Bruce Wheadon Portfolio
Invests via Transce3nd, LLC | Managed by Bruce Wheadon
Invests via Transce3nd, LLC
Managed by Bruce Wheadon
Automatically Tracked
Bruce Wheadon Profile
Seasoned investor and operating executive with experience leading venture and growth-stage deals across technology and business services. Bruce Wheadon combines operational leadership, board-level governance and capital-raising expertise to support scaling companies, strategic exits and institutional fundraising. Background includes direct investing, portfolio company operational roles and cross-border deal execution. Known for structuring growth financings and go-to-market scaling. Educated with advanced business credentials and frequent speaker on growth equity and governance topics.
Seasoned investor and operating executive with experience leading venture and growth-stage deals across technology and business services. Bruce Wheadon combines operational leadership, board-level governance and capital-raising expertise to support scaling companies, strategic exits and institutional fundraising. Background includes direct investing, portfolio company operational roles and cross-border deal execution. Known for structuring growth financings and go-to-market scaling. Educated with advanced business credentials and frequent speaker on growth equity and governance topics.
Investment Philosophy & Strategy
Targets growth-stage technology and business‑services companies where operational involvement accelerates scalable go‑to‑market outcomes. Emphasizes founder-aligned, governance‑centric partnerships, structuring growth financings that balance dilution and runway to drive measurable ARR expansion. Applies an operator-investor lens: board engagement, KPI-driven operational plans, and cross-border execution to de‑risk international expansion. Prefers repeatable revenue models, clear unit economics, and capital-efficient scaling with a medium‑to‑long horizon toward strategic exits or institutional follow‑ons. Risk discipline focuses on tranche-based capital deployment and milestone-based covenants.
Targets growth-stage technology and business‑services companies where operational involvement accelerates scalable go‑to‑market outcomes. Emphasizes founder-aligned, governance‑centric partnerships, structuring growth financings that balance dilution and runway to drive measurable ARR expansion. Applies an operator-investor lens: board engagement, KPI-driven operational plans, and cross-border execution to de‑risk international expansion. Prefers repeatable revenue models, clear unit economics, and capital-efficient scaling with a medium‑to‑long horizon toward strategic exits or institutional follow‑ons. Risk discipline focuses on tranche-based capital deployment and milestone-based covenants.
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:
2.49%
Gain
Monthly
0.13%
Yearly
1.61%
Drawdown
11.09%
$12.24M
Equity
Holdings
$12.24M
Investment
$10.77M
$8.31M
Profit -$52,351.21
Realized
$6.84M
Unrealized
$1.47M
Dividends
$5.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$52,351.21
Win %
75%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$49,927.69
Win %
75%
This Month
Compared to last month
Gain
-0.61%
Profit
-$74,974.26
Win %
75%
This Year
Compared to last year
Gain
9.67%
Profit
$1.09M
Win %
75%
EFX Equifax Inc.
+4.36%
+$254.32 
T AT&T Inc.
+3.15%
+$63.45 
EXP Eagle Materials Inc.
+3.04%
+$87.78 
PEP PepsiCo, Inc.
+2.85%
+$193 
KO The Coca-Cola Company
+2.78%
+$222.13 
SPGI S&P Global Inc.
+2.62%
+$151.32 
ABR Arbor Realty Trust Inc.
+2.57%
+$359.19 
MSFT Microsoft Corp.
+2.51%
+$427.42 
MCO Moody's Corporation
+2.26%
+$148.07 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$843.48 
LSTR Landstar System Inc.
+1.91%
+$31.68 
AAPL Apple Inc.
+1.74%
+$90.96 
KREF KKR Real Estate Finance Trust Inc.
+1.62%
+$98.76 
IQV IQVIA Holdings Inc.
+1.6%
+$145.64 
AMLP Alerian MLP ETF
+1.56%
+$26.56 
DFAT Dimensional US Targeted Value ETF
+1.43%
+$367 
TXT Textron Inc.
