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:
25.18%
Gain +0.47%
Monthly
1.05%
Yearly
13.38%
Drawdown
14.87%
$142.33M
Equity
Holdings
$142.33M
Investment
$119.81M
$22.55M
Profit +$510,273.2
Realized
$30,358.28
Unrealized
$22.52M
Dividends
$4.12M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$510,273.2
Win %
66%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$245,935.56
Win %
66%
This Month
Compared to last month
Gain
1.16%
Profit
$1.64M
Win %
66%
This Year
Compared to last year
Gain
2.88%
Profit
$3.99M
Win %
65%
SHW The Sherwin-Williams Company
+3.67%
+$57,299.44 
V Visa Inc. Class A
+2.73%
+$11,240.46 
COF Capital One Financial Corporation
+2.72%
+$8,114.86 
WFC Wells Fargo & Company
+2.45%
+$5,579.64 
MA Mastercard Incorporated
+2.42%
+$12,078.54 
TFC Truist Financial Corporation
+2.14%
+$11,346.08 
WMT Walmart Inc.
+2.08%
+$7,298.72 
SMOT VanEck Morningstar SMID Moat ETF
+1.98%
+$15,931.88 
IBM International Business Machines Corporation
+1.87%
+$4,029.96 
LH Labcorp Holdings Inc.
+1.86%
+$86,702.07 
MOAT VanEck Morningstar Wide Moat Fund
+1.8%
+$45,162.32 
SCHD Schwab U.S. Dividend Equity ETF
+1.38%
+$17,384.03 
IAU iShares Gold Trust
+1.29%
+$3,783.99 
DFSV Dimensional US Small Cap Value ETF
+1.12%
+$3,536.85 
DFAT Dimensional US Targeted Value ETF
+1.09%
+$4,599 
MSFT Microsoft Corp.
+1.05%
+$97,522.86 
DFAR Dimensional US Real Estate ETF
+1%
+$16,850.12 
DFSI Dimensional International Sustainability Core 1 ETF
+0.95%
+$4,751.07 
DFAS Dimensional U.S. Small Cap ETF
+0.9%
+$54,268.38 
ABBV AbbVie Inc.
+0.86%
+$2,308.23 
DIHP Dimensional International High Profitability Portfolio
+0.81%
+$2,079.28 
VIG Vanguard Dividend Appreciation ETF
+0.77%
+$2,442.39 
GE General Electric Company
+0.74%
+$3,010.03 
PG Procter & Gamble Co
+0.73%
+$1,801.09 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.71%
+$2,441.25 
IDV iShares International Select Dividend ETF
+0.67%
+$3,315.76 
DFCF Dimensional Core Fixed Income ETF
+0.66%
+$73,084.62 
DFIV Dimensional International Value ETF
+0.66%
+$3,808.05 
DFIP Dimensional Inflation-Protected Securities ETF
+0.61%
+$1,393.92 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.6%
+$1,253.56 
BAC Bank of America Corporation
+0.58%
+$1,087.5 
DUHP Dimensional US High Profitability ETF
+0.58%
+$11,056.6 
DFLV Dimensional US Large Cap Value ETF
+0.56%
+$32,369.51 
DFAI Dimensional International Core Equity Market ETF
+0.53%
+$36,672.24 
GOOGL Alphabet Inc
+0.52%
+$5,121.48 
FPE First Trust Preferred Securities and Income ETF
+0.5%
+$1,732.72 
GS The Goldman Sachs Group, Inc.
+0.49%
+$1,039.66 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.49%
+$9,193.43 
DFIC Dimensional International Core Equity Market ETF
+0.48%
+$3,650.58 
DBND DoubleLine Opportunistic Bond ETF
+0.45%
+$915.52 
DFVX Dimensional US Large Cap Vector ETF
+0.41%
+$6,464.5 
DFGP Dimensional Global Core Fixed Income Fund
+0.38%
+$1,887.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$26,918.24 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$2,115.05 
DCOR Dimensional US Core Equity 1 ETF
+0.33%
+$1,834.25 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.3%
+$2,263 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$3,722.15 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.25%
+$4,204.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.22%
+$988.9 
DCRE DoubleLine Commercial Real Estate ETF
+0.22%
+$2,588.3 
DFAU Dimensional US Core Equity Market ETF
+0.12%
+$16,326.5 
BINC iShares Flexible Income Active ETF
+0.11%
+$243.54 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$1,763.6 
FTSL First Trust Senior Loan ETF
+0.07%
+$1,629.22 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$2,822.65 
DFUS Dimensional U.S. Equity Market ETF
+0.03%
+$454.12 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$58.66 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$238.3 
FTSM First Trust Enhanced Short Maturity Fund
+0.02%
+$142.04 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$395.28 
LRCX Lam Research Corporation
-4.91%
-$16,501.77 
GEV GE Vernova Inc.
-3.2%
-$10,247.61 
SOXX iShares Semiconductor ETF
-2.54%
-$10,876.78 
APH Amphenol Corporation
-2.5%
-$14,937.12 
AVGO Broadcom Inc.
-2.36%
-$5,262.95 
NVDA NVIDIA Corporation
-1.89%
-$48,260.42 
TSLA Tesla, Inc.
