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:
-2.28%
Gain
Monthly
0.09%
Yearly
1.12%
Drawdown
37.69%
$542.11M
Equity
Holdings
$542.11M
Investment
$369.58M
$183.5M
Profit +$613,038.66
Realized
$10.97M
Unrealized
$172.52M
Dividends
$24.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$613,038.66
Win %
93%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.58M
Win %
93%
This Month
Compared to last month
Gain
-0.4%
Profit
-$2.16M
Win %
93%
This Year
Compared to last year
Gain
11.91%
Profit
$57.69M
Win %
92%
WM Waste Management, Inc.
+3.68%
+$10,969.6 
MRK Merck & Co., Inc.
+3.5%
+$15,876.37 
UPS United Parcel Service, Inc.
+2.99%
+$24,401.25 
FAST Fastenal Co.
+2.57%
+$5,356.67 
AON Aon plc
+2.47%
+$8,059.2 
MCD McDonald's Corporation
+2.34%
+$11,022.75 
HDV iShares Core High Dividend ETF
+2.06%
+$23,498.25 
SCHD Schwab U.S. Dividend Equity ETF
+1.89%
+$918,234.06 
AFL Aflac Inc.
+1.31%
+$3,207.4 
FDM First Trust Dow Jones Select MicroCap Index Fund
+1.28%
+$16,548.83 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+1.25%
+$143,209.95 
IWN iShares Russell 2000 Value ETF
+1.24%
+$70,554.74 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$123,893.8 
MSFT Microsoft Corp.
+1.19%
+$16,042.29 
AVSC Avantis U.S. Small Cap Equity ETF
+1.06%
+$2,989.91 
VDE Vanguard Energy ETF
+1.04%
+$19,416.46 
DGRO iShares Core Dividend Growth ETF
+1%
+$3,476.87 
IWS iShares Russell Mid-Cap Value ETF
+0.86%
+$23,835.98 
IWD iShares Russell 1000 Value ETF
+0.81%
+$164,722.25 
VOE Vanguard Mid-Cap Value ETF
+0.8%
+$11,192 
IVE ISHARES S&P 500 VALUE ETF
+0.79%
+$9,050 
JNJ Johnson & Johnson
+0.78%
+$1,596.37 
VIG Vanguard Dividend Appreciation ETF
+0.64%
+$341,279.52 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.45%
+$1,131.28 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$1,910.8 
VTV Vanguard Value ETF
+0.41%
+$217,176.08 
VB Vanguard Small-Cap ETF
+0.37%
+$90,396.9 
IWM iShares Russell 2000 ETF
+0.26%
+$2,569.56 
IYJ iShares U.S. Industrials ETF
+0.23%
+$1,368 
SCHY Schwab International Dividend Equity ETF
+0.06%
+$2,102.24 
VO Vanguard Mid-Cap ETF
+0.06%
+$7,317.36 
SCHV Schwab U.S. Large-Cap Value ETF
+0.04%
+$10,872.19 
ORCL Oracle Corporation
-4.6%
-$14,640 
PRN Invesco Dorsey Wright Industrials ETF
-2.51%
-$32,081.59 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.15%
-$178,526.3 
BNY BlackRock New York Municipal Income Trust
-1.91%
-$7,331.5 
EEM iShares MSCI Emerging Markets ETF
-1.74%
-$6,270 
IWF iShares Russell 1000 Growth ETF
-1.15%
-$45,457.5 
TT Trane Technologies plc
-1.09%
-$4,095 
SCHE Schwab Emerging Markets Equity ETF
-1.05%
-$17,507.74 
VWO Vanguard FTSE Emerging Markets ETF
-0.95%
-$22,033.31 
VBK Vanguard Small-Cap Growth ETF
-0.89%
-$27,521.8 
SCHF Schwab International Equity ETF
-0.85%
-$202,330.77 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.84%
-$54,289.65 
EFG iShares MSCI EAFE Growth ETF
-0.8%
-$7,016.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.79%
-$8,632.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.78%
-$396,871.62 
IWO iShares Russell 2000 Growth ETF
-0.72%
-$59,144.34 
VUG Vanguard Growth ETF
-0.61%
-$152,466.99 
SCHC Schwab International Small-Cap Equity ETF
-0.56%
-$15,439.33 
EFA iShares MSCI EAFE ETF
-0.56%
-$82,108.53 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$7,152.08 
SCHA Schwab U.S. Small-Cap ETF
-0.48%
-$162,740.49 
JPM JPMorgan Chase & Co.
-0.46%
-$2,726.82 
DFIC Dimensional International Core Equity Market ETF
-0.42%
-$1,879.2 
DFIV Dimensional International Value ETF
-0.38%
-$1,256.03 
IWC iShares Micro-Cap ETF
-0.38%
-$15,433.53 
SCHM Schwab U.S. Mid-Cap ETF
-0.35%
-$84,082.12 
EFV iShares MSCI EAFE Value ETF
-0.32%
-$21,790.51 
IWL iShares Russell Top 200 ETF
-0.28%
-$10,607.95 
DIHP Dimensional International High Profitability Portfolio
-0.28%
-$811.68 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.26%
-$7,562.5 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.21%
-$21,156.67 
IVV iShares Core S&P 500 ETF
-0.18%
-$746.2 
FLMI Franklin Dynamic Municipal Bond ETF
-0.18%
-$560.25 
SCHB Schwab U.S. Broad Market ETF
-0.17%
-$4,967.45 
SCHX Schwab U.S. Large-Cap ETF
-0.17%
-$2,039.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.13%
-$468.96 
IDV iShares International Select Dividend ETF
-0.1%
-$641.16 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.1%
-$399.93 
BRK-A Berkshire Hathaway Inc.
-0.09%
-$680 
IEI iShares 3-7 Year Treasury Bond ETF
-0.08%
-$477.72 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$257.73 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$345.13 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$578.44 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$39.95 Events
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Dividends
Dividend Analysis
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| Trades 620 | Longs Won 522/620 84% | Profit Factor 154.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $353,819.37 | Best Trade (Jul 16) $15.11M | Sharpe Ratio -11.95 |
| Average Loss -$12,197.98 | Worst Trade (Jul 10) -$556,831.53 | Z-Score 28.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 5d | Expectancy $295,965.02 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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