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:
128.4%
Gain +0.73%
Monthly
1.47%
Yearly
19.15%
Drawdown
27.27%
$451.65M
Equity
Holdings
$451.65M
Investment
$317.36M
$140.39M
Profit +$1.41M
Realized
$6.09M
Unrealized
$134.3M
Dividends
$18.08M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.73%
Profit
$1.41M
Win %
81%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$4.98M
Win %
81%
This Month
Compared to last month
Gain
-0.32%
Profit
-$1.45M
Win %
81%
This Year
Compared to last year
Gain
1.79%
Profit
$8.04M
Win %
82%
AMD Advanced Micro Devices, Inc.
+6.5%
+$92,916.18 
WDC Western Digital Corporation
+4.41%
+$9,356.84 
EQIX Equinix, Inc.
+2.64%
+$28,433.23 
MU Micron Technology, Inc.
+2.3%
+$58,504.27 
TXN Texas Instruments Inc
+2.25%
+$10,362.75 
DIS The Walt Disney Company
+1.96%
+$12,172.9 
COP ConocoPhillips
+1.81%
+$6,897.52 
COF Capital One Financial Corporation
+1.57%
+$4,085.64 
MAR Marriott International Inc. - Class A
+1.19%
+$4,194.19 
CVX Chevron Corporation
+1.16%
+$8,043.1 
XOM Exxon Mobil Corporation
+0.94%
+$12,273.21 
MDT Medtronic plc
+0.76%
+$8,451.81 
IWO iShares Russell 2000 Growth ETF
+0.75%
+$41,653.72 
VTWG Vanguard Russell 2000 Growth ETF
+0.74%
+$8,854.33 
TSLA Tesla, Inc.
+0.68%
+$22,305.36 
UNH UnitedHealth Group Incorporated
+0.67%
+$1,783.57 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.66%
+$6,219.72 
CBRE CBRE Group Inc.
+0.64%
+$4,724.87 
GLD SPDR Gold Shares
+0.63%
+$2,605.7 
BAC Bank of America Corporation
+0.62%
+$6,766.07 
IAU iShares Gold Trust
+0.61%
+$1,449.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$2,553.86 
IWM iShares Russell 2000 ETF
+0.52%
+$1,264.05 
DFAT Dimensional US Targeted Value ETF
+0.46%
+$55,138.71 
PSX Phillips 66
+0.43%
+$1,332 
MA Mastercard Incorporated
+0.4%
+$1,444.5 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.4%
+$1,083.09 
FSCO FS Credit Opportunities Corp.
+0.39%
+$423.9 
DFSV Dimensional US Small Cap Value ETF
+0.39%
+$16,517.76 
VIS Vanguard Industrials ETF
+0.37%
+$749.77 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.36%
+$10,035.79 
XBI SPDR S&P Biotech ETF
+0.35%
+$982.3 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.3%
+$616.83 
DFIV Dimensional International Value ETF
+0.29%
+$22,365.88 
IWN iShares Russell 2000 Value ETF
+0.29%
+$8,360.09 
VTWV Vanguard Russell 2000 Value Index Fund
+0.27%
+$663.12 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$5,155.92 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.26%
+$4,904.64 
DFIS Dimensional International Small Cap ETF
+0.24%
+$9,626.85 
VXF Vanguard Extended Market ETF
+0.23%
+$660.05 
CAT Caterpillar Inc.
+0.23%
+$1,034.27 
AAPL Apple Inc.
+0.22%
+$29,982.5 
MRK Merck & Co., Inc.
+0.21%
+$478.21 
PG Procter & Gamble Co
+0.2%
+$22,204.91 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$18,854.8 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$890.28 
IWS iShares Russell Mid-Cap Value ETF
+0.16%
+$5,927.85 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.15%
+$3,689.73 
DFIC Dimensional International Core Equity Market ETF
+0.13%
+$497.65 
PEP PepsiCo, Inc.
+0.12%
+$366.84 
IVLU iShares MSCI International Value Factor ETF
+0.11%
+$3,961.6 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.11%
+$3,278.03 
IWP iShares Russell Mid-Cap Growth ETF
+0.1%
+$6,705.44 
UBER Uber Technologies, Inc.
