Allison Brecher Portfolio
Invests via Vestwell Advisors LLC | Managed by Allison Brecher
Invests via Vestwell Advisors LLC
Managed by Allison Brecher
Automatically Tracked
Senior investor and operator focused on growth-stage consumer and enterprise technology, with experience sourcing and scaling profitable go-to-market strategies for venture-backed businesses. Allison Brecher brings portfolio construction, board advisory and commercial leadership experience across SaaS, marketplace and digital consumer sectors, and is known for driving customer acquisition, unit-economics optimization and founder-level mentorship. Active in deal evaluation and post-investment value creation.
Senior investor and operator focused on growth-stage consumer and enterprise technology, with experience sourcing and scaling profitable go-to-market strategies for venture-backed businesses. Allison Brecher brings portfolio construction, board advisory and commercial leadership experience across SaaS, marketplace and digital consumer sectors, and is known for driving customer acquisition, unit-economics optimization and founder-level mentorship. Active in deal evaluation and post-investment value creation.
Investment Philosophy & Strategy
Focuses on growth-stage consumer and enterprise technology with a pragmatic, commercial-first investment approach. Prioritizes companies with scalable go-to-market engines, clear unit-economics improvement paths, and repeatable customer acquisition channels. Blends board-level governance with hands-on GTM support to de-risk growth capital, emphasizing SaaS, marketplaces and digital consumer plays. Portfolio construction skews toward conviction bets with active post-investment value creation, founder coaching, and metrics-driven milestones to govern follow-on allocations.
Focuses on growth-stage consumer and enterprise technology with a pragmatic, commercial-first investment approach. Prioritizes companies with scalable go-to-market engines, clear unit-economics improvement paths, and repeatable customer acquisition channels. Blends board-level governance with hands-on GTM support to de-risk growth capital, emphasizing SaaS, marketplaces and digital consumer plays. Portfolio construction skews toward conviction bets with active post-investment value creation, founder coaching, and metrics-driven milestones to govern follow-on allocations.
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:
3.34%
Gain
Monthly
0.26%
Yearly
3.19%
Drawdown
14.34%
$416.23M
Equity
Holdings
$416.23M
Investment
$366.13M
$58.35M
Profit -$2.74M
Realized
$8.24M
Unrealized
$50.1M
Dividends
$6.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.74M
Win %
76%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$3.7M
Win %
76%
This Month
Compared to last month
Gain
-0.21%
Profit
-$887,448.44
Win %
76%
This Year
Compared to last year
Gain
14%
Profit
$51.11M
Win %
80%
TIP iShares TIPS Bond ETF
+0.24%
+$341.44 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$4,356.11 
VTV Vanguard Value ETF
+0.09%
+$9,987 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$0.03 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$0.07 
SHV iShares Short Treasury Bond ETF
+0.04%
+$0.04 
SCHH Schwab U.S. REIT ETF
+0.02%
+$0.01 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$0.01 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$65,972.62 
SCHE Schwab Emerging Markets Equity ETF
-1.52%
-$1,349.42 
AVDV Avantis International Small Cap Value ETF
-1.24%
-$355.5 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.13%
-$572,216.19 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.91%
-$8,092.26 
IJR iShares Core S&P Small-Cap ETF
-0.79%
-$116,690.2 
AVUV Avantis U.S. Small Cap Value ETF
-0.67%
-$306.85 
SCHB Schwab U.S. Broad Market ETF
-0.65%
-$80,606.36 
IVV iShares Core S&P 500 ETF
-0.65%
-$1.64M 
DFAS Dimensional U.S. Small Cap ETF
-0.62%
-$268.26 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.62%
-$13,914.08 
VT Vanguard Total World Stock ETF
-0.61%
-$56,524.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$2,143.69 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.58%
-$5,676.91 
IJH iShares Core S&P Mid-Cap ETF
-0.47%
-$157,301.64 
VBK Vanguard Small-Cap Growth ETF
-0.38%
-$9,891.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$290.52 
SCHF Schwab International Equity ETF
-0.24%
-$21,415.68 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$477.66 
IAGG iShares International Aggregate Bond Fund
-0.02%
-$1,850.85 Events
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Dividends
Dividend Analysis
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| Trades 137 | Longs Won 80/137 58% | Profit Factor 207.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.5M |
| Average Win $732,869.2 | Best Trade (Jul 14) $13.9M | Sharpe Ratio -13.92 |
| Average Loss -$4,965.52 | Worst Trade (Jul 17) -$106,293.72 | Z-Score -2.84 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1w 3d | Expectancy $425,886.87 |
| 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 | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
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