Jason Whitby Portfolio
Invests via Stone Summit Wealth LLC | Managed by Jason Whitby, Jeremiah Otto Spitzberg
Invests via Stone Summit Wealth LLC
Managed by Jason Whitby, Jeremiah Otto Spitzberg
Automatically Tracked
Jason Whitby Profile
Jason Whitby is an accomplished entrepreneur with a strong focus on technological innovation and market disruption. With years of experience leading startups, he has played a pivotal role in launching transformative solutions that bridge gaps within the tech sector. His strategic mindset and adaptability have helped him navigate various challenges associated with building scalable enterprises, driving growth through both creative problem-solving and operational excellence. A deep understanding of emerging trends allows him to anticipate market shifts effectively, ensuring relevance in highly competitive environments. As a thought leader in entrepreneurial circles, his insights are valued by peers aiming to harness technology for sustainable business success.
Jason Whitby is an accomplished entrepreneur with a strong focus on technological innovation and market disruption. With years of experience leading startups, he has played a pivotal role in launching transformative solutions that bridge gaps within the tech sector. His strategic mindset and adaptability have helped him navigate various challenges associated with building scalable enterprises, driving growth through both creative problem-solving and operational excellence. A deep understanding of emerging trends allows him to anticipate market shifts effectively, ensuring relevance in highly competitive environments. As a thought leader in entrepreneurial circles, his insights are valued by peers aiming to harness technology for sustainable business success.
Investment Philosophy & Strategy
Innovation serves as the cornerstone of Jason Whitby's investment approach, emphasizing transformative solutions that leverage technology to create market disruption. His extensive entrepreneurial background empowers him to identify and nurture startups capable of addressing unmet needs within their respective sectors. By fostering a culture of creativity and operational efficiency, he positions these ventures for accelerated growth while maximizing potential returns. The keen insight into emerging trends facilitates an anticipatory strategy that aligns with evolving market demands, ensuring sustainability amidst competitive challenges.
Innovation serves as the cornerstone of Jason Whitby's investment approach, emphasizing transformative solutions that leverage technology to create market disruption. His extensive entrepreneurial background empowers him to identify and nurture startups capable of addressing unmet needs within their respective sectors. By fostering a culture of creativity and operational efficiency, he positions these ventures for accelerated growth while maximizing potential returns. The keen insight into emerging trends facilitates an anticipatory strategy that aligns with evolving market demands, ensuring sustainability amidst competitive challenges.
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:
74.54%
Gain -1.73%
Monthly
0.9%
Yearly
11.42%
Drawdown
24.03%
$382.6M
Equity
Holdings
$382.6M
Investment
$286.83M
$91.24M
Profit -$3.42M
Realized
-$4.54M
Unrealized
$95.77M
Dividends
$24.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.73%
Profit
-$3.42M
Win %
85%
This Week
Compared To Last Week
Gain
-1%
Profit
-$3.87M
Win %
85%
This Month
Compared to last month
Gain
-1.34%
Profit
-$5.18M
Win %
85%
This Year
Compared to last year
Gain
8.11%
Profit
$28.7M
Win %
85%
SYK Stryker Corporation
+3.15%
+$104,432.2 
HWM Howmet Aerospace Inc.
+2.28%
+$6,230.24 
AMGN Amgen Inc.
+1.49%
+$12,529.58 
BMY Bristol-Myers Squibb Company
+1.23%
+$16,881 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.02%
+$73.84 
A Agilent Technologies Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
ARES Ares Management Corporation
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVIV Avantis International Large Cap Value ETF
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDW Vanguard Total World Bond ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CALI China Auto Logistics Inc.
0%
+$1.38 
CAT Caterpillar Inc.
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CMI Cummins Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
-$0.01 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DIS The Walt Disney Company
0%
$0 
ECL Ecolab Inc.
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
ETN Eaton Corporation plc
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GOOG Alphabet Inc
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
+$0.07 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
+$0.01 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
KTOS Kratos Defense & Security Solutions, Inc.
0%
$0 
LIN Linde plc
0%
-$0.08 
LLY Eli Lilly and Company
0%
$0 
LOW Lowe's Companies Inc.
0%
-$0.11 
MDT Medtronic plc
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
PEP PepsiCo, Inc.
0%
+$0.2 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RCL Royal Caribbean Group
0%
-$0.02 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
+$0.02 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
+$0.01 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
V Visa Inc. Class A
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.2 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.03 
VO Vanguard Mid-Cap ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.08 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
WMT Walmart Inc.
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
-$0.02 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
+$0.03 
XOM Exxon Mobil Corporation
0%
$0 
GOOGL Alphabet Inc
-7.13%
-$99,747.18 
ORCL Oracle Corporation
-4.61%
-$17,887.2 
AMZN Amazon.com Inc
-4.57%
-$17,456.42 
HD The Home Depot, Inc.
-2.03%
-$32,682.31 
IWF iShares Russell 1000 Growth ETF
-1.93%
-$13,187.8 
EZU iShares MSCI Eurozone ETF
-1.77%
-$5,254.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.75%
-$8,836.94 
NVDA NVIDIA Corporation
-1.56%
-$6,672.6 
PG Procter & Gamble Co
-1.52%
-$7,472.84 
MAR Marriott International Inc. - Class A
-1.44%
-$5,500.55 
AAPL Apple Inc.
-1.3%
-$76,211.91 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$38,092.09 
VOO Vanguard S&P 500 ETF
-1.23%
-$10,752.38 
SCHX Schwab U.S. Large-Cap ETF
-1.19%
-$23,271.85 
SCHF Schwab International Equity ETF
-0.99%
-$8,138.34 
BAC Bank of America Corporation
-0.55%
-$4,488 
VB Vanguard Small-Cap ETF
-0.49%
-$19,582.56 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.31%
-$24,272.25 
MCD McDonald's Corporation
-0.29%
-$924.01 
APH Amphenol Corporation
-0.05%
-$2,727.9 Events
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Dividends
Dividend Analysis
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| Trades 2140 | Longs Won 1458/2140 68% | Profit Factor 4.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,609.11 |
| Average Win $79,369.97 | Best Trade (Jul 24) $4.91M | Sharpe Ratio -9.51 |
| Average Loss -$35,902.8 | Worst Trade (Dec 30) -$5.54M | Z-Score 8.28 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 1w | Expectancy $42,633.51 |
| 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 | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Jason Whitby?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $1.73M, Vanguard Value ETF - $1.7M, SPDR Portfolio S&P 500 Value ETF - $1.44M, JPMorgan Chase & Co - $1.39M, and Avantis U.S. Small Cap Value ETF - $1.37M. 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: Terran Orbital Corporation - $8.02M, Nike, Inc. - Class B - $1.94M, Sea Ltd - $1.15M, United Parcel Service, Inc - $1M, and The Walt Disney Company - $799,689.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason Whitby's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.28M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.34M, Vanguard Short-Term Corporate Bond ETF - $1.27M, Vanguard Intermediate-Term Corporate Bond Fund - $1M, Microsoft Corp - $807,425.84, and Dimensional International Value ETF - $739,078.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Whitby's monthly returns?
Jason Whitby'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 Jason Whitby's strategy be considered aggressive or moderate?
Jason Whitby'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 Jason Whitby's strategy?
Jason Whitby's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
