Matthew Wright Portfolio
Invests via Disciplina Capital Management LLC | Managed by Matthew Wright
Invests via Disciplina Capital Management LLC
Managed by Matthew Wright
Automatically Tracked
Matthew Wright Profile
Sector-focused investor and operating executive with expertise in growth-stage tech, fintech, and SaaS investing, active in strategic capital allocation and board-level governance. Matthew Wright leverages prior founder/operator roles and M&A experience to source, diligence and scale portfolio companies, emphasizing unit economics and go-to-market efficiency. Known to work with venture and private equity sponsors on minority growth investments and operational turnarounds.
Sector-focused investor and operating executive with expertise in growth-stage tech, fintech, and SaaS investing, active in strategic capital allocation and board-level governance. Matthew Wright leverages prior founder/operator roles and M&A experience to source, diligence and scale portfolio companies, emphasizing unit economics and go-to-market efficiency. Known to work with venture and private equity sponsors on minority growth investments and operational turnarounds.
Investment Philosophy & Strategy
Sector-focused investor emphasizing growth-stage technology, fintech and SaaS opportunities, prioritizing companies with durable unit economics and scalable go-to-market models. Capital allocation favors minority growth stakes and structured commitments that preserve board influence to drive operational improvements and M&A optionality. Investment horizon is medium-to-long, balancing acceleration of customer acquisition with disciplined margin expansion. Risk management centers on quantifiable unit economics, repeatable sales motion, and hands-on operator governance to execute turnarounds and value-creating exits.
Sector-focused investor emphasizing growth-stage technology, fintech and SaaS opportunities, prioritizing companies with durable unit economics and scalable go-to-market models. Capital allocation favors minority growth stakes and structured commitments that preserve board influence to drive operational improvements and M&A optionality. Investment horizon is medium-to-long, balancing acceleration of customer acquisition with disciplined margin expansion. Risk management centers on quantifiable unit economics, repeatable sales motion, and hands-on operator governance to execute turnarounds and value-creating exits.
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:
44.06%
Gain +0.45%
Monthly
0.5%
Yearly
6.18%
Drawdown
27.16%
$956M
Equity
Holdings
$956M
Investment
$864.58M
$217.44M
Profit +$3.13M
Realized
$126.02M
Unrealized
$91.42M
Dividends
$101.74M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$3.13M
Win %
68%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$1.21M
Win %
68%
This Month
Compared to last month
Gain
0.69%
Profit
$6.52M
Win %
68%
This Year
Compared to last year
Gain
-1.35%
Profit
-$13.08M
Win %
69%
AJG Arthur J. Gallagher & Co.
+5.92%
+$1,824.55 
NOW ServiceNow, Inc.
+5.34%
+$2,205.12 
LEN Lennar Corporation
+5.1%
+$911.25 
LLY Eli Lilly and Company
+4.74%
+$229.28 
MRP Millrose Properties Inc.
+3.96%
+$20.16 
ADBE Adobe Inc.
+3.92%
+$962.88 
NVO Novo Nordisk A/S Sponsored ADR
+3.63%
+$439.05 
SPGI S&P Global Inc.
+3.57%
+$1,108.84 
CRM Salesforce Inc
+3.53%
+$1,123.63 
NFLX Netflix, Inc.
+3.5%
+$98.74 
BLK BlackRock, Inc.
+3.5%
+$3,003.2 
SYK Stryker Corporation
+3.37%
+$1,045 
HD The Home Depot, Inc.
+3.19%
+$29,940.22 
WM Waste Management, Inc.
+3.06%
+$1,242.68 
ORCL Oracle Corporation
+2.33%
+$1,314.15 
V Visa Inc. Class A
+2.14%
+$1,342.4 
BSX Boston Scientific Corporation
+1.83%
+$397.21 
RCL Royal Caribbean Group
+1.52%
+$642.95 
MCK McKesson Corporation
+1.5%
+$219.15 
TLT iShares 20+ Year Treasury Bond ETF
+1.48%
+$980,995.86 
ISRG Intuitive Surgical, Inc.
+1.33%
+$531.53 
VNQ Vanguard Real Estate ETF
+1.3%
+$3,033.85 
VTWV Vanguard Russell 2000 Value Index Fund
+1.2%
+$1,764.4 
USRT iShares Core U.S. REIT ETF
+1.17%
+$563,418.72 
VONV Vanguard Russell 1000 Value Index Fund
+0.67%
+$1,478.83 
AGG iShares Core U.S. Aggregate Bond ETF
+0.61%
+$1.37M 
AAPL Apple Inc.
