DBR
Darin Bond Roth Portfolio
Invests via Stenger Family Office LLC | Managed by Darin Bond Roth, Nicholas David Stenger
Invests via Stenger Family Office LLC
Managed by Darin Bond Roth, Nicholas David Stenger
Automatically Tracked
Senior investment and operating executive with experience in growth-stage consumer and technology companies, specializing in board-level governance, strategic M&A and capital formation for scaling businesses. Darin Bond Roth brings a background in corporate development and private equity-backed exits, advising management teams on go-to-market expansion and investor relations across venture and crossover capital structures.
Senior investment and operating executive with experience in growth-stage consumer and technology companies, specializing in board-level governance, strategic M&A and capital formation for scaling businesses. Darin Bond Roth brings a background in corporate development and private equity-backed exits, advising management teams on go-to-market expansion and investor relations across venture and crossover capital structures.
Investment Philosophy & Strategy
Focuses on growth-stage consumer and technology opportunities, prioritizing companies with clear go-to-market traction and scalable unit economics. Employs a governance-first, board-centric approach to capital allocation, combining staged growth capital with strategic M&A and follow-on funding to de-risk execution. Balances venture and crossover capital perspectives with a multi-year horizon, disciplined milestone-based investing, sector specialization in consumer tech, and an operating edge in corporate development, investor relations and exit planning to align management and capital providers.
Focuses on growth-stage consumer and technology opportunities, prioritizing companies with clear go-to-market traction and scalable unit economics. Employs a governance-first, board-centric approach to capital allocation, combining staged growth capital with strategic M&A and follow-on funding to de-risk execution. Balances venture and crossover capital perspectives with a multi-year horizon, disciplined milestone-based investing, sector specialization in consumer tech, and an operating edge in corporate development, investor relations and exit planning to align management and capital providers.
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:
32.7%
Gain +0.57%
Monthly
1.42%
Yearly
18.51%
Drawdown
14.47%
$641.07M
Equity
Holdings
$641.07M
Investment
$548.65M
$115.37M
Profit +$2.47M
Realized
$22.95M
Unrealized
$92.42M
Dividends
$9.59M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$2.47M
Win %
71%
This Week
Compared To Last Week
Gain
0.39%
Profit
$2.47M
Win %
71%
This Month
Compared to last month
Gain
2.61%
Profit
$16.27M
Win %
71%
This Year
Compared to last year
Gain
3.65%
Profit
$22.62M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$2.81M 
GOOG Alphabet Inc
+6.88%
+$600,504.71 
GOOGL Alphabet Inc
+6.73%
+$1.07M 
FTNT Fortinet Inc.
+4.99%
+$30,599.8 
LPLA LPL Financial Holdings Inc.
+4.28%
+$42,267.77 
META Meta Platforms Inc Class A
+3.28%
+$483,530.07 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$243,332.16 
MSFT Microsoft Corp.
+3.02%
+$1.11M 
NVDA NVIDIA Corporation
+2.93%
+$902,506.58 
CVX Chevron Corporation
+2.35%
+$46,334.52 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$4,599.22 
ROK Rockwell Automation, Inc.
+1.93%
+$5,813.86 
PANW Palo Alto Networks, Inc.
+1.89%
+$150,988.65 
ORCL Oracle Corporation
+1.81%
+$53,492.67 
ACN Accenture plc Class A
+1.61%
+$12,489.92 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$5,001.58 
LMT Lockheed Martin Corporation
+1.5%
+$4,047.47 
NOC Northrop Grumman Corporation
+1.43%
+$11,795.98 
GE General Electric Company
+1.42%
+$78,332.16 
KLAC KLA Corporation
+1.38%
+$28,928.94 
COP ConocoPhillips
+1.22%
+$3,037.75 
HONA Honeywell Aerospace Inc.
+1.18%
+$55,188.1 
AMAT Applied Materials, Inc.
+1.18%
+$33,193.51 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$167,640.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,768.08 
VUG Vanguard Growth ETF
+1.1%
+$3,431.7 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$47,119.36 
NOW ServiceNow, Inc.
+1.05%
+$7,685 
URI United Rentals, Inc.
+0.99%
+$44,284.62 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$46,754.16 
SCHW Charles Schwab Corporation
+0.87%
+$48,022.52 
GEV GE Vernova Inc.
+0.85%
+$9,830.73 
MCD McDonald's Corporation
+0.82%
+$27,266.92 
STXF Strive 500 ETF
+0.8%
+$25,700.92 
TSLA Tesla, Inc.
+0.76%
+$43,890.91 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$253,115.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$10,947.06 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,871.91 
CAT Caterpillar Inc.
