Joshua Vandenberg Portfolio
Invests via Prairie Wealth Advisors, Inc. | Managed by Joshua Vandenberg, Craig Hundt, Sr.
Invests via Prairie Wealth Advisors, Inc.
Managed by Joshua Vandenberg, Craig Hundt, Sr.
Automatically Tracked
Joshua Vandenberg Profile
Investor and operator focused on growth-stage software and fintech companies, with experience across deal sourcing, M&A, and portfolio operations. Joshua Vandenberg has combined operating roles and investment responsibilities, helping scale go-to-market, product-led growth, and strategic partnerships. Active in early growth rounds and cross-border transactions, prioritizes unit economics, revenue acceleration, and founder alignment.
Investor and operator focused on growth-stage software and fintech companies, with experience across deal sourcing, M&A, and portfolio operations. Joshua Vandenberg has combined operating roles and investment responsibilities, helping scale go-to-market, product-led growth, and strategic partnerships. Active in early growth rounds and cross-border transactions, prioritizes unit economics, revenue acceleration, and founder alignment.
Investment Philosophy & Strategy
Growth-stage software and fintech specialist who targets businesses with strong unit economics, clear paths to profitable scale, and founder-aligned incentives. Prefers revenue-accelerating, product-led go-to-market models and cross-border opportunities where M&A or strategic partnerships can compound value. Uses active, ops-backed underwriting that weighs customer economics, channel efficiency, and defensible distribution. Capital allocation favors follow-on support for traction milestones, disciplined valuation entry, and pragmatic exits tied to strategic acquirers or growth IPOs.
Growth-stage software and fintech specialist who targets businesses with strong unit economics, clear paths to profitable scale, and founder-aligned incentives. Prefers revenue-accelerating, product-led go-to-market models and cross-border opportunities where M&A or strategic partnerships can compound value. Uses active, ops-backed underwriting that weighs customer economics, channel efficiency, and defensible distribution. Capital allocation favors follow-on support for traction milestones, disciplined valuation entry, and pragmatic exits tied to strategic acquirers or growth IPOs.
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:
27.57%
Gain -0.83%
Monthly
1.17%
Yearly
14.95%
Drawdown
14.74%
$0
Equity
Holdings
$0
Investment
$0
$57.5M
Profit -$2.19M
Realized
$57.5M
Unrealized
$0
Dividends
$4.68M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.83%
Profit
-$2.19M
Win %
71%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$2.19M
Win %
71%
This Month
Compared to last month
Gain
1.35%
Profit
$3.17M
Win %
72%
This Year
Compared to last year
Gain
-1.77%
Profit
-$4.33M
Win %
69%
NVDA NVIDIA Corporation
+$14.63M
LNN Lindsay Corporation
+$9.76M
GLD SPDR Gold Shares
+$5.88M
IAU iShares Gold Trust
+$3.68M
SHOP Shopify Inc.
+$2.76M
GOOG Alphabet Inc
+$1.84M
PLTR Palantir Technologies Inc.
+$1.7M
AAPL Apple Inc.
+$1.64M
AMZN Amazon.com Inc
+$1.61M
AVGO Broadcom Inc.
+$1.47M
CASY Casey's General Stores Inc.
+$1.04M
SMH VanEck Semiconductor ETF
+$868,841.68
ITA iShares U.S. Aerospace & Defense ETF
+$860,336.1
VRSN Verisign Inc.
+$742,484.87
MELI MercadoLibre, Inc.
+$669,441.3
MSFT Microsoft Corp.
+$648,701.42
NFLX Netflix, Inc.
+$629,272.09
TSLA Tesla, Inc.
+$597,145.31
GBTC Grayscale Bitcoin Trust ETF
+$585,446.81
CSQ Calamos Strategic Total Return Fund
+$576,079.38
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
+$521,256.83
META Meta Platforms Inc Class A
+$517,905.77
NOC Northrop Grumman Corporation
+$452,635.16
LLY Eli Lilly and Company
+$440,938.92
WMT Walmart Inc.
+$432,785.38
CSCO Cisco Systems, Inc.
+$424,897.16
SE Sea Ltd.
+$414,955.64
V Visa Inc. Class A
+$409,952.12
ANET Arista Networks, Inc.
+$380,212.75
IVV iShares Core S&P 500 ETF
+$361,376.84
PAPR Innovator U.S. Equity Power Buffer ETF April
+$329,970.75
BALT Inn Defined Wealth Shield Mutual Fund
+$305,573.82
STNE StoneCo Ltd.
