LB
Lincoln Bach Portfolio
Invests via Delap Wealth Advisory LLC | Managed by Aerodigm Wealth LLC, Focus Partners Advisor Solutions LLC
Invests via Delap Wealth Advisory LLC
Managed by Aerodigm Wealth LLC, Focus Partners Advisor Solutions LLC
Automatically Tracked
Lincoln Bach Profile
Lincoln Bach has carved a niche for himself as an innovative leader in the tech industry, leveraging his expertise to drive substantial growth in various startups. With a background steeped in computer science and entrepreneurship, he combines technical acumen with business strategy to develop disruptive solutions that address market needs. His entrepreneurial journey is characterized by successfully founding multiple ventures and leading them through critical scaling phases. This experience positions him as a key figure within investment circles focusing on technology-driven opportunities, enabling emerging companies to thrive amidst rapid advancements.
Lincoln Bach has carved a niche for himself as an innovative leader in the tech industry, leveraging his expertise to drive substantial growth in various startups. With a background steeped in computer science and entrepreneurship, he combines technical acumen with business strategy to develop disruptive solutions that address market needs. His entrepreneurial journey is characterized by successfully founding multiple ventures and leading them through critical scaling phases. This experience positions him as a key figure within investment circles focusing on technology-driven opportunities, enabling emerging companies to thrive amidst rapid advancements.
Investment Philosophy & Strategy
The technology landscape presents unique avenues for transformation and value creation. Lincoln Bach draws upon extensive experience in building startups, shaping an investment strategy focused on innovation-driven companies poised for significant market impact. With a keen eye for identifying disruptive potential, he navigates opportunities that promise scalable solutions and aligns capital with visionary entrepreneurs who are reshaping their sectors. His hands-on expertise informs a thoughtful approach to selecting investments that emphasize technological advancement while fostering operational excellence within burgeoning enterprises.
The technology landscape presents unique avenues for transformation and value creation. Lincoln Bach draws upon extensive experience in building startups, shaping an investment strategy focused on innovation-driven companies poised for significant market impact. With a keen eye for identifying disruptive potential, he navigates opportunities that promise scalable solutions and aligns capital with visionary entrepreneurs who are reshaping their sectors. His hands-on expertise informs a thoughtful approach to selecting investments that emphasize technological advancement while fostering operational excellence within burgeoning enterprises.
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:
39.87%
Gain +0.47%
Monthly
1.01%
Yearly
12.82%
Drawdown
13.94%
$292.14M
Equity
Holdings
$292.14M
Investment
$226.13M
$106.01M
Profit +$1.56M
Realized
$40M
Unrealized
$66.01M
Dividends
$12.52M
Goals
Avg. 38.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$1.56M
Win %
87%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.79M
Win %
87%
This Month
Compared to last month
Gain
-0.61%
Profit
-$1.78M
Win %
87%
This Year
Compared to last year
Gain
-4.54%
Profit
-$11.02M
Win %
86%
ABSI Absci Corporation
+4.46%
+$38,268.98 
TSLA Tesla, Inc.
+1.88%
+$35,851.43 
KMI Kinder Morgan, Inc.
+1.85%
+$3,701.56 
ET Energy Transfer L.P.
+1.65%
+$4,054.8 
WFC Wells Fargo & Company
+1.64%
+$24,282.45 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.35%
+$103,681.72 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$21,976.2 
AZO AutoZone Inc.
+1.08%
+$3,974.59 
JNJ Johnson & Johnson
+1.07%
+$3,990.75 
V Visa Inc. Class A
+1.05%
+$2,468.27 
IWD iShares Russell 1000 Value ETF
+1.02%
+$3,982.91 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$29,175.52 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$29,970.72 
VTV Vanguard Value ETF
+0.94%
+$3,691.57 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$6,202.52 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$8,326.4 
KR Kroger Co.
+0.91%
+$2,997.44 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$6,657.82 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$130,765.44 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$68,692.26 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$6,414.51 
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$2,905 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$28,967.71 
SBUX Starbucks Corporation
+0.75%
+$3,247.43 
VB Vanguard Small-Cap ETF
+0.73%
+$2,767.04 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$5,901.8 
COST Costco Wholesale Corporation
+0.72%
+$7,884.72 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,020.06 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$121,065.6 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$4,195.4 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$10,192 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$216,296 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$31,283.74 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$3,474.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$82,610.17 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$4,465.6 
DFIV Dimensional International Value ETF
+0.58%
+$21,737.62 
IVV iShares Core S&P 500 ETF
+0.58%
+$13,239.74 
VOO Vanguard S&P 500 ETF
+0.58%
+$4,735.67 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$3,654.71 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$4,484.76 
FLJP Franklin FTSE Japan ETF
+0.56%
+$2,102.54 
GOOGL Alphabet Inc
+0.56%
+$4,736.02 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$2,395.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$39,054.72 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$1,681.35 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$2,592.74 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$8,648.46 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$3,757.88 
GOOG Alphabet Inc
+0.46%
+$3,749.04 
WMT Walmart Inc.
+0.45%
+$13,621.73 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$2,552.58 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,974.97 
VONE Vanguard Russell 1000 ETF
+0.42%
+$1,598.96 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$32,181.72 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$98,884.56 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$9,023.79 
DUHP Dimensional US High Profitability ETF
+0.39%
+$1,311.04 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$57,445.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$57,902.25 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.34%
+$945.14 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$4,508.54 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$1,435.7 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$989 
XOM Exxon Mobil Corporation
+0.29%
+$764.98 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$22,501.97 
VUG Vanguard Growth ETF
+0.22%
+$588.24 
NVDA NVIDIA Corporation
+0.18%
+$3,839.86 
MSFT Microsoft Corp.
+0.13%
+$4,446.52 
PH Parker-Hannifin Corporation
+0.12%
+$267.3 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$392.16 
AON Aon plc
+0.04%
+$148.19 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$158 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$2,317.66 
BSV Vanguard Short-Term Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$13,530.2 
AAPL Apple Inc.
-1.52%
-$99,121.5 
AMZN Amazon.com Inc
-1.21%
-$16,753.68 
NIO Nio Inc.
-0.29%
-$513.37 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$17,924.83 
IEI iShares 3-7 Year Treasury Bond ETF
-0.11%
-$2,610.53 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.1%
-$236.26 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.06%
-$396.42 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$2,492.28 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$279.98 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$2,242.77 Events
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Dividends
Dividend Analysis
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| Trades 1105 | Longs Won 680/1105 61% | Profit Factor 38.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $415,667.37 |
| Average Win $160,044 | Best Trade (Jun 12) $6.99M | Sharpe Ratio -9.54 |
| Average Loss -$6,626.95 | Worst Trade (Jun 10) -$325,456.83 | Z-Score -7.79 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $95,939.79 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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Option values are updated at end of day.
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