Christopher Pelch Portfolio
Invests via Vance Wealth LLC | Managed by Christopher R. Pelch, John M. Vance
Invests via Vance Wealth LLC
Managed by Christopher R. Pelch, John M. Vance
Automatically Tracked
Christopher Pelch Profile
Christopher Pelch has built a significant reputation as an entrepreneurial founder in the technology sector, demonstrating adeptness in identifying and harnessing emerging market opportunities. With a keen focus on innovation, he has successfully led multiple startups that leverage cutting-edge technologies to address evolving consumer needs. His extensive background includes pivotal roles where he played a key part in shaping corporate strategies that drive operational efficiency and growth. Recognized for his visionary leadership, Pelch's ventures have attracted substantial interest from investors looking to capitalize on tech-driven transformations.
Christopher Pelch has built a significant reputation as an entrepreneurial founder in the technology sector, demonstrating adeptness in identifying and harnessing emerging market opportunities. With a keen focus on innovation, he has successfully led multiple startups that leverage cutting-edge technologies to address evolving consumer needs. His extensive background includes pivotal roles where he played a key part in shaping corporate strategies that drive operational efficiency and growth. Recognized for his visionary leadership, Pelch's ventures have attracted substantial interest from investors looking to capitalize on tech-driven transformations.
Investment Philosophy & Strategy
Innovation remains at the forefront of Christopher Pelch's investment strategy, driven by a profound understanding of emerging technology landscapes. His focus lies in nurturing startups that challenge conventional paradigms and disrupt established markets. By leveraging his extensive experience as a founder, he seeks out opportunities where creativity meets practicality, often guiding teams to implement visionary solutions effectively. The goal is to foster scalable business models that not only meet current consumer demands but also anticipate future trends. Through meticulous evaluation of market dynamics, Pelch aligns resources with high-potential initiatives designed for sustained growth.
Innovation remains at the forefront of Christopher Pelch's investment strategy, driven by a profound understanding of emerging technology landscapes. His focus lies in nurturing startups that challenge conventional paradigms and disrupt established markets. By leveraging his extensive experience as a founder, he seeks out opportunities where creativity meets practicality, often guiding teams to implement visionary solutions effectively. The goal is to foster scalable business models that not only meet current consumer demands but also anticipate future trends. Through meticulous evaluation of market dynamics, Pelch aligns resources with high-potential initiatives designed for sustained growth.
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:
153.26%
Gain -0.6%
Monthly
1.4%
Yearly
18.19%
Drawdown
27.27%
$446.84M
Equity
Holdings
$446.84M
Investment
$317.36M
$135.58M
Profit -$1.31M
Realized
$6.09M
Unrealized
$129.49M
Dividends
$19.17M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.6%
Profit
-$1.31M
Win %
81%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$227,755.45
Win %
81%
This Month
Compared to last month
Gain
-0.12%
Profit
-$529,705.12
Win %
81%
This Year
Compared to last year
Gain
0.71%
Profit
$3.23M
Win %
81%
LTRYW Lottery.com Inc Warrants
+6.67%
+$3.85 
COP ConocoPhillips
+4.28%
+$19,029.22 
MU Micron Technology Inc.
+3.26%
+$74,852.35 
XOM ExxonMobil Holdings Corporation
+2.45%
+$35,913.32 
CVX Chevron Corporation
+2.38%
+$18,883.8 
AMD Advanced Micro Devices Inc.
+2.24%
+$33,696.48 
SPCX Space Exploration Technologies Corp. Class A
+2.22%
+$10,544.85 
PURR Hyperliquid Strategies Inc.
+1.84%
+$1,600 
TXN Texas Instruments Inc.
+1.59%
+$7,498.25 
AMAT Applied Materials Inc.
+1.51%
+$3,978.98 
CSCO Cisco Systems, Inc.
+1.08%
+$2,887.44 
AVGO Broadcom Inc.
+0.97%
+$5,649.65 
MSFT Microsoft Corporation Common Stock
+0.76%
+$31,502.46 
QQQ Invesco QQQ Trust, Series 1
+0.45%
+$32,661.76 
QQQM Invesco NASDAQ 100 ETF
+0.39%
+$38,200.26 
TSLA Tesla, Inc.
+0.35%
+$12,658.05 
ABT Abbott Laboratories
+0.31%
+$1,186.24 
EEM iShares MSCI Emerging Markets ETF
+0.31%
+$7,360.98 
SHOP Shopify Inc.
