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:
64.9%
Gain +0.88%
Monthly
1.19%
Yearly
15.26%
Drawdown
17.69%
$556.38M
Equity
Holdings
$556.38M
Investment
$385.74M
$182.99M
Profit +$3.76M
Realized
$12.35M
Unrealized
$170.64M
Dividends
$26.63M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.88%
Profit
$3.76M
Win %
90%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$202,683.85
Win %
90%
This Month
Compared to last month
Gain
1.27%
Profit
$7M
Win %
90%
This Year
Compared to last year
Gain
-0.57%
Profit
-$3.1M
Win %
88%
AON Aon plc
+4.25%
+$9,994.94 
ORCL Oracle Corporation
+3.07%
+$9,624 
MCD McDonald's Corporation
+1.78%
+$6,148 
UPS United Parcel Service, Inc.
+1.57%
+$10,845 
SCHY Schwab International Dividend Equity ETF
+1.54%
+$55,698.39 
SCHD Schwab U.S. Dividend Equity ETF
+1.42%
+$770,455.68 
FDM First Trust Dow Jones Select MicroCap Index Fund
+1.41%
+$17,624.14 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.32%
+$139,696.48 
MSFT Microsoft Corp.
+1.24%
+$16,869.6 
IWS iShares Russell Mid-Cap Value ETF
+1.19%
+$31,757.02 
IWC iShares Micro-Cap ETF
+1.13%
+$41,576.04 
SCHA Schwab U.S. Small-Cap ETF
+1.09%
+$345,890.5 
IWN iShares Russell 2000 Value ETF
+1.09%
+$57,770.59 
AVSC Avantis U.S. Small Cap Equity ETF
+1.05%
+$2,449.78 
SCHM Schwab U.S. Mid-Cap ETF
+1.03%
+$233,766.75 
VB Vanguard Small-Cap ETF
+1.02%
+$261,195.31 
VIG Vanguard Dividend Appreciation ETF
+0.9%
+$508,539.05 
DGRO iShares Core Dividend Growth ETF
+0.89%
+$3,178.14 
IWM iShares Russell 2000 ETF
+0.87%
+$7,945.35 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.85%
+$97,940.5 
DIHP Dimensional International High Profitability Portfolio
+0.83%
+$1,942.64 
EFV iShares MSCI EAFE Value ETF
+0.8%
+$57,365.62 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.78%
+$1,768.52 
VTV Vanguard Value ETF
+0.76%
+$429,157.68 
IWD iShares Russell 1000 Value ETF
+0.76%
+$157,856.64 
VOE Vanguard Mid-Cap Value ETF
+0.75%
+$10,667.37 
EFA iShares MSCI EAFE ETF
+0.73%
+$105,071.09 
IWO iShares Russell 2000 Growth ETF
+0.71%
+$51,831.77 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$7,975 
DFIV Dimensional International Value ETF
+0.66%
+$2,132.33 
IDV iShares International Select Dividend ETF
+0.63%
+$3,775.72 
VBK Vanguard Small-Cap Growth ETF
+0.62%
+$18,288.68 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$2,617.87 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$8,114.86 
VO Vanguard Mid-Cap ETF
+0.61%
+$78,809.32 
SCHV Schwab U.S. Large-Cap Value ETF
+0.6%
+$149,311.34 
EFG iShares MSCI EAFE Growth ETF
+0.59%
+$4,976.2 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.52%
+$1,961.23 
DFIC Dimensional International Core Equity Market ETF
+0.49%
+$2,172.82 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$2,581.02 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.48%
+$1,361.53 
IYJ iShares U.S. Industrials ETF
+0.48%
+$2,664 
HDV iShares Core High Dividend ETF
+0.46%
+$5,666.62 
MRK Merck & Co., Inc.
+0.45%
+$1,808.4 
IEI iShares 3-7 Year Treasury Bond ETF
+0.42%
+$2,547.84 
SCHB Schwab U.S. Broad Market ETF
+0.34%
+$9,956.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.32%
+$1,618.94 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.32%
+$169,654.76 
SCHF Schwab International Equity ETF
+0.3%
+$71,397.36 
BRK-A Berkshire Hathaway Inc.
+0.29%
+$2,309.99 
SCHX Schwab U.S. Large-Cap ETF
+0.28%
+$3,437.57 
VOO Vanguard S&P 500 ETF
+0.26%
+$666.05 
IWL iShares Russell Top 200 ETF
+0.25%
+$7,732.32 
IVV iShares Core S&P 500 ETF
+0.24%
+$991.37 
VEU Vanguard FTSE All-World ex-US ETF
+0.21%
+$2,201.33 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$3,357.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$301.45 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$764.17 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$515.46 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.03%
+$2,562.84 
TT Trane Technologies plc
-3.71%
-$13,634.41 
AMD Advanced Micro Devices, Inc.
