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:
14.21%
Gain +0.78%
Monthly
1.07%
Yearly
13.61%
Drawdown
9.2%
$279.11M
Equity
Holdings
$279.11M
Investment
$261.62M
$17.41M
Profit +$1.39M
Realized
-$83,176.88
Unrealized
$17.49M
Dividends
$2.74M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.78%
Profit
$1.39M
Win %
66%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$1.99M
Win %
66%
This Month
Compared to last month
Gain
0.94%
Profit
$2.59M
Win %
66%
This Year
Compared to last year
Gain
0.27%
Profit
$748,616.84
Win %
63%
HONA Honeywell Aerospace Inc.
+4.57%
+$12,786.11 
LOW Lowe's Companies Inc.
+3.89%
+$8,117.88 
BKNG Booking Holdings Inc.
+3.42%
+$13,266 
NXST Nexstar Media Group Inc.
+3.2%
+$18,973.83 
NFLX Netflix, Inc.
+3.01%
+$8,053.75 
SHOP Shopify Inc.
+2.56%
+$29,238.3 
MA Mastercard Incorporated
+2.51%
+$6,111.51 
TXRH Texas Roadhouse Inc.
+2.3%
+$9,011.99 
ISRG Intuitive Surgical, Inc.
+2.27%
+$6,022.81 
MCD McDonald's Corporation
+1.69%
+$5,984.55 
WMT Walmart Inc.
+1.64%
+$3,399.1 
VAW Vanguard Materials ETF
+1.54%
+$32,898.4 
AXON Axon Enterprise, Inc.
+1.54%
+$10,311.76 
VB Vanguard Small-Cap ETF
+1.33%
+$231,652.53 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.3%
+$4,583.18 
RSP Invesco S&P 500 Equal Weight ETF
+1.28%
+$3,572.47 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.28%
+$2,837.49 
MSFT Microsoft Corp.
+1.23%
+$6,785.8 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.22%
+$9,469.92 
XMHQ Invesco S&P MidCap Quality ETF
+1.2%
+$51,303.28 
SCHD Schwab U.S. Dividend Equity ETF
+1.19%
+$41,149.09 
TAXF American Century Diversified Municipal Bond ETF
+1.15%
+$9,073.7 
COWZ Pacer US Cash Cows 100 ETF
+1.14%
+$5,542.64 
IJR iShares Core S&P Small-Cap ETF
+1.11%
+$15,438.24 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.06%
+$3,422.24 
VNQ Vanguard Real Estate ETF
+1.01%
+$3,839.34 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.96%
+$7,402.55 
VIG Vanguard Dividend Appreciation ETF
+0.95%
+$26,084.57 
MU Micron Technology, Inc.
+0.93%
+$2,717.88 
AVUV Avantis U.S. Small Cap Value ETF
+0.89%
+$15,474.74 
IJH iShares Core S&P Mid-Cap ETF
+0.88%
+$2,620.01 
VO Vanguard Mid-Cap ETF
+0.86%
+$267,228.86 
MGV Vanguard Mega Cap Value ETF
+0.79%
+$1,621.34 
JMUB JPMorgan Municipal Bond ETF
+0.78%
+$17,819.62 
VTV Vanguard Value ETF
+0.78%
+$15,105.04 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.78%
+$12,382.99 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$12,676.03 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.75%
+$45,718.08 
CGGR Capital Group Growth ETF
+0.7%
+$55,702.68 
AMP Ameriprise Financial, Inc.
+0.7%
+$11,174.52 
AVLV Avantis U.S. Large Cap Value ETF
+0.68%
+$18,637.29 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.67%
+$103,946.91 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.66%
+$2,689.34 
CGMU Capital Group Municipal Income ETF
+0.63%
+$5,392.03 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.58%
+$60,232.28 
AVDE Avantis International Equity ETF
+0.57%
+$59,411.23 
AGG iShares Core U.S. Aggregate Bond ETF
+0.56%
+$22,534.54 
BND Vanguard Total Bond Market Index Fund
+0.55%
+$10,798.71 
CGIE Capital Group International Equity ETF
+0.55%
+$36,261.4 
JEPI JPMorgan Equity Premium Income Fund
+0.55%
+$1,678.95 
ESGV Vanguard ESG U.S. Stock ETF
+0.55%
+$1,515 
MELI MercadoLibre, Inc.
