Performance Wealth Partners, LLC
All 13F Filings
- Location
- Hinsdale, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 4,026,487
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 235 | 4,026,487 | 13F-HR | Performance Wealth Partners, LLC |
| Q1 2026 | 4/10/2026 | 212 | 3,446,648 | 13F-HR | Performance Wealth Partners, LLC |
| Q4 2025 | 1/21/2026 | 198 | 3,688,741 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q3 2025 | 11/7/2025 | 203 | 3,583,930 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q2 2025 | 7/28/2025 | 188 | 3,126,130 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q1 2025 | 4/22/2025 | 172 | 2,799,148 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q4 2024 | 1/17/2025 | 185 | 3,111,353 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q3 2024 | 10/10/2024 | 197 | 2,904,555 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q2 2024 | 7/22/2024 | 164 | 2,713,535 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q1 2024 | 4/30/2024 | 166 | 2,382,743 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q4 2023 | 1/22/2024 | 164 | 2,275,680 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q3 2023 | 10/30/2023 | 167 | 2,057,241 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q2 2023 | 7/13/2023 | 185 | 2,176,034 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q1 2023 | 4/20/2023 | 180 | 1,950,795 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q4 2022 | 1/19/2023 | 162 | 1,661,926 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q3 2022 | 10/17/2022 | 163 | 1,726,803 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q2 2022 | 7/15/2022 | 167 | 1,779,147 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q1 2022 | 4/21/2022 | 178 | 2,295,057 | 13F-HR | Perfromance Wealth Partners, LLC |
| Q4 2021 | 2/3/2022 | 180 | 2,477,640 | 13F-HR | Perfromance Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.855 M | 70.9% | 280 K | 0 | 280 K |
| ETFs | 1.169 M | 29.0% | 299.9 K | 0 | 299.9 K |
| Debt | 2.976 K | 0.1% | 0 | 43 | -43 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
4,026,487
Holdings
235
QoQ value change ($000)
579,839
(16.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.