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:
34.59%
Gain +0.11%
Monthly
1.39%
Yearly
18.03%
Drawdown
14.47%
$647.44M
Equity
Holdings
$647.44M
Investment
$548.65M
$121.75M
Profit +$430,327.04
Realized
$22.95M
Unrealized
$98.79M
Dividends
$10.93M
Goals
Avg. 97% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$430,327.04
Win %
66%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$3.71M
Win %
66%
This Month
Compared to last month
Gain
1.47%
Profit
$9.35M
Win %
66%
This Year
Compared to last year
Gain
4.68%
Profit
$29M
Win %
67%
TOST Toast Inc.
+7.94%
+$24,287.76 
AZO AutoZone Inc.
+5.08%
+$127,280 
ACN Accenture plc Class A
+4.63%
+$47,299.99 
HD The Home Depot, Inc.
+4.31%
+$316,340 
WM Waste Management, Inc.
+3.91%
+$112,319.52 
NOW ServiceNow, Inc.
+3.16%
+$31,071.25 
BX Blackstone Inc.
+2.81%
+$44,090.54 
UNH UnitedHealth Group Incorporated
+2.79%
+$56,786 
GILD Gilead Sciences Inc.
+2.49%
+$13,382.05 
MA Mastercard Incorporated
+2.17%
+$93,639.86 
V Visa Inc. Class A
+2.13%
+$102,227.96 
VRTX Vertex Pharmaceuticals Incorporated
+2.06%
+$7,708 
LMT Lockheed Martin Corporation
+1.99%
+$4,882.3 
XLB Materials Select Sector SPDR Fund
+1.79%
+$6,755.1 
MCD McDonald's Corporation
+1.76%
+$51,930.86 
ABT Abbott Laboratories
+1.66%
+$7,125.57 
CENT Central Garden & Pet Company
+1.52%
+$15,504.93 
XLC Communication Services Select Sector SPDR Fund
+1.46%
+$4,881.06 
DON WisdomTree U.S. MidCap Dividend Fund
+1.44%
+$2,832.15 
CVX Chevron Corporation
+1.39%
+$31,163.04 
SPGI S&P Global Inc.
+1.32%
+$3,881.25 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$3,157.72 
VBK Vanguard Small-Cap Growth ETF
+1.3%
+$9,901.27 
LPLA LPL Financial Holdings Inc.
+1.27%
+$11,926.93 
TJX The TJX Companies, Inc.
+1.23%
+$3,407.25 
COF Capital One Financial Corporation
+1.2%
+$20,867.63 
AAPL Apple Inc.
+1.17%
+$411,241.54 
FVD First Trust Value Line Dividend Index Fund
+1.03%
+$2,547 
LMBS First Trust Low Duration Opportunities ETF
+1%
+$24,041.36 
HSIC Henry Schein, Inc.
+0.91%
+$19,529.59 
AXP American Express Company
+0.89%
+$59,194.8 
BNY BlackRock New York Municipal Income Trust
+0.85%
+$16,299.91 
RTX RTX Corporation
+0.85%
+$2,868.36 
NOC Northrop Grumman Corporation
+0.8%
+$6,091.24 
NEE NextEra Energy, Inc.
+0.75%
+$5,200.85 
HONA Honeywell Aerospace Inc.
+0.75%
+$27,979.45 
GD General Dynamics Corporation
+0.71%
+$20,792 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$37,654.45 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$60,410.61 
WMT Walmart Inc.
+0.65%
+$28,234.76 
ALL Allstate Corporation
+0.64%
+$3,485.34 
LQTI FT Vest Investment Grade & Target Income ETF
+0.61%
+$2,851.06 
BAC Bank of America Corporation
+0.6%
+$1,723.91 
PANW Palo Alto Networks, Inc.
+0.6%
+$54,748.73 
TSLA Tesla, Inc.
+0.59%
+$39,799.72 
FPE First Trust Preferred Securities and Income ETF
+0.59%
+$22,263.1 
MKL Markel Group Inc.
+0.58%
+$1,106.7 
PGR Progressive Corporation
+0.55%
+$28,501.62 
LLY Eli Lilly and Company
+0.55%
+$46,535.13 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.55%
+$157,810.68 
GE General Electric Company
+0.51%
+$24,916.8 
JEPI JPMorgan Equity Premium Income Fund
+0.51%
+$3,561.78 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.5%
+$25,005 
COST Costco Wholesale Corporation
+0.49%
+$38,791.28 
PLD Prologis Inc.
