biggest buy was GE Vernova (GEV, shares +27%) and the biggest sale Oracle (ORCL, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- HINSDALE, IL
- CIK
- 0001908765
- Portfolio Value
- $3.4B (Q1 2026)
- SEC Filing
- 0001951757-26-000568 ↗ filed Apr 10, 2026
Holdings Value
Holdings 212 stocks · $3.4B
| AAPL Apple Inc. | 28.90% | 3,924,612 | $996.0M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 16.15% | 1,274,384 | $556.6M | Reduce -0.4% |
| NVDA Nvidia Corp. | 7.15% | 1,412,739 | $246.4M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 6.77% | 813,043 | $233.2M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 6.06% | 1,003,185 | $208.9M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.89% | 455,098 | $168.5M | Reduce -1.6% |
| GS Goldman Sachs Group Inc. | 3.42% | 139,238 | $117.8M | Add +1.2% |
| GEV GE Vernova Inc. | 3.04% | 120,106 | $104.8M | Add +27.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.45% | 175,910 | $84.3M | Reduce -1.2% |
| VIG Vanguard Dividend Apprec ETF | 1.98% | 317,389 | $68.3M | Add +0.9% |
| COST Costco Wholesale Corp. | 1.95% | 67,407 | $67.2M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 1.85% | 216,292 | $63.6M | Add +1.4% |
| AVGO Broadcom Inc. | 1.56% | 173,877 | $53.8M | Add +2.4% |
| META Meta Platforms Inc. Class A | 1.27% | 76,696 | $43.9M | Reduce -2.6% |
| SPMO Invesco S&P 500 Momentum ETF | 1.15% | 354,176 | $39.7M | Add +4.7% |
| XLE SS Energy Select Sector | 0.97% | 544,801 | $33.4M | New |
| VYM Vanguard High DVD Yield ETF | 0.59% | 136,372 | $20.2M | Reduce -0.2% |
| IWY iShares Russell Top 200 Grow | 0.56% | 78,264 | $19.5M | Add +10.3% |
| WMT Walmart Inc. | 0.52% | 144,659 | $18.0M | Add +16.2% |
| V Visa Inc. Class A | 0.52% | 58,890 | $17.8M | Add +3.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.48% | 84,518 | $16.6M | Add +17.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 53,459 | $14.0M | Add +416.2% |
| GOOGL Alphabet Inc. Class A | 0.34% | 40,993 | $11.8M | Add +2.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.31% | 34,802 | $10.5M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 15,988 | $10.4M | Reduce -0.6% |
| FDVV Fidelity High Dividend ETF | 0.29% | 181,662 | $10.0M | Add +21.4% |
| XOM Exxon Mobil Corp. | 0.23% | 46,491 | $7.9M | Add +865.3% |
| ABBV Abbvie Inc. | 0.17% | 26,318 | $5.7M | Reduce -3.3% |
| CVX Chevron Corp. | 0.16% | 27,313 | $5.7M | New |
| STIP iShares 0-5 Year Tips Bond E | 0.16% | 53,904 | $5.6M | Reduce -0.8% |
| PH Parker Hannifin Corp. | 0.15% | 5,744 | $5.1M | Reduce -4.6% |
| TSLA Tesla Inc. | 0.15% | 13,676 | $5.1M | Add +1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 93,476 | $4.6M | Add +68.8% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 15,827 | $4.5M | Add +42.2% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 30,648 | $4.5M | Add +1.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.12% | 44,298 | $4.1M | Add +23.5% |
| LLY Eli Lilly & Co. | 0.12% | 4,419 | $4.1M | Add +2.7% |
| AMD Advanced Micro Devices | 0.11% | 17,933 | $3.6M | Add +3.6% |
| IDMO Invesco S&P International DE | 0.10% | 65,375 | $3.6M | Add +71.1% |
| SCHP Schwab U.S. Tips ETF | 0.10% | 132,456 | $3.5M | Reduce -4.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 41,045 | $3.4M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 0.10% | 5,654 | $3.4M | Add +2.2% |
| CME Cme Group Inc. | 0.10% | 11,191 | $3.3M | Add +0.2% |
| HD Home Depot Inc. | 0.09% | 9,692 | $3.2M | Add +14.7% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 48,862 | $3.1M | Add +247.0% |
