BRADLEY LEWIS Portfolio
Invests via HRC WEALTH MANAGEMENT, LLC | Managed by Bradley Lewis, Cade Konen
Invests via HRC WEALTH MANAGEMENT, LLC
Managed by Bradley Lewis, Cade Konen
Automatically Tracked
BRADLEY LEWIS Profile
Veteran private-equity and growth investor focused on technology and industrials, with experience leading sourcing, transactions and portfolio operations for middle-market buyouts and growth capital deals. Bradley Lewis combines operating oversight, board-level governance and capital markets engagement to drive revenue expansion and operational improvements across enterprise software, fintech and asset-heavy sectors. Known for hands-on portfolio management, interim CEO placements and exit preparation, he is regularly involved in fundraising, LP relations and strategic M&A execution that align operational KPIs with value creation timelines.
Veteran private-equity and growth investor focused on technology and industrials, with experience leading sourcing, transactions and portfolio operations for middle-market buyouts and growth capital deals. Bradley Lewis combines operating oversight, board-level governance and capital markets engagement to drive revenue expansion and operational improvements across enterprise software, fintech and asset-heavy sectors. Known for hands-on portfolio management, interim CEO placements and exit preparation, he is regularly involved in fundraising, LP relations and strategic M&A execution that align operational KPIs with value creation timelines.
Investment Philosophy & Strategy
Veteran private-equity and growth investor who prioritizes active, value-oriented capital deployment into technology and industrial sectors. Focuses on middle-market buyouts and growth capital where operational blueprint and board governance accelerate revenue and margin expansion. Emphasizes rigorous due diligence on product-market fit, unit economics and asset efficiency; employs hands-on portfolio management, interim operating leadership and KPI-driven remediation to shorten time-to-exit. Balances growth initiatives with disciplined capital structure and staged liquidity planning.
Veteran private-equity and growth investor who prioritizes active, value-oriented capital deployment into technology and industrial sectors. Focuses on middle-market buyouts and growth capital where operational blueprint and board governance accelerate revenue and margin expansion. Emphasizes rigorous due diligence on product-market fit, unit economics and asset efficiency; employs hands-on portfolio management, interim operating leadership and KPI-driven remediation to shorten time-to-exit. Balances growth initiatives with disciplined capital structure and staged liquidity planning.
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:
70.31%
Gain +0.16%
Monthly
1.6%
Yearly
21.03%
Drawdown
22.86%
$249.58M
Equity
Holdings
$249.58M
Investment
$171.05M
$79.54M
Profit +$268,346.66
Realized
$1.02M
Unrealized
$78.52M
Dividends
$4.98M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$268,346.66
Win %
89%
This Week
Compared To Last Week
Gain
-1.3%
Profit
-$3.28M
Win %
89%
This Month
Compared to last month
Gain
0.77%
Profit
$1.9M
Win %
89%
This Year
Compared to last year
Gain
2.07%
Profit
$5.05M
Win %
88%
BRSP BrightSpire Capital Inc.
+3.38%
+$2,559.5 
SBUX Starbucks Corporation
+2.62%
+$6,452.35 
FHLC Fidelity MSCI Health Care Index ETF
+2.28%
+$12,908.28 
WFC Wells Fargo & Company
+2.2%
+$6,828.08 
WMT Walmart Inc.
+2.13%
+$5,535.27 
USB U.S. Bancorp
+1.96%
+$9,974.83 
AHR American Healthcare REIT, Inc.
+1.38%
+$5,473.02 
SCHD Schwab U.S. Dividend Equity ETF
+1.38%
+$127,693.65 
BA Boeing Company
+1.2%
+$12,113.01 
MSFT Microsoft Corp.
+1.03%
+$12,417.68 
VZ Verizon Communications Inc.
