LC
Linde Carroll Portfolio
Invests via Momentous Wealth Management Inc. | Managed by Linde Carroll, Todd Pisarczyk
Invests via Momentous Wealth Management Inc.
Managed by Linde Carroll, Todd Pisarczyk
Automatically Tracked
Veteran growth‑oriented investor and operating executive focused on scaling middle‑market companies through operational improvements, strategic M&A and board-level governance. Linde Carroll brings cross-sector experience across technology-enabled services, healthcare and consumer businesses, with a background in investment sourcing, portfolio management and exits. Market-facing profile emphasizes value creation via revenue expansion, margin improvement and disciplined capital allocation to support monetization events.
Veteran growth‑oriented investor and operating executive focused on scaling middle‑market companies through operational improvements, strategic M&A and board-level governance. Linde Carroll brings cross-sector experience across technology-enabled services, healthcare and consumer businesses, with a background in investment sourcing, portfolio management and exits. Market-facing profile emphasizes value creation via revenue expansion, margin improvement and disciplined capital allocation to support monetization events.
Investment Philosophy & Strategy
Growth-oriented, operationally driven investor focused on scaling middle‑market companies through revenue acceleration, margin expansion and strategic M&A. Prefers control or influential board positions to implement repeatable playbooks—commercial go‑to‑market optimization, cost structure rationalization and disciplined capital allocation to support tuck‑ins and exit readiness. Sector lens favors technology‑enabled services, healthcare and consumer businesses where operational levers and data can unlock disproportionate value. Investment horizon targets medium-term value creation with active governance, KPI‑led playbooks and clear monetization paths.
Growth-oriented, operationally driven investor focused on scaling middle‑market companies through revenue acceleration, margin expansion and strategic M&A. Prefers control or influential board positions to implement repeatable playbooks—commercial go‑to‑market optimization, cost structure rationalization and disciplined capital allocation to support tuck‑ins and exit readiness. Sector lens favors technology‑enabled services, healthcare and consumer businesses where operational levers and data can unlock disproportionate value. Investment horizon targets medium-term value creation with active governance, KPI‑led playbooks and clear monetization paths.
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:
29.1%
Gain +2.1%
Monthly
1.29%
Yearly
16.57%
Drawdown
12.58%
$197.44M
Equity
Holdings
$197.44M
Investment
$164.89M
$35.12M
Profit +$3.16M
Realized
$2.57M
Unrealized
$32.56M
Dividends
$6.2M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.1%
Profit
$3.16M
Win %
67%
This Week
Compared To Last Week
Gain
1.63%
Profit
$3.16M
Win %
67%
This Month
Compared to last month
Gain
2.05%
Profit
$3.97M
Win %
67%
This Year
Compared to last year
Gain
1.29%
Profit
$2.52M
Win %
68%
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$8,764.7 
GLW Corning Incorporated
+0.91%
+$1,584.45 
META Meta Platforms Inc Class A
+0.71%
+$6,757.83 
TSLA Tesla, Inc.
+0.58%
+$1,374.16 
VCRB Vanguard Core Bond ETF
+0.14%
+$42,551.73 
ABBV AbbVie Inc.
0%
$0 
ALK Alaska Air Group Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.01 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.01 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
+$0.01 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.01 
LRCX Lam Research Corporation
0%
$0 
MSFT Microsoft Corp.
0%
+$0.01 
MU Micron Technology, Inc.
