BJR

Brian Joseph Rellihan Portfolio

Invests via Wise Wealth Partners | Managed by Brian Joseph Rellihan

Invests via Wise Wealth Partners

Managed by Brian Joseph Rellihan

Automatically Tracked

Tracking: 0 Updated: Yesterday at 03:30 PM

Veteran investment executive with experience across private equity and corporate finance, focused on deal sourcing, portfolio management and operational value creation. Brian Joseph Rellihan has led middle-market transactions and strategic restructurings for growth-oriented firms, overseeing due diligence, capital structuring and board-level governance. He is known for prioritizing EBITDA improvement, margin expansion and alignment with LP return targets. Market-facing strengths include transaction execution, sponsor relationships and post-acquisition integration to drive cashflow and exit readiness.

Investment Philosophy & Strategy

Operates with a value-oriented, operationally focused private markets discipline emphasizing middle-market buyouts, restructurings and growth capital. Targets opportunities where active governance and hands-on portfolio management can accelerate EBITDA and margin expansion, pairing rigorous due diligence with conservative capital structure and exit-driven underwriting. Prefers sector-agnostic but cyclical and cash-generative businesses where operational fixes unlock cashflow; decision-making is execution-centric, sponsor-friendly and oriented to medium-term (3–7 year) value realization while protecting downside via covenant and liquidity controls.

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:

1.88%

Gain

Monthly

0.1%

Yearly

1.22%

Drawdown

28.49%

$80.56M

Equity

Holdings

$80.56M

Investment

$67.48M

$13.9M

Profit -$264,795.02

Realized

$817,337.67

Unrealized

$13.08M

Dividends

$1.54M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$264,795.02

Win %

80%

This Week

Compared To Last Week

Gain

-0.42%

Profit

-$343,315.21

Win %

80%

This Month

Compared to last month

Gain

-0.31%

Profit

-$251,736.07

Win %

80%

This Year

Compared to last year

Gain

9.07%

Profit

$6.7M

Win %

78%

Gainers
Losers

QQQD Direxion Daily Magnificent 7 Bear 1X Shares

+2.2%

+$64,484.2

LLY Eli Lilly and Company

+1.56%

+$13,793.8

XOM Exxon Mobil Corporation

+1.51%

+$5,253.17

CVX Chevron Corporation

+1.36%

+$7,734.5

CRWD CrowdStrike Holdings, Inc.

+1.28%

+$14,929.2

HON Honeywell International Inc.

+0.96%

+$2,005.08

GLD SPDR Gold Shares

+0.87%

+$45,175.36

BRK-B Berkshire Hathaway Inc.

+0.75%

+$5,702.01

UTES Virtus Reaves Utilities ETF

+0.65%

+$1,714.12

JPM JPMorgan Chase & Co.

+0.64%

+$5,313

MMM 3M Company

+0.59%

+$3,611.9

FDL First Trust Morningstar Dividend Leaders Index Fund

+0.54%

+$1,448.42

BAC Bank of America Corporation

+0.42%

+$1,519.7

AAPL Apple Inc.

+0.4%

+$2,109.34

VTV Vanguard Value ETF

+0.35%

+$10,586.36

GOVT iShares U.S. Treasury Bond ETF

+0.21%

+$1,316.59

AGG iShares Core U.S. Aggregate Bond ETF

+0.17%

+$8,316.99

BND Vanguard Total Bond Market Index Fund

+0.14%

+$979.65

CGCP Capital Group Core Plus Income ETF

+0.11%

+$1,453.95

SPYV SPDR Portfolio S&P 500 Value ETF

+0.06%

+$165.72

META Meta Platforms Inc Class A

-5.24%

-$23,140.41

AMD Advanced Micro Devices, Inc.

-2.9%

-$35,039.23

KO The Coca-Cola Company

-2.14%

-$4,833.92

GOOG Alphabet Inc

-2.02%

-$30,245.46

V Visa Inc. Class A

-1.81%

-$9,985.8

NVDA NVIDIA Corporation

-1.65%

-$19,131.48

MA Mastercard Incorporated

-1.58%

-$6,860.38

GLL ProShares UltraShort Gold

-1.55%

-$26,553.58

QQQ Invesco QQQ Trust, Series 1

-1.52%

-$24,756.48

IWF iShares Russell 1000 Growth ETF

-1.47%

-$8,867.88

AVGO Broadcom Inc.

-1.47%

-$14,618.97

QUAL iShares MSCI USA Quality Factor ETF

-1.11%

-$12,648.96

IXUS iShares Core International Stock ETF

-0.85%

-$4,407.48

IDMO Invesco S&P International Developed Momentum ETF

-0.79%

-$26,483.09

IWP iShares Russell Mid-Cap Growth ETF

-0.71%

-$6,086.78

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.7%

-$157,898.5

SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF

-0.68%

-$4,712

VTI VANGUARD TOTAL STOCK MKT ETF

-0.67%

-$5,927.2

IVLU iShares MSCI International Value Factor ETF

-0.6%

-$5,344.03

IEFA iShares Core MSCI EAFE ETF

-0.6%

-$4,628.98

VB Vanguard Small-Cap ETF

-0.52%

-$1,250.48

IWM iShares Russell 2000 ETF

-0.49%

-$3,448.08

CGMM Capital Group U.S. Small and Mid Cap ETF

-0.48%

-$9,251.8

AMZN Amazon.com Inc

-0.48%

-$4,192.37

IWR iShares Russell Mid-Cap ETF

-0.36%

-$2,468

RSP Invesco S&P 500 Equal Weight ETF

-0.25%

-$1,061.46

VYMI Vanguard International High Dividend Yield Index Fund

-0.16%

-$5,983.36

FDHY Fidelity Enhanced High Yield ETF

-0.1%

-$1,827.85

MUB iShares National Muni Bond ETF

-0.09%

-$372.87

VO Vanguard Mid-Cap ETF

-0.09%

-$231

CMF iShares California Muni Bond ETF

-0.06%

-$207.13

IWD iShares Russell 1000 Value ETF

-0.03%

-$338.73

SUB iShares Short-Term National Muni Bond ETF

-0.02%

-$74.85

Events

Dividends

Dividend Analysis

No Data

Trades 235	Longs Won 170/235 72%	Profit Factor 15.41
Profitability	Shorts Won 0/0 0%	Standard Deviation $205,616.6
Average Win $87,418.99	Best Trade (Jul 14) $2.37M	Sharpe Ratio -11.48
Average Loss -$14,840.68	Worst Trade (Jul 14) -$486,558.47	Z-Score 10.05 (100%)
Commissions $0	Avg. Trade Length 10m 4d	Expectancy $59,134.4

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	5,435	4,891	4,348	3,804	3,261	2,717	2,174	1,630	1,087	543