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:
81.6%
Gain +0.07%
Monthly
0.94%
Yearly
11.83%
Drawdown
19.83%
$614.96M
Equity
Holdings
$614.96M
Investment
$495.44M
$154.84M
Profit +$43,194.23
Realized
$35.32M
Unrealized
$119.52M
Dividends
$23.69M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$43,194.23
Win %
75%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$4.75M
Win %
75%
This Month
Compared to last month
Gain
-0.33%
Profit
-$2.02M
Win %
75%
This Year
Compared to last year
Gain
0.71%
Profit
$4.36M
Win %
75%
SPCX Space Exploration Technologies Corp. Class A
+6.14%
+$18,114.6 
XLE Energy Select Sector SPDR Fund
+3.91%
+$18,092.48 
AMD Advanced Micro Devices, Inc.
+2.21%
+$48,122.06 
STX Seagate Technology Holdings plc
+1.82%
+$20,794.44 
QCOM QUALCOMM Incorporated
+1.82%
+$6,843.98 
AVGO Broadcom Inc.
+1.54%
+$83,855.24 
TJX The TJX Companies, Inc.
+1.34%
+$3,400.46 
KLAC KLA Corporation
+1.26%
+$1,656.28 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$13,920.09 
CVX Chevron Corporation
+1.12%
+$5,076.61 
NRO Neuberger Real Estate Securities Income Fund Inc.
+1%
+$630.57 
META Meta Platforms Inc Class A
+0.9%
+$8,252.07 
BMY Bristol-Myers Squibb Company
+0.82%
+$3,033.16 
STIP iShares 0-5 Year TIPS Bond ETF
+0.78%
+$5,722.08 
COST Costco Wholesale Corporation
+0.62%
+$4,553.21 
SHLD Global X Defense Tech ETF
+0.61%
+$84,015.97 
AAPL Apple Inc.
+0.45%
+$80,603.49 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.45%
+$53,711.1 
VZ Verizon Communications Inc.
+0.45%
+$1,022.07 
GOOG Alphabet Inc
+0.43%
+$4,408.2 
V Visa Inc. Class A
+0.28%
+$1,011.14 
DFUS Dimensional U.S. Equity Market ETF
+0.26%
+$551.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.2%
+$141,186.85 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$3,489.44 
IALT iShares Systematic Alternatives Active ETF
+0.02%
+$766.82 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$80.93 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$176.43 
AFL Aflac Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
GLW Corning Incorporated
0%
$0 
HD The Home Depot, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
ROST Ross Stores, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SRE Sempra
0%
$0 
T AT&T Inc.
0%
$0 
WABC Westamerica Bancorporation
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
MGC Vanguard Mega Cap ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
USXF iShares ESG Aware MSCI USA ETF
0%
+$2.58 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
VGT Vanguard Information Technology ETF
-5.49%
-$32,902.56 
IAU iShares Gold Trust
-4.61%
-$119,309.28 
AMGN Amgen Inc.
-4.37%
-$12,449.19 
QQQM Invesco NASDAQ 100 ETF
-4.08%
-$11,372.58 
TARS Tarsus Pharmaceuticals Inc.
-3.67%
-$7,650 
BA Boeing Company
-3.35%
-$63,282.92 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.12%
-$28,018.94 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-3.11%
-$25,684.58 
THRO iShares U.S. Thematic Rotation Active ETF
-3.09%
-$508,623.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
-2.99%
-$2.73M 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-2.98%
-$1.4M 
DFIS Dimensional International Small Cap ETF
-2.7%
-$19,913.93 
FNDC Schwab Fundamental International Small Company Index ETF
-2.65%
-$11,664.7 
MU Micron Technology, Inc.
-2.6%
-$13,572 
ESGE iShares ESG Aware MSCI EM ETF
-2.35%
-$7,090.32 
SPHQ Invesco S&P 500 Quality ETF
-2.29%
-$10,361.34 
VLUE iShares MSCI USA Value Factor ETF
-2.25%
-$24,413.73 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$7,346.1 
UNH UnitedHealth Group Incorporated
-2.13%
-$6,488.42 
SPEM SPDR Portfolio Emerging Markets ETF
-1.87%
-$316,613.82 
ROK Rockwell Automation, Inc.
-1.83%
-$10,444.48 
VTV Vanguard Value ETF
-1.8%
-$7,405.34 
DFAT Dimensional US Targeted Value ETF
-1.79%
-$10,526.38 
DFUV Dimensional US Marketwide Value ETF
-1.77%
-$13,767 
GE General Electric Company
-1.75%
-$6,489.91 
GEV GE Vernova Inc.
-1.74%
-$8,653.41 
PFE Pfizer Inc.
-1.55%
-$3,799.6 
AVLV Avantis U.S. Large Cap Value ETF
-1.52%
-$11,222.26 
HEFA iShares Currency Hedged MSCI EAFE ETF
-1.49%
-$3,203.2 
NFLX Netflix, Inc.
-1.43%
-$5,816.22 
AHR American Healthcare REIT, Inc.
-1.42%
-$6,647.06 
IBM International Business Machines Corporation
-1.35%
-$6,197.82 
GOOGL Alphabet Inc
-1.29%
-$17,053.88 
IRM Iron Mountain Inc.
-1.27%
-$8,875.98 
IFRA iShares U.S. Infrastructure
-1.27%
-$3,668.34 
INTC Intel Corporation
-1.24%
-$2,993.75 
JNJ Johnson & Johnson
-1.03%
-$4,357.1 
ABBV AbbVie Inc.
-0.97%
-$5,088 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.85%
-$1,810.42 
LOW Lowe's Companies Inc.
-0.7%
-$1,921.92 
TSLA Tesla, Inc.
