Timothy Dwight Portfolio
Invests via SpringVest Wealth Management LLC | Managed by Timothy Dwight, Rebecca Wynne
Invests via SpringVest Wealth Management LLC
Managed by Timothy Dwight, Rebecca Wynne
Automatically Tracked
Seasoned investor and operating executive focused on growth-stage companies and strategic corporate development. Timothy Dwight combines operating experience with private equity and venture investing, having led portfolio-company transformations and corporate development teams. Prefers technology, fintech and healthcare opportunities, deploying growth equity and later-stage venture capital and taking active board roles to drive operational value creation; educated at leading institutions.
Seasoned investor and operating executive focused on growth-stage companies and strategic corporate development. Timothy Dwight combines operating experience with private equity and venture investing, having led portfolio-company transformations and corporate development teams. Prefers technology, fintech and healthcare opportunities, deploying growth equity and later-stage venture capital and taking active board roles to drive operational value creation; educated at leading institutions.
Investment Philosophy & Strategy
Combines operating leadership with growth-stage investing, focusing on technology, fintech, and healthcare. Prefers growth equity and later-stage venture, taking active board roles to drive operational value creation through hands-on portfolio transformation and strategic corporate development. Investment style blends fundamental due diligence, operational underwriting, and metric-driven scaling to back companies with clear product-market fit and repeatable revenue models. Time horizon is multi-year and value-creation oriented; risk discipline emphasizes staged capital deployment, governance influence, and measurable KPIs to de-risk trajectories.
Combines operating leadership with growth-stage investing, focusing on technology, fintech, and healthcare. Prefers growth equity and later-stage venture, taking active board roles to drive operational value creation through hands-on portfolio transformation and strategic corporate development. Investment style blends fundamental due diligence, operational underwriting, and metric-driven scaling to back companies with clear product-market fit and repeatable revenue models. Time horizon is multi-year and value-creation oriented; risk discipline emphasizes staged capital deployment, governance influence, and measurable KPIs to de-risk trajectories.
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:
15.45%
Gain +0.38%
Monthly
0.67%
Yearly
8.36%
Drawdown
7.75%
$158.3M
Equity
Holdings
$158.3M
Investment
$141.09M
$17.9M
Profit +$495,596.17
Realized
$691,208.26
Unrealized
$17.21M
Dividends
$6.36M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$495,596.17
Win %
73%
This Week
Compared To Last Week
Gain
0.15%
Profit
$238,105.29
Win %
73%
This Month
Compared to last month
Gain
1.36%
Profit
$2.12M
Win %
73%
This Year
Compared to last year
Gain
-0.46%
Profit
-$729,938.6
Win %
75%
SLV iShares Silver Trust
+2.51%
+$5,116.86 
OAKM Oakmark U.S. Large Cap ETF
+1.67%
+$5,723.16 
SCHD Schwab U.S. Dividend Equity ETF
+1.42%
+$41,661.6 
PHYS Sprott Physical Gold Trust
+1.37%
+$7,145.95 
GLD SPDR Gold Shares
+1.24%
+$30,970.43 
MSFT Microsoft Corp.