+$300,970.47
HACK Amplify Cybersecurity ETF
+$300,883.66
VST Vistra Corp
+$294,796.58
RTX RTX Corporation
+$284,368.85
CEG Constellation Energy Corporation
+$277,263.83
CGO Calamos Global Total Return Fund
+$269,587.25
BRK-B Berkshire Hathaway Inc.
+$249,645.26
COST Costco Wholesale Corporation
+$246,539.55
FUTY Fidelity MSCI Utilities Index ETF
+$245,765.52
ANET
ANET
+$238,000.7
FTEC Fidelity MSCI Information Technology Index ETF
+$235,300.33
ETHE Grayscale Ethereum Trust ETF
+$231,681.45
MMM 3M Company
+$229,039.75
PNOV Innovator U.S. Equity Power Buffer ETF – November
+$217,760.43
GOOGL Alphabet Inc
+$214,813.56
UJAN Innovator U.S. Equity Ultra Fund
+$210,353.56
FDIG Fidelity Crypto Industry & Digital Payments ETF
+$202,216.12
SKYY First Trust Cloud Computing ETF
+$190,776.2
FSYD Fidelity Sustainable High Yield ETF
+$190,598.73
XAR SPDR S&P Aerospace & Defense ETF
+$188,422.59
NEE NextEra Energy, Inc.
+$186,932.66
VTI VANGUARD TOTAL STOCK MKT ETF
+$185,773.32
APH Amphenol Corporation
+$184,720.86
STIP iShares 0-5 Year TIPS Bond ETF
+$172,737.9
MS Morgan Stanley
+$167,895.55
PAUG Innovator U.S. Equity Power Buffer ETF - August
+$151,076
RSG Republic Services, Inc.
+$145,075.87
IWM iShares Russell 2000 ETF
+$144,557.12
NAPR Innovator Growth 100 Power Buffer Fund
+$144,477.51
JPM JPMorgan Chase & Co.
+$141,779.38
NSEP Innovator G100 Power Buffer ETF - September
+$138,122
JPST JPMorgan Ultra-Short Income ETF
+$129,923.04
HOOD Robinhood Markets, Inc.
+$128,829.63
SLV iShares Silver Trust
+$124,670.68
USEP Innovator U.S. Equity Ultra ETF
+$123,034
DOCU DocuSign Inc.
+$118,110.48
PANW Palo Alto Networks, Inc.
+$113,218.04
MCD McDonald's Corporation
+$112,546.5
ABBV AbbVie Inc.
+$111,613.99
ET Energy Transfer L.P.
+$111,168.02
AEP American Electric Power Company, Inc.
+$110,889
FIDU Fidelity MSCI Industrials Index ETF
+$106,345.06
TER Teradyne, Inc.
+$98,910.2
DHR Danaher Corporation
+$98,638.18
JNJ Johnson & Johnson
+$96,148.69
SPY SPDR S&P 500 ETF Trust
+$89,770.54
ISRG Intuitive Surgical, Inc.
+$89,593.73
HD The Home Depot, Inc.
+$84,692.26
DON WisdomTree U.S. MidCap Dividend Fund
+$84,370.99
UAPR Innovator U.S. Equity Ultra ETF
+$82,352
FIW First Trust Water ETF
+$80,045.02
JPC Nuveen Preferred & Income Opportunities Fund
+$76,940.53
DE Deere & Company
+$76,780.1
KAPR Innovator U.S. Small Cap Power Buffer ETF
+$76,385.86
HCA HCA Healthcare Inc.
+$67,671.04
FCOM Fidelity MSCI Communication Services Index ETF
+$67,528.48
ZM Zoom Video Communications, Inc.
+$66,391.77
VYM Vanguard High Dividend Yield ETF
+$66,302.39
FN Fabrinet
+$63,995.05
BITO ProShares Bitcoin ETF
+$63,723.52
IWP iShares Russell Mid-Cap Growth ETF
+$63,027.76
ESGU iShares ESG Aware MSCI USA ETF
+$62,596.47
KO The Coca-Cola Company
+$61,663.87
RSP Invesco S&P 500 Equal Weight ETF
+$60,706.47
FNCL Fidelity MSCI Financials Index ETF
+$60,701.26
WCC Wesco International Inc.
+$58,655.83
IWR iShares Russell Mid-Cap ETF
+$57,852.63
LYV Live Nation Entertainment, Inc.
+$54,090.6
TQQQ ProShares UltraPro QQQ
+$52,981.14
HII Huntington Ingalls Industries Inc.