-3.05%
-$12,002.38 
VDE Vanguard Energy ETF
-1.51%
-$28,822.05 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.37%
-$121,770.85 
EEM iShares MSCI Emerging Markets ETF
-0.96%
-$3,410 
PRN Invesco Dorsey Wright Industrials ETF
-0.88%
-$7,943.49 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$10,246.27 
SCHE Schwab Emerging Markets Equity ETF
-0.26%
-$4,379.12 
JPM JPMorgan Chase & Co.
-0.25%
-$798 
IWF iShares Russell 1000 Growth ETF
-0.19%
-$7,651.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.15%
-$10,935.67 
VUG Vanguard Growth ETF
-0.11%
-$27,651.8 
SCHC Schwab International Small-Cap Equity ETF
-0.09%
-$2,536.2 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.06%
-$1,706.55 Events
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Dividends
Dividend Analysis
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| Trades 671 | Longs Won 560/671 83% | Profit Factor 100.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $330,048.79 | Best Trade (Oct 15) $15.68M | Sharpe Ratio -11.9 |
| Average Loss -$16,577.16 | Worst Trade (Oct 14) -$656,736.53 | Z-Score 32.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 1d | Expectancy $272,708.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 4,475 | $445,021.55 | $426,937.37 | - | -$18,084.18 | -4.06% | +0.617% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 87,291 | $8.16M | $11.61M | - | $3.45M | 42.22% | +0.851% |
| AMD Advanced Micro Devices, Inc. | 689 | $400,247 | $381,292.6 | - | -$18,954.4 | -4.74% | -3.052% |
| AON Aon plc | 855 | $304,876.27 | $245,419.2 | - | -$59,457.07 | -19.5% | +4.246% |
| AVSC Avantis U.S. Small Cap Equity ETF | 3,379 | $194,444.63 | $235,566.98 | - | $41,122.35 | 21.15% | +1.051% |
| BRK-A Berkshire Hathaway Inc. | 1 | $465,600 | $791,895 | - | $326,295 | 70.08% | +0.293% |
| DFIC Dimensional International Core Equity Market ETF | 11,745 | $371,470.89 | $441,318.37 | - | $69,847.48 | 18.8% | +0.495% |
| DFIV Dimensional International Value ETF | 5,842 | $256,392.35 | $327,648.57 | - | $71,256.22 | 27.79% | +0.655% |
| DGRO iShares Core Dividend Growth ETF | 4,606 | $295,985.61 | $362,215.84 | - | $66,230.23 | 22.38% | +0.885% |
| DIHP Dimensional International High Profitability Portfolio | 6,938 | $207,657.75 | $236,169.52 | - | $28,511.77 | 13.73% | +0.829% |
| EEM iShares MSCI Emerging Markets ETF | 5,500 | $217,030 | $350,735 | - | $133,705 | 61.61% | -0.963% |
| EFA iShares MSCI EAFE ETF | 139,167 | $10.01M | $14.4M | - | $4.39M | 43.86% | +0.735% |
| EFG iShares MSCI EAFE Growth ETF | 7,160 | $670,749 | $853,221.4 | - | $182,472.4 | 27.2% | +0.587% |
| EFV iShares MSCI EAFE Value ETF | 91,785 | $5.07M | $7.26M | - | $2.19M | 43.08% | +0.797% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 93,311 | $5.59M | $8.75M | - | $3.16M | 56.47% | -1.372% |
| FDM First Trust Dow Jones Select MicroCap Index Fund | 14,205 | $762,163.65 | $1.27M | - | $503,714.92 | 66.09% | +1.412% |
| HDV iShares Core High Dividend ETF | 41,975 | $1M | $1.25M | - | $242,312.84 | 24.14% | +0.457% |
| IDV iShares International Select Dividend ETF | 14,248 | $391,678 | $602,334.2 | - | $210,656.2 | 53.78% | +0.631% |
| IEFA iShares Core MSCI EAFE ETF | 13,754 | $950,780.59 | $1.33M | - | $375,930.25 | 39.54% | +0.615% |
| IEI iShares 3-7 Year Treasury Bond ETF | 5,308 | $624,486.23 | $605,642.8 | - | -$18,843.43 | -3.02% | +0.422% |
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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 - $3.71M, Schwab U.S. Dividend Equity ETF - $3.3M, Vanguard Value ETF - $2.88M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.7M, and Vanguard Dividend Appreciation ETF - $2.61M. 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 $26.63M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $3.3M, Vanguard Value ETF - $2.88M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.7M, Vanguard Dividend Appreciation ETF - $2.49M, 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.
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