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
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.
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.
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:
26.54%
Gain -0.03%
Monthly
1.1%
Yearly
14.04%
Drawdown
12.32%
$55.35M
Equity
Holdings
$55.35M
Investment
$50.84M
$11.83M
Profit -$20,557.1
Realized
$7.32M
Unrealized
$4.51M
Dividends
$1.83M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$20,557.1
Win %
77%
This Week
Compared To Last Week
Gain
0.28%
Profit
$156,976.37
Win %
77%
This Month
Compared to last month
Gain
1.41%
Profit
$767,114.64
Win %
77%
This Year
Compared to last year
Gain
0.88%
Profit
$404,074.21
Win %
75%
KO The Coca-Cola Company
+1.81%
+$4,435.52 
JPM JPMorgan Chase & Co.
+1.81%
+$14,659.05 
CVX Chevron Corporation
+1.43%
+$9,718.62 
QQQD Direxion Daily Magnificent 7 Bear 1X Shares
+1.2%
+$24,313.24 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.03%
+$2,791.51 
XOM Exxon Mobil Corporation
+0.98%
+$4,088.46 
AAPL Apple Inc.
+0.82%
+$1,889.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$16,292.54 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,372.73 
V Visa Inc. Class A
+0.68%
+$4,379.4 
SCHY Schwab International Dividend Equity ETF
+0.57%
+$7,589.62 
SPDN Direxion Daily S&P 500 Bear 1X Shares
+0.48%
+$11,959 
IVLU iShares MSCI International Value Factor ETF
+0.43%
+$5,771.07 
VYMI Vanguard International High Dividend Yield Index Fund
+0.4%
+$1,388.67 
VTV Vanguard Value ETF
+0.29%
+$6,528.6 
MA Mastercard Incorporated
+0.18%
+$891.56 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$189.44 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$1,042.24 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.06%
+$962.68 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$864.78 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$322.13 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$4,475.52 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$3,339.63 
VB Vanguard Small-Cap ETF
-0.93%
-$2,634.44 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.8%
-$14,759 
IWR iShares Russell Mid-Cap ETF
-0.75%
-$5,059.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.68%
-$5,546.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.61%
-$4,296.82 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$89,258.22 
QUAL iShares MSCI USA Quality Factor ETF
-0.5%
-$2,982 
VO Vanguard Mid-Cap ETF
-0.44%
-$1,409.35 
MMM 3M Company
-0.43%
-$2,680.41 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$1,830.6 
GLD SPDR Gold Shares
-0.17%
-$2,415.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.16%
-$4,172.72 
IXUS iShares Core International Stock ETF
-0.15%
-$311.5 
FBND Fidelity Total Bond ETF
-0.01%
-$260.19 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$15.16 Events
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Dividends
Dividend Analysis
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| Trades 298 | Longs Won 209/298 70% | Profit Factor 7.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $169,250.51 |
| Average Win $64,703.08 | Best Trade (Oct 15) $2.26M | Sharpe Ratio -9.34 |
| Average Loss -$19,036.71 | Worst Trade (Oct 15) -$576,568.06 | Z-Score 1.48 (86.05%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $39,693.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,907 | 2,616 | 2,326 | 2,035 | 1,744 | 1,453 | 1,163 | 872 | 581 | 291 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 670 | $223,239 | $231,029.4 | - | $7,790.4 | 3.49% | +0.825% |
| AGG iShares Core U.S. Aggregate Bond ETF | 32,213 | $3.2M | $3.07M | - | -$129,620.13 | -4.05% | +0.01% |
| BRK-B Berkshire Hathaway Inc. | 1,474 | $705,925.97 | $780,225.05 | - | $74,299.08 | 10.53% | +0.693% |
| CGMM Capital Group U.S. Small and Mid Cap ETF | 59,036 | $1.61M | $1.84M | - | $227,748.42 | 14.17% | -0.798% |
| CVX Chevron Corporation | 3,105 | $445,808.31 | $690,707.25 | - | $244,898.94 | 54.93% | +1.427% |
| FBND Fidelity Total Bond ETF | 52,039 | $2.37M | $2.28M | - | -$86,644.91 | -3.66% | -0.011% |
| FDL First Trust Morningstar Dividend Leaders Index Fund | 5,267 | $212,049 | $272,461.91 | - | $60,412.91 | 28.49% | +1.035% |
| GLD SPDR Gold Shares | 3,716 | $1.36M | $1.42M | - | $60,650.4 | 4.46% | -0.17% |
| IVLU iShares MSCI International Value Factor ETF | 31,195 | $1.04M | $1.33M | - | $291,404.67 | 28.02% | +0.435% |
| IWF iShares Russell 1000 Growth ETF | 1,953 | $194,543.63 | $239,301.09 | - | $44,757.46 | 23.01% | -1.376% |
| IWR iShares Russell Mid-Cap ETF | 6,170 | $555,027.93 | $670,987.5 | - | $115,959.57 | 20.89% | -0.748% |
| IXUS iShares Core International Stock ETF | 2,225 | $188,318.72 | $208,593.75 | - | $20,275.03 | 10.77% | -0.149% |
| JAAA Janus Henderson AAA CLO ETF | 57,652 | $2.91M | $2.92M | - | $6,630.42 | 0.23% | +0.03% |
| JPM JPMorgan Chase & Co. | 2,415 | $636,983.18 | $824,964 | - | $187,980.82 | 29.51% | +1.809% |
| KO The Coca-Cola Company | 2,656 | $201,980 | $248,787.52 | - | $46,807.52 | 23.17% | +1.815% |
| MA Mastercard Incorporated | 789 | $439,705.33 | $487,168.05 | - | $47,462.72 | 10.79% | +0.183% |
| MMM 3M Company | 3,802 | $526,241.47 | $625,904.25 | - | $99,662.78 | 18.94% | -0.426% |
| QQQ Invesco QQQ Trust, Series 1 | 378 | $223,071.76 | $270,708.48 | - | $47,636.72 | 21.35% | -1.626% |
| QQQD Direxion Daily Magnificent 7 Bear 1X Shares | 173,666 | $2.56M | $2.05M | - | -$508,838.32 | -19.88% | +1.2% |
| QUAL iShares MSCI USA Quality Factor ETF | 2,616 | $463,939.28 | $590,117.52 | - | $126,178.24 | 27.2% | -0.503% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Brian Joseph Rellihan?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 ETF - $1.86M, SPDR Gold Shares - $1.54M, Vanguard International High Dividend Yield Index Fund - $883,254.19, Alphabet Inc - $714,489.51, and ProShares UltraShort Gold - $424,859.83. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: The Trade Desk, Inc. Class A - $132,340.96, Invesco S&P MidCap Quality ETF - $73,108.58, Honeywell Aerospace Inc - $61,085.72, Direxion Daily Magnificent 7 Bear 1X Shares - $55,900.48, and Amazon.com Inc - $39,696.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Joseph Rellihan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.83M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $225,118.18, Vanguard International High Dividend Yield Index Fund - $149,103.93, State Street SPDR Portfolio S&P 500 ETF - $147,867.03, iShares U.S. Treasury Bond ETF - $123,471.29, and Invesco S&P International Developed Momentum ETF - $108,649.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Joseph Rellihan's monthly returns?
Brian Joseph Rellihan's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brian Joseph Rellihan's strategy be considered aggressive or moderate?
Brian Joseph Rellihan's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brian Joseph Rellihan's strategy?
Brian Joseph Rellihan's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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