+$49,680.23
VO Vanguard Mid-Cap ETF
+$49,237.28
ABT Abbott Laboratories
+$48,167.13
COIN Coinbase Global, Inc.
+$46,898.29
CVX Chevron Corporation
+$45,748.97
DOV Dover Corporation
+$45,275.42
SPLV Invesco S&P 500 Low Volatility ETF
+$44,564.56
VUSB Vanguard Ultra-Short Bond ETF
+$43,759.87
NOCT Innovator Growth-100 Power Buffer ETF
+$41,598
IAPR Innovator International Developed Power Buffer ETF
+$40,693.26
EAPR Innovator Emerging Markets Power Buffer ETF - April
+$40,643.54
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+$40,247.36
FSTA Fidelity MSCI Consumer Staples Index ETF
+$39,381.51
AON Aon plc
+$35,875.72
IXN iShares Global Tech ETF
+$32,401.44
HON Honeywell International Inc.
+$30,954.93
EJUL Innovator Emerging Markets Power Buffer ETF - July
+$29,989
BDJ BlackRock Enhanced Equity Dividend Trust
+$29,678.29
FPFD Fidelity Preferred Securities Fund
+$29,471.49
IPAY Amplify Digital Payments ETF
+$29,068.1
PFF iShares Preferred and Income Securities ETF
+$28,604.26
INTU Intuit Inc.
+$25,517.91
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
+$25,206.49
UPRO ProShares UltraPro S&P500
+$24,745.24
SPXL Direxion Daily S&P 500 Bull 3X Shares
+$24,629.93
AMGN Amgen Inc.
+$23,366.4
SYY Sysco Corporation
+$23,320.44
XLG Invesco S&P 500 Top 50 ETF
+$22,678.5
WM Waste Management, Inc.
+$22,117.19
ESGE iShares ESG Aware MSCI EM ETF
+$21,004.02
AMZA InfraCap MLP ETF
+$17,621.98
SDY SPDR S&P Dividend ETF
+$16,617.93
VOO Vanguard S&P 500 ETF
+$16,605.46
HERO Global X Video Games & Esports ETF
+$16,188.56
CHW Calamos Global Dynamic Income Fund
+$15,450
IBB iShares Biotechnology ETF
+$15,255.62
NLR VanEck Uranium and Nuclear ETF
+$14,040
XLU Utilities Select Sector SPDR Fund
+$12,944.68
QTUM Defiance Quantum ETF
+$12,935.9
KBWD Invesco KBW High Dividend Yield Financial ETF
+$12,434.51
EOCT Innovator Emerging Markets Power Buffer ETF - October
+$12,406
FANG Diamondback Energy Inc
+$12,296.44
ZBRA Zebra Technologies Corporation
+$12,291.06
CARR Carrier Global Corporation
+$11,503.02
HWM Howmet Aerospace Inc.
+$11,378.25
ELV Elevance Health, Inc.
+$10,499.7
QUAL iShares MSCI USA Quality Factor ETF
+$10,362.48
KMB Kimberly-Clark Corporation
+$8,791.54
OC Owens Corning
+$6,601.8
LOW Lowe's Companies Inc.
+$5,545.5
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+$4,539.72
USFR WisdomTree Floating Rate Treasury Fund
+$4,533.54
FSMD Fidelity Small-Mid Multifactor ETF
+$4,390.8
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+$3,787.01
SGOV iShares 0-3 Month Treasury Bond ETF
+$3,707.63
ITW Illinois Tool Works Inc.
+$2,529.01
USMV iShares MSCI USA Min Vol Factor ETF
+$2,133.24
BND Vanguard Total Bond Market Index Fund
+$1,885.35
FENY Fidelity MSCI Energy Index ETF
+$1,827.09
ARKQ Ark Autonomous Technology & Robotics ETF
+$1,432.3
IUSB iShares Core Universal USD Bond ETF
+$434.68
QQQ Invesco QQQ Trust, Series 1
+$357.34
TSMWF Taiwan Semiconductor Manufacturing Company Limited
+$118.85
BTC
BTC
$0
ETH
ETH
$0
8857
88579Y119
$0
SMCI Super Micro Computer Inc
-$646,815.86
TGT Target Corporation
-$597,210.13
UNH UnitedHealth Group Incorporated
-$321,454.69
ADBE Adobe Inc.
-$243,014.69
NWL Newell Brands Inc.
-$152,388.46
AMD Advanced Micro Devices, Inc.