| XLV SS Health Care Select Sector | 0.09% | 21,305 | $3.1M | Add +260.7% |
| LMT Lockheed Martin Corp. | 0.09% | 5,030 | $3.0M | Add +3.5% |
| BSV Vanguard Short-Term Bond ETF | 0.09% | 38,504 | $3.0M | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.08% | 75,477 | $2.9M | Add +49.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 4,924 | $2.8M | Reduce -4.1% |
| MCD McDonald's Corp. | 0.08% | 8,356 | $2.6M | Add +161.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 25,322 | $2.5M | Reduce -2.8% |
| FSLR First Solar Inc. | 0.07% | 12,853 | $2.5M | Reduce -2.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 10,149 | $2.5M | Reduce -3.1% |
| GLW Corning Inc. | 0.06% | 16,152 | $2.2M | Reduce -15.6% |
| KO The Coca-Cola Co. | 0.06% | 28,145 | $2.1M | Add +100.2% |
| AEM Agnico Eagle Mines Ltd. | 0.06% | 10,344 | $2.1M | No change |
| IDXX Idexx Laboratories Inc. | 0.06% | 3,718 | $2.1M | Add +0.0% |
| VTIP Vanguard Short-Term Tips | 0.06% | 41,395 | $2.1M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.06% | 4,828 | $2.1M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.06% | 3,095 | $2.0M | Add +1.1% |
| ABT Abbott Laboratories | 0.06% | 19,594 | $2.0M | Add +15.7% |
| AMAT Applied Materials Inc. | 0.05% | 5,477 | $1.9M | Add +2.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.05% | 40,446 | $1.9M | Add +0.0% |
| SCHW Schwab (charles) Corp. | 0.05% | 19,029 | $1.8M | Add +144.3% |
| TFPM Triple Flag Precious Met | 0.05% | 50,531 | $1.8M | No change |
| CAT Caterpillar Inc. | 0.05% | 2,435 | $1.7M | Add +7.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 5,326 | $1.7M | Add +20.9% |
| ULTA Ulta Beauty Inc. | 0.05% | 3,110 | $1.6M | Reduce -5.0% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 10,540 | $1.5M | Reduce -11.1% |
| JNJ Johnson & Johnson | 0.04% | 6,050 | $1.5M | New |
| NFLX Netflix Inc. | 0.04% | 15,276 | $1.5M | Add +103.5% |
| DXCM Dexcom Inc. | 0.04% | 23,104 | $1.5M | Reduce -8.0% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.04% | 14,446 | $1.4M | No change |
| MCK McKesson Corp. | 0.04% | 1,544 | $1.3M | Add +6.9% |
| PG The Procter & Gamble Co. | 0.04% | 9,088 | $1.3M | Add +40.3% |
| DVY iShares Select Dividend ETF | 0.04% | 8,464 | $1.3M | Add +3.6% |
| WPM Wheaton Precious Metals Corp. | 0.04% | 9,660 | $1.3M | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.04% | 5,186 | $1.2M | Add +0.3% |
| ACN Accenture PLC Class A | 0.04% | 6,206 | $1.2M | Reduce -1.1% |
| IWN iShares Russell 2000 Value E | 0.04% | 6,431 | $1.2M | Reduce -6.7% |
| PANW Palo Alto Networks Inc. | 0.04% | 7,574 | $1.2M | Add +117.7% |
| AMGN Amgen Inc. | 0.03% | 3,003 | $1.1M | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 2,851 | $963K | Add +15.9% |
| TXN Texas Instruments Inc. | 0.03% | 4,900 | $951K | Reduce -12.5% |
| TIP iShares Tips Bond ETF | 0.03% | 8,489 | $937K | Reduce -0.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 25,090 | $922K | Reduce -1.3% |
| ROST Ross Stores Inc. | 0.03% | 4,148 | $898K | Reduce -10.0% |
| SLV iShares Silver Trust | 0.03% | 13,054 | $890K | Add +7.9% |
| VGT Vanguard Info Tech ETF | 0.03% | 1,255 | $876K | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.02% | 1,710 | $854K | Reduce -10.3% |
| APO Apollo Global Management Inc. | 0.02% | 7,586 | $845K | Add +0.2% |
| GRBK Green Brick Partners Inc. | 0.02% | 13,000 | $838K | No change |
| NVMI Nova Ltd. | 0.02% | 1,775 | $771K | No change |