+0.53%
+$4,821.6 
SPLV Invesco S&P 500 Low Volatility ETF
+0.53%
+$1,370.07 
CGIC Capital Group International Core Equity ETF
+0.51%
+$31,024.98 
IUSB iShares Core Universal USD Bond ETF
+0.51%
+$26,984.25 
RECS Columbia Research Enhanced Core ETF
+0.49%
+$4,116.15 
CGCP Capital Group Core Plus Income ETF
+0.49%
+$36,330.21 
VYM Vanguard High Dividend Yield ETF
+0.48%
+$5,086.62 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.47%
+$1,066.5 
NULG Nuveen ESG Large-Cap Growth ETF
+0.46%
+$976.14 
AMZN Amazon.com Inc
+0.43%
+$5,484.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.43%
+$962.78 
TIP iShares TIPS Bond ETF
+0.41%
+$1,119.29 
CGDV Capital Group Dividend Value ETF
+0.39%
+$3,898.23 
AVUS Avantis U.S. Equity ETF
+0.38%
+$33,696.81 
CGUS Capital Group Core Equity ETF
+0.37%
+$793.15 
STXF Strive 500 ETF
+0.36%
+$3,981.78 
CGXU Capital Group International Focus Equity ETF
+0.32%
+$2,513.07 
VOO Vanguard S&P 500 ETF
+0.3%
+$17,557.26 
SPY SPDR S&P 500 ETF Trust
+0.3%
+$33,943.3 
PG Procter & Gamble Co
+0.29%
+$799.65 
IVV iShares Core S&P 500 ETF
+0.28%
+$27,093.29 
IXUS iShares Core International Stock ETF
+0.28%
+$2,156.7 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.27%
+$2,501.76 
GOOG Alphabet Inc
+0.25%
+$1,061.24 
ASML ASML Holding N.V. New York Registry Shares
+0.23%
+$1,069.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.22%
+$615.68 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$3,925.44 
BUFR FT Vestladder Buffer ETF-USD I
+0.16%
+$1,216.78 
SHY iShares 1-3 Year Treasury Bond ETF
+0.12%
+$417.52 
IWY iShares Russell Top 200 Growth ETF
+0.11%
+$20,575.04 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.1%
+$2,421.47 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$154.3 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$123.47 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
NET Cloudflare Inc.
-3.29%
-$9,796.54 
LRCX Lam Research Corporation
-2.74%
-$3,958.62 
CRWD CrowdStrike Holdings, Inc.
-2.74%
-$21,637.41 
XOM Exxon Mobil Corporation
-1.83%
-$11,544.12 
NVDA NVIDIA Corporation
-1.59%
-$47,884.63 
EVRG Evergy Inc.
-1.31%
-$5,505.84 
FRDM Freedom 100 Emerging Markets ETF
-1.24%
-$37,824.14 
TSLA Tesla, Inc.
-1.2%
-$2,852.45 
AMD Advanced Micro Devices, Inc.
-0.98%
-$8,386.74 
AVGO Broadcom Inc.
-0.78%
-$3,777.89 
XLK State Street Technology Select Sector SPDR ETF
-0.7%
-$62,706.64 
PEP PepsiCo, Inc.
-0.67%
-$2,790.7 
VGT Vanguard Information Technology ETF
-0.53%
-$2,247.05 
CGNG Capital Group New Geography Equity ETF
-0.5%
-$19,980.28 
PLTR Palantir Technologies Inc.
-0.41%
-$5,557.14 
VWO Vanguard FTSE Emerging Markets ETF
-0.31%
-$4,997.22 
AAPL Apple Inc.
