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:
71.49%
Gain -1.32%
Monthly
0.9%
Yearly
11.38%
Drawdown
19.82%
$565.1M
Equity
Holdings
$565.1M
Investment
$449.65M
$142.11M
Profit -$5.05M
Realized
$26.66M
Unrealized
$115.45M
Dividends
$23.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.32%
Profit
-$5.05M
Win %
79%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$1.16M
Win %
79%
This Month
Compared to last month
Gain
-1.88%
Profit
-$10.84M
Win %
79%
This Year
Compared to last year
Gain
11.68%
Profit
$59.11M
Win %
78%
AMD Advanced Micro Devices, Inc.
+2.47%
+$59,743.2 
AVGO Broadcom Inc.
+2.27%
+$105,111.89 
STX Seagate Technology Holdings plc
+2.13%
+$22,706.58 
MSFT Microsoft Corp.
+2.1%
+$82,394.18 
GEV GE Vernova Inc.
+1.91%
+$9,717.13 
GOOG Alphabet Inc
+1.87%
+$18,146.04 
GOOGL Alphabet Inc
+1.79%
+$18,879.03 
AMZN Amazon.com Inc
+1.12%
+$39,242.59 
CVX Chevron Corporation
+1.07%
+$3,831.55 
NOC Northrop Grumman Corporation
+1.05%
+$2,205.86 
T AT&T Inc.
+0.94%
+$2,417.97 
TJX The TJX Companies, Inc.
+0.92%
+$2,245.61 
ROST Ross Stores, Inc.
+0.83%
+$5,263.05 
XOM Exxon Mobil Corporation
+0.77%
+$5,147.1 
LUV Southwest Airlines Co.
+0.77%
+$2,414.99 
V Visa Inc. Class A
+0.77%
+$2,156 
RTX RTX Corporation
+0.69%
+$2,010.96 
META Meta Platforms Inc Class A
+0.68%
+$6,223.35 
BAI iShares A.I. Innovation and Tech Active ETF
+0.67%
+$145,688.58 
IBM International Business Machines Corporation
+0.65%
+$2,535.06 
XLE Energy Select Sector SPDR Fund
+0.63%
+$2,866.71 
IYW iShares U.S. Technology ETF
+0.58%
+$13,896.99 
IEMG iShares Core MSCI Emerging Markets ETF
+0.5%
+$3,548.16 
ESGE iShares ESG Aware MSCI EM ETF
+0.49%
+$1,308.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.47%
+$297,890.57 
VGT Vanguard Information Technology ETF
+0.41%
+$2,250.6 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$2,549.76 
QQQM Invesco NASDAQ 100 ETF
+0.36%
+$970.26 
WABC Westamerica Bancorporation
+0.28%
+$881.28 
AVEM Avantis Emerging Markets Equity ETF
+0.25%
+$1,261.04 
GTOP Goldman Sachs Technology Opportunities ETF
+0.24%
+$3,526.66 
IRM Iron Mountain Inc.
+0.16%
+$1,173 
BALI iShares Adaptive Large Cap ETF
+0.12%
+$264.8 
NVDA NVIDIA Corporation
+0.12%
+$9,022.56 
JQUA JPMorgan U.S. Quality Factor ETF
+0.11%
+$15,215.92 
USXF iShares ESG Aware MSCI USA ETF
+0.11%
+$600.04 
DSI iShares MSCI KLD 400 Social ETF
+0.1%
+$508.81 
LMT Lockheed Martin Corporation
+0.09%
+$377.55 
THRO iShares U.S. Thematic Rotation Active ETF
+0.08%
+$16,475.48 
SHLD Global X Defense Tech ETF
+0.07%
+$7,206.98 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.07%
+$616.26 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.07%
+$187.99 
USMV iShares MSCI USA Min Vol Factor ETF
+0.07%
+$1,078.48 
SPEM SPDR Portfolio Emerging Markets ETF
+0.06%
+$12,259.74 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$50.5 
MGC Vanguard Mega Cap ETF
+0.02%
+$138.25 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$3,246.03 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$37.73 
BRK-B Berkshire Hathaway Inc.
0%
$0 
TARS Tarsus Pharmaceuticals Inc.
-5.16%
-$10,506 
DELL Dell Technologies Inc.
-3.23%
-$27,396.18 
TSLA Tesla, Inc.
-2.45%
-$53,835.76 
LLY Eli Lilly and Company
-2.29%
-$7,479 
GE General Electric Company
-2.21%
-$8,192.79 
RKLB Rocket Lab Corporation
-2.16%
-$8,486.98 
LRCX Lam Research Corporation
-1.94%
-$26,744.38 
CAT Caterpillar Inc.
-1.92%
-$15,494.36 
BA Boeing Company
-1.9%
-$30,019.64 
NFLX Netflix, Inc.
-1.87%
-$6,717.03 
PLD Prologis Inc.
-1.74%
-$15,971.8 
HD The Home Depot, Inc.
-1.72%
-$10,972.06 
AAPL Apple Inc.
-1.71%
-$317,353.5 
CSX CSX Corporation
-1.58%
-$7,697.6 
WMT Walmart Inc.
-1.54%
-$11,885.28 
SRE Sempra
-1.44%
-$14,446.46 
DIS The Walt Disney Company
-1.43%
-$7,533.4 
JNJ Johnson & Johnson
-1.3%
-$4,582.98 
BAC Bank of America Corporation
-1.23%
-$7,027.54 
PFE Pfizer Inc.
-1.08%
-$2,265.03 
ROK Rockwell Automation, Inc.