+0.48%
+$16,079.6 
WSM Williams-Sonoma, Inc.
+0.47%
+$1,156.68 
EPD Enterprise Products Partners L.P.
+0.45%
+$1,133.12 
MSFT Microsoft Corp.
+0.44%
+$191,062.05 
PLTR Palantir Technologies Inc.
+0.43%
+$10,093.74 
GS The Goldman Sachs Group, Inc.
+0.43%
+$15,287.4 
VTV Vanguard Value ETF
+0.4%
+$840.6 
DOV Dover Corporation
+0.39%
+$2,969.3 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.39%
+$5,999.95 
PG Procter & Gamble Co
+0.35%
+$16,949.96 
MS Morgan Stanley
+0.33%
+$28,854.34 
AFLG First Trust Active Factor Large Cap ETF
+0.29%
+$53,122.42 
IJH iShares Core S&P Mid-Cap ETF
+0.27%
+$3,181 
IVV iShares Core S&P 500 ETF
+0.27%
+$10,821.66 
EPS WisdomTree U.S. LargeCap Fund
+0.26%
+$38,686.2 
STXF Strive 500 ETF
+0.25%
+$8,346.04 
KO The Coca-Cola Company
+0.24%
+$9,322.72 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.22%
+$75,934.68 
VOO Vanguard S&P 500 ETF
+0.12%
+$1,901.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.12%
+$980.31 
SPYI NEOS S&P 500 High Income ETF
+0.11%
+$253.5 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$1,578.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.08%
+$501.9 
JPM JPMorgan Chase & Co.
+0.07%
+$17,816.25 
FTSL First Trust Senior Loan ETF
+0.07%
+$1,316.07 
AMZN Amazon.com Inc
+0.06%
+$10,914.74 
XMMO Invesco S&P MidCap Momentum ETF
+0.04%
+$90.65 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$9,505.91 
META Meta Platforms Inc Class A
+0.01%
+$1,367.45 
FTSM First Trust Enhanced Short Maturity Fund
0%
+$0.71 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
+$2 
MU Micron Technology, Inc.
-3.4%
-$78,168.54 
PM Philip Morris International Inc.
-2.76%
-$10,252.42 
SCHW Charles Schwab Corporation
-2.73%
-$139,318.08 
QCOM QUALCOMM Incorporated
-2.46%
-$68,742.41 
KLAC KLA Corporation
-2.43%
-$50,538.18 
AMD Advanced Micro Devices, Inc.
-2.11%
-$86,009.88 
AVGO Broadcom Inc.
-1.98%
-$124,459.56 
NFLX Netflix, Inc.
-1.93%
-$103,776.4 
AMAT Applied Materials, Inc.
-1.89%
-$45,795.64 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$203,638.82 
MRK Merck & Co., Inc.
-1.48%
-$11,514.76 
HOOD Robinhood Markets, Inc.
-1.38%
-$60,075.54 
XOM Exxon Mobil Corporation
-1.32%
-$284,258.22 
FTNT Fortinet Inc.
-1.16%
-$8,504.37 
PEP PepsiCo, Inc.
-0.69%
-$1,629.59 
NVDA NVIDIA Corporation
-0.66%
-$227,602.08 
ORCL Oracle Corporation
-0.58%
-$17,946.67 
TXN Texas Instruments Inc
-0.55%
-$1,185.74 
URI United Rentals, Inc.
-0.51%
-$22,371.42 
TMUS T-Mobile US, Inc.
-0.48%
-$1,501.74 
GEV GE Vernova Inc.
-0.46%
-$5,086.9 
COP ConocoPhillips
-0.43%
-$1,277.95 
BITB Bitwise Bitcoin ETF
-0.42%
-$1,494.73 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$2,537.43 
ROK Rockwell Automation, Inc.
-0.33%
-$891 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.33%
-$17,068.32 
EXC Exelon Corporation
-0.28%
-$2,169.24 
CAT Caterpillar Inc.
