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:
0.61%
Gain
Monthly
0.03%
Yearly
0.39%
Drawdown
13.49%
$153.23M
Equity
Holdings
$153.23M
Investment
$135.78M
$18.16M
Profit -$172,838.56
Realized
$698,794.28
Unrealized
$17.46M
Dividends
$5.3M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$172,838.56
Win %
79%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$824,679.39
Win %
79%
This Month
Compared to last month
Gain
-0.38%
Profit
-$586,939.72
Win %
79%
This Year
Compared to last year
Gain
4.66%
Profit
$6.82M
Win %
80%
PM Philip Morris International Inc.
+1.51%
+$4,227.08 
XOM Exxon Mobil Corporation
+1.41%
+$5,422.25 
CVX Chevron Corporation
+1.37%
+$4,706.6 
COP ConocoPhillips
+0.99%
+$2,725.06 
PHYS Sprott Physical Gold Trust
+0.97%
+$4,868.81 
GLD SPDR Gold Shares
+0.94%
+$22,660.42 
AEP American Electric Power Company, Inc.
+0.83%
+$55,315.7 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$82,653.34 
DUK Duke Energy Corporation
+0.6%
+$2,045.16 
SLV iShares Silver Trust
+0.56%
+$1,137.08 
TLT iShares 20+ Year Treasury Bond ETF
+0.49%
+$1,070.7 
DFAR Dimensional US Real Estate ETF
+0.39%
+$2,641.7 
MGMT Ballast Small/Mid Cap ETF
+0.39%
+$1,426.04 
VTV Vanguard Value ETF
+0.2%
+$1,728.83 
AAPL Apple Inc.
+0.14%
+$2,174.98 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$2,412.91 
CACI Caci International Inc.
+0.11%
+$191.1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$21,593.06 
SCHD Schwab U.S. Dividend Equity ETF
+0.09%
+$2,484.09 
VUSB Vanguard Ultra-Short Bond ETF
+0.06%
+$6,014.16 
DFCF Dimensional Core Fixed Income ETF
+0.06%
+$6,691.27 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$313.79 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$4,864.19 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$253.5 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$1,261.02 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.03%
+$1,606.23 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$91.4 
QLD ProShares Ultra QQQ
-2.72%
-$19,325.79 
MSFT Microsoft Corp.
-2.26%
-$16,307.86 
GOOG Alphabet Inc
-1.86%
-$6,077.26 
WINN Harbor Long-Term Growers ETF
-1.61%
-$5,477.02 
MGK Vanguard Mega Cap Growth ETF
-1.56%
-$7,734.37 
SSO ProShares Ultra S&P500
-1.5%
-$5,544.72 
NVDA NVIDIA Corporation
-1.41%
-$14,670.51 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$15,021.6 
DFAE Dimensional Emerging Core Equity Market ETF
-1.36%
-$16,295.11 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.29%
-$12,147.5 
CWI SPDR MSCI ACWI ex-US ETF
-0.94%
-$5,070 
VEU Vanguard FTSE All-World ex-US ETF
-0.78%
-$2,467.84 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.77%
-$5,800.57 
SCHB Schwab U.S. Broad Market ETF
-0.76%
-$19,699.02 
DFAS Dimensional U.S. Small Cap ETF
-0.75%
-$9,265.9 
DFUS Dimensional U.S. Equity Market ETF
-0.74%
-$10,007.91 
VOO Vanguard S&P 500 ETF
-0.73%
-$4,995.04 
OAKM Oakmark U.S. Large Cap ETF
-0.73%
-$1,673.13 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$91,087.36 
IVV iShares Core S&P 500 ETF
-0.72%
-$5,548.09 
DFAU Dimensional US Core Equity Market ETF
-0.72%
-$24,130.12 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$2,446.52 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.7%
-$4,410.71 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.66%
-$18,915.17 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.65%
-$1,759.72 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$13,949.04 
AMZN Amazon.com Inc
-0.6%
-$2,113.5 
DUHP Dimensional US High Profitability ETF
-0.59%
-$6,478.05 
JHMM John Hancock Multifactor Mid Cap ETF
-0.56%
-$9,309.28 
DFAI Dimensional International Core Equity Market ETF
-0.45%
-$40,641.36 
VO Vanguard Mid-Cap ETF
-0.28%
-$2,327.76 
COWZ Pacer US Cash Cows 100 ETF
-0.24%
-$764.77 
VYMI Vanguard International High Dividend Yield Index Fund
-0.19%
-$2,722.2 
VIG Vanguard Dividend Appreciation ETF
-0.18%
-$683.4 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.16%
-$639.37 
VGK Vanguard FTSE Europe ETF
-0.14%
-$434.87 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$536.36 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$3,847.18 
DFNM Dimensional National Municipal Bond ETF
-0.02%
-$113.74 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$111.58 Events
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Dividends
Dividend Analysis
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| Trades 317 | Longs Won 236/317 74% | Profit Factor 36.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,328.66 |
| Average Win $79,126.53 | Best Trade (Jul 14) $2.69M | Sharpe Ratio -11.25 |
| Average Loss -$6,380.83 | Worst Trade (Jul 17) -$55,591.19 | Z-Score 11.53 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $57,277.65 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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Returns
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