+1.24%
+$11,827.2 
VGK Vanguard FTSE Europe ETF
+1.22%
+$3,652.95 
COWZ Pacer US Cash Cows 100 ETF
+1.16%
+$3,971.87 
DFAR Dimensional US Real Estate ETF
+1.11%
+$6,853.14 
DFAS Dimensional U.S. Small Cap ETF
+0.98%
+$11,350.67 
VIG Vanguard Dividend Appreciation ETF
+0.9%
+$2,215.34 
JHMM John Hancock Multifactor Mid Cap ETF
+0.8%
+$13,659.58 
DUHP Dimensional US High Profitability ETF
+0.77%
+$8,682.05 
VTV Vanguard Value ETF
+0.76%
+$6,552 
GOOG Alphabet Inc
+0.75%
+$2,379.31 
MGMT Ballast Small/Mid Cap ETF
+0.74%
+$3,273.48 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$3,704.75 
VYMI Vanguard International High Dividend Yield Index Fund
+0.73%
+$10,337.06 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$13,950.3 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.67%
+$4,660.72 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$66,809.49 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.63%
+$16,109.94 
VO Vanguard Mid-Cap ETF
+0.61%
+$5,215.54 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$119,410.25 
SCHV Schwab U.S. Large-Cap Value ETF
+0.6%
+$39,426.83 
FELV Fidelity Enhanced Large Cap Value ETF
+0.59%
+$2,867 
DFAI Dimensional International Core Equity Market ETF
+0.55%
+$50,320.35 
DFNM Dimensional National Municipal Bond ETF
+0.54%
+$3,364.5 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.52%
+$2,145 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.51%
+$1,444.86 
SSO ProShares Ultra S&P500
+0.49%
+$1,875.42 
AAPL Apple Inc.
+0.4%
+$6,295.2 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$44,931.94 
SCHB Schwab U.S. Broad Market ETF
+0.34%
+$8,953.5 
DFAU Dimensional US Core Equity Market ETF
+0.33%
+$11,702.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.32%
+$1,442.04 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.28%
+$1,837.51 
VOO Vanguard S&P 500 ETF
+0.26%
+$2,055.91 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$32,657.66 
IVV iShares Core S&P 500 ETF
+0.24%
+$2,471.9 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$18,875.5 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$13,214.57 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.22%
+$5,264.6 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.22%
+$471.24 
VEU Vanguard FTSE All-World ex-US ETF
+0.21%
+$644.64 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$1,090.58 
AMZN Amazon.com Inc
+0.2%
+$711.45 
DFUS Dimensional U.S. Equity Market ETF
+0.18%
+$3,010.8 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$3,640.9 
CWI SPDR MSCI ACWI ex-US ETF
+0.13%
+$669.2 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.12%
+$264 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$384.1 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$1,780.99 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$43.1 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$244.86 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 VGHY
VGHY
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.22%
-$13,944.14 
KLAC KLA Corporation
-3.17%
-$5,551.7 
PM Philip Morris International Inc.
-2.8%
-$8,492.75 
XOM Exxon Mobil Corporation
-1.37%
-$6,439.49 
NVDA NVIDIA Corporation
-1.36%
-$14,769.58 
AEP American Electric Power Company, Inc.
-1.28%
-$80,492.94 
CVX Chevron Corporation
-1.22%
-$4,979.89 
DFAE Dimensional Emerging Core Equity Market ETF
-1.03%
-$12,517.94 
FTEC Fidelity MSCI Information Technology Index ETF
-0.76%
-$3,576 
QLD ProShares Ultra QQQ
-0.65%
-$4,811.4 
COP ConocoPhillips
-0.28%
-$964.99 
EMR Emerson Electric Co.
