Performance Wealth Partners, Llc
- Regulatory AUM
- $4.1B
- Discretionary
- $4.1B
- Clients
- 953
- Avg AUM / client
- $4.3M
- Accounts
- 2,673
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Investments (13F portfolio — 212 positions, $3,446,648,215)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $996,027,192 | 3,924,612 | 28.9% | 24.3% |
| 2 | Vanguard Index Fds | GROWTH ETF | $556,637,993 | 1,274,384 | 16.2% | 13.6% |
| 3 | Nvidia Corporation | COM | $246,381,618 | 1,412,739 | 7.15% | 6.02% |
| 4 | Alphabet Inc | CAP STK CL C | $233,229,479 | 813,043 | 6.77% | 5.7% |
| 5 | Amazon Com Inc | COM | $208,933,382 | 1,003,185 | 6.06% | 5.11% |
| 6 | Microsoft Corp | COM | $168,463,448 | 455,098 | 4.89% | 4.12% |
| 7 | Goldman Sachs Group Inc | COM | $117,794,091 | 139,238 | 3.42% | 2.88% |
| 8 | Ge Vernova Inc | COM | $104,840,507 | 120,106 | 3.04% | 2.56% |
| 9 | Berkshire Hathaway Inc Del | CL B NEW | $84,296,072 | 175,910 | 2.45% | 2.06% |
| 10 | Vanguard Specialized Funds | DIV APP ETF | $68,257,688 | 317,389 | 1.98% | 1.67% |
| 11 | Costco Wholesale Corporation | COM | $67,166,769 | 67,407 | 1.95% | 1.64% |
| 12 | Jpmorgan Chase & Co | COM | $63,624,531 | 216,292 | 1.85% | 1.55% |
| 13 | Broadcom Inc | COM | $53,816,602 | 173,877 | 1.56% | 1.31% |
| 14 | Meta Platforms Inc | CL A | $43,879,870 | 76,696 | 1.27% | 1.07% |
| 15 | Invesco Exch Traded Fd Tr Ii | S&P 500 MOMNTM | $39,706,685 | 354,176 | 1.15% | 0.97% |
| 16 | Select Sector Spdr Tr | STATE STREET ENE | $33,374,516 | 544,801 | 0.97% | 0.82% |
| 17 | Vanguard Whitehall Fds | HIGH DIV YLD | $20,196,696 | 136,372 | 0.59% | 0.49% |
| 18 | Ishares Tr | RUS TP200 GR ETF | $19,475,098 | 78,264 | 0.57% | 0.48% |
| 19 | Walmart Inc | COM | $17,978,272 | 144,659 | 0.52% | 0.44% |
| 20 | Visa Inc | COM CL A | $17,799,033 | 58,890 | 0.52% | 0.43% |
| 21 | Vanguard Index Fds | VALUE ETF | $16,582,423 | 84,518 | 0.48% | 0.41% |
| 22 | Vanguard Index Fds | SMALL CP ETF | $14,001,950 | 53,459 | 0.41% | 0.34% |
| 23 | Alphabet Inc | CAP STK CL A | $11,787,943 | 40,993 | 0.34% | 0.29% |
| 24 | Vanguard Index Fds | SML CP GRW ETF | $10,518,995 | 34,802 | 0.31% | 0.26% |
| 25 | State Str Spdr S&P 500 Etf T | TR UNIT | $10,397,900 | 15,988 | 0.3% | 0.25% |
Top 25 of 212 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 440 | $133M | 3.25% |
| High net worth individuals | 485 | $3.1B | 75.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.2M | 0.03% |
| Charitable organizations | Fewer than 5 clients | $162M | 3.96% |
| Corporations and other businesses | 28 | $719M | 17.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Home Run Inn, Inc. 401(k) Profit Sharing Plan Home Run Inn, Inc. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Paul Salvino | President, Chief Financial Officer, Wealth Manager, And Managing Member | CFP | Jan 2021 (6y) | Less than 5% |
| Thomas John Salvino | Chief Executive Officer, Wealth Manager, Managing Member | CFP | Jan 2021 (6y) | Less than 5% |
| Ryan William Gough | Chief Operating Offer And Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Salvino, Tracy | Trustee | Nov 2023 (3y) | GP / trustee / elected manager of Thomas J. Salvino 2023 Legacy Trust (indirect) | |
| Charles Ronald Lesser | Registered representative | CFP | Jan 2021 (6y) | |
| Anes Kadiric | Registered representative | CFP | Jan 2021 (6y) | |
| Ivana Vukanic | Registered representative | CFP | Nov 2021 (5y) | |
| Michael James O'brien | Registered representative | Jun 2024 (2y) | ||
| Grace Lynn Salvino | Registered representative | Dec 2024 (2y) | ||
| Wojciech Wojcik | Registered representative | Jan 2025 (2y) | ||
| Sara Lynn Salvino | Registered representative | Aug 2025 (1y) | ||
| Joseph John Burrello | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tracy L. Salvino 2023 Legacy Trust | Member | Nov 2023 | A | 25% – 50% |
| Thomas J. Salvino 2023 Legacy Trust | Member | Nov 2023 | A | 25% – 50% |
| John P Salvino Irrevocable Trust | Member | Nov 2023 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Home Run Inn, Inc. 401(k) Profit Sharing Plan | Home Run Inn, Inc. | 335 | $12.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $4.1B (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