Long-term investor
Performance Wealth Partners, LLC @performancewealthpartner
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908765).
Record
- Tracked since 2025-06-30 (434 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +13.5% · 6 months +8.6% · 1 year +23.3% · all +23.3%
- Max drawdown -7.6% · Sharpe 0.86 · win rate 28% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 28.3% · long · since 2025-06-30
- VUG · 16.3% · long · since 2025-06-30
- GOOG · 7.2% · long · since 2025-06-30
- NVDA · 7.1% · long · since 2025-06-30
- AMZN · 6.0% · long · since 2025-06-30
- SPMO · 3.7% · long · since 2025-06-30
- GEV · 3.6% · long · since 2025-06-30
- GS · 3.5% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- VIG · 1.9% · long · since 2025-06-30
- JPM · 1.8% · long · since 2025-06-30
- BRK-B · 1.7% · long · since 2025-06-30