Todd Arthur Gomes Portfolio
Invests via Sonoma Allocations LLC | Managed by Todd Arthur Gomes, Ben Frank Sedillo
Invests via Sonoma Allocations LLC
Managed by Todd Arthur Gomes, Ben Frank Sedillo
Automatically Tracked
Seasoned operator and early-stage investor focused on SaaS and consumer internet, with experience scaling product, go-to-market and engineering teams. Todd Arthur Gomes is a founder-operator turned angel and seed backer who advises startups on product strategy, fundraising and growth metrics. Holds a technical background and has taken board and advisory roles with portfolio companies; investment style emphasizes defensible product differentiation and capital-efficient customer acquisition.
Seasoned operator and early-stage investor focused on SaaS and consumer internet, with experience scaling product, go-to-market and engineering teams. Todd Arthur Gomes is a founder-operator turned angel and seed backer who advises startups on product strategy, fundraising and growth metrics. Holds a technical background and has taken board and advisory roles with portfolio companies; investment style emphasizes defensible product differentiation and capital-efficient customer acquisition.
Investment Philosophy & Strategy
Invests at seed and pre-seed with a founder-operator lens, prioritizing SaaS and consumer internet businesses that demonstrate defensible product differentiation and capital-efficient customer acquisition. Emphasizes strong unit economics, measurable growth metrics, and scalable go-to-market motions; prefers product-led adoption and technical moats. Adopts a hands-on, advisory-oriented approach to portfolio support, concentrated conviction bets, and pragmatic follow-on capital to reach commercialization within a 3–7 year horizon while maintaining disciplined capital stewardship.
Invests at seed and pre-seed with a founder-operator lens, prioritizing SaaS and consumer internet businesses that demonstrate defensible product differentiation and capital-efficient customer acquisition. Emphasizes strong unit economics, measurable growth metrics, and scalable go-to-market motions; prefers product-led adoption and technical moats. Adopts a hands-on, advisory-oriented approach to portfolio support, concentrated conviction bets, and pragmatic follow-on capital to reach commercialization within a 3–7 year horizon while maintaining disciplined capital stewardship.
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:
11.83%
Gain -0.01%
Monthly
1.02%
Yearly
11.83%
Drawdown
7.26%
$270.36M
Equity
Holdings
$270.36M
Investment
$241.09M
$31.46M
Profit -$67,862.49
Realized
$2.19M
Unrealized
$29.27M
Dividends
$4.53M
Goals
Avg. 84% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$67,862.49
Win %
75%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$67,862.49
Win %
75%
This Month
Compared to last month
Gain
2.38%
Profit
$6.27M
Win %
75%
This Year
Compared to last year
Gain
3.4%
Profit
$9.16M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$204,393.14 
ETN Eaton Corporation plc
+7.32%
+$31,735.51 
GOOG Alphabet Inc
+6.88%
+$156,724.31 
GOOGL Alphabet Inc
+6.73%
+$50,467.62 
META Meta Platforms Inc Class A
+3.28%
+$20,915.43 
MSFT Microsoft Corp.
+3.02%
+$55,024.76 
NVDA NVIDIA Corporation
+2.93%
+$62,947.12 
EOG EOG Resources, Inc.
+2.19%
+$10,920.15 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$5,887.94 
PANW Palo Alto Networks, Inc.
+1.89%
+$14,962.95 
ORCL Oracle Corporation
+1.81%
+$8,082.69 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$17,734.31 
PH Parker-Hannifin Corporation
+1.43%
+$3,764.77 
AMAT Applied Materials, Inc.
+1.18%
+$14,219.05 
NOW ServiceNow, Inc.
+1.05%
+$4,495 
SNPE Xtrackers S&P 500 ESG ETF
+0.99%
+$11,899.87 
BKR Baker Hughes Company
+0.98%
+$3,136.44 
OEF iShares S&P 100 ETF
+0.95%
+$4,764.4 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$29,721.77 
GEV GE Vernova Inc.
+0.85%
+$4,013.73 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$2,669.45 
SHLD Global X Defense Tech ETF
+0.77%
+$3,406.56 
BGT BlackRock Floating Rate Income Trust
+0.74%
+$27.76 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$48,321.92 
CAT Caterpillar Inc.
+0.7%
+$6,486.47 
IVV iShares Core S&P 500 ETF
+0.69%
+$246,604.8 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$1,602.36 
QTUM Defiance Quantum ETF
+0.67%
+$24,525.54 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$2,161.38 
CGDV Capital Group Dividend Value ETF
+0.63%
+$1,660.98 
IVZ Invesco Ltd.
+0.61%
+$80,463.24 
TER Teradyne, Inc.