+1.39%
+$43.05 
CVX Chevron Corporation
+1.36%
+$83.81 
ACM Aecom
+1.29%
+$45.39 
ET Energy Transfer L.P.
+1.28%
+$130.05 
NFFFX American Funds New World Fund® Class F-2
+1.28%
+$41.85 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.15%
+$500.4 
REM iShares Mortgage Real Estate ETF
+1.14%
+$190.49 
IGFFX American Funds International Growth and Income Fund Class F-2
+1.12%
+$81.95 
DUK Duke Energy Corporation
+1.11%
+$59.34 
NLY Annaly Capital Management, Inc.
+1.08%
+$210 
BAESY BAE Systems plc
+1.06%
+$39.14 
XOM Exxon Mobil Corporation
+1.02%
+$107.31 
XLE Energy Select Sector SPDR Fund
+0.96%
+$17.44 
DISVX DFA International Small Cap Value Portfolio Institutional Class
+0.9%
+$54 
DFISX DFA International Small Company Portfolio Institutional Class
+0.89%
+$150.96 
AYI Acuity Brands Inc.
+0.78%
+$15.66 
ANWFX American Funds New Perspective Fund® Class F-2
+0.75%
+$91.28 
NOSGX Northern Small Cap Value Fund
+0.74%
+$19.62 
ICAFX American Funds Investment Company of America Class F-2
+0.71%
+$868.32 
AMCFX American Funds AMCAP Fund Class F-2
+0.69%
+$318.4 
DFSVX DFA U.S. Small Cap Value Portfolio Institutional Class
+0.69%
+$0.84 
RPIFX T. Rowe Price Institutional Floating Rate Fund
+0.65%
+$25.32 
DFIEX DFA International Core Equity 2 Portfolio Institutional Class
+0.63%
+$63.84 
TROW T. Rowe Price Group, Inc.
+0.6%
+$42.6 
WMFFX American Funds Washington Mutual Investors Fund
+0.6%
+$485.2 
WFC Wells Fargo & Company
+0.59%
+$56.13 
APGAX AB Large Cap Growth Fund Class A
+0.58%
+$39.53 
RS Reliance Inc.
+0.58%
+$11.35 
CAIFX American Funds Capital Income Builder® Class F-2
+0.57%
+$195.99 
BILL Bill Holdings Inc.
+0.54%
+$52.56 
GFFFX American Funds The Growth Fund of America Class F-2
+0.52%
+$314.1 
FINFX American Funds Fundamental Investors® Class F-2
+0.51%
+$74.88 
DFEVX DFA Emerging Markets Value Portfolio Institutional Class
+0.48%
+$80.22 
GD General Dynamics Corporation
+0.48%
+$10.5 
OANMX Oakmark Fund Institutional Class
+0.48%
+$1,470.02 
WGIFX American Funds Capital World Growth and Income Fund Class F-2
+0.47%
+$583.68 
GBLFX American Funds Global Balanced Fund Class F-2
+0.43%
+$183.06 
CRSOX Credit Suisse Commodity Return Strategy Fund Class I
+0.42%
+$11.64 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$1,164.19 
DFAS Dimensional U.S. Small Cap ETF
+0.41%
+$97.68 
SMCFX American Funds SMALLCAP World Fund® Class F-2
+0.4%
+$20.74 
DFCEX DFA Emerging Markets Core Equity 2 Portfolio Institutional Class
+0.39%
+$17.55 
VTV Vanguard Value ETF
+0.34%
+$59.86 
ANBFX American Funds Strategic Bond Fund Class F-2
+0.33%
+$8.73 
BFWFX American Funds Capital World Bond Fund Class F-2
+0.32%
+$15.6 
NEFFX American Funds The New Economy Fund® Class F-2
+0.31%
+$70.47 
AMEFX American Funds The Income Fund of America Class F-2
+0.29%
+$110.32 
DFQTX DFA U.S. Core Equity II Portfolio Institutional Class
+0.28%
+$186.62 
VGSLX Vanguard Real Estate Index Fund Admiral Shares
+0.27%
+$8.51 
WLK Westlake Corporation
+0.25%
+$6.27 
CCL Carnival Corporation Ltd.
