David K. Gilmore Portfolio
Invests via Equity Wealth Partners LLC | Managed by David K. Gilmore, Eldon Anderson, Jason Anderson, H. David Whalen, Jeffrey Anger
Invests via Equity Wealth Partners LLC
Managed by David K. Gilmore, Eldon Anderson, Jason Anderson, H. David Whalen, Jeffrey Anger
Automatically Tracked
Veteran private-equity investor focused on middle-market buyouts and growth capital across healthcare, consumer and services sectors. David K. Gilmore has decades of investing and board experience spanning operational turnarounds, M&A and strategic exits. Known for active board engagement, capital structuring and value-creation programs with sponsors and management teams.
Veteran private-equity investor focused on middle-market buyouts and growth capital across healthcare, consumer and services sectors. David K. Gilmore has decades of investing and board experience spanning operational turnarounds, M&A and strategic exits. Known for active board engagement, capital structuring and value-creation programs with sponsors and management teams.
Investment Philosophy & Strategy
Focuses on middle‑market buyouts and growth investments with a sector bias to healthcare, consumer and services. Pursues active, operationally driven value creation through board engagement, hands‑on turnarounds and disciplined capital structuring. Investment decisions emphasize rigorous underwriting, downside protection and alignment with management and sponsors. Typical holding periods target multi‑year operational improvement and strategic exits supported by M&A execution and governance upgrades.
Focuses on middle‑market buyouts and growth investments with a sector bias to healthcare, consumer and services. Pursues active, operationally driven value creation through board engagement, hands‑on turnarounds and disciplined capital structuring. Investment decisions emphasize rigorous underwriting, downside protection and alignment with management and sponsors. Typical holding periods target multi‑year operational improvement and strategic exits supported by M&A execution and governance upgrades.
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:
16.45%
Gain -0.22%
Monthly
1.39%
Yearly
16.45%
Drawdown
9.2%
$282.65M
Equity
Holdings
$282.65M
Investment
$261.62M
$21.09M
Profit -$257,372.13
Realized
$55,246.58
Unrealized
$21.03M
Dividends
$2.1M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$257,372.13
Win %
70%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$257,372.13
Win %
70%
This Month
Compared to last month
Gain
2.44%
Profit
$6.72M
Win %
70%
This Year
Compared to last year
Gain
1.59%
Profit
$4.43M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$181,554.51 
GOOG Alphabet Inc
+6.88%
+$28,344.98 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$17,867.52 
MSFT Microsoft Corp.
+3.02%
+$14,110.31 
NVDA NVIDIA Corporation
+2.93%
+$77,707.49 
CGUS Capital Group Core Equity ETF
+1.29%
+$2,739.99 
HONA Honeywell Aerospace Inc.
+1.18%
+$4,317.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$26,290.3 
VUG Vanguard Growth ETF
+1.1%
+$21,439.29 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$15,126.72 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$149,812.78 
MCD McDonald's Corporation
+0.82%
+$3,267.01 
STXF Strive 500 ETF
+0.8%
+$8,405.98 
TSLA Tesla, Inc.
+0.76%
+$1,533.99 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$79,673.23 
VOO Vanguard S&P 500 ETF
+0.71%
+$39,949.53 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$7,430.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$63,631.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$6,072.03 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$1,797.81 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$19,834.61 
PLTR Palantir Technologies Inc.
+0.65%
+$5,421.59 
CGGR Capital Group Growth ETF
+0.65%
+$48,950.84 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,962.48 
CGDV Capital Group Dividend Value ETF
+0.63%
+$6,360.27 
AVUS Avantis U.S. Equity ETF
+0.57%
+$49,513.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,160.12 
AXON Axon Enterprise, Inc.
+0.47%
+$4,039.35 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$3,036.9 
AVGO Broadcom Inc.
+0.37%
+$2,004.48 
PG Procter & Gamble Co
+0.37%
+$941.81 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,294.24 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$617.2 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,012.7 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$1,087.18 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$11,316.9 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$555.06 
AMP Ameriprise Financial, Inc.
+0.25%
+$4,469.85 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$912.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$6,161.58 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$3,845.82 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$518.85 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$19,338.96 
ISRG Intuitive Surgical, Inc.
+0.1%
+$226.79 
WMT Walmart Inc.
+0.09%
+$178.9 
FLBL Franklin Senior Loan ETF
+0.09%
+$214.04 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$586.72 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$1,141.73 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
AAPL Apple Inc.
-7.35%
-$138,439.92 
MU Micron Technology, Inc.
-5.9%
-$16,469.95 
SHOP Shopify Inc.
-4.29%
-$34,728.75 
VAW Vanguard Materials ETF
-2.38%
-$52,540.68 
NFLX Netflix, Inc.
-2%
-$5,533.4 
AMD Advanced Micro Devices, Inc.
-1.9%
-$13,887.75 
LRCX Lam Research Corporation
-1.58%
-$2,364.11 
NET Cloudflare Inc.
-1.56%
-$4,052.79 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$6,260.74 
TXRH Texas Roadhouse Inc.
-1.33%
-$6,541.34 
LOW Lowe's Companies Inc.
-1.08%
-$2,517.43 
NXST Nexstar Media Group Inc.
-0.99%
-$7,020.46 
XOM Exxon Mobil Corporation
-0.97%
-$5,451.39 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$1,891.36 
MA Mastercard Incorporated
-0.74%
-$1,712.75 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$45,374.34 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$1,621.08 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$51,899.95 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,265.84 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$4,308.12 
CGIC Capital Group International Core Equity ETF
-0.53%
-$32,748.59 
AVDE Avantis International Equity ETF
-0.46%
-$49,411.32 
PEP PepsiCo, Inc.