+0.6%
+$1,089 
APH Amphenol Corporation
+0.55%
+$1,158.07 
DJIA Global X Dow 30 Covered Call ETF
+0.54%
+$1,188.84 
VOTE TCW Transform 500 ETF
+0.53%
+$5,388.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,015.04 
UOCT Innovator U.S. Equity Ultra Fund
+0.51%
+$7,728.63 
UDEC Innovator U.S. Equity Ultra Fund
+0.48%
+$5,113.77 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$7,389.78 
UFEB Innovator U.S. Equity Ultra ETF
+0.37%
+$1,595 
AVGO Broadcom Inc.
+0.37%
+$7,394.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,804.88 
BAC Bank of America Corporation
+0.36%
+$1,681.02 
UJAN Innovator U.S. Equity Ultra Fund
+0.35%
+$61,923.52 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,378.07 
GD General Dynamics Corporation
+0.32%
+$1,862.94 
MRK Merck & Co., Inc.
+0.32%
+$1,044.71 
UMAR Innovator U.S. Equity Ultra Fund
+0.31%
+$1,043.25 
SMH VanEck Semiconductor ETF
+0.3%
+$6,754.76 
ZDEK Innovator Equity Defined Protection ETF
+0.29%
+$1,002.06 
UAPR Innovator U.S. Equity Ultra ETF
+0.27%
+$2,535.93 
JPM JPMorgan Chase & Co.
+0.27%
+$1,647.82 
USEP Innovator U.S. Equity Ultra ETF
+0.26%
+$900.4 
NSEP Innovator G100 Power Buffer ETF - September
+0.26%
+$8,597.6 
EVNT AltShares Event-Driven ETF
+0.24%
+$11,628.85 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$510 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$1,146.39 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,363.44 
CMI Cummins Inc.
+0.19%
+$1,005.3 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$1,739.16 
MS Morgan Stanley
+0.17%
+$414.72 
TSCV Thrivent Small Cap Value ETF
+0.17%
+$1,865.02 
JAJL Innovator EDP ETF - 6M January/July
+0.17%
+$1,147.15 
DELL Dell Technologies Inc.
+0.14%
+$559.44 
DTE DTE Energy Company
+0.12%
+$337.79 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$4,009.05 
EVX VanEck Environmental Services ETF
+0.1%
+$220.36 
WMT Walmart Inc.
+0.09%
+$649.91 
YLDE ClearBridge Dividend Strategy ESG ETF
+0.07%
+$636.89 
JPIB JPMorgan International Bond ETF
+0.06%
+$4,510.26 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$1,565.04 
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF
+0.01%
+$535.35 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HYEM VanEck Emerging Markets High Yield Bond Fund
0%
$0 
NFLT Virtus Newfleet Multi-Sector Bond ETF
0%
$0 ZAPR
ZAPR
0%
$0 
AAPL Apple Inc.
-7.35%
-$326,091.48 
ABBV AbbVie Inc.
-2.51%
-$10,442.58 
NFLX Netflix, Inc.
-2%
-$9,155.66 
AMD Advanced Micro Devices, Inc.
-1.9%
-$141,658.75 
EWA iShares MSCI Australia ETF
-1.61%
-$241,004.64 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$182,226.22 
TJX The TJX Companies, Inc.
-1.21%
-$6,802.52 
FGDL Franklin Responsibly Sourced Gold ETF
-1.15%
-$5,086 
NEE NextEra Energy, Inc.
-1.15%
-$4,366.23 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,393.6 
XOM Exxon Mobil Corporation
-0.97%
-$5,792.58 
GILD Gilead Sciences Inc.
-0.81%
-$3,935.42 
MA Mastercard Incorporated
-0.74%
-$2,354.5 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$13,362.9 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,773.44 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,670.46 
EME EMCOR Group, Inc.
-0.62%
-$1,264.64 
CARY Angel Oak Income ETF
-0.59%
-$18,839.85 
LLY Eli Lilly and Company
-0.53%
-$7,509.25 
HD The Home Depot, Inc.
-0.42%
-$1,975.22 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,294.95 
COR Cencora, Inc.
-0.28%
-$1,095.6 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$3,700.28 
FBND Fidelity Total Bond ETF
-0.27%
-$24,473.52 
VTV Vanguard Value ETF
-0.27%
-$12,110.72 
COST Costco Wholesale Corporation
-0.24%
-$1,003.19 
AUSF Global X Adaptive U.S. Factor ETF
-0.21%
-$3,342.13 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,855.62 
JBND JPMorgan Active Bond ETF
-0.21%
-$11,914.21 
BUYW Main Buywrite ETF
-0.21%
-$4,838.16 
HFSI Hartford Strategic Income ETF
-0.17%
-$10,293.18 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$524.16 
WTV WisdomTree U.S. Value Fund
-0.13%
-$2,090.2 
SYZ Lazard U.S. Systematic Small Cap Equity ETF
-0.11%
-$1,032.54 
OPPE WisdomTree European Opportunities Fund
-0.08%
-$11,220.5 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.06%
-$203.49 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$1,440.49 
VO Vanguard Mid-Cap ETF
-0.05%
-$369.44 
V Visa Inc. Class A
-0.04%
-$282.08 
ARB AltShares Merger Arbitrage ETF
-0.02%
-$279.59 
UBER Uber Technologies, Inc.