+0.29%
+$1,332.31 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.26%
+$1,238.57 
NVDA NVIDIA Corporation
+0.26%
+$16,001.15 
IEMG iShares Core MSCI Emerging Markets ETF
+0.19%
+$9,313.92 
IWF iShares Russell 1000 Growth ETF
+0.18%
+$9,317.66 
KLAC KLA Corporation
+0.17%
+$230.25 
LRCX Lam Research Corp.
+0.16%
+$339.66 
AVEM Avantis Emerging Markets Equity ETF
+0.14%
+$1,431.72 
VONG Vanguard Russell 1000 Growth ETF
+0.13%
+$20,731.84 
EZBC Franklin Bitcoin ETF
+0.12%
+$4,194.85 
DFAE Dimensional Emerging Core Equity Market ETF
+0.11%
+$7,156.48 
PSX Phillips 66
+0.09%
+$326.34 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.08%
+$149.28 
BITB Bitwise Bitcoin ETF
+0.08%
+$1,264.34 
IBIT iShares Bitcoin Trust ETF
+0.04%
+$445.48 
ETN Eaton Corporation plc
+0.03%
+$66.99 
BILZ PIMCO Ultra Short Government Active ETF
+0.03%
+$1,477.11 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$3,587.01 
VUG Vanguard Morningstar Growth ETF
+0.02%
+$133.14 
NEAR iShares Short Duration Bond Active ETF
+0.01%
+$30.7 
CBRE CBRE Group Inc. Class A Common Stock
-5.3%
-$33,902.21 
AXP American Express Company
-3.28%
-$10,131.75 
HD The Home Depot, Inc.
-2.44%
-$4,608 
PEP PepsiCo, Inc.
-2.35%
-$7,035.08 
CAT Caterpillar Inc.
-2.23%
-$8,242.5 
SMMT Summit Therapeutics Inc.
-2.06%
-$6,394.56 
MRK Merck & Co., Inc.
-2.04%
-$4,955.26 
INTU Intuit Inc.
-2.03%
-$12,902.14 
KVUE Kenvue Inc.
-1.99%
-$4,220.97 
LLY Eli Lilly and Company
-1.94%
-$20,218.4 
NSC Norfolk Southern Corp.
-1.78%
-$6,964.65 
PG The Procter & Gamble Company
-1.73%
-$217,562.29 
JNJ Johnson & Johnson
-1.69%
-$102,584.46 
MA Mastercard Inc. Class A Common Stock
-1.68%
-$6,824.46 
UBER Uber Technologies Inc.
-1.53%
-$12,429.56 
XBI State Street SPDR S&P Biotech ETF
-1.46%
-$3,947.06 
V Visa Inc. Class A
-1.29%
-$11,619.4 
MS Morgan Stanley Common Stock
-1.23%
-$2,360.8 
UPS United Parcel Service, Inc. Class B Common Stock
-1.18%
-$4,052.4 
VIS Vanguard Industrials ETF
-1.11%
-$2,013.56 
JPM JPMorgan Chase & Co.
-1.07%
-$13,638.41 
COST Costco Wholesale Corp
-1.02%
-$12,653.34 
VIGI Vanguard International Dividend Appreciation ETF
-0.99%
-$66,244.08 
IBB iShares Biotechnology ETF
-0.93%
-$3,026.4 
WMT Walmart Inc.
-0.87%
-$4,574.85 
EFG iShares MSCI EAFE Growth ETF
-0.81%
-$18,587.52 
COF Capital One Financial Corp.
-0.79%
-$1,862.4 
FSCO FS Credit Opportunities Corp.
-0.7%
-$754.54 
GLD SPDR Gold Shares
-0.69%
-$2,626.36 
IAU iShares Gold Trust
-0.66%
-$1,449.5 
DFIS DFA International Small Company I
-0.65%
-$24,601.95 
ISCF iShares International Small-Cap Equity Factor ETF
-0.64%
-$1,666.28 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.64%
-$15,042.99 
NFLX Netflix Inc.
-0.62%
-$3,435.37 
IVLU iShares MSCI Intl Value Factor ETF
-0.6%
-$20,204.16 
VIG Vanguard Dividend Appreciation ETF
-0.58%
-$1,236.82 
BAC Bank of America Corporation
-0.58%
-$4,989.93 
EFA iShares MSCI EAFE ETF
-0.57%
-$2,566.5 
EQIX Equinix, Inc.
