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:
10.49%
Gain +0.46%
Monthly
0.8%
Yearly
10.06%
Drawdown
7.26%
$267.13M
Equity
Holdings
$267.13M
Investment
$241.09M
$28.23M
Profit +$1.31M
Realized
$2.19M
Unrealized
$26.04M
Dividends
$5.11M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$1.31M
Win %
70%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$2.23M
Win %
70%
This Month
Compared to last month
Gain
0.12%
Profit
$314,196.42
Win %
70%
This Year
Compared to last year
Gain
2.16%
Profit
$5.93M
Win %
65%
NOW ServiceNow, Inc.
+6.15%
+$33,363.75 
HD The Home Depot, Inc.
+4.32%
+$18,131.95 
LLY Eli Lilly and Company
+3.56%
+$52,662.76 
IVZ Invesco Ltd.
+3.1%
+$386,670.57 
ORCL Oracle Corporation
+2.98%
+$13,628.6 
AZN AstraZeneca PLC American Depositary Shares
+2.9%
+$6,603.52 
NFLX Netflix, Inc.
+2.89%
+$12,792.84 
UBER Uber Technologies, Inc.
+2.79%
+$10,215.49 
GILD Gilead Sciences Inc.
+2.49%
+$14,086.74 
MA Mastercard Incorporated
+2.18%
+$7,274.02 
V Visa Inc. Class A
+2.13%
+$16,784.95 
XAR SPDR S&P Aerospace & Defense ETF
+2.04%
+$5,910.91 
MOAT VanEck Morningstar Wide Moat Fund
+2%
+$4,632.5 
FGDL Franklin Responsibly Sourced Gold ETF
+1.85%
+$8,153.73 
AAAU Goldman Sachs Physical Gold ETF
+1.81%
+$225,466.34 
SHLD Global X Defense Tech ETF
+1.57%
+$6,671.18 
COR Cencora, Inc.
+1.52%
+$6,290.41 
WMT Walmart Inc.
+1.47%
+$11,113.29 
GS The Goldman Sachs Group, Inc.
+1.46%
+$5,478.4 
TSCV Thrivent Small Cap Value ETF
+1.44%
+$14,557.77 
COWZ Pacer US Cash Cows 100 ETF
+1.43%
+$10,383.12 
WTV WisdomTree U.S. Value Fund
+1.39%
+$21,648.5 
VBK Vanguard Small-Cap Growth ETF
+1.32%
+$17,616.36 
CMI Cummins Inc.
+1.27%
+$5,496.08 
TJX The TJX Companies, Inc.
+1.23%
+$6,217.97 
OPPE WisdomTree European Opportunities Fund
+1.22%
+$170,990.72 
AUSF Global X Adaptive U.S. Factor ETF
+1.21%
+$18,229.8 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+1.13%
+$3,798.48 
MSFT Microsoft Corp.
+1.08%
+$23,230 
VO Vanguard Mid-Cap ETF
+0.99%
+$7,342.62 
EVX VanEck Environmental Services ETF
+0.89%
+$1,943.58 
EFA iShares MSCI EAFE ETF
+0.89%
+$2,303.21 
EWA iShares MSCI Australia ETF
+0.88%
+$125,523.25 
VIG Vanguard Dividend Appreciation ETF
+0.84%
+$2,939.1 
YLDE ClearBridge Dividend Strategy ESG ETF
+0.84%
+$7,102.82 
VTV Vanguard Value ETF
+0.83%
+$37,769.68 
BGT BlackRock Floating Rate Income Trust
+0.8%
+$27.86 
DJIA Global X Dow 30 Covered Call ETF
+0.8%
+$1,783.26 
NEE NextEra Energy, Inc.
