TGL
Tommy Glynn Lewis Portfolio
Invests via First Financial Group Corp | Managed by Tommy Glynn Lewis
Invests via First Financial Group Corp
Managed by Tommy Glynn Lewis
Automatically Tracked
Investor and startup operator focused on fintech and consumer internet, Tommy Glynn Lewis brings founder-level operating experience to early-stage venture and strategic advisory roles. Prior roles include startup leadership, product and go-to-market responsibilities, and board/advisor positions supporting capital formation and scaling. Market-facing strengths include growth strategy, fundraising readiness, and cross-functional execution. Engages with seed and Series A rounds, often advising on unit economics, customer acquisition, and investor communications.
Investor and startup operator focused on fintech and consumer internet, Tommy Glynn Lewis brings founder-level operating experience to early-stage venture and strategic advisory roles. Prior roles include startup leadership, product and go-to-market responsibilities, and board/advisor positions supporting capital formation and scaling. Market-facing strengths include growth strategy, fundraising readiness, and cross-functional execution. Engages with seed and Series A rounds, often advising on unit economics, customer acquisition, and investor communications.
Investment Philosophy & Strategy
Combines founder-operator instincts with an investor’s focus on early-stage fintech and consumer internet opportunities. Prioritizes capital-efficient paths to product-market fit, unit-economics improvement and scalable customer acquisition. Deploys seed and Series A capital alongside active advisory or board roles, emphasizing GTM execution, fundraising readiness and measurable KPIs (CAC, LTV, retention). Investment horizon targets rapid validation and disciplined follow-on reserve allocation; decision-making is hands-on, metrics-driven and founder-aligned.
Combines founder-operator instincts with an investor’s focus on early-stage fintech and consumer internet opportunities. Prioritizes capital-efficient paths to product-market fit, unit-economics improvement and scalable customer acquisition. Deploys seed and Series A capital alongside active advisory or board roles, emphasizing GTM execution, fundraising readiness and measurable KPIs (CAC, LTV, retention). Investment horizon targets rapid validation and disciplined follow-on reserve allocation; decision-making is hands-on, metrics-driven and founder-aligned.
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:
26.5%
Gain +1.22%
Monthly
1.18%
Yearly
15.16%
Drawdown
14.87%
$143.54M
Equity
Holdings
$143.54M
Investment
$119.81M
$23.77M
Profit +$1.34M
Realized
$30,358.28
Unrealized
$23.74M
Dividends
$3.57M
Goals
Avg. 87.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.22%
Profit
$1.34M
Win %
70%
This Week
Compared To Last Week
Gain
0.94%
Profit
$1.34M
Win %
70%
This Month
Compared to last month
Gain
2.57%
Profit
$3.59M
Win %
70%
This Year
Compared to last year
Gain
3.76%
Profit
$5.2M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$259,595.53 
GOOGL Alphabet Inc
+6.73%
+$63,230.58 
MSFT Microsoft Corp.
+3.02%
+$235,925.47 
NVDA NVIDIA Corporation
+2.93%
+$65,767.86 
DFVX Dimensional US Large Cap Vector ETF
+1.45%
+$22,164 
GE General Electric Company
+1.42%
+$6,669.78 
BST BlackRock Science and Technology Trust
+1.29%
+$2,360 
WFC Wells Fargo & Company
+1.19%
+$2,874.36 
IBM International Business Machines Corporation
+0.86%
+$1,806.84 
GEV GE Vernova Inc.
+0.85%
+$2,825.4 
TSLA Tesla, Inc.
+0.76%
+$5,012.6 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$10,172.42 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$14,043.72 
APH Amphenol Corporation
+0.55%
+$1,587.5 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$70,329.56 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$14,404.61 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$5,994.24 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$2,134.4 
AVGO Broadcom Inc.
+0.37%
+$925.92 
PG Procter & Gamble Co
+0.37%
+$833.69 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,774.62 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$26,918.24 
BAC Bank of America Corporation
+0.36%
+$797.5 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$1,510 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$18,295.81 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$5,530.13 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.22%
+$813.75 
JNJ Johnson & Johnson
+0.21%
+$554.38 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,135.63 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,243.1 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$407.7 
FTSL First Trust Senior Loan ETF
+0.11%
+$2,706.35 
WMT Walmart Inc.
+0.09%
+$301.61 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$389.1 
SOXX iShares Semiconductor ETF
+0.07%
+$296.65 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$790.56 
DCRE DoubleLine Commercial Real Estate ETF
+0.01%
+$117.65 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$474,314.88 
ABBV AbbVie Inc.
-2.51%
-$6,120.62 
LH Labcorp Holdings Inc.