+0.24%
+$6.5 
TSBIX Nuveen Core Impact Bond Fund R6
+0.22%
+$0.14 
AMBFX American Balanced Fund F-2
+0.22%
+$288.45 
WCPBX Weitz Core Plus Income Fund Institutional Class
+0.21%
+$1,094.94 
BAGIX Baird Aggregate Bond Fund Institutional Class
+0.2%
+$15.3 
RCTIX River Canyon Total Return Bond Fund Institutional Shares
+0.2%
+$520.86 
AMRFX American Funds American Mutual Fund Class F-2
+0.2%
+$41.73 
ABNFX American Funds The Bond Fund of America Class F-2
+0.18%
+$16.2 
QLEIX AQR Long-Short Equity Fund Class I
+0.14%
+$383.97 
LMT Lockheed Martin Corporation
+0.14%
+$26.28 
XLU Utilities Select Sector SPDR Fund
+0.13%
+$107.1 
PYTRX Putnam Core Bond Fund Class Y
+0.12%
+$22.47 
DFXIX DFA Diversified Fixed Income Portfolio Institutional Class
+0.11%
+$28.92 
DFEQX DFA Short-Term Extended Quality Portfolio Institutional Class
+0.1%
+$20.59 
DFGEX DFA Global Real Estate Securities Portfolio
+0.09%
+$1.95 
VPU Vanguard Utilities ETF
+0.03%
+$95.42 
JPIE JPMorgan Income ETF
+0.02%
+$32.63 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$2.8 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$28.17 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$12.58 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$2.37 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
+$0.48 
00777X579
0%
$0 
04609E107
0%
$0 
29875E104
0%
$0 
98149E307
0%
$0 
BIMBX BlackRock Systematic Multi-Strategy Fund Institutional Shares
0%
$0 
BPRE
0%
$0 
JSHIX Janus Henderson Short Duration Flexible Bond Fund Class I
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$0.09 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VKLIX Invesco Intermediate Term Municipal Income Fund Class Y
0%
$0 
VMFXX Vanguard Federal Money Market Fund
0%
$0 
VMRXX Vanguard Cash Reserves Federal Money Market Fund Admiral Shares
0%
$0 
VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares
0%
$0 
WEIFX Wildermuth Fund Class I
0%
$0 
CBUS Cibus Inc.
-10.82%
-$7,002.9 
ONTO Onto Innovation Inc.
-8.26%
-$1,787.78 
AMKR Amkor Technology Inc.
-7.15%
-$1,054.03 
AMD Advanced Micro Devices, Inc.
-6.37%
-$7,654.44 
LRCX Lam Research Corporation
-5.42%
-$3,547.05 
FCX Freeport-McMoRan Inc.
-5.13%
-$472.63 
MCHP Microchip Technology Incorporated
-5.08%
-$635.1 
AVGO Broadcom Inc.
-4.7%
-$1,036.56 
REMX VanEck Rare Earth and Strategic Metals ETF
-4.4%
-$101.1 
CAT Caterpillar Inc.
-4.36%
-$199.3 
QCOM QUALCOMM Incorporated
-4.19%
-$1,602.83 
FIX Comfort Systems USA, Inc.
-3.96%
-$274.82 
GOOGL Alphabet Inc
-3.87%
-$301.56 
SLV iShares Silver Trust
-3.82%
-$277.31 
TXN Texas Instruments Inc
-3.75%
-$1,210.17 
NRG NRG Energy, Inc.
-3.75%
-$807.3 
NXPI NXP Semiconductors N.V.
