Greyson Gibson Portfolio
Invests via JDH Wealth Management, LLC | Managed by Matthew Delaney
Invests via JDH Wealth Management, LLC
Managed by Matthew Delaney
Automatically Tracked
Greyson Gibson Profile
Seasoned venture investor and former operator focused on growth-stage technology and fintech companies. Greyson Gibson combines product and commercial experience, having led go-to-market and partnerships at startups before moving into angel and seed investing; active in B2B software and payments, mentors founders and sources deals for early-stage funds.
Seasoned venture investor and former operator focused on growth-stage technology and fintech companies. Greyson Gibson combines product and commercial experience, having led go-to-market and partnerships at startups before moving into angel and seed investing; active in B2B software and payments, mentors founders and sources deals for early-stage funds.
Investment Philosophy & Strategy
Focuses on growth-oriented technology and fintech opportunities with a bias toward B2B software and payments. Prefers conviction-driven, founder-aligned investments where product-market fit is proven and go-to-market leverage can accelerate scale. Combines operator experience in partnerships and commercial strategy to underwrite companies by assessing distribution channels, unit economics, and monetization roadmaps. Deploys capital across seed to growth stages with an active, hands-on posture—mentoring teams, helping close strategic partnerships, and using network effects to de-risk execution over a multi-year horizon.
Focuses on growth-oriented technology and fintech opportunities with a bias toward B2B software and payments. Prefers conviction-driven, founder-aligned investments where product-market fit is proven and go-to-market leverage can accelerate scale. Combines operator experience in partnerships and commercial strategy to underwrite companies by assessing distribution channels, unit economics, and monetization roadmaps. Deploys capital across seed to growth stages with an active, hands-on posture—mentoring teams, helping close strategic partnerships, and using network effects to de-risk execution over a multi-year horizon.
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:
39.24%
Gain -0.33%
Monthly
1.67%
Yearly
21.94%
Drawdown
17.31%
$167.23M
Equity
Holdings
$167.23M
Investment
$125.78M
$43.61M
Profit -$496,707.07
Realized
$2.16M
Unrealized
$41.46M
Dividends
$3.96M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$496,707.07
Win %
72%
This Week
Compared To Last Week
Gain
0.96%
Profit
$1.59M
Win %
72%
This Month
Compared to last month
Gain
-0.3%
Profit
-$496,707.07
Win %
72%
This Year
Compared to last year
Gain
2.45%
Profit
$4M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$113,291.17 
GOOG Alphabet Inc
+6.88%
+$30,687.92 
GOOGL Alphabet Inc
+6.73%
+$43,636.74 
META Meta Platforms Inc Class A
+3.28%
+$10,607.99 
MSFT Microsoft Corp.
+3.02%
+$22,718.14 
NVDA NVIDIA Corporation
+2.93%
+$70,952.55 
WDC Western Digital Corporation
+2.21%
+$4,023.82 
FIX Comfort Systems USA, Inc.
+1.88%
+$4,777.5 
RMBS Rambus Inc.
+1.62%
+$3,743.9 
KLAC KLA Corporation
+1.38%
+$1,675.78 
AMAT Applied Materials, Inc.
+1.18%
+$1,740.51 
TSLA Tesla, Inc.
+0.76%
+$3,747.65 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,602.01 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$62,136.59 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$10,057.06 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$38,519.88 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,309.46 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$7,654.42 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$15,190.88 
AVGO Broadcom Inc.
+0.37%
+$1,424.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$931.86 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$76,611.52 
JPM JPMorgan Chase & Co.
+0.27%
+$1,291.56 
VT Vanguard Total World Stock ETF
+0.26%
+$646.98 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$25,618.08 
JNJ Johnson & Johnson
+0.21%
+$566.04 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,232.24 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$161,341.6 
MU Micron Technology, Inc.