+0.76%
+$2,572.18 
GD General Dynamics Corporation
+0.71%
+$3,641.89 
FBND Fidelity Total Bond ETF
+0.71%
+$63,223.26 
JBND JPMorgan Active Bond ETF
+0.6%
+$33,576.41 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$2,052.96 
PH Parker-Hannifin Corporation
+0.57%
+$1,487.55 
SYZ Lazard U.S. Systematic Small Cap Equity ETF
+0.56%
+$5,103.24 
HFSI Hartford Strategic Income ETF
+0.55%
+$31,737.31 
BAC Bank of America Corporation
+0.55%
+$2,139.48 
JEPI JPMorgan Equity Premium Income Fund
+0.54%
+$2,212.16 
LVHI Franklin International Low Volatility High Dividend ETF
+0.52%
+$9,799.46 
CGDV Capital Group Dividend Value ETF
+0.51%
+$1,339.5 
SNPE Xtrackers S&P 500 ESG ETF
+0.5%
+$6,216.35 
GOOGL Alphabet Inc
+0.47%
+$3,660.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.42%
+$5,714.73 
VOTE TCW Transform 500 ETF
+0.38%
+$3,954.89 
GOOG Alphabet Inc
+0.36%
+$8,426.47 
MS Morgan Stanley
+0.33%
+$691.21 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.31%
+$2,680.34 
PVAL Putnam Focused Large Cap Value ETF
+0.3%
+$8,346.88 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$19,636.33 
IVV iShares Core S&P 500 ETF
+0.28%
+$104,035.1 
CARY Angel Oak Income ETF
+0.27%
+$8,493.37 
SPYI NEOS S&P 500 High Income ETF
+0.27%
+$921.76 
AMZN Amazon.com Inc
+0.27%
+$3,852.2 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.26%
+$6,232.9 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.25%
+$6,482.2 
UDEC Innovator U.S. Equity Ultra Fund
+0.24%
+$2,671.96 
UOCT Innovator U.S. Equity Ultra Fund
+0.23%
+$3,654.54 
JPIB JPMorgan International Bond ETF
+0.21%
+$15,034.2 
PAVE Global X U.S. Infrastructure Development ETF
+0.21%
+$3,126.42 
UJAN Innovator U.S. Equity Ultra Fund
+0.17%
+$30,961.76 
UFEB Innovator U.S. Equity Ultra ETF
+0.16%
+$709.5 
UAPR Innovator U.S. Equity Ultra ETF
+0.14%
+$1,334.7 
ARB AltShares Merger Arbitrage ETF
+0.13%
+$1,593.65 
UMAR Innovator U.S. Equity Ultra Fund
+0.13%
+$441.37 
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF
+0.12%
+$4,911.85 
BALT Inn Defined Wealth Shield Mutual Fund
+0.1%
+$1,014.51 
JAJL Innovator EDP ETF - 6M January/July
+0.1%
+$672.23 
USEP Innovator U.S. Equity Ultra ETF
+0.09%
+$326.81 
JPM JPMorgan Chase & Co.
+0.09%
+$508.37 
QTUM Defiance Quantum ETF
+0.08%
+$2,870.01 
OEF iShares S&P 100 ETF
+0.06%
+$316.72 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.04%
+$435.57 
NSEP Innovator G100 Power Buffer ETF - September
+0.04%
+$1,558.32 
DTE DTE Energy Company
+0.02%
+$49.67 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BUYW Main Buywrite ETF
0%
$0 
EVNT AltShares Event-Driven ETF
0%
$0 ZAPR
ZAPR
0%
$0 
DELL Dell Technologies Inc.
-6.67%
-$33,836.13 
TER Teradyne, Inc.
-4.51%
-$8,033.85 
AMAT Applied Materials, Inc.
-3.72%
-$40,054.2 
CAT Caterpillar Inc.
-1.8%
-$15,421.12 
NVDA NVIDIA Corporation
-1.79%
-$43,765.28 
BKR Baker Hughes Company
-1.75%
-$5,156.52 
EME EMCOR Group, Inc.
-1.68%
-$3,197.44 
GEV GE Vernova Inc.
-1.63%
-$7,404.39 
ETN Eaton Corporation plc
-1.58%
-$7,230.45 
AMD Advanced Micro Devices, Inc.
-1.5%
-$131,693.29 
APH Amphenol Corporation
-1.46%
-$6,369.44 
MRK Merck & Co., Inc.
-1.37%
-$5,146.96 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.36%
-$15,509.28 
PANW Palo Alto Networks, Inc.
-1.29%
-$11,800.07 
XOM Exxon Mobil Corporation
-1.29%
-$8,650.99 
SMH VanEck Semiconductor ETF
-1.05%
-$24,553.16 
EOG EOG Resources, Inc.
-1.02%
-$5,391.38 
AVEM Avantis Emerging Markets Equity ETF
-0.7%
-$28,508.67 
AVGO Broadcom Inc.
-0.57%
-$10,218.65 
COST Costco Wholesale Corporation
-0.41%
-$1,755.6 
AAPL Apple Inc.
