Jeremy Will Portfolio
Invests via Bestgate Wealth Advisors LLC | Managed by Jeremy Will, Philip H. Weiss, Greg Will, Tim Stolz
Invests via Bestgate Wealth Advisors LLC
Managed by Jeremy Will, Philip H. Weiss, Greg Will, Tim Stolz
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Senior private markets investor and operator focused on growth-stage technology and fintech companies, Jeremy Will brings operating experience, deal-sourcing and portfolio management capabilities to institutional and venture capital contexts. Known for sector diligence, negotiating term structures and scaling go-to-market teams, he has worked across growth equity, corporate development and startup operating roles and engages LPs on fund strategy and governance. Regular contributor to transaction execution and board-level value creation initiatives, with an emphasis on revenue operations and unit-economics-driven scaling.
Senior private markets investor and operator focused on growth-stage technology and fintech companies, Jeremy Will brings operating experience, deal-sourcing and portfolio management capabilities to institutional and venture capital contexts. Known for sector diligence, negotiating term structures and scaling go-to-market teams, he has worked across growth equity, corporate development and startup operating roles and engages LPs on fund strategy and governance. Regular contributor to transaction execution and board-level value creation initiatives, with an emphasis on revenue operations and unit-economics-driven scaling.
Investment Philosophy & Strategy
Specializes in growth-stage technology and fintech investments, favoring revenue‑driven companies with clear unit economics and scalable go‑to‑market motion. Combines operator-led diligence with structured term negotiation to protect downside while enabling growth capital. Emphasizes active portfolio management, board engagement, and revenue operations to accelerate ARR expansion. Investment horizon is growth-equity multi-year, disciplined on valuation, KPIs and predictable monetization paths.
Specializes in growth-stage technology and fintech investments, favoring revenue‑driven companies with clear unit economics and scalable go‑to‑market motion. Combines operator-led diligence with structured term negotiation to protect downside while enabling growth capital. Emphasizes active portfolio management, board engagement, and revenue operations to accelerate ARR expansion. Investment horizon is growth-equity multi-year, disciplined on valuation, KPIs and predictable monetization paths.
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:
25.54%
Gain +0.37%
Monthly
1.06%
Yearly
13.56%
Drawdown
14.58%
$157.34M
Equity
Holdings
$157.34M
Investment
$145.44M
$12.46M
Profit +$373,768.07
Realized
$556,995.3
Unrealized
$11.9M
Dividends
$1.89M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$373,768.07
Win %
72%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$1.55M
Win %
72%
This Month
Compared to last month
Gain
0.21%
Profit
$330,860.72
Win %
72%
This Year
Compared to last year
Gain
-0.48%
Profit
-$696,285.1
Win %
74%
NOW ServiceNow, Inc.
+5.57%
+$11,817 
VEEV Veeva Systems Inc.
+5.21%
+$16,341.94 
CRM Salesforce Inc
+3.95%
+$9,059.43 
BR Broadridge Financial Solutions, Inc.
+3.04%
+$6,978.57 
BLK BlackRock, Inc.
+2.52%
+$7,154.39 
BX Blackstone Inc.
+2.22%
+$6,091.16 
V Visa Inc. Class A
+2.07%
+$5,224.51 
LDOS Leidos Holdings Inc.
+2.06%
+$5,555.2 
ICE Intercontinental Exchange, Inc.
+1.96%
+$4,373.44 
MRK Merck & Co., Inc.
+1.87%
+$25,619 
MELI MercadoLibre, Inc.
+1.68%
+$6,116.22 
USB U.S. Bancorp
+1.55%
+$8,662.59 
VZ Verizon Communications Inc.
+1.41%
+$7,812.5 
JNJ Johnson & Johnson
+1.31%
+$3,086.91 
ABBV AbbVie Inc.
+1.31%
+$6,908 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.25%
+$53,916.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.17%
+$8,300.73 
AXP American Express Company
+1.14%
+$3,550.91 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.07%
+$2,792.26 
SCHA Schwab U.S. Small-Cap ETF
+0.91%
+$2,487.91 
MSFT Microsoft Corp.