+0.89%
+$1,979.35 
XMHQ Invesco S&P MidCap Quality ETF
+0.8%
+$5,382.03 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$11,751.21 
JNJ Johnson & Johnson
+0.75%
+$2,360.3 
VTV Vanguard Value ETF
+0.7%
+$2,742.48 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.62%
+$6,450.8 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$5,587.92 
COST Costco Wholesale Corporation
+0.61%
+$4,118.36 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.57%
+$47,692.75 
SCHV Schwab U.S. Large-Cap Value ETF
+0.56%
+$247,429.02 
AAPL Apple Inc.
+0.55%
+$44,544.96 
ITA iShares U.S. Aerospace & Defense ETF
+0.52%
+$3,096.55 
GBTC Grayscale Bitcoin Trust ETF
+0.52%
+$1,746.69 
IEFA iShares Core MSCI EAFE ETF
+0.47%
+$4,669.21 
JEPI JPMorgan Equity Premium Income Fund
+0.45%
+$1,203.6 
EFG iShares MSCI EAFE Growth ETF
+0.44%
+$3,130.92 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$2,239.73 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$3,925.02 
GOOGL Alphabet Inc
+0.36%
+$1,471.24 
BRK-A Berkshire Hathaway Inc.
+0.36%
+$5,684.73 
GOOG Alphabet Inc
+0.31%
+$3,521.91 
VOT Vanguard Mid-Cap Growth ETF
+0.22%
+$41,540.85 
CGGR Capital Group Growth ETF
+0.21%
+$580.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$1,939.14 
VT Vanguard Total World Stock ETF
+0.12%
+$3,055.96 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$37,308.03 
VOO Vanguard S&P 500 ETF
+0.08%
+$184.25 
IVV iShares Core S&P 500 ETF
+0.06%
+$626.68 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.03%
+$304.98 BPRE
BPRE
0%
$0 
INTC Intel Corporation
-4.21%
-$6,071.1 
VLO Valero Energy Corporation
-3.34%
-$12,280 
SMH VanEck Semiconductor ETF
-2.17%
-$4,137.12 
AVGO Broadcom Inc.
-1.98%
-$9,034.05 
TSLA Tesla, Inc.
-1.92%
-$14,847.3 
PANW Palo Alto Networks, Inc.
-1.92%
-$4,680.7 
XMMO Invesco S&P MidCap Momentum ETF
-1.82%
-$13,232.7 
NVDA NVIDIA Corporation
-1.7%
-$44,528.65 
SPMO Invesco S&P 500 Momentum ETF
-1.42%
-$3,072.71 
XLK State Street Technology Select Sector SPDR ETF
-1.29%
-$17,805.41 
XOM Exxon Mobil Corporation
-1.26%
-$5,629.11 
VGT Vanguard Information Technology ETF
-1.08%
-$15,660.75 
CVX Chevron Corporation
-1.07%
-$3,078.62 
QQQ Invesco QQQ Trust, Series 1
-0.62%
-$15,430.27 
IWF iShares Russell 1000 Growth ETF
-0.5%
-$3,579.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.42%
-$1,011.28 
IWY iShares Russell Top 200 Growth ETF
-0.39%
-$2,665.7 
VUG Vanguard Growth ETF
-0.39%
-$2,729.65 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.31%
-$246,250.95 
JPM JPMorgan Chase & Co.
-0.22%
-$735.11 
EPD Enterprise Products Partners L.P.
