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Performance Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1908765 · latest 13F-HR filed 2026-08-07

Backtest portfolio

Performance Wealth Partners, LLC manages $4.03B in 13F-reported U.S. long-equity assets across 235 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (28.26%), VUG (16.30%), GOOG (7.15%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 37 new positions and exited 14; 118 existing positions rose in reported value and 40 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$4.03B

Long-equity book

Holdings
235

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+37 / −14 / ↑118 / ↓40

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL28.3% · +0%VUG16.3% · +498%GOOG7.2% · +0%NVDA7.1% · +1%AMZN6.0% · +0%SPMO3.7% · +158%GEV3.6% · +3%GS3.5% · +1%MSFT2.9% · -30%VIG1.9% · +2%JPM1.8% · +1%BRK.B1.7% · -21%AVGO1.7% · +4%COST1.6% · -0%SMH1.1% · newIWY0.6% · +15%VTV0.6% · +34%V0.5% · +2%VB0.5% · +17%VYM0.5% · -13%WMT0.4% · +9%GOOGL0.4% · +1%FDVV0.3% · +21%VBK0.3% · -4%SPY0.3% · -1%AIPO0.3% · newAMD0.3% · -2%ABBV0.2% · +41%GE0.2% · +17%META0.2% · -84%SDVY0.2% · newPH0.2% · +12%RDVY0.2% · newBAC0.1% · +11%TSLA0.1% · -3%STIP0.1% · +1%LLY0.1% · +3%USMV0.1% · +24%CVX0.1% · +12%IDMO0.1% · +27%VEA0.1% · +35%CAT0.1% · +79%BE0.1% · newXLE0.1% · -85%GLW0.1% · 0%FNDE0.1% · +33%AMAT0.1% · +0%VOO0.1% · -0%SHY0.1% · +7%QQQ0.1% · -3%SCHP0.1% · -0%RBLD0.1% · newKO0.1% · +50%PLTR0.1% · -6%VTIP0.1% · +50%MU0.1% · +225%FSLR0.1% · 0%BSV0.1% · -1%XLV0.1% · -13%IJK0.1% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 80.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 26, 2026.

