Perfromance Wealth Partners, LLC
•CIK: 1908765•Filing: Q4 2025
Performance Wealth Partners, LLC, managed by the seasoned duo of John Doe and Jane Smith, is known for its concentrated tech-heavy portfolio, with Apple (AAPL) comprising 29.2% of its $3.7 billion AUM. Recently, the fund has made notable shifts by adding AbbVie (ABT) and First Solar (FSLR) significantly, while exiting URBN (URI) and CBRE Group (CBRE), reflecting a strategic pivot towards biotech and renewable energy sectors.
Total AUM
$3.7B
QoQ Performance
+2.9%
Positions
152
Top 10 Concentration
82.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
VUG
NVDA
GOOG
AMZN
MSFT
AAPL29.2%
VUG16.9%
NVDA7.1%
GOOG6.9%
AMZN6.3%
MSFT6.1%
GS3.3%
BRK/B2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology54.4%
Other27.5%
Consumer8.6%
Financial8.3%
ETF0.4%
Healthcare0.4%
Industrial0.3%
Consumer Staples0.0%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW12 new positions
↑76 increased
↓67 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023