-2.01%
-$92,784.99 
LRCX Lam Research Corporation
-1.58%
-$5,508.41 
IAU iShares Gold Trust
-1.46%
-$4,297.39 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,455.75 
SHW The Sherwin-Williams Company
-1.16%
-$19,179.88 
SMOT VanEck Morningstar SMID Moat ETF
-1.03%
-$8,594.83 
MA Mastercard Incorporated
-0.74%
-$3,523.25 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,282.53 
DUK Duke Energy Corporation
-0.67%
-$3,218.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,998.57 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$45,007.17 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$1,663.42 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,548.72 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$3,130.12 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$4,461.82 
COF Capital One Financial Corporation
-0.54%
-$1,733.43 
DFAR Dimensional US Real Estate ETF
-0.52%
-$9,628.64 
DFIV Dimensional International Value ETF
-0.47%
-$2,816.91 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,184.59 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$1,811.71 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$19,758.55 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$4,051.1 
TFC Truist Financial Corporation
-0.33%
-$1,978.27 
DBND DoubleLine Opportunistic Bond ETF
-0.31%
-$657.3 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$2,556.72 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$33,094.92 
DUHP Dimensional US High Profitability ETF
-0.27%
-$4,964.19 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$11,753.76 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$464.35 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$1,649.8 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$10,931.84 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$3,139.22 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$693 
IDV iShares International Select Dividend ETF
-0.14%
-$710.52 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$261.36 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$169.4 
BINC iShares Flexible Income Active ETF
-0.08%
-$177.12 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.06%
-$1,051.05 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$881.8 
V Visa Inc. Class A
-0.04%
-$147.13 Events
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Dividends
Dividend Analysis
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| Trades 469 | Longs Won 318/469 67% | Profit Factor 17.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $235,801.07 |
| Average Win $79,199.38 | Best Trade (Aug 14) $3.22M | Sharpe Ratio -14.16 |
| Average Loss -$9,404.01 | Worst Trade (Aug 02) -$183,499.75 | Z-Score 8.97 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $50,672.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,344 | $4.84M | $5.98M | - | $1.13M | 23.34% | -7.354% |
| ABBV AbbVie Inc. | 946 | $198,105.68 | $237,389.24 | - | $39,283.56 | 19.83% | -2.513% |
| AIQ Global X Artificial Intelligence & Technology ETF | 7,550 | $291,732.34 | $444,619.5 | - | $152,887.16 | 52.41% | +0.341% |
| AMZN Amazon.com Inc | 7,195 | $1.58M | $1.95M | - | $375,496.21 | 23.79% | +15.321% |
| APH Amphenol Corporation | 3,608 | $230,515.1 | $289,902.8 | - | $59,387.7 | 25.76% | +0.551% |
| ASML ASML Holding N.V. New York Registry Shares | 154 | $204,425 | $250,866 | - | $46,441 | 22.72% | -1.359% |
| AVGO Broadcom Inc. | 643 | $242,917 | $250,307.04 | - | $7,390.04 | 3.04% | +0.371% |
| BAC Bank of America Corporation | 3,625 | $206,581 | $224,568.75 | - | $17,987.75 | 8.71% | +0.356% |
| BINC iShares Flexible Income Active ETF | 4,428 | $233,494.24 | $230,211.72 | - | -$3,282.52 | -1.41% | -0.077% |
| BRK-B Berkshire Hathaway Inc. | 2,567 | $1.18M | $1.31M | - | $135,109.41 | 11.47% | +0.365% |
| BST BlackRock Science and Technology Trust | 4,000 | $202,840 | $185,040 | - | -$17,800 | -8.78% | +1.292% |
| COF Capital One Financial Corporation | 1,534 | $326,526.63 | $320,621.33 | - | -$5,905.3 | -1.81% | -0.538% |
| DBND DoubleLine Opportunistic Bond ETF | 4,695 | $215,077.7 | $210,852.45 | - | -$4,225.25 | -1.96% | -0.311% |
| DCOR Dimensional US Core Equity 1 ETF | 6,670 | $483,824.61 | $550,341.7 | - | $66,517.09 | 13.75% | +0.389% |
| DCRE DoubleLine Commercial Real Estate ETF | 23,530 | $1.22M | $1.22M | - | -$7,083.88 | -0.58% | +0.01% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 168,239 | $5.96M | $7.48M | - | $1.52M | 25.55% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 84,733 | $2.23M | $3.18M | - | $949,965.93 | 42.61% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 166,692 | $5.33M | $7.02M | - | $1.69M | 31.77% | -0.637% |
| DFAR Dimensional US Real Estate ETF | 68,776 | $1.61M | $1.84M | - | $229,329.14 | 14.22% | -0.52% |
| DFAS Dimensional U.S. Small Cap ETF | 78,084 | $5.14M | $6.33M | - | $1.19M | 23.1% | -0.172% |
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FAQ
Which stocks have generated the highest profits for Tommy Glynn Lewis?
The largest contributions to the portfolio's profits come from the following stocks: Janus Henderson Short Duration Income ETF - $418,834.57, Dimensional Core Fixed Income ETF - $323,169.23, First Trust Senior Loan ETF - $253,175.85, Dimensional US Core Equity Market ETF - $224,238.46, and WisdomTree Floating Rate Treasury Fund - $210,035.63. 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: Fortrea Holdings Inc - $162,060, Tesla, Inc - $98,237.6, Franklin Bitcoin ETF - $80,840.08, Apple Inc - $61,449.79, and Salesforce Inc - $59,703.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tommy Glynn Lewis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.57M earned over time. The largest contributors to dividend income include Janus Henderson Short Duration Income ETF - $418,511.64, Dimensional Core Fixed Income ETF - $323,169.23, First Trust Senior Loan ETF - $254,098.16, WisdomTree Floating Rate Treasury Fund - $209,933.1, and Dimensional International Core Equity Market ETF - $203,336.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tommy Glynn Lewis's monthly returns?
Tommy Glynn Lewis's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Tommy Glynn Lewis's strategy be considered aggressive or moderate?
Tommy Glynn Lewis'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 Tommy Glynn Lewis's strategy?
Tommy Glynn Lewis'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.