-0.01%
-$52.93 Events
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Dividends
Dividend Analysis
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| Trades 509 | Longs Won 318/509 62% | Profit Factor 5.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $366,874.03 |
| Average Win $120,797.21 | Best Trade (Aug 05) $5.46M | Sharpe Ratio -1,149.77 |
| Average Loss -$36,404.54 | Worst Trade (Apr 28) -$1.52M | Z-Score 6.14 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 1d | Expectancy $61,807.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 308,858 | $11.77M | $12.33M | - | $559,032.98 | 4.75% | -1.456% |
| AAPL Apple Inc. | 13,299 | $3.36M | $4.11M | - | $747,906.99 | 22.26% | -7.354% |
| ABBV AbbVie Inc. | 1,614 | $364,161.28 | $405,017.16 | - | $40,855.88 | 11.22% | -2.513% |
| AMAT Applied Materials, Inc. | 2,410 | $507,896.65 | $1.22M | - | $715,588.07 | 140.89% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 15,331 | $2.49M | $7.3M | - | $4.81M | 193.65% | -1.904% |
| AMZN Amazon.com Inc | 5,665 | $1.24M | $1.54M | - | $301,332.84 | 24.36% | +15.321% |
| APH Amphenol Corporation | 2,632 | $227,702.22 | $211,481.2 | - | -$16,221.02 | -7.12% | +0.551% |
| ARB AltShares Merger Arbitrage ETF | 39,941 | $1.16M | $1.18M | - | $21,201.16 | 1.83% | -0.024% |
| AUSF Global X Adaptive U.S. Factor ETF | 30,383 | $1.49M | $1.57M | - | $73,510.18 | 4.93% | -0.213% |
| AVEM Avantis Emerging Markets Equity ETF | 44,545 | $3.91M | $3.99M | - | $79,208.47 | 2.03% | +0.101% |
| AVGO Broadcom Inc. | 5,135 | $1.69M | $2M | - | $304,864.95 | 18% | +0.371% |
| AZN AstraZeneca PLC American Depositary Shares | 1,408 | $259,649 | $238,853.12 | - | -$20,795.88 | -8.01% | -0.992% |
| BAC Bank of America Corporation | 7,641 | $385,418.32 | $473,359.95 | - | $87,941.63 | 22.82% | +0.356% |
| BALT Inn Defined Wealth Shield Mutual Fund | 28,986 | $966,209.77 | $998,277.84 | - | $32,068.07 | 3.32% | +0.175% |
| BGT BlackRock Floating Rate Income Trust | 347 | $3,699.02 | $3,758.01 | - | $58.99 | 1.59% | +0.744% |
| BKR Baker Hughes Company | 5,316 | $248,259.84 | $321,564.84 | - | $73,305 | 29.53% | +0.985% |
| BRK-A Berkshire Hathaway Inc. | 1 | $717,521 | $766,600 | - | $49,079 | 6.84% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 1,508 | $727,810.35 | $771,402.32 | - | $43,591.97 | 5.99% | +0.365% |
| BUYW Main Buywrite ETF | 161,272 | $2.31M | $2.34M | - | $25,226.71 | 1.09% | -0.207% |
| CARY Angel Oak Income ETF | 154,425 | $3.23M | $3.18M | - | -$41,509.19 | -1.29% | -0.588% |
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FAQ
Which stocks have generated the highest profits for Todd Arthur Gomes?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P International Developed Momentum ETF - $936,102.17, Xtrackers MSCI Eurozone Hedged Equity ETF - $760,214.53, Invesco S&P 500 Revenue ETF - $707,316.57, iShares Core S&P 500 ETF - $614,390.12, and Franklin International Low Volatility High Dividend ETF - $457,529.44. 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: iShares Russell 1000 Growth ETF - $1.69M, Invesco QQQ Trust, Series 1 - $262,419.35, Oracle Corporation - $162,687.64, Boston Scientific Corporation - $135,367.59, and Fiserv, Inc - $117,591.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Todd Arthur Gomes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.53M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $441,971.93, JPMorgan Active Bond ETF - $398,539.58, iShares Core S&P 500 ETF - $324,559.55, JPMorgan International Bond ETF - $290,952.28, and WisdomTree European Opportunities Fund - $274,985.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd Arthur Gomes's monthly returns?
Todd Arthur Gomes's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Todd Arthur Gomes's strategy be considered aggressive or moderate?
Todd Arthur Gomes's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Todd Arthur Gomes's strategy?
Todd Arthur Gomes'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.