-0.46%
-$2,076.8 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$3,658.8 
CGMU Capital Group Municipal Income ETF
-0.44%
-$3,921.48 
MELI MercadoLibre, Inc.
-0.41%
-$3,827.77 
VGT Vanguard Information Technology ETF
-0.38%
-$1,486.51 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$10,226.97 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$4,197.81 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$2,689.68 
EVRG Evergy Inc.
-0.29%
-$1,223.51 
VTV Vanguard Value ETF
-0.27%
-$5,181.29 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$5,260.91 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$2,166.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$10,629.5 
COST Costco Wholesale Corporation
-0.24%
-$1,144.54 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$3,963.76 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$475.76 
VB Vanguard Small-Cap ETF
-0.22%
-$40,542.57 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$11,993 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$17,782.01 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$751.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$599.04 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$21,258.45 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$526.95 
BKNG Booking Holdings Inc.
-0.18%
-$820.13 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$485.08 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$465.1 
IXUS iShares Core International Stock ETF
-0.15%
-$1,161.3 
TAXF American Century Diversified Municipal Bond ETF
-0.12%
-$998.94 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$2,613.55 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$330.08 
TIP iShares TIPS Bond ETF
-0.1%
-$286.33 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$1,357.04 
VO Vanguard Mid-Cap ETF
-0.05%
-$15,545.6 
CGIE Capital Group International Equity ETF
-0.03%
-$1,813.07 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$408.86 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$41.72 Events
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Dividends
Dividend Analysis
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| Trades 333 | Longs Won 214/333 64% | Profit Factor 9.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,387.08 |
| Average Win $110,723.28 | Best Trade (Aug 17) $1.8M | Sharpe Ratio -8.36 |
| Average Loss -$21,890.04 | Worst Trade (Aug 02) -$398,602.58 | Z-Score 7.72 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1d | Expectancy $63,321.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,646 | $1.5M | $1.74M | - | $239,673.08 | 15.93% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 42,518 | $4.26M | $4.14M | - | -$120,686.03 | -2.83% | -0.256% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,086 | $202,502 | $181,734.54 | - | -$20,767.46 | -10.26% | +0.341% |
| AMD Advanced Micro Devices, Inc. | 1,503 | $246,168.48 | $715,653.43 | - | $469,484.95 | 190.72% | -1.904% |
| AMP Ameriprise Financial, Inc. | 3,239 | $1.59M | $1.77M | - | $177,644.35 | 11.17% | +0.253% |
| AMZN Amazon.com Inc | 5,032 | $1.11M | $1.37M | - | $254,710.41 | 22.91% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 279 | $274,018.04 | $454,491 | - | $180,472.96 | 65.86% | -1.359% |
| AVDE Avantis International Equity ETF | 117,646 | $9.51M | $10.73M | - | $1.22M | 12.86% | -0.458% |
| AVGO Broadcom Inc. | 1,392 | $458,917.34 | $541,877.76 | - | $82,960.42 | 18.08% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 29,583 | $2.15M | $2.73M | - | $573,659.55 | 26.65% | +0.141% |
| AVUS Avantis U.S. Equity ETF | 68,769 | $8.73M | $8.77M | - | $41,121.33 | 0.47% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 14,668 | $1.46M | $1.84M | - | $377,701.68 | 25.87% | +0.032% |
| AXON Axon Enterprise, Inc. | 1,642 | $1.16M | $866,581.94 | - | -$289,019.84 | -25.01% | +0.468% |
| BAM BAM | 11,755 | $665,643.46 | $669,332.83 | - | $3,689.37 | 0.55% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 141,723 | $11.01M | $10.71M | - | -$305,707.34 | -2.78% | -0.198% |
| BKNG Booking Holdings Inc. | 2,412 | $522,235.27 | $465,274.78 | - | -$56,960.49 | -10.91% | -0.176% |
| BND Vanguard Total Bond Market Index Fund | 27,689 | $2.03M | $2M | - | -$32,671.53 | -1.61% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 3,384 | $1.7M | $1.73M | - | $30,439.5 | 1.79% | +0.365% |
| BUFR FT Vestladder Buffer ETF-USD I | 20,246 | $683,671.64 | $744,445.42 | - | $60,773.78 | 8.89% | +0.41% |
| CGCP Capital Group Core Plus Income ETF | 346,002 | $7.72M | $7.58M | - | -$136,022.39 | -1.76% | -0.68% |
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FAQ
Which stocks have generated the highest profits for David K. Gilmore?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $295,892.21, Schwab U.S. Dividend Equity ETF - $203,566.42, Avantis International Equity ETF - $202,983.24, iShares Core U.S. Aggregate Bond ETF - $152,547.45, and SPDR S&P 500 ETF Trust - $132,145.39. 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: Veeva Systems Inc - $58,175.83, Zscaler Inc - $57,848.92, The Home Depot, Inc - $33,055.6, Mastercard Incorporated - $27,371.63, and Kinsale Capital Group Inc - $19,419.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David K. Gilmore's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.1M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $295,892.21, Avantis International Equity ETF - $202,983.24, iShares Core U.S. Aggregate Bond ETF - $155,173.47, Schwab Fundamental U.S. Large Company Index ETF - $121,268.6, and Vanguard Mid-Cap ETF - $119,937.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David K. Gilmore's monthly returns?
David K. Gilmore'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 David K. Gilmore's strategy be considered aggressive or moderate?
David K. Gilmore'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 David K. Gilmore's strategy?
David K. Gilmore'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.
