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Perfromance Wealth Partners, LLC
Performance Wealth Partners, LLC is a Registered Investment Adviser headquartered in Hinsdale, Illinois. Founded in 2021, the firm specializes in holistic wealth management, providing investment advisory and financial planning services to retail and high-net-worth individuals. The team creates tailored investment portfolios and financial plans based on deep research, analytics, and a long-term outlook, serving nearly 2,000 clients and managing over $2.5 billion in assets. Operating with approximately 14 employees, Performance Wealth Partners emphasizes transparency, fiduciary duty, and innovation in its client-centric approach.
Investment Strategy
Performance Wealth Partners focuses on creating individually tailored portfolios through in-depth research and analytics, emphasizing innovation and disruptive technology within the investment universe. As fiduciary wealth managers, they combine investment advisory services with financial planning, prioritizing transparency and client objectives in all strategies. Their investment methodology leverages modern tools to identify opportunities in equities, mutual funds, ETFs, bonds, and real estate investment trusts, all guided by clients' unique risk profiles and financial goals, with a commitment to long-term growth and results.
Latest 13F Filing Activity
Perfromance Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 187 equity positions with a total 13F market value of $3B. The fund increased holdings in Vanguard Index FDS, Nvidia Corporation, Microsoft Corp. among other positions. Perfromance Wealth Partners, LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, KKR & Co. Inc. among others.
Top Holdings
Equity Positions (187)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 26.69% | $834.3M | 4,066,186 | $178.27 | $205.17 | -$77.5M |
V VUG | VANGUARD INDEX FDS | 18.10% | $565.8M | 1,290,691 | $315.67 | $438.40 | +$86.5M |
M MSFT | MICROSOFT CORP | 7.43% | $232.2M | 466,803 | $349.18 | $497.41 | +$56.7M |
A AMZN | AMAZON COM INC | 7.24% | $226.4M | 1,031,940 | $168.24 | $219.39 | +$29.5M |
N NVDA | NVIDIA CORPORATION | 6.98% | $218.3M | 1,381,748 | $94.57 | $157.99 | +$72.0M |
Industry Allocation
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