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Disclosed positions
Performance Wealth Partners, LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $1,138,052,940
- Reported amount
- 3,933,000
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001190Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC | AAPL | COM | $1,138,052,940 | 3,933,000 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $656,499,150 | 7,621,304 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $288,059,785 | 815,271 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $285,229,604 | 1,425,507 | SH | None |
| AMAZON COM INC | AMZN | COM | $239,644,200 | 1,005,472 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPMO | S&P 500 MOMNTM | $147,352,457 | 912,173 | SH | None |
| GE VERNOVA INC | GEV | COM | $144,794,310 | 123,244 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $142,499,474 | 140,897 | SH | None |
| MICROSOFT CORP | MSFT | COM | $117,978,724 | 316,280 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $76,465,337 | 323,157 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $71,820,042 | 219,412 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $69,900,480 | 139,692 | SH | None |
| BROADCOM INC | AVGO | COM | $68,420,493 | 181,126 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $62,872,726 | 67,210 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $45,804,286 | 69,835 | SH | None |
| ISHARES TR | IWY | RUS TP200 GR ETF | $26,070,011 | 89,705 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $24,737,811 | 113,513 | SH | None |
| VISA INC | V | COM CL A | $20,630,833 | 60,132 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $18,887,731 | 62,311 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $18,788,156 | 118,890 | SH | None |
| WALMART INC | WMT | COM | $17,787,215 | 157,048 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $14,834,373 | 41,510 | SH | None |
| FIDELITY COVINGTON TRUST | FDVV | HIGH DIVID ETF | $13,223,581 | 219,333 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $12,264,591 | 33,537 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $11,787,620 | 15,785 | SH | None |
| TIDAL TRUST II | AIPO | DEFIA AI PWR ETF | $11,776,390 | 352,481 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $10,264,794 | 17,670 | SH | None |
| ABBVIE INC | ABBV | COM | $9,351,183 | 37,161 | SH | None |
| GE AEROSPACE | GE | COM NEW | $6,908,045 | 18,484 | SH | None |
| META PLATFORMS INC | META | CL A | $6,836,821 | 12,137 | SH | None |
| FIRST TR EXCHANGE TRADED FD | SDVY | SMID RISNG ETF | $6,779,702 | 157,156 | SH | None |
| PARKER-HANNIFIN CORP | PH | COM | $6,308,182 | 6,449 | SH | None |
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $6,274,895 | 77,411 | SH | None |
| BANK OF AMER CORP | BAC | COM | $5,921,200 | 103,917 | SH | None |
| TESLA INC | TSLA | COM | $5,593,139 | 13,298 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $5,538,353 | 54,213 | SH | None |
| ELI LILLY & CO | LLY | COM | $5,481,732 | 4,570 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $5,321,523 | 55,168 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $5,078,982 | 30,641 | SH | None |
| INVESCO EXCH TRADED FD TR II | IDMO | S&P INTL MOMNT | $5,015,461 | 83,189 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $4,715,000 | 66,175 | SH | None |
| CATERPILLAR INC | CAT | COM | $4,645,106 | 4,362 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $4,498,425 | 14,861 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $4,335,139 | 81,626 | SH | None |
| CORNING INC | GLW | COM | $4,127,333 | 16,158 | SH | None |
| SCHWAB STRATEGIC TR | FNDE | FUND EM EQUI ETF | $3,975,587 | 100,191 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $3,967,353 | 5,487 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,880,057 | 5,649 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $3,620,672 | 44,095 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $3,523,897 | 4,785 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.