What does Performa Ltd (US), LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

Performa Ltd (US), LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

Vanguard Index Funds - Vanguard S&P 500 ETF

$119M190K30.2%

SPDR S&P 500 ETF

$66M96K16.7%

Vanguard Index Funds - Vanguard Mid-Cap ETF

$62M214K15.8%

DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF

$56M1.5M14.1%

Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF

$29M391K7.3%

Vanguard Index Funds - Vanguard Small-Cap Value ETF

$19M88K4.7%

Vanguard Index Funds - Vanguard Small-Cap Growth ETF

$10M32K2.4%

iShares Trust - iShares Core S&P Small-Cap ETF

$9M74K2.2%

iShares Trust - iShares MSCI USA Quality Factor ETF

$8M39K2.0%

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF

$8M103K2.0%

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