-0.56%
-$5,321.2 
MAR Marriott International, Inc. Class A Common Stock
-0.55%
-$2,192.18 
DUHP Dimensional US High Profitability ETF
-0.54%
-$59,703.63 
IWO iShares Russell 2000 Growth ETF
-0.54%
-$26,263.14 
DFIC Dimensional International Core Equity 2 ETF
-0.53%
-$1,990.6 
VONV Vanguard Russell 1000 Value ETF
-0.48%
-$26,392.85 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.47%
-$7,145.44 
MDT Medtronic plc
-0.47%
-$5,512.05 
ARKG ARK Genomic Revolution ETF
-0.46%
-$2,337.72 
EFV iShares MSCI EAFE Value ETF
-0.46%
-$17,806.22 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.45%
-$8,174.53 
AMZN Amazon.com Inc
-0.45%
-$23,222.63 
VBR Vanguard Small-Cap Value ETF
-0.45%
-$8,476.02 
DFAT Dimensional U.S. Targeted Value ETF
-0.44%
-$50,961.54 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.44%
-$13,112.12 
DFLV Dimensional US Large Cap Value ETF
-0.43%
-$42,422.76 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
-0.43%
-$840.16 
VTWG Vanguard Russell 2000 Growth ETF
-0.42%
-$4,468.77 
IWD iShares Russell 1000 Value ETF
-0.42%
-$3,107.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.41%
-$10,385.85 
WDC Western Digital Corp.
-0.4%
-$609 
O Realty Income Corp.
-0.39%
-$1,237.73 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.38%
-$3,309.21 
DOL WisdomTree True Developed International Fund
-0.38%
-$1,723.23 
IWS iShares Russell Mid-Cap Value ETF
-0.38%
-$14,051.42 
VOT Vanguard Mid-Cap Growth ETF
-0.37%
-$1,642.45 
DFSV Dimensional US Small Cap Value ETF
-0.36%
-$14,453.04 
VEA Vanguard FTSE Developed Markets ETF
-0.35%
-$927.33 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.33%
-$133,490.88 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.32%
-$1,314.04 
SRE Sempra
-0.32%
-$1,233.63 
IWM iShares Russell 2000 ETF
-0.31%
-$691.65 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.31%
-$280,916.02 
DE Deere & Company
-0.3%
-$1,125.04 
DFIV Dimensional International Value ETF
-0.3%
-$22,365.88 
DIS The Walt Disney Company
-0.3%
-$2,018.92 
META Meta Platforms Inc Class A
-0.3%
-$10,047.41 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.29%
-$70,831.95 
BRK-A Berkshire Hathaway Inc.
-0.29%
-$4,689.5 
BCAL California BanCorp Common Stock
-0.27%
-$2,107.98 
IWN iShares Russell 2000 Value ETF
-0.27%
-$7,220.19 
SPEM SPDR Portfolio Emerging Markets ETF
-0.26%
-$564.07 
UNH UnitedHealth Group Inc.
-0.25%
-$718.1 
AVUS Avantis U.S. Equity ETF
-0.24%
-$605.1 
BRK-B Berkshire Hathaway Inc.
-0.2%
-$10,771.44 
DFUS Dimensional U.S. Equity Market ETF
-0.19%
-$1,563.02 
VTWV Vanguard Russell 2000 Value Index Fund
-0.18%
-$423.66 
BIV Vanguard Intermediate-Term Bond ETF
-0.18%
-$929.24 
SPY State Street SPDR S&P 500 ETF Trust
-0.17%
-$919.27 
AVUV Avantis U.S. Small Cap Value ETF
-0.16%
-$709.4 
GOOGL Alphabet Inc
-0.16%
-$3,131.44 
IWP iShares Russell Mid-Cap Growth ETF
-0.16%
-$10,058.16 
VTI Vanguard Total Stock Market ETF
-0.15%
-$679.77 
AAPL Apple Inc.
-0.15%
-$23,717.5 
LCID Lucid Group Inc.
-0.14%
-$50 
VXF Vanguard Extended Market ETF
-0.13%
-$345.84 
GOOG Alphabet Inc
-0.09%
-$1,877.55 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.05%
-$2,144.03 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$173.12 
CALI China Auto Logistics Inc.