+0.7%
+$63,141.01 
IVV iShares Core S&P 500 ETF
+0.69%
+$26,767.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$3,898.12 
HSIC Henry Schein, Inc.
+0.68%
+$14,338.18 
PLTR Palantir Technologies Inc.
+0.65%
+$9,281.58 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,009.32 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$1,436.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,326.2 
EXC Exelon Corporation
+0.53%
+$4,338.48 
AFLG First Trust Active Factor Large Cap ETF
+0.5%
+$89,899.48 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$137,353.74 
RTX RTX Corporation
+0.39%
+$1,515.36 
AVGO Broadcom Inc.
+0.37%
+$26,317.44 
PG Procter & Gamble Co
+0.37%
+$16,333.54 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$32,012.46 
BAC Bank of America Corporation
+0.36%
+$1,223.42 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,333.58 
AZO AutoZone Inc.
+0.32%
+$8,324.74 
GD General Dynamics Corporation
+0.32%
+$10,703.06 
MRK Merck & Co., Inc.
+0.32%
+$2,165.67 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$13,502.7 
DOV Dover Corporation
+0.27%
+$2,187.93 
JPM JPMorgan Chase & Co.
+0.27%
+$66,989.1 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$616.4 
JNJ Johnson & Johnson
+0.21%
+$7,961.13 
MS Morgan Stanley
+0.17%
+$17,605.54 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$3,367.72 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$4,452.62 
FTSL First Trust Senior Loan ETF
+0.11%
+$2,193.45 
WM Waste Management, Inc.
+0.1%
+$2,927.76 
WMT Walmart Inc.
+0.09%
+$3,715.17 
ABT Abbott Laboratories
+0.09%
+$375.03 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$9,505.91 
AAPL Apple Inc.
-7.35%
-$2.51M 
MU Micron Technology, Inc.
-5.9%
-$127,474.32 
BITB Bitwise Bitcoin ETF
-2.87%
-$7,945.67 
QCOM QUALCOMM Incorporated
-2.63%
-$62,507.5 
ABBV AbbVie Inc.
-2.51%
-$216,719.12 
XLB Materials Select Sector SPDR Fund
-2.34%
-$9,183.9 
WSM Williams-Sonoma, Inc.
-2%
-$4,529.53 
NFLX Netflix, Inc.
-2%
-$108,223.96 
AMD Advanced Micro Devices, Inc.
-1.9%
-$66,953.18 
TOST Toast Inc.
-1.77%
-$5,943.84 
UNH UnitedHealth Group Incorporated
-1.68%
-$36,332.78 
TJX The TJX Companies, Inc.
-1.21%
-$3,738.22 
NEE NextEra Energy, Inc.
-1.15%
-$8,903.15 
TXN Texas Instruments Inc
-1.08%
-$2,340.52 
PLD Prologis Inc.
-1.08%
-$41,648.8 
KO The Coca-Cola Company
-1.02%
-$38,138.4 
XOM Exxon Mobil Corporation
-0.97%
-$186,658.47 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$3,459.2 
PGR Progressive Corporation
-0.87%
-$44,736.72 
GILD Gilead Sciences Inc.
-0.81%
-$3,738.55 
SPGI S&P Global Inc.
-0.74%
-$2,118.31 
MA Mastercard Incorporated
-0.74%
-$30,425.78 
GS The Goldman Sachs Group, Inc.
-0.63%
-$26,069 
PM Philip Morris International Inc.
-0.61%
-$2,129.88 
COF Capital One Financial Corporation
-0.54%
-$9,845.74 
CENT Central Garden & Pet Company
-0.53%
-$5,660.55 
LLY Eli Lilly and Company
-0.53%
-$41,402.02 
ALL Allstate Corporation
-0.49%
-$2,961.43 
PEP PepsiCo, Inc.
-0.46%
-$1,171.84 
HD The Home Depot, Inc.
-0.42%
-$34,542 
AXP American Express Company
-0.38%
-$26,848.86 
TMUS T-Mobile US, Inc.
-0.36%
-$1,244.86 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$1,272.42 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,123.38 
VTV Vanguard Value ETF
-0.27%
-$551.05 
DUHP Dimensional US High Profitability ETF
-0.27%
-$1,130.47 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$4,145.42 
BX Blackstone Inc.
-0.25%
-$4,718.82 
COST Costco Wholesale Corporation
-0.24%
-$18,349.2 
LQTI FT Vest Investment Grade & Target Income ETF
-0.21%
-$1,036.76 
MKL Markel Group Inc.
