Jeremy Sorci Portfolio
Invests via Premier Financial Group | Managed by Premier Financial Group, Inc.
Invests via Premier Financial Group
Managed by Premier Financial Group, Inc.
Automatically Tracked
Jeremy Sorci Profile
An investor focused on growth-stage technology, Jeremy Sorci has blended operating experience with venture and private-equity investments to source and scale software and marketplace businesses. Background includes leading revenue and strategy functions, supporting go-to-market expansion, and advising founders on product-market fit and capital strategy. Portfolio involvement emphasizes SaaS monetization, fintech infrastructure, and cross-border scaling; frequently active in follow-on rounds and board advisory roles.
An investor focused on growth-stage technology, Jeremy Sorci has blended operating experience with venture and private-equity investments to source and scale software and marketplace businesses. Background includes leading revenue and strategy functions, supporting go-to-market expansion, and advising founders on product-market fit and capital strategy. Portfolio involvement emphasizes SaaS monetization, fintech infrastructure, and cross-border scaling; frequently active in follow-on rounds and board advisory roles.
Investment Philosophy & Strategy
Combines operating revenue leadership with growth-stage investing, targeting SaaS, fintech infrastructure and marketplaces where go-to-market expansion and monetization levers are clear. Prioritizes businesses with durable unit economics, repeatable sales motion and potential for cross-border scale. Capital deployment favors concentrated seed-to-growth stakes with active follow-on support and board-level engagement. Emphasizes metric-driven KPIs, pragmatic dilution management and outcome-oriented timelines of 3–7 years.
Combines operating revenue leadership with growth-stage investing, targeting SaaS, fintech infrastructure and marketplaces where go-to-market expansion and monetization levers are clear. Prioritizes businesses with durable unit economics, repeatable sales motion and potential for cross-border scale. Capital deployment favors concentrated seed-to-growth stakes with active follow-on support and board-level engagement. Emphasizes metric-driven KPIs, pragmatic dilution management and outcome-oriented timelines of 3–7 years.
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:
26.88%
Gain +1.15%
Monthly
1.76%
Yearly
23.23%
Drawdown
8.42%
$448.71M
Equity
Holdings
$448.71M
Investment
$354.03M
$96.06M
Profit +$5.12M
Realized
$1.37M
Unrealized
$94.69M
Dividends
$6.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.15%
Profit
$5.12M
Win %
81%
This Week
Compared To Last Week
Gain
0.81%
Profit
$3.61M
Win %
81%
This Month
Compared to last month
Gain
2.17%
Profit
$9.54M
Win %
81%
This Year
Compared to last year
Gain
13.49%
Profit
$53.29M
Win %
77%
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$968.6 
SHLD Global X Defense Tech ETF
+0.77%
+$273.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,983.66 
VOO Vanguard S&P 500 ETF
+0.71%
+$150.66 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$211,847.26 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,879.36 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$21,076.31 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$18.24 
VOTE TCW Transform 500 ETF
+0.53%
+$3,759.69 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$580.06 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$97,414.4 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$148,063.37 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$68,990.04 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+0.21%
+$358.79 
VYM Vanguard High Dividend Yield ETF
0%
$0 4609
46090E109
0%
$0 MSTU
MSTU
0%
$0 MSSS
MSSS
0%
$0 6093
60935P104
0%
$0 6093
60935P203
0%
$0 6093
60935P302
0%
$0 6093
60935P401
0%
$0 7864
78643X400
0%
$0 
XBI SPDR S&P Biotech ETF
-2.94%
-$2,038.11 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$122.18 
SGDM Sprott Gold Miners ETF
-2.85%
-$3,620 
MSTY YieldMax MSTR Option Income Strategy ETF
-2.6%
-$22.11 
XLB Materials Select Sector SPDR Fund
-2.34%
-$65.34 
SLV iShares Silver Trust
-2.13%
-$15,873.36 
GLD SPDR Gold Shares
-1.49%
-$28,549.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$566.82 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$141,172.46 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$9,359.56 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$162,233.94 