+0.09%
+$820.82 
AVUS Avantis U.S. Equity ETF
+0.09%
+$234.22 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.08%
+$3,430.44 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$2,967.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$151.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.05%
+$22,248.48 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$5,978.35 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$1,969.48 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.03%
+$503.2 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$61.39 
KVUE Kenvue Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$44,818.19 
AMAT Applied Materials, Inc.
-5.12%
-$19,234.07 
SMMT Summit Therapeutics Inc.
-4.64%
-$12,988.95 
INTU Intuit Inc.
-3.52%
-$22,569.83 
LCID Lucid Group, Inc.
-3.42%
-$2,200 
PLTR Palantir Technologies Inc.
-2.78%
-$12,077.1 
KLAC KLA Corporation
-2.7%
-$5,203.65 
SHOP Shopify Inc.
-2.66%
-$11,446.96 
LLY Eli Lilly and Company
-2.38%
-$22,956.62 
PURR Hyperliquid Strategies Inc.
-2.05%
-$1,400 
ARKG ARK Genomic Revolution ETF
-1.96%
-$9,244.62 
CSCO Cisco Systems, Inc.
-1.58%
-$4,553.76 
LTRYW Lottery.com Inc Warrants
-1.43%
-$3.85 
LRCX Lam Research Corporation
-1.38%
-$4,268.72 
SPCX Space Exploration Technologies Corp. Class A
-1.08%
-$4,993.17 
NSC Norfolk Southern Corporation
-1.02%
-$3,973.21 
UPS United Parcel Service, Inc.
-0.98%
-$3,512.08 
AMZN Amazon.com Inc
-0.94%
-$50,966.69 
META Meta Platforms Inc Class A
-0.86%
-$26,792.91 
HD The Home Depot, Inc.
-0.83%
-$1,635.85 
BITB Bitwise Bitcoin ETF
-0.76%
-$9,392.24 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$11,301.5 
IBIT iShares Bitcoin Trust
-0.7%
-$5,568.5 
EZBC Franklin Bitcoin ETF
-0.7%
-$19,448.85 
JNJ Johnson & Johnson
-0.66%
-$39,350.06 
DE Deere & Company
-0.58%
-$2,026.23 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$28,141.6 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$1,071.33 
MS Morgan Stanley
-0.47%
-$1,060.8 
VUG Vanguard Growth ETF
-0.43%
-$3,461.64 
ETN Eaton Corporation plc
-0.4%
-$1,108.37 
WMT Walmart Inc.
-0.39%
-$1,960.65 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.39%
-$10,736.16 
V Visa Inc. Class A
-0.36%
-$2,834.04 
IBB iShares Biotechnology ETF
-0.34%
-$1,055.38 
AXP American Express Company
-0.34%
-$1,111.48 
O Realty Income Corporation
-0.33%
-$1,181.46 
EFG iShares MSCI EAFE Growth ETF
-0.32%
-$7,744.8 
MSFT Microsoft Corp.
-0.3%
-$11,856.36 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$15,670.61 
VONG Vanguard Russell 1000 Growth Fund
-0.29%
-$47,942.38 
BCAL California BanCorp
-0.28%
-$2,107.98 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.25%
-$497.6 
SPEM SPDR Portfolio Emerging Markets ETF
-0.23%
-$520.68 
AVEM Avantis Emerging Markets Equity ETF
-0.22%
-$2,505.51 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$14,871.12 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$1,143.68 
DUHP Dimensional US High Profitability ETF
-0.21%
-$23,362.29 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$1,110.32 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$47,221.3 
DFUS Dimensional U.S. Equity Market ETF
-0.17%
-$1,411.78 
DFAE Dimensional Emerging Core Equity Market ETF
-0.15%
-$10,734.72 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$10,336 
GOOGL Alphabet Inc
-0.13%
-$2,770.12 
QQQM Invesco NASDAQ 100 ETF
-0.13%
-$13,403.26 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$6,652.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$526.48 
GOOG Alphabet Inc
-0.12%
-$2,682.33 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$2,711.94 
NFLX Netflix, Inc.
-0.1%
-$662.24 
SRE Sempra
-0.08%
-$319.83 
COST Costco Wholesale Corporation
-0.08%
-$914.25 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$299.34 
JPM JPMorgan Chase & Co.