-0.2%
-$401.11 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$10,590.06 
EPD Enterprise Products Partners L.P.
-0.18%
-$495.75 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$458.46 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,272.4 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$179.25 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$1,962.56 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$1,598.56 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.05%
-$1,077.58 
HOOD Robinhood Markets, Inc.
-0.05%
-$1,675.28 
V Visa Inc. Class A
-0.04%
-$1,720.06 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$70.94 Events
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Dividends
Dividend Analysis
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| Trades 626 | Longs Won 435/626 69% | Profit Factor 7.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $677,146.78 |
| Average Win $303,326.49 | Best Trade (Dec 30) $7.51M | Sharpe Ratio -10.8 |
| Average Loss -$86,805.26 | Worst Trade (Aug 19) -$2.99M | Z-Score 8.69 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w | Expectancy $184,292.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 102,554 | $24.74M | $31.68M | - | $6.94M | 28.03% | -7.354% |
| ABBV AbbVie Inc. | 33,496 | $6.93M | $8.41M | - | $1.47M | 21.22% | -2.513% |
| ABT Abbott Laboratories | 4,167 | $475,463 | $440,451.9 | - | -$35,011.1 | -7.36% | +0.085% |
| ACN Accenture plc Class A | 4,749 | $941,679.39 | $787,954.08 | - | -$153,725.31 | -16.32% | +1.611% |
| AFLG First Trust Active Factor Large Cap ETF | 408,634 | $15.76M | $17.98M | - | $2.21M | 14.04% | +0.503% |
| ALL Allstate Corporation | 2,278 | $439,176 | $601,574.21 | - | $162,398.21 | 36.98% | -0.49% |
| AMAT Applied Materials, Inc. | 5,626 | $1.06M | $2.86M | - | $1.8M | 169.65% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,246 | $1.43M | $3.45M | - | $2.02M | 141.27% | -1.904% |
| AMZN Amazon.com Inc | 77,968 | $17.78M | $21.17M | - | $3.4M | 19.11% | +15.321% |
| AVGO Broadcom Inc. | 18,276 | $5.79M | $7.11M | - | $1.33M | 22.93% | +0.371% |
| AXP American Express Company | 21,141 | $6.81M | $7.11M | - | $295,998.38 | 4.34% | -0.376% |
| AZO AutoZone Inc. | 860 | $2.92M | $2.59M | - | -$326,288.95 | -11.17% | +0.322% |
| BAC Bank of America Corporation | 5,561 | $297,536.47 | $344,503.95 | - | $46,967.48 | 15.79% | +0.356% |
| BITB Bitwise Bitcoin ETF | 7,867 | $410,347.24 | $268,500.71 | - | -$141,846.53 | -34.57% | -2.874% |
| BNY BlackRock New York Municipal Income Trust | 13,471 | $1.48M | $2.11M | - | $630,705.67 | 42.75% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 17,211 | $8M | $8.8M | - | $805,356.46 | 10.07% | +0.365% |
| BX Blackstone Inc. | 14,746 | $2.21M | $1.88M | - | -$328,565.57 | -14.85% | -0.25% |
| CAT Caterpillar Inc. | 11,136 | $4.9M | $9.07M | - | $4.17M | 85.17% | +0.701% |
| CENT Central Garden & Pet Company | 24,611 | $910,775.37 | $1.06M | - | $148,728.16 | 16.33% | -0.531% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,541 | $228,308.85 | $233,340.03 | - | $5,031.18 | 2.2% | +2.011% |
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FAQ
Which stocks have generated the highest profits for Darin Bond Roth?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 Growth ETF - $7.73M, WisdomTree International Efficient Core Fund - $3.51M, Strive 500 ETF - $1.83M, Invesco S&P 500 Top 50 ETF - $1.75M, and FT Vest U.S. Equity Buffer ETF - $1.57M. 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: UnitedHealth Group Incorporated - $1.45M, ServiceNow, Inc - $562,003.04, Bristol-Myers Squibb Company - $388,244.65, Thermo Fisher Scientific Inc - $187,450.27, and Accenture plc Class A - $142,535.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Darin Bond Roth's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.59M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.32M, WisdomTree International Efficient Core Fund - $957,174.34, Exxon Mobil Corporation - $620,119.47, JPMorgan Chase & Co - $580,885.85, and Microsoft Corp - $264,340.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Darin Bond Roth's monthly returns?
Darin Bond Roth'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 Darin Bond Roth's strategy be considered aggressive or moderate?
Darin Bond Roth'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 Darin Bond Roth's strategy?
Darin Bond Roth'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.