-0.14%
-$306.8 
AMZN Amazon.com Inc
-0.13%
-$1,130.25 
META Meta Platforms Inc Class A
-0.05%
-$184.39 
MGC Vanguard Mega Cap ETF
-0.02%
-$205.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.01%
-$145.68 Events
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Dividends
Dividend Analysis
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No Data
| Trades 483 | Longs Won 413/483 85% | Profit Factor 79.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.59M |
| Average Win $195,224.66 | Best Trade (Oct 14) $30.68M | Sharpe Ratio -15.19 |
| Average Loss -$14,544.05 | Worst Trade (Oct 14) -$393,663.07 | Z-Score 42.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4d | Expectancy $164,682.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 3.33% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,694 | $4.71M | $8.17M | - | $3.46M | 73.58% | +0.548% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,552 | $947,919.41 | $911,308.56 | - | -$36,610.85 | -3.86% | +0.617% |
| AHR American Healthcare REIT, Inc. | 7,549 | $214,542.82 | $401,191.6 | - | $186,648.78 | 87% | +1.383% |
| AMZN Amazon.com Inc | 3,532 | $770,584.64 | $896,280.32 | - | $125,695.68 | 16.31% | -0.126% |
| AVGO Broadcom Inc. | 1,315 | $305,634.66 | $446,284.7 | - | $140,650.04 | 46.02% | -1.984% |
| BA Boeing Company | 5,481 | $1.41M | $1.02M | - | -$381,617.2 | -27.14% | +1.197% |
| BPRE BPRE | 34,178 | $511,097.86 | $512,670 | - | $1,572.14 | 0.31% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.58M | - | -$12,028.25 | -0.75% | +0.36% |
| BRK-B Berkshire Hathaway Inc. | 1,878 | $859,323.06 | $992,410.32 | - | $133,087.26 | 15.49% | +0.397% |
| BRSP BrightSpire Capital Inc. | 20,476 | $135,238.3 | $78,320.7 | - | -$56,917.6 | -42.09% | +3.378% |
| CGGR Capital Group Growth ETF | 5,809 | $233,464 | $275,637.05 | - | $42,173.05 | 18.06% | +0.211% |
| COST Costco Wholesale Corporation | 691 | $547,370.34 | $682,680.36 | - | $135,310.02 | 24.72% | +0.607% |
| CVX Chevron Corporation | 1,299 | $268,701.49 | $285,351.33 | - | $16,649.84 | 6.2% | -1.067% |
| EFG iShares MSCI EAFE Growth ETF | 6,021 | $589,000.48 | $716,438.79 | - | $127,438.31 | 21.64% | +0.439% |
| EPD Enterprise Products Partners L.P. | 6,136 | $232,184.85 | $219,300.64 | - | -$12,884.21 | -5.55% | -0.14% |
| FHLC Fidelity MSCI Health Care Index ETF | 6,776 | $440,898.89 | $579,043.08 | - | $138,144.19 | 31.33% | +2.28% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 32,254 | $732,178.1 | $1.05M | - | $317,689.6 | 43.39% | +0.618% |
| GBTC Grayscale Bitcoin Trust ETF | 5,293 | $385,534.08 | $335,682.06 | - | -$49,852.02 | -12.93% | +0.523% |
| GOOG Alphabet Inc | 3,261 | $628,491.67 | $1.12M | - | $495,672.86 | 78.87% | +0.314% |
| GOOGL Alphabet Inc | 1,177 | $212,679.06 | $410,643.53 | - | $197,964.47 | 93.08% | +0.36% |
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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 BRADLEY LEWIS?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap Value ETF - $1.79M, Schwab U.S. Large-Cap Growth ETF - $1.05M, Schwab U.S. Large-Cap ETF - $995,679.66, Schwab U.S. Dividend Equity ETF - $627,541.36, and Vanguard Total World Stock ETF - $179,668.71. 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: Tesla, Inc - $58,157.72, Chevron Corporation - $28,544.59, Grayscale Bitcoin Trust ETF - $14,870.64, Enterprise Products Partners L.P - $8,951.13, and Starbucks Corporation - $8,215.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does BRADLEY LEWIS's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.98M earned over time. The largest contributors to dividend income include Schwab U.S. Large-Cap Value ETF - $1.7M, Schwab U.S. Large-Cap ETF - $772,229.04, Schwab U.S. Large-Cap Growth ETF - $606,358.11, Schwab U.S. Dividend Equity ETF - $598,079.43, and SPDR S&P 600 Small Cap Growth ETF - $163,602.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are BRADLEY LEWIS's monthly returns?
BRADLEY LEWIS's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can BRADLEY LEWIS's strategy be considered aggressive or moderate?
BRADLEY LEWIS's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow BRADLEY LEWIS's strategy?
BRADLEY LEWIS's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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