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
RUM Rumble Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
V Visa Inc. Class A
0%
-$0.01 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.06 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
DFSB Dimensional Global Sustainability Fixed Income ETF
0%
-$37.89 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
0%
-$2 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.21 
Events
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Dividends
Dividend Analysis
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| Trades 290 | Longs Won 203/290 70% | Profit Factor 23.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $730,315.45 |
| Average Win $180,615.27 | Best Trade (Aug 14) $8.54M | Sharpe Ratio -11.55 |
| Average Loss -$17,741.62 | Worst Trade (Aug 12) -$166,002 | Z-Score 4.58 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $121,108.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AAPL Apple Inc. | 11,934 | $2.98M | $3.64M | - | $663,406.09 | 22.3% | -1.087% |
| ABBV AbbVie Inc. | 1,260 | $265,145.72 | $312,442.2 | - | $47,296.48 | 17.84% | 0.0 |
| ALK Alaska Air Group Inc. | 4,620 | $241,164 | $218,341.2 | - | -$22,822.8 | -9.46% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 496 | $288,131 | $232,901.76 | - | -$55,229.24 | -19.17% | 0.0 |
 AMZN Amazon.com Inc | 3,972 | $864,557.03 | $1.08M | - | $216,899.41 | 25.09% | -2.093% |
| ASML ASML Holding N.V. New York Registry Shares | 133 | $264,596 | $239,317.54 | - | -$25,278.46 | -9.55% | +3.802% |
| AVGO Broadcom Inc. | 1,329 | $315,043.38 | $561,369.6 | - | $246,326.22 | 78.19% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,442 | $793,815 | - | -$4,627 | -0.58% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,402 | $723,646.54 | $742,246.84 | - | $18,600.3 | 2.57% | 0.0 |
| COST Costco Wholesale Corporation | 674 | $619,858.21 | $642,153.5 | - | $22,295.29 | 3.6% | 0.0 |
| CSCO Cisco Systems, Inc. | 2,223 | $261,124 | $272,473.11 | - | $11,349.11 | 4.35% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.14M | $40.93M | $52.19M | - | $11.26M | 27.5% | 0.0 |
| DFAI Dimensional International Core Equity Market ETF | 17,530 | $701,526.72 | $756,244.2 | - | $54,717.48 | 7.8% | 0.0 |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 748,420 | $19.38M | $28.25M | - | $8.87M | 45.75% | 0.0 |
| DFCF Dimensional Core Fixed Income ETF | 488,859 | $20.36M | $20.33M | - | -$23,863.2 | -0.12% | 0.0 |
| DFLV Dimensional US Large Cap Value ETF | 16,118 | $498,167.64 | $674,377.12 | - | $176,209.48 | 35.37% | 0.0 |
| DFSB Dimensional Global Sustainability Fixed Income ETF | 189,457 | $9.7M | $9.64M | - | -$65,897.93 | -0.68% | 0.0 |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 19,979 | $671,313.8 | $953,355.92 | - | $282,042.12 | 42.01% | 0.0 |
| DFSI Dimensional International Sustainability Core 1 ETF | 74,975 | $2.52M | $3.54M | - | $1.02M | 40.38% | 0.0 |
 DFSU Dimensional US Sustainability Core 1 ETF | 194,319 | $7.5M | $9.47M | - | $1.97M | 26.26% | -0.001% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Linde Carroll?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Core Bond ETF - $1.77M, Dimensional World ex U.S. Core Equity 2 ETF - $1.43M, Dimensional Core Fixed Income ETF - $1.13M, Schwab International Equity ETF - $941,951.88, and Dimensional US Large Cap Value ETF - $914,377.85. 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: Salesforce Inc - $66,572.87, Automatic Data Processing Inc - $41,971.12, ProShares Ultra Semiconductors - $38,192.81, Lotus Technology Inc. American Depositary Shares - $30,714.4, and ProShares Ultra QQQ - $28,594.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Linde Carroll's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.2M earned over time. The largest contributors to dividend income include Vanguard Core Bond ETF - $1.77M, Dimensional Core Fixed Income ETF - $1.13M, Dimensional World ex U.S. Core Equity 2 ETF - $938,809.96, Schwab International Equity ETF - $620,974, and Dimensional Global Sustainability Fixed Income ETF - $554,931.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Linde Carroll's monthly returns?
Linde Carroll'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 Linde Carroll's strategy be considered aggressive or moderate?
Linde Carroll'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 Linde Carroll's strategy?
Linde Carroll'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.