-3.75%
-$502.32 
SCCO Southern Copper Corporation
-3.67%
-$233.45 
ENTG Entegris, Inc.
-3.66%
-$618.54 
AMAT Applied Materials, Inc.
-3.44%
-$2,810.83 
RR Richtech Robotics Inc.
-2.69%
-$213.57 
COIN Coinbase Global, Inc.
-2.6%
-$126.15 
NVDA NVIDIA Corporation
-2.57%
-$1,301.86 
XLK State Street Technology Select Sector SPDR ETF
-2.41%
-$2,404.62 
KLAC KLA Corporation
-2.33%
-$1,096.2 
C Citigroup Inc.
-2.29%
-$302.33 
CWEN Clearway Energy Inc.
-1.97%
-$158.44 
GLD SPDR Gold Shares
-1.95%
-$109.05 
META Meta Platforms Inc Class A
-1.92%
-$104.8 
ICLR ICON plc
-1.31%
-$101.25 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-1.2%
-$24.96 
VWO Vanguard FTSE Emerging Markets ETF
-1.19%
-$111.47 
ASML ASML Holding N.V. New York Registry Shares
-1.19%
-$688.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$630 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$403.38 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.15%
-$4,126.2 
TSLA Tesla, Inc.
-0.99%
-$552.72 
JPM JPMorgan Chase & Co.
-0.99%
-$222.3 
LHX L3Harris Technologies, Inc.
-0.92%
-$37.1 
VENAX Vanguard Energy Index Fund Admiral Shares
-0.88%
-$40.47 
DFIV Dimensional International Value ETF
-0.65%
-$186.88 
DFUS Dimensional U.S. Equity Market ETF
-0.65%
-$284.62 
AMZN Amazon.com Inc
-0.64%
-$128.77 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$15,442.03 
VOO Vanguard S&P 500 ETF
-0.6%
-$473.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$6,030.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$623.7 
XLI Industrial Select Sector SPDR Fund
-0.5%
-$514.8 
VXF Vanguard Extended Market ETF
-0.49%
-$57.82 
VYMI Vanguard International High Dividend Yield Index Fund
-0.37%
-$116.25 
XLC Communication Services Select Sector SPDR Fund
-0.34%
-$266.76 
BNDX Vanguard Total International Bond ETF
-0.17%
-$21.12 
MAFIX Abbey Capital Multi Asset Fund Class I
-0.16%
-$20.94 
EGRIX Eaton Vance Global Macro Absolute Return Advantage Fund Class I
-0.16%
-$418.14 
BAC Bank of America Corporation
-0.14%
-$28.05 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.14%
-$13.86 
VTEB Vanguard Tax-Exempt Bond ETF
-0.13%
-$52.72 
FTSIX FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Shares
-0.13%
-$610.57 
FEHIX First Eagle High Yield Municipal Fund Class I
-0.12%
-$78.89 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.12%
-$3.02 
BLV Vanguard Long-Term Bond ETF
-0.11%
-$2.25 
BMQIX Baird Municipal Bond Fund Institutional Class
-0.1%
-$130.03 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$1.65 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$7.04 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$19.11 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$6.3 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$5.64 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$37.47 
FLTR VanEck IG Floating Rate ETF
-0.01%
-$2.15 Events
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Dividends
Dividend Analysis
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| Trades 3463 | Longs Won 1734/3463 50% | Profit Factor 1.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $112,567.09 |
| Average Win $12,218.35 | Best Trade (Sep 29) $1.66M | Sharpe Ratio -235.47 |
| Average Loss -$7,445.11 | Worst Trade (Sep 30) -$5.47M | Z-Score -18.83 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 4d | Expectancy $2,399.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.06% | 0.39% | 1.46% | 4.08% | 9.47% | 19.29% | 35.72% | 61.5% |
| Consecutive Losing Trades | 1,645 | 1,480 | 1,316 | 1,151 | 987 | 822 | 658 | 493 | 329 | 164 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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