Managers / Q3 2022 · view latest →
Performance Wealth Partners, LLC
CIK 0001908765 · 36 E. HINSDALE AVE., HINSDALE, IL, 60521 · 630-686-5655
Reported Value
$1.7B
Q3 2022
Positions
163
Filings on Record
18
2019–present window
Filed
Oct 17, 2022
original filing
Summary
Performance Wealth Partners, Llc reported $1.7B in U.S.-listed holdings across 163 positions for Q3 2022.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $3.4B | 212 | Apr 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $3.7B | 198 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $3.6B | 203 | Nov 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $3.1B | 188 | Jul 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.8B | 172 | Apr 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.1B | 185 | Jan 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.9B | 197 | Oct 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.7B | 164 | Jul 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.4B | 167 | Apr 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.3B | 164 | Jan 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.1B | 167 | Oct 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $2.2B | 185 | Jul 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $2.0B | 180 | Apr 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.66T | 162 | Jan 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.7B | 163 | Oct 17, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.8B | 167 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $2.3B | 178 | Apr 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.5B | 180 | Feb 3, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.