Brian Levy Portfolio
Invests via West Wealth Group LLC | Managed by Brian Levy, Michael Clark
Invests via West Wealth Group LLC
Managed by Brian Levy, Michael Clark
Automatically Tracked
Brian Levy Profile
Brian Levy is a seasoned operating executive with a robust track record in business transformation and strategic leadership. Having held pivotal roles in multiple industries, he has successfully driven growth initiatives and operational enhancements within organizations facing evolving market dynamics. His expertise spans across corporate development and performance optimization, enabling firms to adapt swiftly and sustainably. With a focus on leveraging data-driven insights for informed decision-making, Levy’s approach has consistently yielded improved financial outcomes. His contributions extend beyond daily operations as he actively mentors emerging leaders, further solidifying his impact within the entrepreneurial landscape.
Brian Levy is a seasoned operating executive with a robust track record in business transformation and strategic leadership. Having held pivotal roles in multiple industries, he has successfully driven growth initiatives and operational enhancements within organizations facing evolving market dynamics. His expertise spans across corporate development and performance optimization, enabling firms to adapt swiftly and sustainably. With a focus on leveraging data-driven insights for informed decision-making, Levy’s approach has consistently yielded improved financial outcomes. His contributions extend beyond daily operations as he actively mentors emerging leaders, further solidifying his impact within the entrepreneurial landscape.
Investment Philosophy & Strategy
Identifying transformational opportunities in diverse market environments, Brian Levy adopts a pragmatic investment strategy that emphasizes operational effectiveness and growth potential. His extensive experience as an executive empowers him to navigate complexities and harness insights from data analytics, leading to informed decision-making and strategic agility. By prioritizing sectors poised for disruption, he seeks investments that can adapt dynamically to changes while maximizing value creation. In addition, his focus on nurturing talent allows for a robust framework of mentorship within organizations, fostering innovation-driven cultures aimed at sustainable expansion.
Identifying transformational opportunities in diverse market environments, Brian Levy adopts a pragmatic investment strategy that emphasizes operational effectiveness and growth potential. His extensive experience as an executive empowers him to navigate complexities and harness insights from data analytics, leading to informed decision-making and strategic agility. By prioritizing sectors poised for disruption, he seeks investments that can adapt dynamically to changes while maximizing value creation. In addition, his focus on nurturing talent allows for a robust framework of mentorship within organizations, fostering innovation-driven cultures aimed at sustainable expansion.
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:
83.86%
Gain +0.16%
Monthly
0.83%
Yearly
10.43%
Drawdown
19.83%
$916.65M
Equity
Holdings
$916.65M
Investment
$838.54M
$119.16M
Profit +$3.09M
Realized
$41.05M
Unrealized
$78.11M
Dividends
$24.69M
Goals
Avg. 41% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$3.09M
Win %
71%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$1.36M
Win %
71%
This Month
Compared to last month
Gain
-3.52%
Profit
-$33.39M
Win %
71%
This Year
Compared to last year
Gain
-3.52%
Profit
-$33.39M
Win %
72%
PANW Palo Alto Networks, Inc.
+6.31%
+$22,858.2 
MU Micron Technology Inc.
+3.48%
+$5M 
XLE State Street Energy Select Sector SPDR ETF
+3.13%
+$17,186.49 
CVX Chevron Corporation
+2.9%
+$17,417.07 
XOM ExxonMobil Holdings Corporation
+2.78%
+$31,069.44 
AMD Advanced Micro Devices Inc.
+2.31%
+$45,746.4 
SPCX Space Exploration Technologies Corp. Class A
+2.04%
+$11,182.88 
DELL Dell Technologies Inc. Class C Common Stock
+1.89%
+$19,599.57 
AMAT Applied Materials Inc.
+1.7%
+$9,763.92 
LMT Lockheed Martin Corporation
+1.58%
+$9,721.89 
STX Seagate Technology Holdings plc
+1.51%
+$9,200.55 
CSCO Cisco Systems, Inc.
+1.47%
+$5,516.28 
LRCX Lam Research Corp.
+1.22%
+$12,011.52 
BAI iShares A.I. Innovation and Tech Active ETF
+1.22%
+$209,713.63 
RKLB Rocket Lab Corporation
+1.2%
+$3,574.99 
QCOM QUALCOMM Incorporated
+1.11%
+$4,932.48 
ROK Rockwell Automation Inc.
+0.95%
+$5,102.52 
XLK State Street Technology Select Sector SPDR ETF
+0.75%
+$1,491.92 
VGT Vanguard Information Technology ETF
+0.72%
+$5,965.82 
GTOP Goldman Sachs Technology Opportunities ETF
+0.65%
+$8,474.14 
MSFT Microsoft Corporation Common Stock
+0.64%
+$160,352.13 
IYW iShares U.S. Technology ETF
+0.56%
+$10,490.13 
AVGO Broadcom Inc.