-1.8%
-$14,071.48 
XLK State Street Technology Select Sector SPDR ETF
-1.52%
-$3,543.8 
DFAE Dimensional Emerging Core Equity Market ETF
-1.24%
-$40,248.18 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.16%
-$16,858.8 
DFEV Dimensional Emerging Markets Value ETF
-1.03%
-$5,577.1 
BST BlackRock Science and Technology Trust
-0.76%
-$1,477.6 
QQQ Invesco QQQ Trust, Series 1
-0.7%
-$16,167.36 
AIQ Global X Artificial Intelligence & Technology ETF
-0.62%
-$2,982.25 
ASML ASML Holding N.V. New York Registry Shares
-0.46%
-$1,175.02 
DUK Duke Energy Corporation
-0.2%
-$919.68 
XLU Utilities Select Sector SPDR Fund
-0.19%
-$589.04 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.16%
-$8,815.32 
AMZN Amazon.com Inc
-0.16%
-$2,949.95 
AAPL Apple Inc.
-0.15%
-$9,671.81 
JNJ Johnson & Johnson
-0.05%
-$135.98 Events
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Dividends
Dividend Analysis
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| Trades 469 | Longs Won 307/469 65% | Profit Factor 12.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $240,542 |
| Average Win $79,753.67 | Best Trade (Oct 15) $3M | Sharpe Ratio -13.21 |
| Average Loss -$11,939.93 | Worst Trade (Oct 14) -$167,655.83 | Z-Score 5.67 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $48,081.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,344 | $4.84M | $6.62M | - | $1.78M | 36.74% | -0.146% |
| ABBV AbbVie Inc. | 946 | $198,105.68 | $270,480.32 | - | $72,374.64 | 36.53% | +0.861% |
| AIQ Global X Artificial Intelligence & Technology ETF | 7,550 | $291,732.34 | $479,764.75 | - | $188,032.41 | 64.45% | -0.618% |
| AMZN Amazon.com Inc | 7,195 | $1.58M | $1.83M | - | $246,633.83 | 15.62% | -0.161% |
| APH Amphenol Corporation | 7,216 | $230,518.7 | $581,753.92 | - | $351,235.22 | 152.37% | -2.503% |
| ASML ASML Holding N.V. New York Registry Shares | 154 | $204,425 | $252,924.98 | - | $48,499.98 | 23.73% | -0.462% |
| AVGO Broadcom Inc. | 643 | $242,917 | $217,375.79 | - | -$25,541.21 | -10.51% | -2.364% |
| BAC Bank of America Corporation | 3,625 | $206,581 | $187,376.25 | - | -$19,204.75 | -9.3% | +0.584% |
| BINC iShares Flexible Income Active ETF | 4,428 | $233,494.24 | $224,433.18 | - | -$9,061.06 | -3.88% | +0.109% |
| BRK-B Berkshire Hathaway Inc. | 2,567 | $1.18M | $1.35M | - | $176,848.83 | 15.01% | +0.275% |
| BST BlackRock Science and Technology Trust | 4,000 | $202,840 | $192,802.4 | - | -$10,037.6 | -4.95% | -0.761% |
| COF Capital One Financial Corporation | 1,534 | $326,526.63 | $306,247.76 | - | -$20,278.87 | -6.21% | +2.722% |
| DBND DoubleLine Opportunistic Bond ETF | 4,695 | $215,077.7 | $205,382.77 | - | -$9,694.93 | -4.51% | +0.448% |
| DCOR Dimensional US Core Equity 1 ETF | 6,670 | $483,824.61 | $559,779.75 | - | $75,955.14 | 15.7% | +0.329% |
| DCRE DoubleLine Commercial Real Estate ETF | 23,530 | $1.22M | $1.2M | - | -$25,790.23 | -2.11% | +0.217% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 168,239 | $5.96M | $7.58M | - | $1.62M | 27.12% | +0.356% |
| DFAE Dimensional Emerging Core Equity Market ETF | 84,733 | $2.23M | $3.19M | - | $964,794.2 | 43.28% | -1.244% |
| DFAI Dimensional International Core Equity Market ETF | 166,692 | $5.33M | $6.9M | - | $1.58M | 29.61% | +0.534% |
| DFAR Dimensional US Real Estate ETF | 68,776 | $1.61M | $1.69M | - | $81,804.62 | 5.07% | +1.004% |
| DFAS Dimensional U.S. Small Cap ETF | 78,084 | $5.14M | $6.09M | - | $947,045.66 | 18.43% | +0.9% |
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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 - $461,887.89, Dimensional Core Fixed Income ETF - $408,769.24, First Trust Senior Loan ETF - $265,354.43, Dimensional US Core Equity Market ETF - $254,882.05, and WisdomTree Floating Rate Treasury Fund - $235,222.87. 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 $4.12M earned over time. The largest contributors to dividend income include Janus Henderson Short Duration Income ETF - $461,564.96, Dimensional Core Fixed Income ETF - $408,769.24, First Trust Senior Loan ETF - $266,276.74, WisdomTree Floating Rate Treasury Fund - $235,120.34, and Dimensional International Core Equity Market ETF - $234,012.52. 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.
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