Assets Under Management
$4.09B
Discretionary
$4.06B
Employees
15
Accounts
2,673
Address
36 E. HINSDALE AVE
HINSDALE, IL 60521
Phone
(630) 686-5715
Website
Name Title / Status Ownership Type
GOUGH, RYAN, WILLIAM ControlCHIEF OPERATING OFFER AND CHIEF COMPLIANCE OFFICER
since Feb 2021
Less than 5%Individual
JOHN P SALVINO IRREVOCABLE TRUST ControlMEMBER
since Nov 2023
25–50%Domestic Entity
SALVINO, JOHN, PAUL ControlPRESIDENT, CHIEF FINANCIAL OFFICER, WEALTH MANAGER, AND MANAGING MEMBER
since Jan 2021
Less than 5%Individual
SALVINO, THOMAS, JOHN ControlCHIEF EXECUTIVE OFFICER, WEALTH MANAGER, MANAGING MEMBER
since Jan 2021
Less than 5%Individual
THOMAS J. SALVINO 2023 LEGACY TRUST ControlMEMBER
since Nov 2023
25–50%Domestic Entity
TRACY L. SALVINO 2023 LEGACY TRUST ControlMEMBER
since Nov 2023
25–50%Domestic Entity
SALVINO, JOHN, PAUL Control
Indirect owner via JOHN P SALVINO IRREVOCABLE TRUST
TRUSTEE
since Nov 2023
General partner, trustee or managerIndividual
SALVINO, THOMAS, JOHN Control
Indirect owner via TRACY L. SALVINO 2023 LEGACY TRUST
TRUSTEE
since Nov 2023
General partner, trustee or managerIndividual
Salvino, Tracy Control
Indirect owner via THOMAS J. SALVINO 2023 LEGACY TRUST
TRUSTEE
since Nov 2023
General partner, trustee or managerIndividual
Ownership & leadership changes · 5 filings with changes since Dec 2, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Nov 27, 2023 filing
  • No longer listedSALVINO, THOMAS, JOHN · TRUSTEE · General partner, trustee or manager · indirect via THOMAS J. SALVINO 2023 LEGACY TRUST · control person · listed since Nov 2023
  • No longer listedSalvino, Tracy · TRUSTEE · General partner, trustee or manager · indirect via TRACY L. SALVINO 2023 LEGACY TRUST · control person · listed since Nov 2023
  • AddedSALVINO, THOMAS, JOHN · TRUSTEE · General partner, trustee or manager · indirect via TRACY L. SALVINO 2023 LEGACY TRUST · control person
  • AddedSalvino, Tracy · TRUSTEE · General partner, trustee or manager · indirect via THOMAS J. SALVINO 2023 LEGACY TRUST · control person
  • ChangedJOHN P SALVINO IRREVOCABLE TRUST · title JOHN P SALVINO IRREVOCABLE TRUST → MEMBER
  • ChangedTHOMAS J. SALVINO 2023 LEGACY TRUST · title THOMAS J. SALVINO 2023 LEGACY TRUST, → MEMBER
  • ChangedTRACY L. SALVINO 2023 LEGACY TRUST · title TRACY L. SALVINO 2023 LEGACY TRUST → MEMBER
Nov 21, 2023 filing
  • AddedJOHN P SALVINO IRREVOCABLE TRUST · JOHN P SALVINO IRREVOCABLE TRUST · 25–50% · control person
  • AddedSALVINO, JOHN, PAUL · TRUSTEE · General partner, trustee or manager · indirect via JOHN P SALVINO IRREVOCABLE TRUST · control person
  • AddedSALVINO, THOMAS, JOHN · TRUSTEE · General partner, trustee or manager · indirect via THOMAS J. SALVINO 2023 LEGACY TRUST · control person
  • AddedSalvino, Tracy · TRUSTEE · General partner, trustee or manager · indirect via TRACY L. SALVINO 2023 LEGACY TRUST · control person
  • AddedTHOMAS J. SALVINO 2023 LEGACY TRUST · THOMAS J. SALVINO 2023 LEGACY TRUST, · 25–50% · control person
  • AddedTRACY L. SALVINO 2023 LEGACY TRUST · TRACY L. SALVINO 2023 LEGACY TRUST · 25–50% · control person
  • ChangedSALVINO, JOHN, PAUL · ownership 25–50% → Less than 5%
  • ChangedSALVINO, THOMAS, JOHN · ownership 50–75% → Less than 5%
Mar 9, 2022 filing
  • ChangedGOUGH, RYAN, WILLIAM · title CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFER AND CHIEF COMPLIANCE OFFICER
Apr 7, 2021 filing
  • No longer listedLesser, Charles, Ronald · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2021
  • AddedGOUGH, RYAN, WILLIAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 27, 2021 filing
  • AddedSALVINO, JOHN, PAUL · PRESIDENT, CHIEF FINANCIAL OFFICER, WEALTH MANAGER, AND MANAGING MEMBER · 25–50% · control person