-0.27%
-$661.76 
IWF iShares Russell 1000 Growth ETF
-0.19%
-$2,176.32 
MGK Vanguard Mega Cap Growth ETF
-0.15%
-$787.5 
FUTY Fidelity MSCI Utilities Index ETF
-0.14%
-$382.5 
DUK Duke Energy Corporation
-0.12%
-$404.85 
WINN Harbor Long-Term Growers ETF
-0.09%
-$558.57 Events
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Dividends
Dividend Analysis
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| Trades 382 | Longs Won 280/382 73% | Profit Factor 10.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $228,201.45 |
| Average Win $70,874.38 | Best Trade (Oct 15) $3.02M | Sharpe Ratio -11.89 |
| Average Loss -$19,091.88 | Worst Trade (Oct 14) -$444,059.15 | Z-Score 10.21 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $46,851.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,595 | $1.15M | $1.58M | - | $430,587.05 | 37.39% | +0.399% |
| AEP American Electric Power Company, Inc. | 49,687 | $4.97M | $6.19M | - | $1.22M | 24.53% | -1.284% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 1,442 | $696,615 | $419,059.62 | - | -$277,555.38 | -39.84% | -3.22% |
| AMZN Amazon.com Inc | 1,395 | $303,614.04 | $355,153.05 | - | $51,539.01 | 16.98% | +0.201% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,310 | $395,302.4 | $394,494.3 | - | -$808.1 | -0.2% | +0.011% |
| BRK-B Berkshire Hathaway Inc. | 21,602 | $9.79M | $11.42M | - | $1.62M | 16.58% | +0.395% |
| BSV Vanguard Short-Term Bond ETF | 7,036 | $543,929.98 | $538,711.34 | - | -$5,218.64 | -0.96% | +0.203% |
| COP ConocoPhillips | 2,443 | $245,618 | $346,771.63 | - | $101,153.63 | 41.18% | -0.278% |
| COWZ Pacer US Cash Cows 100 ETF | 4,934 | $284,406.52 | $346,095.43 | - | $61,688.91 | 21.69% | +1.161% |
| CVX Chevron Corporation | 1,841 | $269,433.48 | $403,795.73 | - | $134,362.25 | 49.87% | -1.218% |
| CWI SPDR MSCI ACWI ex-US ETF | 13,384 | $410,529.23 | $532,549.36 | - | $122,020.13 | 29.72% | +0.126% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 6,282 | $226,970.06 | $283,412.43 | - | $56,442.37 | 24.87% | +0.512% |
| DFAE Dimensional Emerging Core Equity Market ETF | 31,691 | $897,897.65 | $1.2M | - | $299,229.87 | 33.33% | -1.035% |
| DFAI Dimensional International Core Equity Market ETF | 223,646 | $7.24M | $9.26M | - | $2.02M | 27.88% | +0.546% |
| DFAR Dimensional US Real Estate ETF | 25,382 | $595,647.91 | $626,173.94 | - | $30,526.03 | 5.12% | +1.107% |
| DFAS Dimensional U.S. Small Cap ETF | 15,034 | $983,336.12 | $1.17M | - | $189,541.39 | 19.28% | +0.977% |
| DFAU Dimensional US Core Equity Market ETF | 66,872 | $2.74M | $3.55M | - | $810,641.63 | 29.63% | +0.331% |
| DFCF Dimensional Core Fixed Income ETF | 261,998 | $11.03M | $10.65M | - | -$382,883.14 | -3.47% | +0.632% |
| DFNM Dimensional National Municipal Bond ETF | 13,458 | $644,066.07 | $628,488.6 | - | -$15,577.47 | -2.42% | +0.538% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 125,853 | $6.01M | $5.89M | - | -$117,114.14 | -1.95% | +0.225% |
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FAQ
Which stocks have generated the highest profits for Timothy Dwight?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Corporate Bond Fund - $1.93M, Vanguard Ultra-Short Bond ETF - $683,033.23, Vanguard Short-Term Corporate Bond ETF - $662,628.99, Dimensional Core Fixed Income ETF - $548,973.66, and American Electric Power Company, Inc - $338,550.17. 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: ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $40,539, Alphabet Inc - $36,319.11, Apple Inc - $30,722.3, JPMorgan Chase & Co - $24,462.14, and iShares Core S&P Small-Cap ETF - $23,671.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy Dwight's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.36M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $1.8M, Vanguard Ultra-Short Bond ETF - $673,692.43, Vanguard Short-Term Corporate Bond ETF - $660,142, Dimensional Core Fixed Income ETF - $543,658.39, and Dimensional International Core Equity Market ETF - $305,124.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy Dwight's monthly returns?
Timothy Dwight's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Timothy Dwight's strategy be considered aggressive or moderate?
Timothy Dwight's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Timothy Dwight's strategy?
Timothy Dwight's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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