+0.53%
+$23,954.58 
IBM International Business Machines Corporation
+0.43%
+$2,097.36 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.4%
+$3,260.16 
ESGE iShares ESG Aware MSCI EM ETF
+0.36%
+$964.44 
QQQ Invesco QQQ Trust, Series 1
+0.34%
+$1,422.02 
QQQM Invesco NASDAQ 100 ETF
+0.31%
+$854.32 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.28%
+$25,698.84 
IRM Iron Mountain Inc.
+0.21%
+$1,287.57 
IEMG iShares Core MSCI Emerging Markets ETF
+0.2%
+$1,842.8 
IBIT iShares Bitcoin Trust ETF
+0.17%
+$372.4 
AVEM Avantis Emerging Markets Equity ETF
+0.15%
+$783.54 
PLD Prologis, Inc.
+0.15%
+$1,130.12 
CMF iShares California Muni Bond ETF
+0.13%
+$33,357.8 
VLUE iShares MSCI USA Value Factor ETF
+0.08%
+$858.24 
IALT iShares Systematic Alternatives Active ETF
+0.07%
+$3,335.66 
SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF
+0.05%
+$106.95 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$338.9 
BNDX Vanguard Total International Bond ETF
+0.01%
+$500.93 
USXF iShares ESG Advanced MSCI USA ETF
+0.01%
+$57.27 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$36.75 
T AT&T Inc.
-5.78%
-$15,756.33 
TARS Tarsus Pharmaceuticals Inc.
-4.47%
-$10,948.01 
LOW Lowe's Companies, Inc.
-2.85%
-$7,996.68 
ROST Ross Stores Inc.
-2.78%
-$17,799.59 
HD The Home Depot, Inc.
-2.77%
-$17,325.1 
GE General Electric Company
-2.43%
-$22,411.03 
LUV Southwest Airlines Co.
-2.24%
-$6,273.55 
LLY Eli Lilly and Company
-2.18%
-$10,833.8 
CAT Caterpillar Inc.
-2.15%
-$16,586.64 
BMY Bristol-Myers Squibb Company
-2.11%
-$8,333.78 
PG The Procter & Gamble Company
-2.1%
-$12,822.32 
AFL Aflac Incorporated
-2.02%
-$5,790.05 
MRK Merck & Co., Inc.
-1.95%
-$6,028.9 
MCD McDonald's Corporation
-1.95%
-$10,141.01 
JNJ Johnson & Johnson
-1.78%
-$73,345.03 
CRM Salesforce, Inc.
-1.67%
-$4,501.86 
RTX RTX Corporation
-1.51%
-$5,312.95 
JPM JPMorgan Chase & Co.
-1.5%
-$249,363.95 
CSX CSX Corporation
-1.5%
-$7,734.5 
VZ Verizon Communications Inc.
-1.41%
-$3,652.52 
V Visa Inc. Class A
-1.32%
-$5,901.96 
COST Costco Wholesale Corp
-1.28%
-$246,309.74 
TJX The TJX Companies, Inc.
-1.24%
-$3,083.55 
AMGN Amgen Inc. Common Stock
-1.22%
-$4,034.94 
PFE Pfizer Inc.
-1.17%
-$49,070.23 
WMT Walmart Inc.
-1.12%
-$9,632.88 
WABC Westamerica Bancorporation
-1.08%
-$3,473.28 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.02%
-$2,142.36 
AHR American Healthcare REIT, Inc.
-0.99%
-$5,372.08 
TSLA Tesla, Inc.
-0.99%
-$22,393.5 
META Meta Platforms Inc Class A
-0.77%
-$8,068.03 
DGRO iShares Core Dividend Growth ETF
-0.68%
-$5,240.72 
VIG Vanguard Dividend Appreciation ETF
-0.66%
-$2,339.33 
EFG iShares MSCI EAFE Growth ETF
-0.65%
-$46,359.39 
IAU iShares Gold Trust
-0.64%
-$18,251.03 
IFRA iShares U.S. Infrastructure ETF
-0.64%
-$1,718.06 
BAC Bank of America Corporation
-0.61%
-$10,331.75 
DFIS DFA International Small Company I
-0.58%
-$4,123.98 
QUAL iShares MSCI USA Quality Factor ETF
-0.57%
-$56,275.2 
SPHQ Invesco S&P 500 Quality ETF
-0.56%
-$2,437.99 
FNDC Schwab Fundamental International Small Equity ETF
-0.53%
-$2,263.56 
EFA iShares MSCI EAFE ETF
-0.52%
-$1,469.88 
IEFA iShares Core MSCI EAFE ETF
-0.52%
-$114,284 
AVLV Avantis U.S. Large Cap Value ETF
-0.5%
-$3,723.81 
BRK-B Berkshire Hathaway Inc.
