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:
16.58%
Gain +0.22%
Monthly
0.77%
Yearly
9.65%
Drawdown
7.75%
$159.63M
Equity
Holdings
$159.63M
Investment
$141.09M
$19.23M
Profit +$337,781.29
Realized
$691,208.26
Unrealized
$18.53M
Dividends
$5.56M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$337,781.29
Win %
75%
This Week
Compared To Last Week
Gain
0.21%
Profit
$337,781.29
Win %
75%
This Month
Compared to last month
Gain
0.95%
Profit
$1.51M
Win %
75%
This Year
Compared to last year
Gain
0.38%
Profit
$598,382.24
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$50,331.59 
GOOG Alphabet Inc
+6.88%
+$21,224.28 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$16,640.69 
MSFT Microsoft Corp.
+3.02%
+$24,407.02 
NVDA NVIDIA Corporation
+2.93%
+$28,064.68 
CVX Chevron Corporation
+2.35%
+$8,321.32 
KLAC KLA Corporation
+1.38%
+$2,440.21 
SSO ProShares Ultra S&P500
+1.35%
+$4,838.05 
COP ConocoPhillips
+1.22%
+$3,542.35 
QLD ProShares Ultra QQQ
+1.2%
+$7,938.81 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$10,305.98 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$5,343.75 
MGMT Ballast Small/Mid Cap ETF
+0.97%
+$4,428.29 
WINN Harbor Long-Term Growers ETF
+0.94%
+$5,585.7 
EMR Emerson Electric Co.
+0.79%
+$1,774.74 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$8,070.52 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$92,270.36 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,535.59 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$11,240.34 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,804.48 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,435.29 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$3,883.04 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$15,220.95 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$2,637.64 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$18,724.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,293.08 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$5,387.47 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$40,179.72 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,005.12 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$1,113.75 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$641.42 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$5,207.7 
AEP American Electric Power Company, Inc.
+0.06%
+$3,478.09 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$129.3 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$1,780.99 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 VGHY
VGHY
0%
$0 
AAPL Apple Inc.
-7.35%
-$112,669.4 
SLV iShares Silver Trust
-2.13%
-$4,629.54 
PHYS Sprott Physical Gold Trust
-1.61%
-$8,407 
GLD SPDR Gold Shares
-1.49%
-$37,350.45 
XOM Exxon Mobil Corporation
-0.97%
-$4,054.5 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$2,040 
DUK Duke Energy Corporation
-0.67%
-$2,267.16 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$60,384.87 
PM Philip Morris International Inc.
-0.61%
-$1,742.85 
DFAR Dimensional US Real Estate ETF
-0.52%
-$3,553.48 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$7,403.51 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,391.6 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$914.92 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,535.98 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$1,606.08 
OAKM Oakmark U.S. Large Cap ETF
-0.3%
-$1,019.97 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$31,439.76 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$2,127.72 
VTV Vanguard Value ETF
-0.27%
-$2,300.96 
DUHP Dimensional US High Profitability ETF
-0.27%
-$2,938.54 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$17,309.34 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$682.56 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$2,104.78 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$30,166.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,277.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$529.25 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$2,092.2 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$422.16 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$307.28 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$5,393 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$3,775.59 
VO Vanguard Mid-Cap ETF
-0.05%
-$425.76 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$269.16 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$44 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$235.56 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$330.76 Events
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Dividends
Dividend Analysis
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| Trades 382 | Longs Won 286/382 74% | Profit Factor 17.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $222,860.67 |
| Average Win $71,228.31 | Best Trade (Aug 13) $3.03M | Sharpe Ratio -10.02 |
| Average Loss -$11,932.49 | Worst Trade (Aug 20) -$279,848.16 | Z-Score 11.68 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $50,329.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,595 | $1.15M | $1.42M | - | $267,832.15 | 23.26% | -7.354% |
| AEP American Electric Power Company, Inc. | 49,687 | $4.97M | $6.35M | - | $1.38M | 27.87% | +0.055% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 1,442 | $696,615 | $448,793.67 | - | -$247,821.33 | -35.58% | +3.851% |
| AMZN Amazon.com Inc | 1,395 | $303,614.04 | $378,854.09 | - | $75,240.05 | 24.78% | +15.321% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,310 | $395,302.4 | $395,140.8 | - | -$161.6 | -0.04% | +0.033% |
| BRK-B Berkshire Hathaway Inc. | 21,602 | $9.79M | $11.05M | - | $1.26M | 12.85% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 7,036 | $543,929.98 | $545,852.88 | - | $1,922.9 | 0.35% | -0.077% |
| COP ConocoPhillips | 2,443 | $245,618 | $294,332.64 | - | $48,714.64 | 19.83% | +1.218% |
| COWZ Pacer US Cash Cows 100 ETF | 4,934 | $284,406.52 | $330,133.94 | - | $45,727.42 | 16.08% | +0.195% |
| CVX Chevron Corporation | 1,841 | $269,433.48 | $362,364.03 | - | $92,930.55 | 34.49% | +2.35% |
| CWI SPDR MSCI ACWI ex-US ETF | 13,384 | $410,529.23 | $538,706 | - | $128,176.77 | 31.22% | -0.297% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 6,282 | $226,970.06 | $279,486.18 | - | $52,516.12 | 23.14% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 31,691 | $897,897.65 | $1.19M | - | $291,148.67 | 32.43% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 223,646 | $7.24M | $9.42M | - | $2.17M | 30% | -0.637% |
| DFAR Dimensional US Real Estate ETF | 25,382 | $595,647.91 | $679,983.78 | - | $84,335.87 | 14.16% | -0.52% |
| DFAS Dimensional U.S. Small Cap ETF | 15,034 | $983,336.12 | $1.22M | - | $234,868.88 | 23.88% | -0.172% |
| DFAU Dimensional US Core Equity Market ETF | 66,872 | $2.74M | $3.46M | - | $726,717.27 | 26.56% | +0.544% |
| DFCF Dimensional Core Fixed Income ETF | 261,998 | $11.03M | $10.87M | - | -$156,254.87 | -1.42% | -0.288% |
| DFNM Dimensional National Municipal Bond ETF | 13,458 | $644,066.07 | $641,273.7 | - | -$2,792.37 | -0.43% | -0.042% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 125,853 | $6.01M | $5.95M | - | -$53,558.37 | -0.89% | -0.063% |
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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 - $1.76M, Vanguard Ultra-Short Bond ETF - $619,736.84, Vanguard Short-Term Corporate Bond ETF - $598,063.99, Dimensional Core Fixed Income ETF - $467,654.72, and American Electric Power Company, Inc - $291,347.52. 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 - $36,522.39, 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 $5.56M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $1.62M, Vanguard Ultra-Short Bond ETF - $610,396.04, Vanguard Short-Term Corporate Bond ETF - $595,577, Dimensional Core Fixed Income ETF - $462,339.45, and Dimensional International Core Equity Market ETF - $263,966.68. 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.
