<strong>Performance Wealth Partners LLC</strong> Portfolio Shifts: Key Q2 Changes Revealed
This report details the investment activities of Performance Wealth Partners LLC during Q2 2026, highlighting significant changes in holdings based on recent regulatory filings.
InvestorInsights.io's analysis reveals notable shifts in Performance Wealth Partners LLC's portfolio during the second quarter of 2026. The investment firm, known for its focus on exchange-traded funds and sector-specific investments, adjusted several positions significantly.
The most significant change was a substantial increase in holdings within INVESCO EXCH TRADED FD TR II (SPMO). The fund's stake in this ETF grew by 157.55% during the quarter, indicating strong confidence or a strategic move towards exposure to its underlying assets.
Similarly, VANGUARD INDEX FDS (VUG), despite name discrepancies between filings, shows an even more dramatic increase of 498.04% in its position according to the changed_holdings data.
On the flip side, Performance Wealth Partners LLC significantly reduced exposure in several areas. The position in SELECT SECTOR SPDR TR (XLE) saw a sharp decline, with shares decreasing by 85.02%.
The firm also sold down its stake in the common stock of META PLATFORMS INC (META), which experienced a nearly 84.18% reduction, while holdings in MICROSOFT CORP (MSFT) decreased by approximately 30.5%, though still remained significant at around $2.9 billion.
Other notable adjustments include a nearly tenfold increase in VANECK ETF TRUST (SMH), an approximately 34% jump in VANGUARD INDEX FDS (VTV) holdings, and a significant purchase of common stock from BERKSHIRE HATHAWAY INC DEL (BRK-B).
The portfolio now holds 226 distinct positions as of June 30th, with the top five holdings accounting for approximately 64.76% of its total value ($40 billion). The Technology sector remains a strong focus, represented by several large allocations including APPLE INC (AAPL) at $1.138 billion and NVIDIA CORPORATION (NVDA) at $285 million.
The overall portfolio allocation shows Technology as the largest sector, followed by a significant portion in 'Unknown' holdings and Financial Services. These changes suggest Performance Wealth Partners is actively managing its exposure across different asset classes, favoring ETFs with substantial growth in this period.