-0.28%
-$12,767.04 
JNJ Johnson & Johnson
-0.2%
-$1,103.13 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$553.01 
META Meta Platforms Inc Class A
-0.13%
-$1,135.66 
SCHE Schwab Emerging Markets Equity ETF
-0.1%
-$3,355.7 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$633.36 
ABBV AbbVie Inc.
-0.05%
-$234.05 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$356.01 
ZDEK Innovator Equity Defined Protection ETF
-0.04%
-$131.85 
QQQI Neos NASDAQ-100 High Income ETF
-0.04%
-$89.02 Events
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Dividends
Dividend Analysis
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| Trades 509 | Longs Won 308/509 60% | Profit Factor 4.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $388,201.71 |
| Average Win $117,575.89 | Best Trade (Oct 14) $6.27M | Sharpe Ratio -1,131.15 |
| Average Loss -$39,707.91 | Worst Trade (Apr 28) -$1.52M | Z-Score 1.88 (93.99%) |
| Commissions $0 | Avg. Trade Length 6m 3w 6d | Expectancy $55,465.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 308,858 | $11.77M | $12.71M | - | $935,839.74 | 7.95% | +1.806% |
| AAPL Apple Inc. | 13,299 | $3.36M | $4.55M | - | $1.19M | 35.35% | -0.28% |
| ABBV AbbVie Inc. | 1,614 | $364,161.28 | $457,302.69 | - | $93,141.41 | 25.58% | -0.051% |
| AMAT Applied Materials, Inc. | 2,410 | $507,896.65 | $1.04M | - | $528,427.45 | 104.04% | -3.721% |
| AMD Advanced Micro Devices, Inc. | 15,331 | $2.49M | $8.62M | - | $6.13M | 246.74% | -1.505% |
| AMZN Amazon.com Inc | 5,665 | $1.24M | $1.44M | - | $206,047.6 | 16.65% | +0.268% |
| APH Amphenol Corporation | 5,264 | $227,704.85 | $428,910.72 | - | $201,205.87 | 88.36% | -1.463% |
| ARB AltShares Merger Arbitrage ETF | 39,941 | $1.16M | $1.2M | - | $40,013.37 | 3.45% | +0.133% |
| AUSF Global X Adaptive U.S. Factor ETF | 30,383 | $1.49M | $1.53M | - | $36,746.75 | 2.46% | +1.207% |
| AVEM Avantis Emerging Markets Equity ETF | 44,545 | $3.91M | $4.03M | - | $117,962.62 | 3.02% | -0.703% |
| AVGO Broadcom Inc. | 5,135 | $1.69M | $1.77M | - | $73,687.25 | 4.35% | -0.575% |
| AZN AstraZeneca PLC American Depositary Shares | 1,408 | $259,649 | $234,741.76 | - | -$24,907.24 | -9.59% | +2.895% |
| BAC Bank of America Corporation | 7,641 | $385,418.32 | $394,810.47 | - | $9,392.15 | 2.44% | +0.545% |
| BALT Inn Defined Wealth Shield Mutual Fund | 28,986 | $966,209.77 | $1.02M | - | $49,894.46 | 5.16% | +0.1% |
| BGT BlackRock Floating Rate Income Trust | 347 | $3,699.02 | $3,508.17 | - | -$190.85 | -5.16% | +0.801% |
| BKR Baker Hughes Company | 5,316 | $248,259.84 | $289,190.4 | - | $40,930.56 | 16.49% | -1.752% |
| BRK-A Berkshire Hathaway Inc. | 1 | $717,521 | $789,229 | - | $71,708 | 9.99% | -0.045% |
| BRK-B Berkshire Hathaway Inc. | 1,508 | $727,810.35 | $793,102.44 | - | $65,292.09 | 8.97% | -0.08% |
| BUYW Main Buywrite ETF | 161,272 | $2.31M | $2.35M | - | $41,353.91 | 1.79% | 0.0 |
| CARY Angel Oak Income ETF | 154,425 | $3.23M | $3.13M | - | -$100,190.69 | -3.11% | +0.272% |
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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, iShares Core S&P 500 ETF - $720,478.83, Invesco S&P 500 Revenue ETF - $707,316.57, and Franklin International Low Volatility High Dividend ETF - $473,626.39. 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 - $160,938.14, 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 $5.11M earned over time. The largest contributors to dividend income include JPMorgan Active Bond ETF - $442,836.62, Fidelity Total Bond ETF - $441,971.93, iShares Core S&P 500 ETF - $430,648.26, WisdomTree European Opportunities Fund - $339,625.56, and JPMorgan International Bond ETF - $312,320.39. 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.
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