| PEB Pebblebrook Hotel Trust | 0.02% | 60,979 | $770K | Add +20.1% |
| CRM Salesforce Inc. | 0.02% | 3,995 | $746K | Reduce -22.3% |
| GD General Dynamics Corp. | 0.02% | 2,167 | $744K | Reduce -5.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.02% | 1 | $718K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 1,601 | $715K | Add +0.1% |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.02% | 7,194 | $696K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| ORCL Oracle Corp. | Reduce -99.4% | 0.01% | −1.44 |
| MSFT Microsoft Corp. | Reduce -1.6% | 4.89% | −1.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.4% | 16.15% | −0.77 |
| KKR KKR & Co. Inc. | Reduce -98.7% | 0.01% | −0.60 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 6.06% | −0.29 |
| AAPL Apple Inc. | Reduce -0.8% | 28.90% | −0.27 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 6.77% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 1.27% | −0.14 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.02 |
| NOW ServiceNow Inc. | Reduce -68.6% | 0.01% | −0.02 |
| FSLR First Solar Inc. | Reduce -2.5% | 0.07% | −0.02 |
| CRM Salesforce Inc. | Reduce -22.3% | 0.02% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -3.1% | 0.07% | −0.01 |
| ACN Accenture PLC Class A | Reduce -1.1% | 0.04% | −0.01 |
| VCLT Vanguard Long-Term Corp. Bond | Sold out | 0.00% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.3% | 0.03% | −0.01 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.01 |
| OWL Blue Owl Capital Inc. | Reduce -49.5% | 0.00% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -5.0% | 0.05% | −0.01 |
| BX Blackstone Inc. | Reduce -14.6% | 0.01% | −0.01 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -19.1% | 0.01% | −0.01 |
| SSRM SSR Mining Inc. | Sold out | 0.00% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -10.3% | 0.02% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -0.2% | 0.01% | −0.00 |
| DXCM Dexcom Inc. | Reduce -8.0% | 0.04% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.1% | 0.08% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 0.06% | −0.00 |
| ABBV Abbvie Inc. | Reduce -3.3% | 0.17% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -6.7% | 0.01% | −0.00 |
| AXON Axon Enterprise Inc. | Reduce -8.0% | 0.01% | −0.00 |
| ADP Automatic Data Processing | Reduce -2.2% | 0.01% | −0.00 |
| PGR Progressive Corp. | Reduce -2.6% | 0.02% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -1.1% | 0.02% | −0.00 |
| EW Edwards Lifesciences Corp. | Reduce -15.3% | 0.01% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -11.1% | 0.04% | −0.00 |
| BA The Boeing Co. | Reduce -1.1% | 0.02% | −0.00 |
| SYK Stryker Corp. | Reduce -7.5% | 0.01% | −0.00 |
| VGT Vanguard Info Tech ETF | Reduce -0.9% | 0.03% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -3.2% | 0.01% | −0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -7.6% | 0.01% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -19.7% | 0.01% | −0.00 |
| RACE Ferrari NV | Reduce -0.8% | 0.01% | −0.00 |
| DLN Wisdomtree US Largecap Divid | Reduce -7.4% | 0.01% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.8% | 0.01% | +0.00 |
| ECL Ecolab Inc. | Reduce -5.4% | 0.01% | +0.00 |
| VIS Vanguard Industrials ETF | Reduce -4.5% | 0.01% | +0.00 |
| GD General Dynamics Corp. | Reduce -5.3% | 0.02% | +0.00 |
| RTX RTX Corp. | Reduce -7.5% | 0.02% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -6.3% | 0.01% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| GEV GE Vernova Inc. | Add +27.4% | 3.04% | +1.37 |