-0.25%
-$20,712.63 
JNJ Johnson & Johnson
-0.25%
-$9,463.23 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.2%
-$533.61 
GOOGL Alphabet Inc
-0.17%
-$28,931.08 
GOOG Alphabet Inc
-0.14%
-$12,810.07 
XLG Invesco S&P 500 Top 50 ETF
-0.12%
-$5,889.92 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.08%
-$297.48 
VUG Vanguard Growth ETF
-0.07%
-$239.85 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.05%
-$1,077.58 
DUHP Dimensional US High Profitability ETF
-0.05%
-$205.54 
ABBV AbbVie Inc.
-0.03%
-$2,680.35 Events
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Dividends
Dividend Analysis
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| Trades 626 | Longs Won 415/626 66% | Profit Factor 8.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $706,341.34 |
| Average Win $331,429.25 | Best Trade (Dec 30) $7.51M | Sharpe Ratio -11.93 |
| Average Loss -$74,867.71 | Worst Trade (Dec 31) -$1.71M | Z-Score 4.81 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $194,482.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 102,554 | $24.74M | $35.48M | - | $10.74M | 43.41% | +1.173% |
| ABBV AbbVie Inc. | 33,496 | $6.93M | $9.49M | - | $2.56M | 36.9% | -0.028% |
| ABT Abbott Laboratories | 4,167 | $475,463 | $436,201.56 | - | -$39,261.44 | -8.26% | +1.661% |
| ACN Accenture plc Class A | 4,749 | $941,679.39 | $1.07M | - | $126,465.69 | 13.43% | +4.633% |
| AFLG First Trust Active Factor Large Cap ETF | 408,634 | $15.76M | $18.52M | - | $2.75M | 17.46% | +0.288% |
| ALL Allstate Corporation | 2,278 | $439,176 | $549,294.14 | - | $110,118.14 | 25.07% | +0.639% |
| AMAT Applied Materials, Inc. | 5,626 | $1.06M | $2.37M | - | $1.31M | 124.07% | -1.893% |
| AMD Advanced Micro Devices, Inc. | 7,246 | $1.43M | $3.99M | - | $2.56M | 178.87% | -2.111% |
| AMZN Amazon.com Inc | 77,968 | $17.78M | $19.87M | - | $2.1M | 11.79% | +0.055% |
| AVGO Broadcom Inc. | 18,276 | $5.79M | $6.17M | - | $381,004.44 | 6.58% | -1.978% |
| AXP American Express Company | 21,141 | $6.81M | $6.69M | - | -$117,942.4 | -1.73% | +0.892% |
| AZO AutoZone Inc. | 860 | $2.92M | $2.63M | - | -$288,990.65 | -9.9% | +5.083% |
| BAC Bank of America Corporation | 5,561 | $297,536.47 | $287,503.7 | - | -$10,032.77 | -3.37% | +0.603% |
| BITB Bitwise Bitcoin ETF | 7,867 | $410,347.24 | $349,845.49 | - | -$60,501.75 | -14.74% | -0.425% |
| BNY BlackRock New York Municipal Income Trust | 13,471 | $1.48M | $1.93M | - | $455,178.54 | 30.86% | +0.852% |
| BRK-B Berkshire Hathaway Inc. | 17,211 | $8M | $9.11M | - | $1.11M | 13.87% | +0.668% |
| BX Blackstone Inc. | 14,746 | $2.21M | $1.61M | - | -$602,103.87 | -27.22% | +2.815% |
| CAT Caterpillar Inc. | 11,136 | $4.9M | $8.17M | - | $3.27M | 66.75% | -0.253% |
| CENT Central Garden & Pet Company | 24,611 | $910,775.37 | $1.03M | - | $121,656.08 | 13.36% | +1.525% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,541 | $228,308.85 | $263,069.73 | - | $34,760.88 | 15.23% | -0.202% |
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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 - $1.84M, Invesco S&P 500 Top 50 ETF - $1.76M, and WisdomTree Floating Rate Treasury Fund - $1.61M. 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: UnitedHealth Group Incorporated - $1.44M, ServiceNow, Inc - $562,003.04, Bristol-Myers Squibb Company - $388,244.65, Thermo Fisher Scientific Inc - $187,450.27, and Henry Schein, Inc - $140,440.32. 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 $10.93M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.62M, WisdomTree International Efficient Core Fund - $957,174.34, Exxon Mobil Corporation - $745,778.44, JPMorgan Chase & Co - $698,473.1, and Microsoft Corp - $338,326.7. 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.
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