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Performance Wealth Partners, LLC
Thomas J. Salvino · Investment Advisor · Multi-Strategy
Performance Wealth Partners, LLC is an independent, multi-generational wealth management firm and Registered Investment Advisor based in Hinsdale, Illinois. Launched in 2021 by the Salvino Wealth Management Team following their departure from William Blair, the firm serves high-net-worth individuals, families, and foundations with a focus on transparency and fiduciary responsibility. Performance Wealth provides a comprehensive suite of services, including financial planning, retirement strategy, and in-house investment management. By handling research and portfolio construction internally rather than outsourcing, the firm aims to minimize costs and improve tax efficiency for its clients. The practice is built on over 100 years of combined experience among the Salvino family, emphasizing a legacy of integrity and results-oriented advice across several major US locations including Naples, Florida and San Diego, California.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.1% |
| YTD return | +16.9% |
| Sharpe ratio | 2.63 |
| Win rate | 55% |
| AUM | $2.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://performancewealth.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 41.5% | +30.6% |
| NVDA | NVIDIA Corporation | 11.1% | +19.0% |
| GOOGL | Alphabet Inc Class A | 10.2% | +34.0% |
| AMZN | Amazon.com Inc | 9.2% | +14.3% |
| MSFT | Microsoft Corporation | 5.4% | +2.1% |
| GS | Goldman Sachs Group Inc | 5.0% | +18.4% |
| GEV | GE Vernova LLC | 4.5% | +24.3% |
| JPM | JPMorgan Chase & Co | 2.8% | +13.0% |
| BRK-A | Berkshire Hathaway Inc | 2.5% | +1.0% |
| AVGO | Broadcom Inc | 2.5% | +4.0% |
| COST | Costco Wholesale Corp | 2.2% | -3.2% |
| V | Visa Inc. Class A | 0.8% | +7.2% |
| WMT | Walmart Inc. Common Stock | 0.6% | -1.5% |
| ABBV | AbbVie Inc | 0.3% | +9.3% |
| AMD | Advanced Micro Devices Inc | 0.3% | +110.4% |
| META | Meta Platforms Inc. | 0.2% | +6.0% |
| PH | Parker-Hannifin Corporation | 0.2% | -1.4% |
| BAC | Bank of America Corp | 0.2% | -1.3% |
| GE | GE Aerospace | 0.2% | -4.2% |
| CVX | Chevron Corp | 0.2% | +1.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | AMD | 0.3% → 0.3% |
| Aug 17, 2026 | BUY | PH | 0.2% → 0.2% |
| Aug 17, 2026 | SELL | MSFT | 7.2% → 5.4% |
| Aug 17, 2026 | SELL | META | 1.4% → 0.2% |
| Aug 17, 2026 | BUY | NVDA | 9.5% → 11.1% |
Investment Style Analysis
Performance Wealth Partners, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $2.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Performance Wealth Partners, LLC made a significant move by reducing the position in AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on a data-driven, analytical approach summarized by the phrase "math has no opinion." They focus on in-house research to identify companies characterized by accelerating revenue and earnings growth, specifically targeting sectors driven by innovation and disruptive technologies such as artificial intelligence, robotics, and biotechnology. Performance Wealth Partners prioritizes capital preservation and long-term wealth enhancement through disciplined asset allocation and the selection of high-quality liquid securities. Their strategy emphasizes transparency and the alignment of interests, ensuring portfolios are customized to meet individual client risk profiles while maintaining a rigorous, research-based decision-making process.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Performance Wealth Partners, LLC.
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Frequently asked questions
How is the simulated portfolio for Performance Wealth Partners, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Performance Wealth Partners, LLC's largest holding?
As of the latest filing, Performance Wealth Partners, LLC's top position is Apple Inc (AAPL), representing 41.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Performance Wealth Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +23.1% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 2.63, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Performance Wealth Partners, LLC primarily invest in?
Performance Wealth Partners, LLC has a strong preference for the Consumer Electronics sector, which makes up 41.5% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Performance Wealth Partners, LLC's portfolio concentrated or diversified?
Performance Wealth Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 62.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Performance Wealth Partners, LLC performed in 2026?
Our AI-simulated model portfolio for Performance Wealth Partners, LLC tracks a Year-to-Date (YTD) return of +16.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Thomas J. Salvino manage Performance Wealth Partners, LLC directly?
Yes, Thomas J. Salvino serves as the key portfolio manager for Performance Wealth Partners, LLC, overseeing the investment strategy and final capital allocation decisions.