| XLE SS Energy Select Sector | New | 0.97% | +0.97 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +416.2% | 0.41% | +0.33 |
| XOM Exxon Mobil Corp. | Add +865.3% | 0.23% | +0.21 |
| CVX Chevron Corp. | New | 0.16% | +0.16 |
| WMT Walmart Inc. | Add +16.2% | 0.52% | +0.15 |
| GS Goldman Sachs Group Inc. | Add +1.2% | 3.42% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +17.7% | 0.48% | +0.11 |
| VIG Vanguard Dividend Apprec ETF | Add +0.9% | 1.98% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +247.0% | 0.09% | +0.07 |
| XLV SS Health Care Select Sector | Add +260.7% | 0.09% | +0.07 |
| FDVV Fidelity High Dividend ETF | Add +21.4% | 0.29% | +0.06 |
| SPMO Invesco S&P 500 Momentum ETF | Add +4.7% | 1.15% | +0.06 |
| BAC Bank of America Corp. | Add +68.8% | 0.13% | +0.05 |
| MCD McDonald's Corp. | Add +161.2% | 0.08% | +0.05 |
| IDMO Invesco S&P International DE | Add +71.1% | 0.10% | +0.05 |
| JNJ Johnson & Johnson | New | 0.04% | +0.04 |
| GE General Electric | Add +42.2% | 0.13% | +0.04 |
| KO The Coca-Cola Co. | Add +100.2% | 0.06% | +0.04 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +49.4% | 0.08% | +0.03 |
| IWY iShares Russell Top 200 Grow | Add +10.3% | 0.56% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +144.3% | 0.05% | +0.03 |
| USMV iShares MSCI USA Min Vol Fac | Add +23.5% | 0.12% | +0.03 |
| LMT Lockheed Martin Corp. | Add +3.5% | 0.09% | +0.02 |
| NFLX Netflix Inc. | Add +103.5% | 0.04% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +117.7% | 0.04% | +0.02 |
| AMAT Applied Materials Inc. | Add +2.8% | 0.05% | +0.02 |
| CAT Caterpillar Inc. | Add +7.1% | 0.05% | +0.01 |
| NVDA Nvidia Corp. | Add +0.1% | 7.15% | +0.01 |
| HD Home Depot Inc. | Add +14.7% | 0.09% | +0.01 |
| CME Cme Group Inc. | Add +0.2% | 0.10% | +0.01 |
| PG The Procter & Gamble Co. | Add +40.3% | 0.04% | +0.01 |
| LULU Lululemon Athletica Inc. | New | 0.01% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.01% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +3.9% | 0.10% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +20.9% | 0.05% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +15.9% | 0.03% | +0.01 |
| GLD SPDR Gold Shares | New | 0.01% | +0.01 |
| PWR Quanta Services Inc. | New | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | New | 0.01% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.0% | 0.05% | +0.01 |
| COKE Coca-Cola Consolidated Inc. | New | 0.01% | +0.01 |
| PEB Pebblebrook Hotel Trust | Add +20.1% | 0.02% | +0.01 |
| T AT&T Inc. | New | 0.01% | +0.01 |
| MCK McKesson Corp. | Add +6.9% | 0.04% | +0.01 |
| PSX Phillips 66 | New | 0.01% | +0.01 |
| SOXX iShares Semiconductor ETF | New | 0.01% | +0.01 |
| LHX L3HARRIS Technologies Inc. | New | 0.01% | +0.01 |
| DIS The Walt Disney Co. | New | 0.01% | +0.01 |
| WEC WEC Energy Group Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 235 | $4.0B | AAPL, VUG, GOOG, NVDA, AMZN |
| Q1 2026 | 212 | $3.4B | AAPL, VUG, NVDA, GOOG, AMZN |
| Q4 2025 | 198 | $3.7B | AAPL, VUG, NVDA, GOOG, AMZN |
| Q3 2025 | 203 | $3.6B | AAPL, VUG, NVDA, MSFT, AMZN |
| Q2 2025 | 188 | $3.1B | AAPL, VUG, MSFT, AMZN, NVDA |
| Q1 2025 | 172 | $2.8B | AAPL, VUG, AMZN, MSFT, NVDA |
| Q4 2024 | 185 | $3.1B | AAPL, VUG, AMZN, MSFT, NVDA |
| Q3 2024 | 197 | $2.9B | AAPL, VUG, MSFT, AMZN, NVDA |
| Q2 2024 | 164 | $2.7B | AAPL, VUG, MSFT, AMZN, NVDA |
| Q1 2024 | 166 | $2.4B | AAPL, VUG, MSFT, AMZN, GOOG |