Perfromance Wealth Partners, LLC

2. Key Holdings

The portfolio is heavily dominated by "Magnificent Seven" technology giants, indicating a strong conviction in large-cap growth.

• Apple Inc. (AAPL): This is the standout position, constituting 29.17% of the entire portfolio ($1.08B). This is an exceptionally high concentration for a single stock, suggesting an aggressive overweight stance relative to benchmark indices.
• Vanguard Growth ETF (VUG): The second largest holding at 16.92% ($624.23M). This provides a diversified wrapper around growth stocks, complementing the single-stock bets.
• NVIDIA (NVDA), Alphabet (GOOG), Amazon (AMZN), Microsoft (MSFT): These positions round out the top six, ranging from 6.06% to 7.13% of the portfolio. Combined with Apple, these five technology/communication names command roughly 55% of the fund's total value.
• Financials: Goldman Sachs (GS) and Berkshire Hathaway (BRK/B) represent the primary non-tech exposure in the top tier, accounting for 3.28% and 2.43% respectively.