-5.9%
-$17,863.96 
IBIT iShares Bitcoin Trust
-2.89%
-$6,674.82 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,446.53 
F Ford Motor Company
-1.21%
-$1,854.54 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$35,245.86 
INTC Intel Corporation
-1.02%
-$2,021.82 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$1,676.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,093.98 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$6,191.96 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$40,032.52 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$6,858.72 
LLY Eli Lilly and Company
-0.53%
-$1,802.22 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$7,922.32 
DFIS Dimensional International Small Cap ETF
-0.53%
-$7,415.32 
DFAR Dimensional US Real Estate ETF
-0.52%
-$1,230.6 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$25,703.26 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$28,522.35 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,101.24 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$1,545 
DFIV Dimensional International Value ETF
-0.47%
-$77,710.86 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$25,553.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$4,243.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,395.9 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$13,756.22 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$10,468.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$1,904.56 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$23,970.43 
IXUS iShares Core International Stock ETF
-0.15%
-$599.62 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$1,041.15 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$337.06 Events
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Dividends
Dividend Analysis
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| Trades 303 | Longs Won 229/303 75% | Profit Factor 41.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $600,110.76 |
| Average Win $195,099.44 | Best Trade (Aug 24) $6.57M | Sharpe Ratio -9.69 |
| Average Loss -$14,403.52 | Worst Trade (Aug 02) -$131,441.83 | Z-Score 6.34 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $143,933.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,580 | $1.65M | $2.03M | - | $380,761.69 | 23.05% | -7.354% |
| AMAT Applied Materials, Inc. | 295 | $213,285 | $149,762.65 | - | -$63,522.35 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 373 | $216,679 | $177,603.95 | - | -$39,075.05 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 3,140 | $696,434.08 | $852,761.17 | - | $156,327.09 | 22.45% | +15.321% |
| AVDV Avantis International Small Cap Value ETF | 3,090 | $201,167.1 | $323,337.6 | - | $122,170.5 | 60.73% | -0.476% |
| AVGO Broadcom Inc. | 989 | $281,591.14 | $384,997.92 | - | $103,406.78 | 36.72% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 30,806 | $2.89M | $3.86M | - | $974,310.46 | 33.77% | +0.032% |
| BRK-B Berkshire Hathaway Inc. | 501 | $241,583.63 | $256,281.54 | - | $14,697.91 | 6.08% | +0.365% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 350,048 | $7.54M | $10.25M | - | $2.71M | 35.95% | -0.249% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 478,822 | $16.56M | $21.3M | - | $4.74M | 28.6% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 45,026 | $1.3M | $1.69M | - | $385,872.95 | 29.6% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 22,933 | $727,805.84 | $965,479.25 | - | $237,673.41 | 32.66% | -0.637% |
| DFAR Dimensional US Real Estate ETF | 8,790 | $204,550.37 | $235,484.1 | - | $30,933.73 | 15.12% | -0.52% |
| DFAS Dimensional U.S. Small Cap ETF | 98,258 | $6.37M | $7.96M | - | $1.6M | 25.09% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 217,913 | $12.13M | $15.41M | - | $3.28M | 27.07% | -0.155% |
| DFAU Dimensional US Core Equity Market ETF | 137,571 | $5.59M | $7.12M | - | $1.54M | 27.49% | +0.544% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 53,045 | $1.32M | $1.94M | - | $617,967.6 | 46.86% | -0.219% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 94,943 | $2.55M | $3.58M | - | $1.03M | 40.63% | +0.426% |
| DFGR Dimensional Global Real Estate ETF | 190,149 | $4.96M | $5.67M | - | $705,264.94 | 14.22% | -0.501% |
| DFIC Dimensional International Core Equity Market ETF | 181,966 | $4.84M | $6.93M | - | $2.09M | 43.13% | -0.574% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Greyson Gibson?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $1.02M, Dimensional U.S. Core Equity 2 ETF - $446,998.29, Dimensional US Targeted Value ETF - $400,573.68, Dimensional International Core Equity Market ETF - $379,651.66, and Dimensional US Marketwide Value ETF - $371,625.77. 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: Apple Inc - $52,727.6, Danaher Corporation - $48,699.75, Alphabet Inc - $40,216.68, Berkshire Hathaway Inc - $14,512.43, and Johnson & Johnson - $5,225.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Greyson Gibson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.96M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $711,882.27, Dimensional US Targeted Value ETF - $316,014.45, Dimensional U.S. Core Equity 2 ETF - $301,286.45, Vanguard Intermediate-Term Treasury Fund - $267,210.3, and Dimensional International Core Equity Market ETF - $257,990. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Greyson Gibson's monthly returns?
Greyson Gibson'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 Greyson Gibson's strategy be considered aggressive or moderate?
Greyson Gibson'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 Greyson Gibson's strategy?
Greyson Gibson'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.
