Matthew Costa Portfolio
Invests via Woodside Wealth Management LLC | Managed by Matthew Costa, Cheryl A. Costa
Invests via Woodside Wealth Management LLC
Managed by Matthew Costa, Cheryl A. Costa
Automatically Tracked
Investor and operator focused on growth-stage software and payments, combining corporate development, capital markets and product strategy experience. Matthew Costa has led M&A and strategic partnerships at fintech firms and participates in early-stage venture and secondary private investments. Market-facing profile suited to LP relations, deal sourcing and board advisory roles.
Investor and operator focused on growth-stage software and payments, combining corporate development, capital markets and product strategy experience. Matthew Costa has led M&A and strategic partnerships at fintech firms and participates in early-stage venture and secondary private investments. Market-facing profile suited to LP relations, deal sourcing and board advisory roles.
Investment Philosophy & Strategy
Focuses on growth-stage software and payments with a pragmatic, operator-informed investment approach that blends corporate development, capital markets fluency and product strategy. Prioritises opportunities with clear unit economics, network effects and payments monetization paths, deploying capital across primary rounds and secondary liquidity to support scaling. Emphasises board-level engagement, structured deal terms, staged capital commitments and downside protection while leveraging M&A and partnership instincts for accelerated go-to-market and exit optionality.
Focuses on growth-stage software and payments with a pragmatic, operator-informed investment approach that blends corporate development, capital markets fluency and product strategy. Prioritises opportunities with clear unit economics, network effects and payments monetization paths, deploying capital across primary rounds and secondary liquidity to support scaling. Emphasises board-level engagement, structured deal terms, staged capital commitments and downside protection while leveraging M&A and partnership instincts for accelerated go-to-market and exit optionality.
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:
0.74%
Gain
Monthly
0.05%
Yearly
0.57%
Drawdown
22.7%
$142.06M
Equity
Holdings
$142.06M
Investment
$112.26M
$30.61M
Profit -$695,976.79
Realized
$807,320.9
Unrealized
$29.8M
Dividends
$3.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$695,976.79
Win %
69%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$610,159.5
Win %
69%
This Month
Compared to last month
Gain
-0.36%
Profit
-$512,164.64
Win %
69%
This Year
Compared to last year
Gain
10.96%
Profit
$14.03M
Win %
78%
XOM Exxon Mobil Corporation
+1.36%
+$3,284.8 
VTV Vanguard Value ETF
+0.32%
+$4,373.11 
VNQ Vanguard Real Estate ETF
+0.16%
+$727.36 
DFUV Dimensional US Marketwide Value ETF
+0.15%
+$5,297.28 
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$477.51 
FBND Fidelity Total Bond ETF
+0.12%
+$2,724.92 
BND Vanguard Total Bond Market Index Fund
+0.12%
+$345.1 
SPLV Invesco S&P 500 Low Volatility ETF
+0.09%
+$259.89 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.07%
+$10,055.27 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$662.3 
BSV Vanguard Short-Term Bond ETF
+0.04%
+$1,222.1 
SCHD Schwab U.S. Dividend Equity ETF
+0.04%
+$1,492.44 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$241.12 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,904.33 
IBM International Business Machines Corporation
-3.33%
-$11,877.1 
MSFT Microsoft Corp.
-2.11%
-$14,077.59 
BNY BlackRock New York Municipal Income Trust
-2.03%
-$6,151.62 
GOOG Alphabet Inc
-1.95%
-$114,517.6 
GOOGL Alphabet Inc
-1.92%
-$111,848.16 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$4,837.28 
VUG Vanguard Growth ETF
-1.11%
-$122,944.86 
DFAE Dimensional Emerging Core Equity Market ETF
-0.95%
-$5,500.8 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$22,185.9 
DFAT Dimensional US Targeted Value ETF
-0.66%
-$2,030.4 
GLW Corning Incorporated
-0.6%
-$2,731.25 
IVV iShares Core S&P 500 ETF
-0.51%
-$7,498.14 
VOO Vanguard S&P 500 ETF
-0.51%
-$174,465.94 
DFAU Dimensional US Core Equity Market ETF
-0.51%
-$10,533.49 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$13,453.33 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$24,147.62 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.45%
-$3,339.99 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.44%
-$42,985.61 
DCOR Dimensional US Core Equity 1 ETF
-0.43%
-$1,291.85 
IWM iShares Russell 2000 ETF
-0.36%
-$2,678.38 
AAPL Apple Inc.
-0.31%
-$1,347.43 
EFA iShares MSCI EAFE ETF
-0.29%
-$1,668 
DFAI Dimensional International Core Equity Market ETF
-0.25%
-$4,811.52 
PRF Invesco FTSE RAFI US 1000 ETF
-0.19%
-$18,313.05 
IWD iShares Russell 1000 Value ETF
-0.17%
-$1,950.05 
CMCSA Comcast Corp
-0.14%
-$251.69 
SCHF Schwab International Equity ETF
-0.11%
-$271.2 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$348.04 
MUB iShares National Muni Bond ETF
-0.07%
-$157.36 
USMV iShares MSCI USA Min Vol Factor ETF
-0.02%
-$829.58 Events
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Dividends
Dividend Analysis
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| Trades 216 | Longs Won 158/216 73% | Profit Factor 91.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $705,490.74 |
| Average Win $195,868.94 | Best Trade (Jul 14) $8.35M | Sharpe Ratio -139.13 |
| Average Loss -$5,849.09 | Worst Trade (Jul 17) -$114,557.54 | Z-Score 2.55 (98.91%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $141,703.91 |
| 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 | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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