-0.02%
-$75.14 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$335.5 Events
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Dividends
Dividend Analysis
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| Trades 1501 | Longs Won 1126/1501 75% | Profit Factor 10.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $806,393.29 |
| Average Win $133,415.6 | Best Trade (Oct 21) $27.55M | Sharpe Ratio -12.16 |
| Average Loss -$39,056.64 | Worst Trade (Jun 29) -$1.44M | Z-Score 20.18 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2d | Expectancy $90,326.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,750 | $8.42M | $15.56M | - | $7.14M | 84.72% | -0.152% |
| ABT Abbott Laboratories | 3,707 | $504,288.73 | $381,190.81 | - | -$123,097.92 | -24.41% | +0.312% |
| AMAT Applied Materials Inc. | 703 | $508,269 | $268,011.72 | - | -$240,257.28 | -47.27% | +1.507% |
| AMD Advanced Micro Devices Inc. | 2,961 | $571,860.94 | $1.54M | - | $965,816.27 | 168.89% | +2.24% |
| AMZN Amazon.com Inc | 20,551 | $3.58M | $5.12M | - | $1.54M | 43.04% | -0.451% |
| ARKG ARK Genomic Revolution ETF | 10,626 | $223,126.37 | $506,328.9 | - | $283,202.53 | 126.92% | -0.46% |
| AVEM Avantis Emerging Markets Equity ETF | 11,931 | $817,750.74 | $1.04M | - | $224,541.42 | 27.46% | +0.138% |
| AVGO Broadcom Inc. | 1,805 | $552,297.19 | $589,097.85 | - | $36,800.66 | 6.66% | +0.968% |
| AVUS Avantis U.S. Equity ETF | 1,952 | $196,800.64 | $250,792.96 | - | $53,992.32 | 27.44% | -0.241% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,547 | $323,131.7 | $432,272.89 | - | $109,141.19 | 33.78% | -0.164% |
| AXP American Express Company | 950 | $305,599.92 | $298,784.5 | - | -$6,815.42 | -2.23% | -3.28% |
| BAC Bank of America Corporation | 16,915 | $673,534.19 | $859,028.27 | - | $185,494.08 | 27.54% | -0.578% |
| BCAL California BanCorp Common Stock | 35,133 | $482,024.76 | $773,277.33 | - | $291,252.57 | 60.42% | -0.272% |
| BILZ PIMCO Ultra Short Government Active ETF | 49,237 | $4.97M | $4.97M | - | -$1,969.48 | -0.04% | +0.03% |
| BITB Bitwise Bitcoin ETF | 36,124 | $1.64M | $1.6M | - | -$46,700.18 | -2.84% | +0.079% |
| BIV Vanguard Intermediate-Term Bond ETF | 7,148 | $543,567.84 | $528,523.12 | - | -$15,044.72 | -2.77% | -0.176% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.26M | $1.64M | - | $372,268.9 | 29.45% | -0.286% |
| BRK-B Berkshire Hathaway Inc. | 9,704 | $3.17M | $5.3M | - | $2.12M | 66.85% | -0.203% |
| BSV Vanguard Short-Term Bond ETF | 4,989 | $383,413.46 | $383,156.7 | - | -$256.76 | -0.07% | -0.045% |
| CALI China Auto Logistics Inc. | 7,514 | $379,682.42 | $376,714.39 | - | -$2,968.03 | -0.78% | -0.02% |
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FAQ
Which stocks have generated the highest profits for Christopher Pelch?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $3.58M, Dimensional U.S. Core Equity 2 ETF - $2.84M, Dimensional US Small Cap Value ETF - $1.76M, Vanguard Russell 1000 Value ETF - $1.49M, and Vanguard Russell 1000 Growth ETF - $1.08M. 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: Colterpoint Net Lease Real Estate ETF - $2.88M, Invesco QQQ Trust, Series 1 - $344,624.32, Walgreens Boots Alliance Inc - $221,909.48, Invesco NASDAQ 100 ETF - $219,279.92, and The Walt Disney Company - $179,184.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher Pelch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.17M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $3.63M, Dimensional U.S. Core Equity 2 ETF - $2.76M, The Procter & Gamble Company - $1.16M, Colterpoint Net Lease Real Estate ETF - $965,364.97, and iShares MSCI EAFE Value ETF - $746,812.66. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher Pelch's monthly returns?
Christopher Pelch'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 Christopher Pelch's strategy be considered aggressive or moderate?
Christopher Pelch'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 Christopher Pelch's strategy?
Christopher Pelch'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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