Perfromance Wealth Partners, LLC

RIA/Wealth

Perfromance Wealth Partners, LLC is a RIA/Wealth based in Hinsdale, IL led by Thomas John Salvino, managing $3.6B across 203 long positions as of Q3 2025 with 47% Technology concentration, 82% concentrated in top 10 holdings, 29% allocation to AAPL, and 47% technology allocation.

CEOThomas John Salvino

Portfolio Value: $3.6B
Positions: 203
Top Holding: AAPL at 28.71%
Last Reported: Q3 2025

Address36 E. Hinsdale Ave, Hinsdale, IL, 60521, United States

Top Holdings

Largest long holdings in Perfromance Wealth Partners, LLC's portfolio (81.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$1.0B	28.71%	-$6.3M Sold	0.03% 4.0M shares	Q4 2021 Held for 3y 11m
2 Vanguard Growth VUG	ETF ETF	$619.0M	17.27%	-$12.0K Sold	— 1.3M shares	Q4 2021 Held for 3y 11m
3 Nvidia NVDA	Semiconductors Technology	$264.0M	7.37%	+$6.2M Bought	0.01% 1.4M shares	Q4 2021 Held for 3y 11m
4 Microsoft MSFT	Software - Infrastructure Technology	$243.0M	6.78%	+$1.2M Bought	0.01% 469.2K shares	Q4 2021 Held for 3y 11m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$226.7M	6.32%	+$70.0K Bought	0.01% 1.0M shares	Q4 2021 Held for 3y 11m
6 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$201.1M	5.61%	+$59.2K Bought	0.01% 825.9K shares	Q4 2021 Held for 3y 11m
7 Goldman Sachs Group GS	Financial - Capital Markets Financial Services	$108.9M	3.04%	+$2.2M Bought	0.05% 136.7K shares	Q4 2021 Held for 3y 11m
8 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$91.4M	2.55%	-$1.8M Sold	0.01% 181.9K shares	Q4 2021 Held for 3y 11m
9 Oracle ORCL	Software - Infrastructure Technology	$77.9M	2.17%	+$15.8M Bought	0.01% 276.9K shares	Q4 2021 Held for 3y 11m
10 Vanguard Dividend Appreciation VIG	Unknown Unknown	$68.2M	1.90%	-$1.8M Sold	— 315.8K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Perfromance Wealth Partners, LLC's latest filing

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Market Value

$3.6B

Prior: $3.1B

Q/Q Change

+14.64%

+$457.8M

Net Flows % of MV

+0.783%

Turnover Ratio

1.88%

New Purchases

18 stocks

$6.0M

Added To

65 stocks

+$74.3M

Sold Out Of

9 stocks

$2.8M

Reduced Holdings

72 stocks

-$49.4M

Increased Positions

Position	Shares Δ	Change
1 Enterprise Products Partners EPD	New	0 → 23.4K +$731.6K
2 CBRE Group CBRE	New	0 → 3.0K +$473.2K
3 Waste Management WM	New	0 → 2.0K +$444.8K
4 Ameriprise Financial AMP	New	0 → 890.0 +$437.2K
5 Shopify SHOP	New	0 → 2.5K +$369.6K

Decreased Positions

Position	Shares Δ	Change
1 FNGS MicroSectors FANG+ FNGS	Sold	15.0K → 0 −$977.3K
2 Service Corporation International SCI	Sold	4.0K → 0 −$329.1K
3 Stryker SYK	Sold	625.0 → 0 −$247.3K
4 Pfizer PFE	Sold	9.6K → 0 −$231.9K
5 DNP DNP Select Income Fund DNP	Sold	23.3K → 0 −$228.3K

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Analytics

Portfolio insights and performance metrics for Perfromance Wealth Partners, LLC

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Sector Allocation

Technology

47.20%

ETF

22.20%

Financial Services

9.10%

Communication Services

7.60%

Consumer Cyclical

6.70%

Consumer Defensive

2.20%

Utilities

1.60%

Healthcare

0.50%

Industrials

0.50%

Basic Materials

0.20%

Energy

0.10%

Market Cap Distribution

Mega Cap (> $200B)

71.81%

Large Cap ($10B - $200B)

3.76%

Mid Cap ($2B - $10B)

0.14%

Small Cap ($300M - $2B)

0.02%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

24.26%

Portfolio Concentration

Top 10 Holdings %

81.73%

Top 20 Holdings %

93.44%

Top 50 Holdings %

97.4%

Top 100 Holdings %

98.95%