Brian Glas Portfolio
Invests via Noble Family Wealth, LLC | Managed by Brian D. Glas, Greg A. Willsey
Invests via Noble Family Wealth, LLC
Managed by Brian D. Glas, Greg A. Willsey
Automatically Tracked
Brian Glas Profile
Seasoned investor and operator with experience in fintech, payments, and growth-stage venture investing. Brian Glas is known for scaling product teams, leading strategic partnerships, and sourcing early-stage fintech opportunities; background includes operating roles at payments firms and investing through angel and early-stage vehicles. Focus areas include payments infrastructure, embedded finance, and SaaS for financial services. Active on boards and as an advisor to startups navigating commercialization and series A/B fundraising.
Seasoned investor and operator with experience in fintech, payments, and growth-stage venture investing. Brian Glas is known for scaling product teams, leading strategic partnerships, and sourcing early-stage fintech opportunities; background includes operating roles at payments firms and investing through angel and early-stage vehicles. Focus areas include payments infrastructure, embedded finance, and SaaS for financial services. Active on boards and as an advisor to startups navigating commercialization and series A/B fundraising.
Investment Philosophy & Strategy
Operator-led, thesis-driven investor focused on fintech, payments infrastructure, embedded finance and SaaS for financial services. Prioritizes early to growth-stage opportunities with demonstrable product-market fit and initial revenue, allocating capital with reserve for follow‑on rounds. Investment style combines network-driven sourcing and active board/advisor involvement to accelerate go‑to‑market, partnerships, and product scaling. Seeks businesses with defensible technical integration, clear monetization, and founder/operator alignment; time horizon is growth-oriented (3–7 years) with disciplined underwriting and emphasis on operational value creation.
Operator-led, thesis-driven investor focused on fintech, payments infrastructure, embedded finance and SaaS for financial services. Prioritizes early to growth-stage opportunities with demonstrable product-market fit and initial revenue, allocating capital with reserve for follow‑on rounds. Investment style combines network-driven sourcing and active board/advisor involvement to accelerate go‑to‑market, partnerships, and product scaling. Seeks businesses with defensible technical integration, clear monetization, and founder/operator alignment; time horizon is growth-oriented (3–7 years) with disciplined underwriting and emphasis on operational value creation.
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:
61.34%
Gain -0.14%
Monthly
1.31%
Yearly
16.85%
Drawdown
17.67%
$554.19M
Equity
Holdings
$554.19M
Investment
$369.58M
$195.59M
Profit -$670,417.81
Realized
$10.99M
Unrealized
$184.6M
Dividends
$24.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$670,417.81
Win %
93%
This Week
Compared To Last Week
Gain
0.01%
Profit
$72,456.44
Win %
93%
This Month
Compared to last month
Gain
-0.12%
Profit
-$670,417.81
Win %
93%
This Year
Compared to last year
Gain
14.4%
Profit
$69.77M
Win %
92%
TT Trane Technologies plc
+3.33%
+$11,442.61 
MSFT Microsoft Corp.
+3.02%
+$46,389.69 
FAST Fastenal Co.
+2.25%
+$4,827.9 
ORCL Oracle Corporation
+1.81%
+$5,544 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$107,193.82 
VUG Vanguard Growth ETF
+1.1%
+$262,533.42 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$81,860.84 
VDE Vanguard Energy ETF
+1.02%
+$19,827.08 
PRN Invesco Dorsey Wright Industrials ETF
+1.01%
+$12,083.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$21,838.32 
IWL iShares Russell Top 200 ETF
+0.87%
+$32,024.2 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$14,282.58 
MCD McDonald's Corporation
+0.82%
+$3,905.02 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,749.98 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$28,391 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,728.96 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$7,749.72 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$16,889.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,895.38 
IWD iShares Russell 1000 Value ETF
+0.44%
+$91,880.25 
IYJ iShares U.S. Industrials ETF
+0.42%
+$2,447.96 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.42%
+$48,442.13 
MRK Merck & Co., Inc.
+0.32%
+$1,506.79 
JPM JPMorgan Chase & Co.
+0.27%
+$1,612.1 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$437.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$90,303.3 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$591.25 
WM Waste Management, Inc.
+0.1%
+$281.6 
AFL Aflac Inc.
+0.09%
+$243.6 
HDV iShares Core High Dividend ETF
+0.04%
+$412.25 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AON Aon plc
-1.64%
-$5,538.42 
UPS United Parcel Service, Inc.
