Brad Sayre Portfolio
Invests via Shared Vision Wealth Group LLC | Managed by Bradley Sayre
Invests via Shared Vision Wealth Group LLC
Managed by Bradley Sayre
Automatically Tracked
Brad Sayre Profile
Operating executive and investor focused on growth-stage technology and industrial services, Brad Sayre brings a blend of corporate development, M&A and operational scaling experience to portfolio companies. Known for driving margin improvement, commercial expansion and integration of bolt-on acquisitions, he has held senior leadership and board roles in private equity-backed businesses and advises CEOs on go-to-market strategy, capital raising and operational execution.
Operating executive and investor focused on growth-stage technology and industrial services, Brad Sayre brings a blend of corporate development, M&A and operational scaling experience to portfolio companies. Known for driving margin improvement, commercial expansion and integration of bolt-on acquisitions, he has held senior leadership and board roles in private equity-backed businesses and advises CEOs on go-to-market strategy, capital raising and operational execution.
Investment Philosophy & Strategy
Prioritizes growth-stage technology and industrial services where operational intervention and M&A can unlock value, favoring companies with clear paths to margin expansion and commercial scale. Deploys capital with a bias toward minority or control investments that enable hands‑on execution — commercial go‑to‑market, bolt‑on acquisitions and integration — over purely financial plays. Targets multi-year horizons to realize operational improvements, uses disciplined underwriting tied to EBITDA conversion and cash flow sensitivity, and focuses on repeatable playbooks that de‑risk scaling.
Prioritizes growth-stage technology and industrial services where operational intervention and M&A can unlock value, favoring companies with clear paths to margin expansion and commercial scale. Deploys capital with a bias toward minority or control investments that enable hands‑on execution — commercial go‑to‑market, bolt‑on acquisitions and integration — over purely financial plays. Targets multi-year horizons to realize operational improvements, uses disciplined underwriting tied to EBITDA conversion and cash flow sensitivity, and focuses on repeatable playbooks that de‑risk scaling.
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:
6.92%
Gain
Monthly
0.22%
Yearly
2.67%
Drawdown
29.66%
$276.84M
Equity
Holdings
$276.84M
Investment
$214.02M
$73.39M
Profit -$518,856.72
Realized
$10.58M
Unrealized
$62.82M
Dividends
$10.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$518,856.72
Win %
75%
This Week
Compared To Last Week
Gain
0.36%
Profit
$991,058.97
Win %
75%
This Month
Compared to last month
Gain
1.93%
Profit
$5.23M
Win %
75%
This Year
Compared to last year
Gain
13.83%
Profit
$33.66M
Win %
77%
UNP Union Pacific Corporation
+3.72%
+$10,579.78 
COST Costco Wholesale Corporation
+2.45%
+$24,146.34 
HDV iShares Core High Dividend ETF
+2.15%
+$4,870.07 
SDY SPDR S&P Dividend ETF
+1.86%
+$6,665.09 
MSFT Microsoft Corp.
+1.51%
+$8,475.13 
AAPL Apple Inc.
+1.32%
+$752,872.32 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$32,805.41 
LLY Eli Lilly and Company
+1.16%
+$3,315.76 
XOM Exxon Mobil Corporation
+0.84%
+$1,871.87 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$4,352.96 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$64,948.53 
ILCV iShares Morningstar Value ETF
+0.67%
+$6,372.1 
JNJ Johnson & Johnson
+0.61%
+$4,050.8 
FDVV Fidelity High Dividend ETF
+0.58%
+$2,070.14 
AMZN Amazon.com Inc
+0.57%
+$3,935.3 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$18,186.13 
IWR iShares Russell Mid-Cap ETF
+0.27%
+$794.4 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$1,845.69 
VB Vanguard Small-Cap ETF
+0.23%
+$787.29 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$200 
IYF iShares U.S. Financials ETF
+0.08%
+$347.49 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.08%
+$398.11 
GOOG Alphabet Inc
+0.06%
+$308.93 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$88.85 
DMAX iShares Large Cap Max Buffer December Fund
+0.02%
+$71.27 
IWM iShares Russell 2000 ETF
+0.01%
+$75.21 
SHV iShares Short Treasury Bond ETF
+0.01%
+$60.06 
NEAR iShares Short Maturity Bond ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
-4.92%
-$191,065.68 
AVGO Broadcom Inc.