+0.87%
+$11,126.02 
SCHH Schwab U.S. REIT ETF
+0.86%
+$27,080.13 
VB Vanguard Small-Cap ETF
+0.86%
+$1,790.9 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
+0.81%
+$2,137.12 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$1,928.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.79%
+$4,209.32 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.76%
+$2,858.89 
VYMI Vanguard International High Dividend Yield Index Fund
+0.65%
+$1,756.92 
MBB iShares MBS ETF
+0.65%
+$51,194.52 
VOE Vanguard Mid-Cap Value ETF
+0.62%
+$1,420.02 
IVE ISHARES S&P 500 VALUE ETF
+0.59%
+$1,598.04 
GOOGL Alphabet Inc
+0.58%
+$6,938.67 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.54%
+$76,207.56 
BND Vanguard Total Bond Market Index Fund
+0.54%
+$1,463 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.54%
+$1,345.3 
VXF Vanguard Extended Market ETF
+0.53%
+$43,468.8 
GOOG Alphabet Inc
+0.52%
+$2,103.26 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.51%
+$30,732.46 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.5%
+$1,954.5 
GOVT iShares U.S. Treasury Bond ETF
+0.5%
+$15,717.35 
FELV Fidelity Enhanced Large Cap Value ETF
+0.48%
+$2,224.25 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.48%
+$1,173.8 
VO Vanguard Mid-Cap ETF
+0.45%
+$4,024.8 
IEFA iShares Core MSCI EAFE ETF
+0.45%
+$4,072.53 
NEE NextEra Energy, Inc.
+0.4%
+$1,122.66 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$28,984.06 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,184.35 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.3%
+$2,233.18 
RTX RTX Corporation
+0.19%
+$386.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.17%
+$28,407.99 
VOO Vanguard S&P 500 ETF
+0.12%
+$25,544.7 
IVV iShares Core S&P 500 ETF
+0.09%
+$10,607.97 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.09%
+$5,278.33 
ESGU iShares ESG Aware MSCI USA ETF
+0.09%
+$570.91 
DSI iShares MSCI KLD 400 Social ETF
+0.07%
+$297.54 
AAPL Apple Inc.
+0.06%
+$573.63 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$77.44 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ANET Arista Networks, Inc.
-5.3%
-$10,950.3 
CRWD CrowdStrike Holdings, Inc.
-2.66%
-$7,308.47 
CAT Caterpillar Inc.
-2.44%
-$4,805 
PANW Palo Alto Networks, Inc.
-1.66%
-$25,134.72 
NVDA NVIDIA Corporation
-1.59%
-$5,450.32 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.39%
-$72,099.72 
XOM Exxon Mobil Corporation
-1.33%
-$11,557.27 
VGT Vanguard Information Technology ETF
-0.96%
-$10,582.24 
IYW iShares U.S. Technology ETF
-0.84%
-$2,975.08 
ESGE iShares ESG Aware MSCI EM ETF
-0.82%
-$1,849 
CVX Chevron Corporation
-0.63%
-$2,151.08 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$58,017.32 
MGK Vanguard Mega Cap Growth ETF
-0.41%
-$7,898.3 
IWF iShares Russell 1000 Growth ETF
-0.4%
-$3,116 
JPM JPMorgan Chase & Co.