-0.17%
-$3,359.31 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$465.12 
QQQM Invesco NASDAQ 100 ETF
-0.15%
-$1,742.65 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$477.36 
COST Costco Wholesale Corporation
-0.04%
-$220.88 
FLBL Franklin Senior Loan ETF
-0.02%
-$53.52 
VUG Vanguard Growth ETF
-0.01%
-$230.53 Events
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Dividends
Dividend Analysis
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| Trades 333 | Longs Won 207/333 62% | Profit Factor 4.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $206,613.51 |
| Average Win $107,852.89 | Best Trade (Oct 14) $1.83M | Sharpe Ratio -15.15 |
| Average Loss -$37,895.62 | Worst Trade (Oct 14) -$570,062.3 | Z-Score 5.35 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2d | Expectancy $52,278.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,646 | $1.5M | $1.93M | - | $428,560.01 | 28.49% | -0.173% |
| AGG iShares Core U.S. Aggregate Bond ETF | 42,518 | $4.26M | $4.05M | - | -$206,572.39 | -4.85% | +0.559% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,086 | $202,502 | $197,473.14 | - | -$5,028.86 | -2.48% | +0.078% |
| AMD Advanced Micro Devices, Inc. | 1,503 | $246,168.48 | $849,555.72 | - | $603,387.24 | 245.11% | -0.978% |
| AMP Ameriprise Financial, Inc. | 3,239 | $1.59M | $1.62M | - | $26,804.02 | 1.69% | +0.696% |
| AMZN Amazon.com Inc | 5,032 | $1.11M | $1.28M | - | $172,135.34 | 15.48% | +0.429% |
| ASML ASML Holding N.V. New York Registry Shares | 279 | $274,018.04 | $461,419.43 | - | $187,401.39 | 68.39% | +0.232% |
| AVDE Avantis International Equity ETF | 117,646 | $9.51M | $10.56M | - | $1.05M | 11.09% | +0.566% |
| AVGO Broadcom Inc. | 1,392 | $458,917.34 | $478,202.11 | - | $19,284.77 | 4.2% | -0.784% |
| AVLV Avantis U.S. Large Cap Value ETF | 29,583 | $2.15M | $2.76M | - | $606,496.68 | 28.17% | +0.68% |
| AVUS Avantis U.S. Equity ETF | 68,769 | $8.73M | $8.92M | - | $188,286.99 | 2.16% | +0.379% |
| AVUV Avantis U.S. Small Cap Value ETF | 14,668 | $1.46M | $1.76M | - | $303,848.3 | 20.81% | +0.885% |
| AXON Axon Enterprise, Inc. | 1,642 | $1.16M | $680,937.4 | - | -$474,664.38 | -41.08% | +1.538% |
| 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 | $10.42M | - | -$595,530.88 | -5.41% | +0.582% |
| BKNG Booking Holdings Inc. | 2,412 | $522,235.27 | $400,826.16 | - | -$121,409.11 | -23.25% | +3.423% |
| BND Vanguard Total Bond Market Index Fund | 27,689 | $2.03M | $1.96M | - | -$72,543.69 | -3.57% | +0.554% |
| BRK-B Berkshire Hathaway Inc. | 3,384 | $1.7M | $1.79M | - | $84,481.98 | 4.97% | +0.22% |
| BUFR FT Vestladder Buffer ETF-USD I | 20,246 | $683,671.64 | $765,300.82 | - | $81,629.18 | 11.94% | +0.159% |
| CGCP Capital Group Core Plus Income ETF | 346,002 | $7.72M | $7.41M | - | -$303,833.36 | -3.94% | +0.492% |
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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) - $336,339.95, Avantis International Equity ETF - $241,229.95, Vanguard Mid-Cap ETF - $232,603.92, Schwab U.S. Dividend Equity ETF - $230,934.1, and Schwab Fundamental U.S. Large Company Index ETF - $179,285.48. 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 - $27,021.02, 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 $2.74M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $336,339.95, Avantis International Equity ETF - $241,229.95, Vanguard Mid-Cap ETF - $232,603.92, Schwab Fundamental U.S. Large Company Index ETF - $179,285.48, and iShares Core U.S. Aggregate Bond ETF - $169,504.59. 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.
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