-1.06%
-$6,166.29 
UNH UnitedHealth Group Incorporated
-0.91%
-$3,119.22 
JPM JPMorgan Chase & Co.
-0.79%
-$7,861.65 
PG Procter & Gamble Co
-0.75%
-$4,113.2 
IFRA iShares U.S. Infrastructure
-0.73%
-$2,110.05 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.72%
-$1,804.2 
DFAT Dimensional US Targeted Value ETF
-0.72%
-$4,166.19 
AHR American Healthcare REIT, Inc.
-0.7%
-$3,349.6 
EFG iShares MSCI EAFE Growth ETF
-0.68%
-$21,399.54 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.64%
-$1,399.51 
EFA iShares MSCI EAFE ETF
-0.63%
-$1,372.15 
AMAT Applied Materials, Inc.
-0.6%
-$4,707.45 
EFV iShares MSCI EAFE Value ETF
-0.59%
-$122,332.2 
IEFA iShares Core MSCI EAFE ETF
-0.59%
-$1,629.63 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$1,917.56 
QCOM QUALCOMM Incorporated
-0.57%
-$2,330.51 
ABBV AbbVie Inc.
-0.56%
-$2,848.57 
FNDC Schwab Fundamental International Small Company Index ETF
-0.55%
-$2,297.28 
DFAS Dimensional U.S. Small Cap ETF
-0.54%
-$1,547.04 
DGRO iShares Core Dividend Growth ETF
-0.54%
-$4,506.48 
AOA iShares Core Aggressive Allocation ETF
-0.53%
-$3,032.46 
AMGN Amgen Inc.
-0.52%
-$1,238.4 
IVE ISHARES S&P 500 VALUE ETF
-0.51%
-$290,665.09 
DFIS Dimensional International Small Cap ETF
-0.51%
-$3,559.86 
CSCO Cisco Systems, Inc.
-0.5%
-$1,726.05 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.49%
-$50,922 
NRO Neuberger Real Estate Securities Income Fund Inc.
-0.49%
-$313.45 
FNDF Schwab Fundamental International Large Company Index ETF
-0.48%
-$1,839.32 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.48%
-$18,563.53 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$4,761.65 
AFL Aflac Inc.
-0.37%
-$1,053.86 
AVLV Avantis U.S. Large Cap Value ETF
-0.31%
-$2,245.51 
COST Costco Wholesale Corporation
-0.3%
-$2,009.3 
CORO Ishares International Country Rotational Active ETF
-0.28%
-$134,235.7 
IGEB iShares Investment Grade Corporate Bond ETF
-0.28%
-$945.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.27%
-$22,993.92 
DFUV Dimensional US Marketwide Value ETF
-0.27%
-$1,991.14 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$12,651.72 
SYSB iShares Systematic Bond ETF
-0.26%
-$1,505.89 
MCD McDonald's Corporation
-0.25%
-$1,405.58 
JEPI JPMorgan Equity Premium Income Fund
-0.25%
-$550.03 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.25%
-$8,729.66 
IUSB iShares Core Universal USD Bond ETF
-0.23%
-$44,946.72 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.22%
-$1,776.65 
IAU iShares Gold Trust
-0.21%
-$4,599.84 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.2%
-$3,915.99 
BNDX Vanguard Total International Bond ETF
-0.2%
-$6,721.63 
MUB iShares National Muni Bond ETF
-0.16%
-$1,133.3 
SPHQ Invesco S&P 500 Quality ETF
-0.14%
-$626.4 
VLUE iShares MSCI USA Value Factor ETF
-0.14%
-$1,427.66 
BINC iShares Flexible Income Active ETF
-0.12%
-$2,901.06 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.08%
-$11,724.18 
CMF iShares California Muni Bond ETF
-0.08%
-$14,931.27 
VZ Verizon Communications Inc.
-0.06%
-$109.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$555.63 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$241.83 
ESGU iShares ESG Aware MSCI USA ETF
-0.04%
-$615.42 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$346.82 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.03%
-$14,050.77 
VOO Vanguard S&P 500 ETF
-0.03%
-$162.62 
IVV iShares Core S&P 500 ETF
-0.01%
-$224.18 Events
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Dividends
Dividend Analysis
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| Trades 1467 | Longs Won 953/1467 64% | Profit Factor 5.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $640,325.93 |
| Average Win $180,900.75 | Best Trade (Jul 22) $15.93M | Sharpe Ratio -10.38 |
| Average Loss -$58,931.42 | Worst Trade (Mar 31) -$4.62M | Z-Score 5.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3d | Expectancy $96,869.57 |
| 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 | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
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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: State Street SPDR Portfolio S&P 500 ETF - $8.97M, iShares MSCI EAFE Value ETF - $8.74M, iShares U.S. Technology ETF - $6.23M, iShares MSCI USA Quality Factor ETF - $5.56M, and ISHARES S&P 500 GROWTH ETF (3IS8) - $4.87M. 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 - $4.53M, iShares U.S. Treasury Bond ETF - $1.78M, Schwab U.S. TIPS ETF - $918,579.38, iShares MSCI USA Value Factor ETF - $868,975.7, 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 $23.16M earned over time. The largest contributors to dividend income include iShares MSCI EAFE Value ETF - $3.93M, iShares Core Universal USD Bond ETF - $2.04M, ISHARES S&P 500 VALUE ETF - $1.54M, iShares ESG Aware MSCI USA ETF - $1.05M, and iShares MSCI EAFE Growth ETF - $935,278.98. 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.