IWM iShares Russell 2000 ETF
-0.47%
-$910.44 
DFIV Dimensional International Value ETF
-0.47%
-$190,393.47 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$641.7 
DUHP Dimensional US High Profitability ETF
-0.27%
-$59,895.77 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$129.72 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$96.85 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$165,550.2 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$130,530.29 
PLTM GraniteShares Platinum Trust
-0.13%
-$35.54 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$33.59 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 157 | Longs Won 114/157 72% | Profit Factor 4,447.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.62M |
| Average Win $842,824.97 | Best Trade (Aug 06) $20.24M | Sharpe Ratio -11.52 |
| Average Loss -$502.4 | Worst Trade (Aug 02) -$20,563.3 | Z-Score 2.03 (95.74%) |
| Commissions $0 | Avg. Trade Length 7m 1d | Expectancy $611,861.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 1M | 900,000 | 800,000 | 700,000 | 600,000 | 500,000 | 400,000 | 300,000 | 200,000 | 100,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 4609 46090E109 | 77 | $45,247 | $45,247 | - | - | - | 0.0 |
| 6093 60935P104 | 2,937 | $71,017 | $71,017 | - | - | - | 0.0 |
| 6093 60935P203 | 1,260 | $43,747 | $43,747 | - | - | - | 0.0 |
| 6093 60935P302 | 934 | $23,976 | $23,976 | - | - | - | 0.0 |
| 6093 60935P401 | 3,995 | $125,643 | $125,643 | - | - | - | 0.0 |
| 7864 78643X400 | 1,243 | $115,959 | $115,959 | - | - | - | 0.0 |
| BTC Grayscale Bitcoin Mini Trust ETF | 149 | $6,014.31 | $4,143.69 | - | -$1,870.62 | -31.1% | -2.864% |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | 2,345 | $130,021.9 | $172,287.15 | - | $42,265.25 | 32.51% | +0.209% |
| DFAS Dimensional U.S. Small Cap ETF | 1.18M | $77.82M | $95.82M | - | $17.99M | 23.12% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 1.19M | $66.35M | $83.93M | - | $17.58M | 26.49% | -0.155% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 608,840 | $18.74M | $22.95M | - | $4.22M | 22.51% | +0.426% |
| DFIV Dimensional International Value ETF | 705,161 | $30.2M | $40.38M | - | $10.18M | 33.71% | -0.469% |
| DFLV Dimensional US Large Cap Value ETF | 1.14M | $36.01M | $46.33M | - | $10.32M | 28.66% | +0.321% |
| DFSI Dimensional International Sustainability Core 1 ETF | 33,427 | $1.34M | $1.54M | - | $193,693.63 | 14.43% | -0.606% |
| DFSU Dimensional US Sustainability Core 1 ETF | 67,122 | $2.74M | $3.16M | - | $424,025.14 | 15.47% | +0.671% |
| DFUS Dimensional U.S. Equity Market ETF | 378,298 | $26.37M | $30.87M | - | $4.5M | 17.06% | +0.691% |
| DFUV Dimensional US Marketwide Value ETF | 574,917 | $24.71M | $31.96M | - | $7.25M | 29.35% | +0.216% |
| DIHP Dimensional International High Profitability Portfolio | 641,693 | $19.04M | $22.15M | - | $3.11M | 16.34% | -0.633% |
| DISV Dimensional International Small Cap Equity Fund | 737,427 | $25.26M | $31.22M | - | $5.96M | 23.59% | -0.517% |
| DUHP Dimensional US High Profitability ETF | 544,507 | $19.98M | $22.42M | - | $2.44M | 12.22% | -0.266% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Jeremy Sorci?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $1.54M, Dimensional International Small Cap Equity Fund - $1.21M, Dimensional US Targeted Value ETF - $1.15M, Dimensional U.S. Small Cap ETF - $933,521.28, and Dimensional US Large Cap Value ETF - $628,450.25. 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: Monarch Blue Chips Elite Index ETF - $3,289.6, Health Care Select Sector SPDR Fund - $449.95, iShares J.P. Morgan USD Emerging Markets Bond ETF - $194.53, Global X Uranium ETF - $152.54, and iShares Core S&P U.S. Value ETF - $116.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Sorci's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.49M earned over time. The largest contributors to dividend income include Dimensional US Targeted Value ETF - $1.13M, Dimensional International Value ETF - $1.08M, Dimensional U.S. Small Cap ETF - $930,808.59, Dimensional International Small Cap Equity Fund - $805,573.03, and Dimensional US Large Cap Value ETF - $628,450.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Sorci's monthly returns?
Jeremy Sorci's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jeremy Sorci's strategy be considered aggressive or moderate?
Jeremy Sorci'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 Sorci's strategy?
Jeremy Sorci'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.
