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:
70.12%
Gain -0.79%
Monthly
1.67%
Yearly
22.03%
Drawdown
22.86%
$249.28M
Equity
Holdings
$249.28M
Investment
$171.05M
$79.32M
Profit -$1.44M
Realized
$1.08M
Unrealized
$78.23M
Dividends
$4.38M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.79%
Profit
-$1.44M
Win %
90%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$1.66M
Win %
90%
This Month
Compared to last month
Gain
-0.57%
Profit
-$1.44M
Win %
90%
This Year
Compared to last year
Gain
1.97%
Profit
$4.83M
Win %
88%
AMZN Amazon.com Inc
+15.32%
+$127,434.52 
GOOG Alphabet Inc
+6.88%
+$74,905.17 
GOOGL Alphabet Inc
+6.73%
+$26,447.19 
META Meta Platforms Inc Class A
+3.28%
+$8,150.48 
MSFT Microsoft Corp.
+3.02%
+$30,862.9 
NVDA NVIDIA Corporation
+2.93%
+$67,532.25 
CVX Chevron Corporation
+2.35%
+$5,871.48 
PANW Palo Alto Networks, Inc.
+1.89%
+$4,003.65 
VZ Verizon Communications Inc.
+1.52%
+$3,507.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,290.88 
WFC Wells Fargo & Company
+1.19%
+$3,912.72 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$850,685.1 
VUG Vanguard Growth ETF
+1.1%
+$7,253.07 
MGC Vanguard Mega Cap ETF
+0.87%
+$8,090.04 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$5,400.97 
TSLA Tesla, Inc.
+0.76%
+$4,970.12 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,137.97 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,628.11 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,548.48 
CGGR Capital Group Growth ETF
+0.65%
+$1,684.61 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$15,073.8 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$236,284.19 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$4,427.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,966.54 
BRSP BrightSpire Capital Inc.
+0.4%
+$409.52 
VLO Valero Energy Corporation
+0.38%
+$952 
AVGO Broadcom Inc.
+0.37%
+$1,893.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,493.08 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$896.8 
SMH VanEck Semiconductor ETF
+0.3%
+$550.94 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$610.08 
JPM JPMorgan Chase & Co.
+0.27%
+$946.58 
VT Vanguard Total World Stock ETF
+0.26%
+$6,594.44 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$1,784.1 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$1,723.75 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$39,623.58 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$656.67 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$16,476.6 
USB U.S. Bancorp
+0.17%
+$992.95 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$1,290.16 
WMT Walmart Inc.
+0.09%
+$224.1 
VYM Vanguard High Dividend Yield ETF
0%
$0 BPRE
BPRE
0%
$0 
AAPL Apple Inc.
-7.35%
-$580,976.88 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$7,568.99 
BA Boeing Company
-2.15%
-$26,089.51 
INTC Intel Corporation
-1.02%
-$1,367.1 
XOM Exxon Mobil Corporation
-0.97%
-$3,844.89 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$4,675.44 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$5,599.53 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,465.06 
SBUX Starbucks Corporation
-0.57%
-$1,583.4 
VGT Vanguard Information Technology ETF
-0.38%
-$5,063.25 
VTV Vanguard Value ETF
-0.27%
-$1,037.2 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$117,203.22 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$23,649.3 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,388 
COST Costco Wholesale Corporation
-0.24%
-$1,575.46 
AHR American Healthcare REIT, Inc.
-0.23%
-$981.37 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,750.37 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,622.24 
EPD Enterprise Products Partners L.P.
-0.18%
-$429.53 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$813.28 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$441.25 Events
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Dividends
Dividend Analysis
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| Trades 483 | Longs Won 414/483 85% | Profit Factor 86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.55M |
| Average Win $193,838.33 | Best Trade (Aug 14) $30.26M | Sharpe Ratio -16.12 |
| Average Loss -$13,523.7 | Worst Trade (Sep 01) -$276,086.15 | Z-Score 41.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $164,215.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.85% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,694 | $4.71M | $7.32M | - | $2.61M | 55.49% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,552 | $947,919.41 | $930,078.24 | - | -$17,841.17 | -1.88% | -0.256% |
| AHR American Healthcare REIT, Inc. | 7,549 | $214,542.82 | $419,724.4 | - | $205,181.58 | 95.64% | -0.233% |
| AMZN Amazon.com Inc | 3,532 | $770,584.64 | $959,220.52 | - | $188,635.88 | 24.48% | +15.321% |
| AVGO Broadcom Inc. | 1,315 | $305,634.66 | $511,903.2 | - | $206,268.54 | 67.49% | +0.371% |
| BA Boeing Company | 5,481 | $1.41M | $1.18M | - | -$221,188.33 | -15.73% | -2.155% |
| BPRE BPRE | 34,178 | $511,097.86 | $512,670 | - | $1,572.14 | 0.31% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.53M | - | -$63,683 | -3.99% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 1,878 | $859,323.06 | $960,672.12 | - | $101,349.06 | 11.79% | +0.365% |
| BRSP BrightSpire Capital Inc. | 20,476 | $135,238.3 | $102,584.76 | - | -$32,653.54 | -24.15% | +0.401% |
| CGGR Capital Group Growth ETF | 5,809 | $233,464 | $260,533.65 | - | $27,069.65 | 11.59% | +0.651% |
| COST Costco Wholesale Corporation | 691 | $547,370.34 | $657,756 | - | $110,385.66 | 20.17% | -0.239% |
| CVX Chevron Corporation | 1,299 | $268,701.49 | $255,682.17 | - | -$13,019.32 | -4.85% | +2.35% |
| EFG iShares MSCI EAFE Growth ETF | 6,021 | $589,000.48 | $731,130.03 | - | $142,129.55 | 24.13% | -0.76% |
| EPD Enterprise Products Partners L.P. | 6,136 | $232,184.85 | $233,474.79 | - | $1,289.94 | 0.56% | -0.184% |
| FHLC Fidelity MSCI Health Care Index ETF | 6,776 | $440,898.89 | $533,610 | - | $92,711.11 | 21.03% | -0.869% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 32,254 | $732,178.1 | $1.02M | - | $291,563.86 | 39.82% | +0.126% |
| GBTC Grayscale Bitcoin Trust ETF | 5,293 | $385,534.08 | $257,927.89 | - | -$127,606.19 | -33.1% | -2.851% |
| GOOG Alphabet Inc | 3,261 | $628,491.67 | $1.16M | - | $534,543.95 | 85.05% | +6.884% |
| GOOGL Alphabet Inc | 1,177 | $212,679.06 | $419,165.01 | - | $206,485.95 | 97.09% | +6.734% |
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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 - $1.58M, Schwab U.S. Large-Cap Growth ETF - $962,868.76, Schwab U.S. Large-Cap ETF - $893,704.38, Schwab U.S. Dividend Equity ETF - $554,357.79, and Vanguard Total World Stock ETF - $173,100. 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 - $30,856.81, Grayscale Bitcoin Trust ETF - $14,870.64, Johnson & Johnson - $9,251.74, and Enterprise Products Partners L.P - $8,951.13. 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 $4.38M earned over time. The largest contributors to dividend income include Schwab U.S. Large-Cap Value ETF - $1.49M, Schwab U.S. Large-Cap ETF - $670,253.76, Schwab U.S. Dividend Equity ETF - $524,895.86, Schwab U.S. Large-Cap Growth ETF - $523,304.38, and SPDR S&P 600 Small Cap Growth ETF - $144,000.24. 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.