-1%
-$7,591.5 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$6,658.8 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$60,325.08 
IWC iShares Micro-Cap ETF
-0.7%
-$27,927.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$336,086.62 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$8,665.02 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$1,879.68 
EFA iShares MSCI EAFE ETF
-0.62%
-$91,850.22 
SCHF Schwab International Equity ETF
-0.58%
-$137,757.12 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$2,583.9 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$16,156.25 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$36,744.79 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$16,817.92 
IWM iShares Russell 2000 ETF
-0.47%
-$4,699.56 
DFIV Dimensional International Value ETF
-0.47%
-$1,577.34 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$11,228.6 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$128,219.78 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$199,827.69 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$8,749.13 
FDM First Trust Dow Jones Select MicroCap Index Fund
-0.28%
-$3,693.3 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$993.51 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$8,167.85 
VTV Vanguard Value ETF
-0.27%
-$145,604.22 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$65,233.17 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$60,539.13 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,465.25 
IWN iShares Russell 2000 Value ETF
-0.25%
-$14,136.14 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$3,357.53 
VB Vanguard Small-Cap ETF
-0.22%
-$54,236.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,354.39 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$529.85 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$799.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$20,506.56 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,249.95 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$465.96 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$10,099.98 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$849.28 
IDV iShares International Select Dividend ETF
-0.14%
-$854.88 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$239.69 
VO Vanguard Mid-Cap ETF
-0.05%
-$6,504.32 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$257.73 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$314.43 Events
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Dividends
Dividend Analysis
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| Trades 620 | Longs Won 529/620 85% | Profit Factor 146.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.37M |
| Average Win $372,275.83 | Best Trade (Aug 14) $16.48M | Sharpe Ratio -11.92 |
| Average Loss -$14,735.35 | Worst Trade (Aug 24) -$609,400.93 | Z-Score 39.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 5d | Expectancy $315,472.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AFL Aflac Inc. | 2,030 | $226,751 | $258,784.4 | - | $32,033.4 | 14.13% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,861 | $981,682.68 | $960,165.57 | - | -$21,517.11 | -2.19% | -0.256% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 88,075 | $8.23M | $11.69M | - | $3.45M | 41.95% | +0.416% |
| AON Aon plc | 920 | $328,054 | $331,705.99 | - | $3,651.99 | 1.11% | -1.642% |
| AVSC Avantis U.S. Small Cap Equity ETF | 3,883 | $223,298.63 | $280,896.22 | - | $57,597.59 | 25.79% | -0.166% |
| BNY BlackRock New York Municipal Income Trust | 2,365 | $257,691 | $369,720.45 | - | $112,029.45 | 43.47% | +0.16% |
| BRK-A Berkshire Hathaway Inc. | 1 | $465,600 | $766,600 | - | $301,000 | 64.65% | +0.21% |
| DFIC Dimensional International Core Equity Market ETF | 11,745 | $371,470.89 | $447,367.05 | - | $75,896.16 | 20.43% | -0.574% |
| DFIV Dimensional International Value ETF | 5,842 | $256,392.35 | $334,571.34 | - | $78,178.99 | 30.49% | -0.469% |
| DGRO iShares Core Dividend Growth ETF | 4,516 | $289,164.5 | $352,293.17 | - | $63,128.67 | 21.83% | -0.281% |
| DIHP Dimensional International High Profitability Portfolio | 8,544 | $255,018.75 | $294,938.88 | - | $39,920.13 | 15.65% | -0.633% |
| EEM iShares MSCI Emerging Markets ETF | 5,500 | $217,030 | $352,494.98 | - | $135,464.98 | 62.42% | +0.786% |
| EFA iShares MSCI EAFE ETF | 139,167 | $10.01M | $14.69M | - | $4.68M | 46.74% | -0.621% |
| EFG iShares MSCI EAFE Growth ETF | 7,160 | $670,749 | $869,438.8 | - | $198,689.8 | 29.62% | -0.76% |
| EFV iShares MSCI EAFE Value ETF | 85,453 | $4.59M | $6.91M | - | $2.32M | 50.64% | -0.529% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 87,086 | $4.96M | $8.02M | - | $3.07M | 61.83% | +1.031% |
| FAST Fastenal Co. | 4,598 | $207,716.96 | $219,370.58 | - | $11,653.62 | 5.61% | +2.25% |
| FDM First Trust Dow Jones Select MicroCap Index Fund | 14,205 | $762,163.65 | $1.3M | - | $536,741.55 | 70.42% | -0.284% |
| FLMI Franklin Dynamic Municipal Bond ETF | 12,450 | $308,387 | $307,017 | - | -$1,370 | -0.44% | 0.0 |
| HDV iShares Core High Dividend ETF | 41,225 | $983,157.53 | $1.18M | - | $201,236.72 | 20.47% | +0.035% |
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FAQ
Which stocks have generated the highest profits for Brian Glas?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $3.43M, Schwab U.S. Dividend Equity ETF - $2.87M, Vanguard Value ETF - $2.62M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.56M, and Schwab U.S. Mid-Cap ETF - $2.42M. 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: FlexShares Morningstar Global Upstream Natural Resources Index Fund - $109,319.6, The Home Depot, Inc - $36,303.91, The Coca-Cola Company - $28,724.06, Paychex Inc - $22,478.1, and SPDR Portfolio Long Term Treasury ETF - $17,831.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Glas's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.73M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $2.87M, Vanguard Value ETF - $2.62M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.56M, Vanguard Dividend Appreciation ETF - $2.28M, and Schwab International Equity ETF - $1.43M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Glas's monthly returns?
Brian Glas's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brian Glas's strategy be considered aggressive or moderate?
Brian Glas's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brian Glas's strategy?
Brian Glas'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.
