Performance Wealth Partners, LLC
Top Portfolio Positions
142 positions ·
$2,355,026,971 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
3,924,612 | $996,027,279 | 42.29% | |
| NVDA |
Nvidia Corp
Technology
|
1,412,739 | $246,381,681 | 10.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,003,185 | $208,933,339 | 8.87% | |
| MSFT |
Microsoft Corp
Technology
|
455,098 | $168,463,626 | 7.15% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
139,238 | $117,793,955 | 5.00% | |
| GEV |
GE Vernova Inc.
Industrials
|
120,106 | $104,840,527 | 4.45% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
175,910 | $84,296,072 | 3.58% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
67,407 | $67,166,357 | 2.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
216,292 | $63,624,454 | 2.70% | |
| AVGO |
Broadcom Inc.
Technology
|
173,877 | $53,816,670 | 2.29% |
Portfolio Trend
18 quarters · across all stocks
Holdings in TFPM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,753,931 | 50,531 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,678,639 | 50,531 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,478,537 | 50,531 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $1,027,292 | 68,304 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $651,698 | 40,278 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $934,309 | 60,278 | Shares | Sole | 2024-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||