13F Insight
DOSSIER · 13F-HR · Q2 2026

Performa Ltd (US), LLC

$620M in tracked AUM across 49 positions as of Q2 2026.

PL
CIK 0001650303 · last filed Jun 30, 2026
Total AUM
$620M
as of Q2 2026
Holdings
49
—
positions
Whale Score
76
76
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Performa Ltd (US), LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD 500 IDX ETF
$137M200K22.1%02
IWR
ISHARES:RUSS MID-CAP
$124M1.1M20.0%03
VO
VANGUARD MD-CP I ETF
$76M940K12.2%04
SPY
STATE STREET SPDR S&P500
$72M96K11.6%05
HYLB
XTRACKERS USD HY CORP BD
$59M1.6M9.5%06
VEU
VANGUARD FTSE XUS ETF
$45M533K7.2%07
VBR
VANGUARD SC V I ETF
$27M111K4.4%08
RSP
INVESCO S&P500 EWGHT
$15M72K2.5%09
VBK
VANGUARD SC G ID ETF
$12M32K1.9%10
IJR
ISHARES:CORE S&P SM-CP
$9M63K1.5%

Filing history

2026Q2Jun 30
$620M▲ 57.2%
49 positionsView →2025Q4Dec 31
$394M▲ 4.5%
51 positionsView →2025Q3Sep 30
$377M▲ 13.7%
53 positionsView →2025Q2Jun 30
$332M▲ 10.3%
53 positionsLocked2025Q1Mar 31
$301M▲ 5.8%
53 positionsLocked2024Q4Dec 31
$284M▲ 5.5%
53 positionsLocked2024Q3Sep 30
$269M▲ 10.7%
53 positionsLocked2024Q2Jun 30
$243M▲ 7.0%
56 positionsLocked2024Q1Mar 31
$227M▼ 1.3%
60 positionsLocked2023Q4Dec 31
$230M▲ 9.5%
52 positionsLocked2023Q3Sep 30
$210M▲ 3.4%
85 positionsLocked2023Q2Jun 30
$203M▲ 6.5%
85 positionsLocked
Showing 12 of 28