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:
1.14%
Gain
Monthly
0.06%
Yearly
0.74%
Drawdown
25.91%
$165.51M
Equity
Holdings
$165.51M
Investment
$125.29M
$41.52M
Profit -$83,857.2
Realized
$1.3M
Unrealized
$40.22M
Dividends
$3.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$83,857.2
Win %
85%
This Week
Compared To Last Week
Gain
0.92%
Profit
$1.51M
Win %
85%
This Month
Compared to last month
Gain
1.15%
Profit
$1.87M
Win %
85%
This Year
Compared to last year
Gain
11.88%
Profit
$17.57M
Win %
86%
MSFT Microsoft Corp.
+2.13%
+$16,225.68 
DFAR Dimensional US Real Estate ETF
+2.02%
+$5,443.09 
VGSR Vert Global Sustainable Real Estate ETF
+1.69%
+$3,174.66 
DFGR Dimensional Global Real Estate ETF
+1.48%
+$76,694.31 
DFSV Dimensional US Small Cap Value ETF
+1.47%
+$11,029.65 
LLY Eli Lilly and Company
+1.45%
+$5,009.38 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$225,173.44 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.38%
+$151,761.21 
AAPL Apple Inc.
+1.36%
+$27,683.45 
JNJ Johnson & Johnson
+1.19%
+$3,718.64 
AVUV Avantis U.S. Small Cap Value ETF
+1.16%
+$45,682.56 
DHR Danaher Corporation
+1.08%
+$2,730.24 
DFAS Dimensional U.S. Small Cap ETF
+0.42%
+$33,747.04 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$795.5 
DFUV Dimensional US Marketwide Value ETF
+0.08%
+$9,851.4 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.04%
+$444.2 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
+$2.88 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AVGO Broadcom Inc.
-4.51%
-$19,124.26 
FIX Comfort Systems USA, Inc.
-3.93%
-$10,375.52 
GOOG Alphabet Inc
-2.99%
-$14,293.33 
GOOGL Alphabet Inc
-2.97%
-$20,284.02 
NVDA NVIDIA Corporation
-2.61%
-$66,956.86 
META Meta Platforms Inc Class A
-2.06%
-$8,912.23 
DFAE Dimensional Emerging Core Equity Market ETF
-1.93%
-$37,371.43 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.82%
-$67,378.29 
RMBS Rambus Inc.
-1.42%
-$3,772.3 
IBIT iShares Bitcoin Trust
-1.37%
-$3,179.99 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.25%
-$25,529.08 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.21%
-$14,840.32 
IXUS iShares Core International Stock ETF
-1.19%
-$5,428.52 
JPM JPMorgan Chase & Co.
-1.18%
-$5,658.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$5,299.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.13%
-$7,469.62 
TSLA Tesla, Inc.
-1.1%
-$6,840.18 
AVDV Avantis International Small Cap Value ETF
-1.06%
-$3,445.35 
AMZN Amazon.com Inc
-0.94%
-$7,017.6 
VLUE iShares MSCI USA Value Factor ETF
-0.81%
-$25,691.82 
IVLU iShares MSCI International Value Factor ETF
-0.8%
-$12,049.6 
VT Vanguard Total World Stock ETF
-0.73%
-$1,814.7 
DFIS Dimensional International Small Cap ETF
-0.67%
-$9,366.72 
DFIC Dimensional International Core Equity Market ETF
-0.66%
-$46,518.6 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$6,306.57 
DFUS Dimensional U.S. Equity Market ETF
-0.64%
-$59,203.2 
DFIV Dimensional International Value ETF
-0.62%
-$102,224.15 
F Ford Motor Company
-0.6%
-$868.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$9,856.14 
EFV iShares MSCI EAFE Value ETF
-0.49%
-$7,269.99 
DFAU Dimensional US Core Equity Market ETF
-0.4%
-$30,558.36 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.37%
-$908.7 
DISV Dimensional International Small Cap Equity Fund
-0.3%
-$14,682.25 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$38,802.32 
DFNM Dimensional National Municipal Bond ETF
-0.09%
-$635.17 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$3,170.69 Events
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Dividends
Dividend Analysis
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| Trades 252 | Longs Won 208/252 82% | Profit Factor 108.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $617,539.73 |
| Average Win $201,459.28 | Best Trade (Jul 14) $5.95M | Sharpe Ratio -10.91 |
| Average Loss -$8,812.31 | Worst Trade (Jun 30) -$80,047.24 | Z-Score 16.66 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $164,745.19 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
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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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