Wesley W. Melbrod Portfolio
Invests via M Wealth Management, LLC | Managed by Wesley W. Melbrod
Invests via M Wealth Management, LLC
Managed by Wesley W. Melbrod
Automatically Tracked
Wesley W. Melbrod Profile
Senior finance executive and investor focused on corporate strategy, M&A and private capital deployment across middle-market companies. Wesley W. Melbrod combines operational finance leadership with deal execution experience, advising boards on capital structure, growth transactions and integrations. Known for a pragmatic, value-oriented approach to portfolio operational improvements and liquidity planning.
Senior finance executive and investor focused on corporate strategy, M&A and private capital deployment across middle-market companies. Wesley W. Melbrod combines operational finance leadership with deal execution experience, advising boards on capital structure, growth transactions and integrations. Known for a pragmatic, value-oriented approach to portfolio operational improvements and liquidity planning.
Investment Philosophy & Strategy
Senior finance executive perspective favors pragmatic, value-oriented middle-market investing, prioritizing control or influence via minority deals with strong governance. Allocates capital to businesses where operational improvements, disciplined cash-flow underwriting and thoughtful capital structure redesign can drive 2–3x value over a multi-year horizon. Emphasizes M&A-driven growth, integration execution and liquidity planning, applying conservative leverage, scenario-style risk analysis and board-level engagement to de-risk portfolio companies and accelerate exit optionality.
Senior finance executive perspective favors pragmatic, value-oriented middle-market investing, prioritizing control or influence via minority deals with strong governance. Allocates capital to businesses where operational improvements, disciplined cash-flow underwriting and thoughtful capital structure redesign can drive 2–3x value over a multi-year horizon. Emphasizes M&A-driven growth, integration execution and liquidity planning, applying conservative leverage, scenario-style risk analysis and board-level engagement to de-risk portfolio companies and accelerate exit optionality.
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:
0.3%
Gain
Monthly
0.02%
Yearly
0.2%
Drawdown
16.41%
$126.79M
Equity
Holdings
$126.79M
Investment
$107.38M
$19.74M
Profit -$501,998.11
Realized
$333,966.34
Unrealized
$19.41M
Dividends
$4.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$501,998.11
Win %
78%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$478,661.97
Win %
78%
This Month
Compared to last month
Gain
0.01%
Profit
$9,266.08
Win %
78%
This Year
Compared to last year
Gain
6.73%
Profit
$8M
Win %
78%
COST Costco Wholesale Corporation
+2.87%
+$5,619.64 
REZ iShares Residential and Multisector Real Estate ETF
+2.69%
+$37,107.2 
MSFT Microsoft Corp.
+2.51%
+$8,826.72 
VDC VANGUARD CONSUMER STAPLES ETF
+2.46%
+$17,069.2 
SCHH Schwab U.S. REIT ETF
+2.12%
+$7,902.45 
AAPL Apple Inc.
+1.74%
+$38,606.83 
AVUV Avantis U.S. Small Cap Value ETF
+1.08%
+$8,102.28 
NFLX Netflix, Inc.
+0.96%
+$1,487.55 
DFAS Dimensional U.S. Small Cap ETF
+0.4%
+$11,936.6 
UYLD Angel Oak UltraShort Income Fund
+0.05%
+$1,166.28 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$2,821.82 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$320.16 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$406.64 
DFUV Dimensional US Marketwide Value ETF
+0.01%
+$132.31 
AMD Advanced Micro Devices, Inc.
-6.37%
-$34,731.61 
XAR SPDR S&P Aerospace & Defense ETF
-3.04%
-$13,543.7 
NVDA NVIDIA Corporation
-2.57%
-$13,702.35 
GDE WisdomTree Efficient Gold Plus
-2.03%
-$13,671 
DFAE Dimensional Emerging Core Equity Market ETF
-1.99%
-$42,300.72 
GLD SPDR Gold Shares
-1.96%
-$16,155.08 
OUNZ VanEck Merk Gold Trust
-1.95%
-$5,603.48 
IAUM iShares Gold Trust Micro
-1.89%
-$58,413.82 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$14,803.59 
POWR iShares US Power Infrastructure ETF
-1.49%
-$7,723.6 
VUG Vanguard Growth ETF
-1.3%
-$9,986.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.25%
-$14,341.88 
IBIT iShares Bitcoin Trust
-1.22%
-$5,567.85 
VWO Vanguard FTSE Emerging Markets ETF
-1.19%
-$2,805.92 
EWJV iShares MSCI Japan Value ETF
-1.18%
-$9,799.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$122,851 
ACWF iShares Edge MSCI Multifactor Global ETF
-1.15%
-$4,485.96 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.11%
-$51,254.78 
TSLA Tesla, Inc.
-0.99%
-$11,705.09 
AVDV Avantis International Small Cap Value ETF
-0.99%
-$6,398.08 
EFA iShares MSCI EAFE ETF
-0.85%
-$3,679.34 
VT Vanguard Total World Stock ETF
-0.78%
-$3,169.68 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$2,120.48 
VOO Vanguard S&P 500 ETF
-0.6%
-$1,452.5 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.59%
-$4,346.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$2,635.49 
DFAU Dimensional US Core Equity Market ETF
-0.41%
-$132,797.98 
AVUS Avantis U.S. Equity ETF
-0.38%
-$6,063.47 
VYMI Vanguard International High Dividend Yield Index Fund
-0.37%
-$1,233.75 
MMSD NYLI MacKay Muni Short Duration ETF
-0.28%
-$2,859.5 
CGMU Capital Group Municipal Income ETF
-0.22%
-$870.12 
DISV Dimensional International Small Cap Equity Fund
-0.19%
-$554.8 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.19%
-$9,809.51 
PLTR Palantir Technologies Inc.
-0.1%
-$179.28 
VO Vanguard Mid-Cap ETF
-0.09%
-$280.84 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$4,013.44 
AVGV Avantis All Equity Markets Value ETF
-0.07%
-$1,699.45 
SHYM iShares High Yield Bond ETF
-0.07%
-$243 
DSCO DoubleLine Securitized Credit ETF
-0.06%
-$317.27 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.04%
-$4,174.4 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$78.12 Events
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Dividends
Dividend Analysis
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| Trades 218 | Longs Won 169/218 77% | Profit Factor 34.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $508,919.29 |
| Average Win $120,366.24 | Best Trade (Jul 10) $6.68M | Sharpe Ratio -396.72 |
| Average Loss -$12,197.65 | Worst Trade (Mar 31) -$154,075.89 | Z-Score 9.86 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $90,569.77 |
| 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 | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
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Returns
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