Steve Solano Portfolio

Invests via Global Wealth Management LLC | Managed by Steve Solano

Invests via Global Wealth Management LLC

Managed by Steve Solano

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 07:45 PM

Deploys growth and crossover capital into software and healthcare services across North America, emphasizing revenue-driven scale-ups and board-level governance. Steve Solano combines prior operating roles and buy-side experience to source deals, structure minority and majority investments, and guide exits via strategic sales or IPOs. Holds an MBA and has worked with corporate development teams and private capital sponsors, providing operational playbooks and investor reporting frameworks that appeal to institutional LPs.

Investment Philosophy & Strategy

Focuses on growth and crossover capital for software and healthcare services, prioritizing revenue-driven scale-ups in North America. Investment decisions emphasize strong commercial traction, unit-economics discipline, and governance readiness for board-level oversight. Capital is allocated across minority and control structures to balance upside capture with operational influence; time horizon is typically medium-to-long, targeting strategic sales or IPO exits. Due diligence centers on go-to-market metrics, recurring revenue durability, and regulatory resilience. Offers an operator-investor approach—deploying playbooks for commercial scaling, KPI-driven reporting, and active portfolio governance to de-risk expansion and align with institutional LP return expectations.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

1.82%

Gain

Monthly

0.08%

Yearly

1.01%

Drawdown

16.55%

$196.42M

Equity

Holdings

$196.42M

Investment

$169.66M

$29.45M

Profit -$444,422.58

Realized

$2.69M

Unrealized

$26.76M

Dividends

$6.66M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$444,422.58

Win %

77%

This Week

Compared To Last Week

Gain

-0.28%

Profit

-$556,947.61

Win %

77%

This Month

Compared to last month

Gain

-0.04%

Profit

-$76,874.96

Win %

77%

This Year

Compared to last year

Gain

7.08%

Profit

$12.98M

Win %

79%

Gainers
Losers

AMGN Amgen Inc.

+3.36%

+$10,217.72

WMT Walmart Inc.

+2.12%

+$5,738.39

SCHD Schwab U.S. Dividend Equity ETF

+1.99%

+$397,705.52

SDY SPDR S&P Dividend ETF

+1.88%

+$4,218.9

AAPL Apple Inc.

+1.46%

+$12,472.3

MSFT Microsoft Corp.

+1.15%

+$8,789.46

JNJ Johnson & Johnson

+1.12%

+$22,289.76

XOM Exxon Mobil Corporation

+1.02%

+$2,025.66

VDE Vanguard Energy ETF

+0.83%

+$5,092.57

RSP Invesco S&P 500 Equal Weight ETF

+0.74%

+$42,475.14

IWD iShares Russell 1000 Value ETF

+0.64%

+$11,037.94

IJR iShares Core S&P Small-Cap ETF

+0.49%

+$52,895.71

VIG Vanguard Dividend Appreciation ETF

+0.47%

+$56,881.01

IJH iShares Core S&P Mid-Cap ETF

+0.16%

+$11,907.48

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund

+0.01%

+$523.52

AMD Advanced Micro Devices, Inc.

-6.07%

-$32,611.95

AVGO Broadcom Inc.

-5.52%

-$16,335

SIL Global X Silver Miners UCITS ETF USD Accumulating

-4.71%

-$9,816.69

GOOG Alphabet Inc

-4.7%

-$17,880.07

XME SPDR S&P Metals & Mining ETF

-4.4%

-$26,055.06

SIVR abrdn Physical Silver Shares ETF

-3.95%

-$167,178.97

SLV iShares Silver Trust

-3.93%

-$9,323.4

NVDA NVIDIA Corporation

-2.98%

-$11,690.96

VGT Vanguard Information Technology ETF

-2.35%

-$80,840.96

GLD SPDR Gold Shares

-2.07%

-$13,060.74

IAU iShares Gold Trust

-2.02%

-$83,377.47

QQQ Invesco QQQ Trust, Series 1

-1.98%

-$110,234.6

AMZN Amazon.com Inc

-1.85%

-$20,510.25

VUG Vanguard Growth ETF

-1.74%

-$7,298.1

VOX Vanguard Communication Services ETF

-1.72%

-$3,919.5

OIH VanEck Oil Services ETF

-1.43%

-$3,978.5

IEZ iShares U.S. Oil Equipment & Services ETF

-1.39%

-$5,395.62

IBIT iShares Bitcoin Trust

-1.32%

-$8,447.65

VXUS Vanguard Total International Stock Index Fund Investor Shares

-1.29%

-$4,290.21

VEU Vanguard FTSE All-World ex-US ETF

-1.27%

-$41,031.54

OEF iShares S&P 100 ETF

-1.05%

-$3,494.78

IVV iShares Core S&P 500 ETF

-0.83%

-$147,647.25

SCHB Schwab U.S. Broad Market ETF

-0.81%

-$192,172.19

VTI VANGUARD TOTAL STOCK MKT ETF

-0.78%

-$64,283.8

IWB iShares Russell 1000 ETF

-0.75%

-$5,772.2

FMUN Fidelity System Municipal Bond ETF

-0.32%

-$941.44

VCRM Vanguard Core Tax-Exempt Bond Fund

-0.14%

-$430.65

JMST JPMorgan Ultra-Short Municipal Income Fund

-0.01%

-$2,613.54

VUSB Vanguard Ultra-Short Bond ETF

-0.01%

-$2,201.25

Events

Dividends

Dividend Analysis

No Data

Trades 206	Longs Won 149/206 72%	Profit Factor 16.93
Profitability	Shorts Won 0/0 0%	Standard Deviation $581,190.72
Average Win $210,056.93	Best Trade (Jul 10) $5.65M	Sharpe Ratio -192.9
Average Loss -$32,438.62	Worst Trade (Jul 16) -$722,432.69	Z-Score 7.69 (100%)
Commissions $0	Avg. Trade Length 1y 1d	Expectancy $142,958.65

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%
Consecutive Losing Trades	6,061	5,455	4,848	4,242	3,636	3,030	2,424	1,818	1,212	606