-0.49%
-$69,938.1 
IVE iShares S&P 500 Value ETF
-0.47%
-$291,713.62 
SRE Sempra
-0.47%
-$4,254.55 
VTV Vanguard Morningstar Value ETF
-0.46%
-$1,904.24 
BRK-A Berkshire Hathaway Inc.
-0.46%
-$3,745.55 
IJH iShares Core S&P Mid-Cap ETF
-0.45%
-$1,566.18 
USMV iShares MSCI USA Min Vol Factor ETF
-0.44%
-$1,561.56 
AAPL Apple Inc.
-0.43%
-$163,774.1 
GOOGL Alphabet Inc
-0.4%
-$4,924.29 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.4%
-$801.34 
UNH UnitedHealth Group Inc.
-0.39%
-$1,311.07 
AMZN Amazon.com Inc
-0.37%
-$61,284.95 
EFV iShares MSCI EAFE Value ETF
-0.35%
-$19,125.56 
DIS The Walt Disney Company
-0.34%
-$1,456.26 
DMXF iShares ESG Advanced MSCI EAFE ETF
-0.34%
-$867.25 
LCTU iShares U.S. Carbon Transition Readiness Aware Active ETF
-0.33%
-$2,694.06 
VEA Vanguard FTSE Developed Markets ETF
-0.33%
-$1,421.55 
NOC Northrop Grumman Corporation
-0.3%
-$693.23 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.29%
-$284,294.39 
SPY State Street SPDR S&P 500 ETF Trust
-0.29%
-$2,871.71 
GOOG Alphabet Inc
-0.28%
-$65,588.87 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.28%
-$132,293.01 
SHLD Global X Defense Tech ETF
-0.28%
-$35,647.81 
AOA iShares Core 80/20 Aggressive Allocation ETF
-0.27%
-$1,566.15 
DFUV Dimensional US Marketwide Value ETF
-0.27%
-$2,140.09 
DFUS Dimensional U.S. Equity Market ETF
-0.27%
-$564.08 
DSI iShares ESG MSCI KLD 400 ETF
-0.27%
-$1,428.96 
XTEN BondBloxx Bloomberg Ten Year Target Duration U.S. Treasury ETF
-0.26%
-$11,992.43 
VOO Vanguard S&P 500 ETF
-0.26%
-$1,963.85 
IVV iShares Core S&P 500 ETF
-0.26%
-$5,323.31 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.25%
-$1,606.34 
VV Vanguard Morningstar Large-Cap ETF
-0.25%
-$3,620.03 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.23%
-$678.5 
FNDF Schwab Fundamental International Equity ETF
-0.23%
-$646.75 
MGC Vanguard Morningstar Mega Cap ETF
-0.23%
-$1,432.56 
ESGU iShares ESG Aware MSCI USA ETF
-0.22%
-$3,549 
VTI Vanguard Total Stock Market ETF
-0.22%
-$2,412.48 
BALI iShares U.S. Large Cap Premium Income Active ETF
-0.22%
-$619.2 
CORO iShares International Country Rotation Active ETF
-0.21%
-$114,278.55 
NRO Neuberger Berman Real Estate Securities Income Fund, Inc.
-0.2%
-$105.77 
SPEM SPDR Portfolio Emerging Markets ETF
-0.19%
-$30,099.71 
NFLX Netflix Inc.
-0.18%
-$651.72 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.17%
-$629.9 
IGEB iShares Investment Grade Systematic Bond ETF
-0.17%
-$592.95 
SYSB iShares Systematic Bond ETF
-0.16%
-$974.47 
GOVT iShares U.S. Treasury Bond ETF
-0.14%
-$7,767.93 
IUSB iShares Core Universal USD Bond ETF
-0.13%
-$35,498.37 
IVW iShares S&P 500 Growth ETF
-0.12%
-$87,035.92 
VUG Vanguard Morningstar Growth ETF
-0.11%
-$441.94 
BINC iShares Flexible Income Active ETF
-0.09%
-$1,887.84 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.08%
-$160.19 
NVDA NVIDIA Corporation
-0.07%
-$5,811.56 
GEV GE Vernova Inc.
-0.05%
-$212.1 
THRO iShares U.S. Thematic Rotation Active ETF
-0.03%
-$4,832.97 
BA The Boeing Company
-0.03%
-$388.65 
DHI D.R. Horton, Inc.