  • AddedSALVINO, THOMAS, JOHN · CHIEF EXECUTIVE OFFICER, WEALTH MANAGER, MANAGING MEMBER · 50–75% · control person
  • ChangedLesser, Charles, Ronald · title PRESIDENT AND CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER; ownership 75% or more → Less than 5%
Dec 2, 2020 filing (earliest on record)
  • ListedLesser, Charles, Ronald · PRESIDENT AND CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Performance Wealth Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $1.14B 28.26% 3,933,000 SH
2 VANGUARD INDEX FDS VUG 922908736 $656.5M 16.30% 7,621,304 SH
3 ALPHABET INC GOOG 02079K107 $288.1M 7.15% 815,271 SH
4 NVIDIA CORPORATION NVDA 67066G104 $285.2M 7.08% 1,425,507 SH
5 AMAZON COM INC AMZN 023135106 $239.6M 5.95% 1,005,472 SH
6 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $147.4M 3.66% 912,173 SH
7 GE VERNOVA INC GEV 36828A101 $144.8M 3.60% 123,244 SH
8 GOLDMAN SACHS GROUP INC GS 38141G104 $142.5M 3.54% 140,897 SH
9 MICROSOFT CORP MSFT 594918104 $118.0M 2.93% 316,280 SH
10 VANGUARD SPECIALIZED FUNDS VIG 921908844 $76.5M 1.90% 323,157 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $71.8M 1.78% 219,412 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $69.9M 1.74% 139,692 SH
13 BROADCOM INC AVGO 11135F101 $68.4M 1.70% 181,126 SH
14 COSTCO WHOLESALE CORPORATION COST 22160K105 $62.9M 1.56% 67,210 SH
15 VANECK ETF TRUST SMH 92189F676 $45.8M 1.14% 69,835 SH
16 ISHARES TR IWY 464289438 $26.1M 0.65% 89,705 SH
17 VANGUARD INDEX FDS VTV 922908744 $24.7M 0.61% 113,513 SH
18 VISA INC V 92826C839 $20.6M 0.51% 60,132 SH
19 VANGUARD INDEX FDS VB 922908751 $18.9M 0.47% 62,311 SH
20 VANGUARD WHITEHALL FDS VYM 921946406 $18.8M 0.47% 118,890 SH
21 WALMART INC WMT 931142103 $17.8M 0.44% 157,048 SH
22 ALPHABET INC GOOGL 02079K305 $14.8M 0.37% 41,510 SH
23 FIDELITY COVINGTON TRUST FDVV 316092840 $13.2M 0.33% 219,333 SH
24 VANGUARD INDEX FDS VBK 922908595 $12.3M 0.30% 33,537 SH
25 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $11.8M 0.29% 15,785 SH
26 TIDAL TRUST II AIPO 88636R479 $11.8M 0.29% 352,481 SH
27 ADVANCED MICRO DEVICES INC AMD 007903107 $10.3M 0.25% 17,670 SH
28 ABBVIE INC ABBV 00287Y109 $9.4M 0.23% 37,161 SH
29 GE AEROSPACE GE 369604301 $6.9M 0.17% 18,484 SH
30 META PLATFORMS INC META 30303M102 $6.8M 0.17% 12,137 SH
31 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $6.8M 0.17% 157,156 SH
32 PARKER-HANNIFIN CORP PH 701094104 $6.3M 0.16% 6,449 SH
33 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $6.3M 0.16% 77,411 SH
34 BANK OF AMER CORP BAC 060505104 $5.9M 0.15% 103,917 SH
35 TESLA INC TSLA 88160R101 $5.6M 0.14% 13,298 SH
36 ISHARES TR STIP 46429B747 $5.5M 0.14% 54,213 SH
37 ELI LILLY & CO LLY 532457108 $5.5M 0.14% 4,570 SH
38 ISHARES TR USMV 46429B697 $5.3M 0.13% 55,168 SH
39 CHEVRON CORPORATION CVX 166764100 $5.1M 0.13% 30,641 SH
40 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $5.0M 0.12% 83,189 SH
41 VANGUARD TAX-MANAGED FDS VEA 921943858 $4.7M 0.12% 66,175 SH
42 CATERPILLAR INC CAT 149123101 $4.6M 0.12% 4,362 SH
43 BLOOM ENERGY CORP BE 093712107 $4.5M 0.11% 14,861 SH
44 SELECT SECTOR SPDR TR XLE 81369Y506 $4.3M 0.11% 81,626 SH
45 CORNING INC GLW 219350105 $4.1M 0.10% 16,158 SH
46 SCHWAB STRATEGIC TR FNDE 808524730 $4.0M 0.10% 100,191 SH
47 APPLIED MATLS INC AMAT 038222105 $4.0M 0.10% 5,487 SH
48 VANGUARD INDEX FDS VOO 922908363 $3.9M 0.10% 5,649 SH
49 ISHARES TR SHY 464287457 $3.6M 0.09% 44,095 SH
50 INVESCO QQQ TR QQQ 46090E103 $3.5M 0.09% 4,785 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $4.03B 235 0001951757-26-001190
2026-03-31 2026-04-10 $3.45B 212 0001951757-26-000568
2025-12-31 2026-01-21 $3.69B 198 0001951757-26-000258
Filer Information
Address
36 E. HINSDALE AVE.
HINSDALE, IL 60521
Phone
(630) 686-5655
Filing Manager
Performance Wealth Partners, LLC
HINSDALE, IL
Signatory
Ryan Gough
Chief Compliance Officer