Institutional Fund
Performance Wealth Partners, LLC
Hinsdale, ILCIK 19087655 filings on record
Portfolio Value
$3.45B
Q1 2026
Holdings
212
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-6.6%
from $3.69B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc28.9%
- Vanguard Index Fds16.2%
- Nvidia Corporation7.1%
- Alphabet Inc6.8%
- Amazon Com Inc6.1%
- Microsoft Corp4.9%
- Other30.1%
Portfolio Holdings
212 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 3.92M | $996.03M | 28.9% | −33.7K | Reduced |
| 2 | Vanguard Index Fds | 1.27M | $556.64M | 16.2% | −5.1K | Reduced |
| 3 | Nvidia Corporation | 1.41M | $246.38M | 7.1% | +1.6K | Added |
| 4 | Alphabet Inc | 813.0K | $233.23M | 6.8% | −2.1K | Reduced |
| 5 | Amazon Com Inc | 1.00M | $208.93M | 6.1% | −11.4K | Reduced |
| 6 | Microsoft Corp | 455.1K | $168.46M | 4.9% | −7.4K | Reduced |
| 7 | Goldman Sachs Group Inc | 139.2K | $117.79M | 3.4% | +1.6K | Added |
| 8 | Ge Vernova Inc | 120.1K | $104.84M | 3.0% | +25.8K | Added |
| 9 | Berkshire Hathaway Inc Del | 175.9K | $84.30M | 2.4% | −2.1K | Reduced |
| 10 | Vanguard Specialized Funds | 317.4K | $68.26M | 2.0% | +2.8K | Added |
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