-0.03%
-$537.12 
AVUV Avantis U.S. Small Cap Value ETF
-0.03%
-$279.36 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$48.43 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$22.49 Events
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Dividends
Dividend Analysis
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| Trades 1749 | Longs Won 1119/1749 63% | Profit Factor 2.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $950,759.74 |
| Average Win $166,367.87 | Best Trade (Oct 15) $18.37M | Sharpe Ratio -11.6 |
| Average Loss -$106,353.65 | Worst Trade (Oct 23) -$29.88M | Z-Score 2.67 (99.23%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $68,131.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 108,820 | $27.78M | $37.73M | - | $9.95M | 35.8% | -0.432% |
| AFL Aflac Incorporated | 2,330 | $242,084.6 | $281,429.05 | - | $39,344.45 | 16.25% | -2.016% |
| AHR American Healthcare REIT, Inc. | 10,136 | $312,317.24 | $535,890.32 | - | $223,573.08 | 71.59% | -0.993% |
| AMAT Applied Materials Inc. | 1,528 | $296,717.9 | $583,650.16 | - | $286,932.26 | 96.7% | +1.701% |
| AMD Advanced Micro Devices Inc. | 3,890 | $833,082.4 | $2.02M | - | $1.19M | 142.66% | +2.315% |
| AMGN Amgen Inc. Common Stock | 739 | $247,897.93 | $326,504.98 | - | $78,607.05 | 31.71% | -1.221% |
| AMZN Amazon.com Inc | 66,254 | $14.98M | $16.53M | - | $1.54M | 10.31% | -0.369% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 5,910 | $420,607.17 | $570,167.25 | - | $149,560.08 | 35.56% | -0.274% |
| AVEM Avantis Emerging Markets Equity ETF | 5,804 | $468,733.04 | $507,124.5 | - | $38,391.46 | 8.19% | +0.155% |
| AVGO Broadcom Inc. | 13,927 | $1.83M | $4.53M | - | $2.69M | 146.85% | +0.532% |
| AVLV Avantis U.S. Large Cap Value ETF | 7,923 | $639,124.03 | $737,552.07 | - | $98,428.04 | 15.4% | -0.502% |
| AVUV Avantis U.S. Small Cap Value ETF | 9,312 | $1.03M | $1.14M | - | $107,506.24 | 10.45% | -0.025% |
| BA The Boeing Company | 7,773 | $1.53M | $1.46M | - | -$69,365.97 | -4.54% | -0.027% |
| BAC Bank of America Corporation | 33,296 | $1.69M | $1.69M | - | $4,412.55 | 0.26% | -0.607% |
| BAI iShares A.I. Innovation and Tech Active ETF | 427,987 | $14.14M | $17.38M | - | $3.24M | 22.93% | +1.221% |
| BALI iShares U.S. Large Cap Premium Income Active ETF | 8,256 | $254,683.19 | $283,965.12 | - | $29,281.93 | 11.5% | -0.218% |
| BINC iShares Flexible Income Active ETF | 41,952 | $2.2M | $2.13M | - | -$79,194.48 | -3.59% | -0.089% |
| BMY Bristol-Myers Squibb Company | 6,266 | $363,116.66 | $386,424.22 | - | $23,307.56 | 6.42% | -2.111% |
| BNDX Vanguard Total International Bond ETF | 100,185 | $4.88M | $4.73M | - | -$146,088.5 | -3% | +0.011% |
| BRK-A Berkshire Hathaway Inc. | 1 | $747,005 | $816,754.45 | - | $69,749.45 | 9.34% | -0.456% |
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FAQ
Which stocks have generated the highest profits for Brian Levy?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE Value ETF - $12.02M, State Street SPDR Portfolio S&P 500 ETF - $9.21M, iShares U.S. Technology ETF - $6.52M, iShares MSCI USA Quality Factor ETF - $5.62M, and iShares S&P 500 Growth ETF - $4.92M. 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: iShares ESG Aware MSCI USA ETF - $4.5M, iShares U.S. Treasury Bond ETF - $1.74M, Schwab U.S. TIPS ETF - $918,579.38, iShares MSCI USA Value Factor ETF - $863,725.51, and WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $713,345.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Levy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.69M earned over time. The largest contributors to dividend income include iShares MSCI EAFE Value ETF - $3.89M, iShares Core Universal USD Bond ETF - $2.21M, iShares S&P 500 Value ETF - $1.77M, iShares ESG Aware MSCI USA ETF - $1.06M, and iShares California Muni Bond ETF - $933,855.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Levy's monthly returns?
Brian Levy's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Brian Levy's strategy be considered aggressive or moderate?
Brian Levy's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Brian Levy's strategy?
Brian Levy's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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