-$126,691.94
NUE Nucor Corporation
-$124,946.89
FDX FedEx Corporation
-$97,726.72
CRM Salesforce Inc
-$83,444.82
PEP PepsiCo, Inc.
-$79,616.06
DIS The Walt Disney Company
-$79,194.82
MU Micron Technology, Inc.
-$77,001.26
INTC Intel Corporation
-$70,670.52
KTOS Kratos Defense & Security Solutions, Inc.
-$66,091.75
STZ Constellation Brands, Inc.
-$62,539.12
ULTA Ulta Beauty Inc.
-$59,155.12
TNA Direxion Daily Small Cap Bull 3X Shares
-$59,061.6
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-$54,814.02
SQ Block, Inc.
-$48,366.72
BTC Grayscale Bitcoin Mini Trust ETF
-$47,278.71
GNRC Generac Holdings Inc.
-$45,383.3
HSIC Henry Schein, Inc.
-$44,404.5
BXSL Blackstone Secured Lending Fund
-$42,268.34
ITB iShares U.S. Home Construction ETF
-$41,552.05
IPG The Interpublic Group of Companies, Inc.
-$37,084.86
ARKK ARK Innovation ETF Fund
-$37,067.35
CDNS Cadence Design Systems, Inc.
-$34,309.54
CYBN Cybin Inc.
-$21,446.51
UDOW ProShares UltraPro Dow30
-$20,129.78
FNF Fidelity National Financial, Inc.
-$20,111.3
OKTA Okta Inc.
-$19,310.5
TT Trane Technologies plc
-$17,537.8
NVO Novo Nordisk A/S Sponsored ADR
-$16,764.96
CMG Chipotle Mexican Grill, Inc.
-$16,639.19
LMT Lockheed Martin Corporation
-$16,527.4
APP AppLovin Corporation Class A Common Stock
-$14,623.86
NB NioCorp Developments Ltd.
-$14,007
XOM Exxon Mobil Corporation
-$13,723.17
IGV iShares Expanded Tech-Software Sector ETF
-$11,926.4
VLUE iShares MSCI USA Value Factor ETF
-$11,152.48
IHI iShares U.S. Medical Devices ETF
-$10,001.53
SBUX Starbucks Corporation
-$9,875.79
CRWD CrowdStrike Holdings, Inc.
-$9,210.24
XBI SPDR S&P Biotech ETF
-$9,053.37
FHLC Fidelity MSCI Health Care Index ETF
-$8,128.36
PFE Pfizer Inc.
-$7,879.21
PG Procter & Gamble Co
-$5,730.59
PYPL PayPal Holdings Inc
-$4,735.11
EFG iShares MSCI EAFE Growth ETF
-$4,713.87
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-$2,054.63
JNPR Juniper Networks Inc.
-$1,859.98
SNSR Global X Internet of Things ETF
-$1,629.82
GOVT iShares U.S. Treasury Bond ETF
-$373.7
Events
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Dividends
Dividend Analysis
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| Trades 866 | Longs Won 563/866 65% | Profit Factor 12.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $610,438.12 |
| Average Win $115,898.05 | Best Trade (Dec 30) $13.34M | Sharpe Ratio -8.88 |
| Average Loss -$17,427.08 | Worst Trade (Dec 30) -$654,224.41 | Z-Score -7.29 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy $66,399.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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FAQ
Which stocks have generated the highest profits for Joshua Vandenberg?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $14.63M, Lindsay Corporation - $9.76M, SPDR Gold Shares - $5.88M, iShares Gold Trust - $3.68M, and Shopify Inc - $2.76M. 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: Super Micro Computer Inc - $646,815.86, Target Corporation - $597,210.13, UnitedHealth Group Incorporated - $321,454.69, Adobe Inc - $243,014.69, and Newell Brands Inc - $152,388.46. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joshua Vandenberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.68M earned over time. The largest contributors to dividend income include Lindsay Corporation - $970,928.88, Blackstone Secured Lending Fund - $625,467.92, Calamos Strategic Total Return Fund - $254,814.81, BlackRock Utilities, Infrastructure & Power Opportunities Trust - $249,740.81, and Calamos Global Total Return Fund - $138,772. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joshua Vandenberg's monthly returns?
Joshua Vandenberg'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 Joshua Vandenberg's strategy be considered aggressive or moderate?
It is difficult to clearly classify Joshua Vandenberg's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Joshua Vandenberg's strategy?
It is difficult to determine whether Joshua Vandenberg's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