-0.38%
-$2,469.12 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.29%
-$764.62 
USXF iShares ESG Aware MSCI USA ETF
-0.23%
-$786.75 
DUK Duke Energy Corporation
-0.2%
-$824.38 
AMZN Amazon.com Inc
-0.11%
-$1,386.25 Events
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Dividends
Dividend Analysis
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| Trades 319 | Longs Won 229/319 71% | Profit Factor 8.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $183,620.24 |
| Average Win $61,995.78 | Best Trade (Oct 14) $1.86M | Sharpe Ratio -9.22 |
| Average Loss -$19,310.39 | Worst Trade (Oct 14) -$193,170.28 | Z-Score 8.35 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $39,056.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,868 | $792,170.61 | $984,182.88 | - | $192,012.27 | 24.24% | +0.058% |
| ABBV AbbVie Inc. | 1,862 | $432,649.43 | $534,747.78 | - | $102,098.35 | 23.6% | +1.309% |
| AMZN Amazon.com Inc | 4,864 | $1.12M | $1.23M | - | $115,104.51 | 10.28% | -0.112% |
| ANET Arista Networks, Inc. | 1,058 | $215,398 | $195,804.06 | - | -$19,593.94 | -9.1% | -5.296% |
| ASML ASML Holding N.V. New York Registry Shares | 352 | $315,104.38 | $580,877.44 | - | $265,773.06 | 84.34% | +0.013% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,478 | $539,885.72 | $537,942.14 | - | -$1,943.58 | -0.36% | +0.789% |
| AXP American Express Company | 1,016 | $301,743 | $315,412.12 | - | $13,669.12 | 4.53% | +1.139% |
| BLK BlackRock, Inc. | 264 | $272,605.28 | $290,634.96 | - | $18,029.68 | 6.61% | +2.524% |
| BND Vanguard Total Bond Market Index Fund | 3,850 | $270,078 | $272,503 | - | $2,425 | 0.9% | +0.54% |
| BR Broadridge Financial Solutions, Inc. | 1,363 | $219,550 | $236,316.94 | - | $16,766.94 | 7.64% | +3.043% |
| BRK-B Berkshire Hathaway Inc. | 1,165 | $530,260.45 | $615,382.1 | - | $85,121.65 | 16.05% | +0.356% |
| BX Blackstone Inc. | 2,581 | $289,302 | $280,219.17 | - | -$9,082.83 | -3.14% | +2.222% |
| CAT Caterpillar Inc. | 263 | $213,238 | $192,176.73 | - | -$21,061.27 | -9.88% | -2.439% |
| CRM Salesforce Inc | 971 | $222,994 | $238,166.88 | - | $15,172.88 | 6.8% | +3.954% |
| CRWD CrowdStrike Holdings, Inc. | 1,104 | $292,284 | $267,907.68 | - | -$24,376.32 | -8.34% | -2.656% |
| CVX Chevron Corporation | 1,542 | $232,308.31 | $340,234.59 | - | $107,926.28 | 46.46% | -0.628% |
| DSI iShares MSCI KLD 400 Social ETF | 3,132 | $457,865 | $461,140.02 | - | $3,275.02 | 0.72% | +0.065% |
| DUK Duke Energy Corporation | 3,508 | $383,178.12 | $418,872.74 | - | $35,694.62 | 9.32% | -0.196% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 5,491 | $248,463 | $250,636.69 | - | $2,173.69 | 0.87% | +0.54% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 54,621 | $4.48M | $5.12M | - | $644,965.1 | 14.4% | -1.388% |
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FAQ
Which stocks have generated the highest profits for Jeremy Will?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Aggregate Bond ETF - $351,235.44, iShares Core MSCI EAFE ETF - $312,869.51, VANGUARD FTSE DEVELOPED MARKETS ETF - $301,704.16, iShares Core S&P 500 ETF - $168,857.86, and iShares MBS ETF - $149,962.15. 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: Salesforce Inc - $197,357.59, ServiceNow, Inc - $96,589.14, Becton, Dickinson and Company - $48,385.95, PayPal Holdings Inc - $27,071.6, and Blackstone Inc - $22,214.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Will's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.89M earned over time. The largest contributors to dividend income include Schwab U.S. Aggregate Bond ETF - $349,400.68, VANGUARD FTSE DEVELOPED MARKETS ETF - $236,798.47, iShares MBS ETF - $149,962.15, iShares Core S&P 500 ETF - $145,139.28, and Schwab 5-10 Year Corporate Bond ETF - $87,692.56. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Will's monthly returns?
Jeremy Will'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 Jeremy Will's strategy be considered aggressive or moderate?
Jeremy Will'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 Jeremy Will's strategy?
Jeremy Will'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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