account_balance
Investment manager · 13F filer · SEC CIK 1650303
Performa Ltd (US), LLC
Reported value$625Mas of Sep 30, 2026
Positions50 7 new, 6 sold out
Top 10 weight96.5%VOO alone is 26%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
25.9%Added +16%
IWRIshares:russ Mid-cap
19.2%
VOVanguard:morn Md ETF
12.3%Added +4%
HYLBXtrackers Usd Hy Corp Bd
11.4%Added +26%
VEUVanguard Ftse Xus ETF
10.0%Added +41%
SPYState Street SPDR S&p500
8.5%Trimmed −28%
VBRVanguard:morn SCV ETF
4.8%Added +18%
VBK1.7%
QUAL1.4%
SPHQ1.3%
IJR1.1%
EWJ0.6%
VOOVanguard S&P 500 ETF
25.9%Added +16%
IWRIshares:russ Mid-cap
19.2%
VOVanguard:morn Md ETF
12.3%Added +4%
HYLBXtrackers Usd Hy Corp Bd
11.4%Added +26%
VEU10.0%
SPY8.5%VBR4.8%
VBK
QUAL
SPHQ
IJR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 25.9% Added +16%
IWR Ishares:russ Mid-cap 19.2% Held
VO Vanguard:morn Md ETF 12.3% Added +4%
HYLB Xtrackers Usd Hy Corp Bd 11.4% Added +26%
VEU Vanguard Ftse Xus ETF 10.0% Added +41%
SPY State Street SPDR S&p500 8.5% Trimmed −28%VBR Vanguard:morn SCV ETF 4.8% Added +18%
VBK Vanguard:morn SCG ETF 1.7% Held
QUAL Ishares:msci USA Qf 1.4% Held
SPHQ Invesco S&P 500 Qual 1.3% Held
IJR Ishares:core S&P Sm-cp 1.1% Trimmed −20%
EWJ Ishares:msci Japan 0.6% Held
What changed