-0.63%
-$11,594.74 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.52%
-$61,707.72 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.5%
-$19,303.64 
JPM JPMorgan Chase & Co.
-0.48%
-$5,507.44 
RKLB Rocket Lab Corporation
-0.45%
-$1,981.86 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.42%
-$1,161.89 
WMT Walmart Inc.
-0.33%
-$2,627 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$1,127.25 
AOA iShares Core Aggressive Allocation ETF
-0.3%
-$1,788.88 
IGEB iShares Investment Grade Corporate Bond ETF
-0.29%
-$1,016.47 
PLD Prologis Inc.
-0.29%
-$2,447.64 
IYW iShares U.S. Technology ETF
-0.27%
-$5,265.92 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$13,932.36 
CMF iShares California Muni Bond ETF
-0.27%
-$57,724.5 
IUSB iShares Core Universal USD Bond ETF
-0.26%
-$56,178.6 
ESGU iShares ESG Aware MSCI USA ETF
-0.18%
-$2,883.84 
CORO Ishares International Country Rotational Active ETF
-0.18%
-$92,371.76 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,474.75 
SYSB iShares Systematic Bond ETF
-0.16%
-$946.54 
IVV iShares Core S&P 500 ETF
-0.16%
-$2,713.36 
DGRO iShares Core Dividend Growth ETF
-0.15%
-$1,178.04 
MUB iShares National Muni Bond ETF
-0.15%
-$453.28 
BALI iShares Adaptive Large Cap ETF
-0.14%
-$412.7 
AMZN Amazon.com Inc
-0.14%
-$5,677.86 
NVDA NVIDIA Corporation
-0.1%
-$8,954.36 
EFG iShares MSCI EAFE Growth ETF
-0.1%
-$10,759 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$324.52 
VUG Vanguard Growth ETF
-0.08%
-$187.88 
GTOP Goldman Sachs Technology Opportunities ETF
0%
-$13.58 Events
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Dividends
Dividend Analysis
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| Trades 1608 | Longs Won 1052/1608 65% | Profit Factor 5.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $672,884.61 |
| Average Win $179,085.34 | Best Trade (Aug 14) $17.76M | Sharpe Ratio -11.16 |
| Average Loss -$60,353.16 | Worst Trade (Mar 31) -$4.62M | Z-Score 10.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 4d | Expectancy $96,294.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 57,166 | $10.58M | $17.86M | - | $7.28M | 68.76% | +0.453% |
| ABBV AbbVie Inc. | 2,120 | $355,735.49 | $516,856 | - | $161,120.51 | 45.29% | -0.975% |
| AFL Aflac Inc. | 2,319 | $240,855.02 | $291,173.64 | - | $50,318.62 | 20.89% | 0.0 |
| AHR American Healthcare REIT, Inc. | 8,414 | $224,047.52 | $460,329.94 | - | $236,282.42 | 105.46% | -1.423% |
| AMAT Applied Materials, Inc. | 1,490 | $277,285.46 | $796,017.59 | - | $518,732.13 | 187.08% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 4,527 | $940,594.08 | $2.23M | - | $1.29M | 137.12% | +2.205% |
| AMGN Amgen Inc. | 699 | $231,037.53 | $272,623.97 | - | $41,586.44 | 18% | -4.367% |
| AMZN Amazon.com Inc | 14,559 | $2.1M | $3.96M | - | $1.86M | 88.5% | -0.143% |
| AOA iShares Core Aggressive Allocation ETF | 5,963 | $424,466.63 | $588,667.36 | - | $164,200.73 | 38.68% | -0.303% |
| AVEM Avantis Emerging Markets Equity ETF | 5,764 | $464,972.24 | $531,325.52 | - | $66,353.28 | 14.27% | 0.0 |
| AVGO Broadcom Inc. | 13,021 | $1.52M | $5.53M | - | $4.02M | 264.99% | +1.54% |
| AVLV Avantis U.S. Large Cap Value ETF | 7,903 | $637,315.23 | $728,340.48 | - | $91,025.25 | 14.28% | -1.517% |
| AVUV Avantis U.S. Small Cap Value ETF | 9,280 | $1.03M | $1.19M | - | $169,545.69 | 16.54% | +1.179% |
| BA Boeing Company | 7,871 | $1.55M | $1.83M | - | $280,719.74 | 18.15% | -3.347% |
| BAC Bank of America Corporation | 9,910 | $413,115.4 | $626,807.5 | - | $213,692.1 | 51.73% | 0.0 |
| BAI iShares A.I. Innovation and Tech Active ETF | 451,582 | $14.82M | $19.98M | - | $5.16M | 34.84% | 0.0 |
| BALI iShares Adaptive Large Cap ETF | 8,254 | $254,614.27 | $286,909.04 | - | $32,294.77 | 12.68% | -0.144% |
| BINC iShares Flexible Income Active ETF | 39,486 | $2.08M | $2.05M | - | -$26,962.14 | -1.3% | 0.0 |
| BMY Bristol-Myers Squibb Company | 5,833 | $336,097.46 | $374,186.95 | - | $38,089.49 | 11.33% | +0.817% |
| BNDX Vanguard Total International Bond ETF | 77,607 | $3.82M | $3.72M | - | -$94,734.33 | -2.48% | 0.0 |
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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 - $11.56M, State Street SPDR Portfolio S&P 500 ETF - $8.97M, iShares U.S. Technology ETF - $6.49M, iShares MSCI USA Quality Factor ETF - $5.6M, and ISHARES S&P 500 GROWTH ETF (3IS8) - $4.86M. 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 - $868,968.9, 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 $23.69M 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 - $1.54M, iShares ESG Aware MSCI USA ETF - $1.06M, and iShares California Muni Bond ETF - $933,836.53. 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.