-4.18%
-$215,574.35 
ARTY iShares Future AI & Tech ETF
-3.96%
-$22,083.4 
MTUM iShares MSCI USA Momentum Factor ETF
-2.93%
-$101,584.4 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.83%
-$12,420 
NVDA NVIDIA Corporation
-2.58%
-$18,552.69 
XLK State Street Technology Select Sector SPDR ETF
-2.35%
-$12,196.35 
EEM iShares MSCI Emerging Markets ETF
-2.32%
-$12,041.44 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$141,450.21 
ICVT iShares Convertible Bond ETF
-1.98%
-$10,405.53 
IYW iShares U.S. Technology ETF
-1.82%
-$26,450.67 
IAU iShares Gold Trust
-1.78%
-$24,510.6 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.4%
-$26,123.68 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$8,479.6 
BLCR iShares Large Cap Core ACT ETF
-1.22%
-$29,450.93 
SCHF Schwab International Equity ETF
-1.18%
-$61,459.78 
IXUS iShares Core International Stock ETF
-1.18%
-$20,216.06 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$94,800.02 
EFG iShares MSCI EAFE Growth ETF
-1.03%
-$42,732.96 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.98%
-$11,782.66 
VUG Vanguard Growth ETF
-0.93%
-$9,672.42 
VLUE iShares MSCI USA Value Factor ETF
-0.91%
-$5,011.81 
EFA iShares MSCI EAFE ETF
-0.76%
-$4,527.2 
IVLU iShares MSCI International Value Factor ETF
-0.76%
-$8,361.92 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.75%
-$5,407.95 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$3,551.04 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.71%
-$59,665.18 
THRO iShares U.S. Thematic Rotation Active ETF
-0.68%
-$23,037.44 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$33,304.5 
ESGU iShares ESG Aware MSCI USA ETF
-0.44%
-$7,191.24 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.4%
-$1,564.38 
IEV iShares Europe ETF
-0.4%
-$3,692.46 
OEF iShares S&P 100 ETF
-0.37%
-$10,420.65 
DFUS Dimensional U.S. Equity Market ETF
-0.37%
-$2,023.07 
IVV iShares Core S&P 500 ETF
-0.34%
-$88,620.45 
VOO Vanguard S&P 500 ETF
-0.33%
-$1,583.51 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$43,960.2 
LMUB iShares Long-Term National Muni Bond ETF
-0.32%
-$2,155.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$3,058.62 
IWB iShares Russell 1000 ETF
-0.27%
-$1,306.11 
HYD VanEck High Yield Muni ETF
-0.26%
-$4,836.1 
SUSL iShares ESG MSCI USA Leaders ETF
-0.26%
-$1,545.26 
TLT iShares 20+ Year Treasury Bond ETF
-0.22%
-$1,249.31 
TLH iShares 10-20 Year Treasury Bond ETF
-0.2%
-$10,822.89 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.18%
-$1,588.9 
BNDX Vanguard Total International Bond ETF
-0.18%
-$378.33 
SCMB Schwab Municipal Bond ETF
-0.18%
-$2,578.09 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$5,318.64 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.14%
-$7,759.4 
MUB iShares National Muni Bond ETF
-0.13%
-$1,565.19 
SYSB iShares Systematic Bond ETF
-0.11%
-$1,498.5 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$8,612.92 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$1,345.28 
GBF iShares Government/Credit Bond ETF
-0.11%
-$229.3 
FDHY Fidelity Enhanced High Yield ETF
-0.1%
-$293.45 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,170.1 
GNMA iShares GNMA Bond ETF
-0.09%
-$224.24 
JBND JPMorgan Active Bond ETF
-0.09%
-$189 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.09%
-$194.22 
MBB iShares MBS ETF
-0.08%
-$5,100.68 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.07%
-$324.27 
IGEB iShares Investment Grade Corporate Bond ETF
-0.06%
-$1,191.65 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$9,905.67 
VO Vanguard Mid-Cap ETF
-0.04%
-$301.55 
CALI China Auto Logistics Inc.
-0.02%
-$206.87 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$44.55 
BINC iShares Flexible Income Active ETF
-0.02%
-$1,020.23 Events
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Dividends
Dividend Analysis
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| Trades 657 | Longs Won 483/657 73% | Profit Factor 45.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $999,780.01 |
| Average Win $155,345.53 | Best Trade (Jul 16) $23.25M | Sharpe Ratio -9.2 |
| Average Loss -$9,420.87 | Worst Trade (Jul 13) -$148,557.49 | Z-Score 9.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 1d | Expectancy $111,708.76 |
| 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% | 0.15% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
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Returns
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