-0.07%
-$1,025.69 
DOL WisdomTree International LargeCap Dividend Fund
-0.07%
-$307.52 
NVDA NVIDIA Corporation
-0.06%
-$4,073.02 
IWD iShares Russell 1000 Value ETF
-0.05%
-$374.01 
EFA iShares MSCI EAFE ETF
-0.05%
-$217.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$151.62 
CALI China Auto Logistics Inc.
-0.02%
-$75.14 
ABT Abbott Laboratories
-0.02%
-$74.14 Events
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Dividends
Dividend Analysis
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| Trades 1501 | Longs Won 1129/1501 75% | Profit Factor 10.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $830,808.02 |
| Average Win $137,270.18 | Best Trade (Aug 15) $28.62M | Sharpe Ratio -12.16 |
| Average Loss -$39,215.92 | Worst Trade (Jun 29) -$1.44M | Z-Score 20.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 1d | Expectancy $93,530.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,750 | $8.42M | $13.69M | - | $5.27M | 62.54% | +0.219% |
| ABT Abbott Laboratories | 3,707 | $504,288.73 | $412,403.75 | - | -$91,884.98 | -18.22% | -0.018% |
| AMAT Applied Materials, Inc. | 703 | $508,269 | $356,547.53 | - | -$151,721.47 | -29.85% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 2,961 | $571,860.94 | $1.52M | - | $951,247.88 | 166.34% | +6.497% |
| AMZN Amazon.com Inc | 20,551 | $3.58M | $5.4M | - | $1.82M | 50.73% | -0.935% |
| ARKG ARK Genomic Revolution ETF | 10,626 | $223,126.37 | $461,699.7 | - | $238,573.33 | 106.92% | -1.963% |
| AVEM Avantis Emerging Markets Equity ETF | 11,931 | $817,750.74 | $1.12M | - | $299,706.72 | 36.65% | -0.224% |
| AVGO Broadcom Inc. | 1,805 | $552,297.19 | $709,346.93 | - | $157,049.74 | 28.44% | -5.943% |
| AVUS Avantis U.S. Equity ETF | 1,952 | $196,800.64 | $258,581.44 | - | $61,780.8 | 31.39% | +0.091% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,547 | $323,131.7 | $456,605.31 | - | $133,473.61 | 41.31% | +0.562% |
| AXP American Express Company | 950 | $305,599.92 | $325,356.01 | - | $19,756.09 | 6.46% | -0.34% |
| BAC Bank of America Corporation | 16,915 | $673,534.19 | $1.09M | - | $417,314.16 | 61.96% | +0.624% |
| BCAL California BanCorp | 35,133 | $482,024.76 | $761,683.44 | - | $279,658.68 | 58.02% | -0.276% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 49,237 | $4.97M | $4.96M | - | -$5,908.44 | -0.12% | +0.04% |
| BITB Bitwise Bitcoin ETF | 36,124 | $1.64M | $1.23M | - | -$409,927 | -24.95% | -0.756% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 7,148 | $543,567.84 | $540,388.8 | - | -$3,179.04 | -0.58% | -0.211% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.26M | $1.51M | - | $248,656.9 | 19.67% | -0.742% |
| BRK-B Berkshire Hathaway Inc. | 9,704 | $3.17M | $4.89M | - | $1.72M | 54.06% | -0.572% |
| BSV Vanguard Short-Term Bond ETF | 4,989 | $383,413.46 | $387,296.07 | - | $3,882.61 | 1.01% | -0.077% |
| CALI China Auto Logistics Inc. | 7,514 | $379,682.42 | $378,705.6 | - | -$976.82 | -0.26% | -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 - $3.33M, Dimensional U.S. Core Equity 2 ETF - $2.65M, Dimensional US Small Cap Value ETF - $1.75M, Vanguard Russell 1000 Value Index Fund - $1.47M, and Procter & Gamble Co - $1.07M. 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: Fundamental Income Net Lease Real Estate ETF - $2.88M, Invesco QQQ Trust, Series 1 - $352,391.1, Invesco NASDAQ 100 ETF - $229,768.24, Walgreens Boots Alliance Inc - $221,909.48, 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 $18.08M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $3.38M, Dimensional U.S. Core Equity 2 ETF - $2.57M, Procter & Gamble Co - $1.16M, Fundamental Income 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.