+0.53%
+$433.45 
IEFA iShares Core MSCI EAFE ETF
+0.48%
+$374,584.9 
VTWG Vanguard Russell 2000 Growth ETF
+0.46%
+$570 
GOOGL Alphabet Inc
+0.43%
+$520.95 
PYPL PayPal Holdings Inc
+0.36%
+$60.89 
AVDE Avantis International Equity ETF
+0.35%
+$66,636.68 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.21%
+$27,345.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.21%
+$10,631.4 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$25,910.11 
META Meta Platforms Inc Class A
+0.2%
+$201.43 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$27,193.75 
AVUS Avantis U.S. Equity ETF
+0.15%
+$75,540 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.13%
+$250,963.68 
VT Vanguard Total World Stock ETF
+0.13%
+$19,937.4 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$181.98 
IVV iShares Core S&P 500 ETF
+0.09%
+$14,735 
VOO Vanguard S&P 500 ETF
+0.09%
+$12,458.08 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$15.97 
IXUS iShares Core International Stock ETF
+0.02%
+$772.07 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$4,086.86 
PWR Quanta Services Inc.
-4.54%
-$7,595.07 
AMAT Applied Materials, Inc.
-3.84%
-$4,681.95 
TRGP Targa Resources Corp.
-2.85%
-$1,599.97 
SCHW Charles Schwab Corporation
-2.67%
-$1,980.11 
PANW Palo Alto Networks, Inc.
-1.97%
-$1,931.4 
NVDA NVIDIA Corporation
-1.67%
-$3,125.43 
XLE Energy Select Sector SPDR Fund
-1.5%
-$25,684.58 
SLB Schlumberger Limited
-1.29%
-$98.12 
AVEM Avantis Emerging Markets Equity ETF
-1.07%
-$94,474.12 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$324,010.9 
ADI Analog Devices, Inc.
-0.93%
-$786.89 
URI United Rentals, Inc.
-0.65%
-$673.68 
EMLP First Trust North American Energy Infrastructure Fund
-0.5%
-$197,352.15 
VWO Vanguard FTSE Emerging Markets ETF
-0.48%
-$4,797.69 
VONG Vanguard Russell 1000 Growth Fund
-0.43%
-$308 
AXON Axon Enterprise, Inc.
-0.34%
-$167.75 
VUG Vanguard Growth ETF
-0.33%
-$252.25 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.33%
-$42,032.34 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.32%
-$42,042.61 
JPM JPMorgan Chase & Co.
-0.23%
-$182.07 
AMZN Amazon.com Inc
-0.13%
-$103.7 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$2,620.65 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1100 | Longs Won 720/1100 65% | Profit Factor 3.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.71M |
| Average Win $419,525.26 | Best Trade (Sep 30) $34.19M | Sharpe Ratio -9.07 |
| Average Loss -$222,667.59 | Worst Trade (Oct 14) -$11.09M | Z-Score -2.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 4d | Expectancy $197,676.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,292 | 3,863 | 3,433 | 3,004 | 2,575 | 2,146 | 1,717 | 1,288 | 858 | 429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 237 | $46,111.44 | $81,714.97 | - | $35,603.53 | 77.21% | +0.533% |
| ADBE Adobe Inc. | 102 | $49,876.96 | $25,512.24 | - | -$24,364.72 | -48.85% | +3.922% |
| ADI Analog Devices, Inc. | 209 | $41,069.02 | $83,559.24 | - | $42,490.22 | 103.46% | -0.933% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2.39M | $240.02M | $227.58M | - | -$12.44M | -5.18% | +0.606% |
| AJG Arthur J. Gallagher & Co. | 130 | $35,294.2 | $32,639.75 | - | -$2,654.45 | -7.52% | +5.921% |
| AMAT Applied Materials, Inc. | 273 | $48,259.46 | $117,248.04 | - | $68,988.58 | 142.95% | -3.84% |
| AMZN Amazon.com Inc | 305 | $39,759.8 | $77,390.7 | - | $37,630.9 | 94.65% | -0.134% |
| AVDE Avantis International Equity ETF | 211,545 | $13.76M | $18.95M | - | $5.19M | 37.7% | +0.353% |
| AVEM Avantis Emerging Markets Equity ETF | 97,396 | $5.84M | $8.77M | - | $2.93M | 50.14% | -1.066% |
| AVUS Avantis U.S. Equity ETF | 377,700 | $34.3M | $48.89M | - | $14.59M | 42.55% | +0.155% |
| AXON Axon Enterprise, Inc. | 122 | $58,479.9 | $49,659.49 | - | -$8,820.41 | -15.08% | -0.337% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 494,619 | $10.5M | $12.99M | - | $2.49M | 23.71% | -0.323% |
| BLK BlackRock, Inc. | 80 | $56,987.88 | $88,906.4 | - | $31,918.52 | 56.01% | +3.496% |
| BSV Vanguard Short-Term Bond ETF | 167,162 | $13.08M | $12.8M | - | -$285,155.82 | -2.18% | +0.203% |
| BSX Boston Scientific Corporation | 506 | $47,543.61 | $22,155.21 | - | -$25,388.4 | -53.4% | +1.826% |
| CMDY iShares Bloomberg Roll Select Commodity Strategy ETF | 200,154 | $9.98M | $12.85M | - | $2.87M | 28.82% | -0.326% |
| CRM Salesforce Inc | 135 | $36,416.42 | $32,976.88 | - | -$3,439.54 | -9.45% | +3.528% |
| EMLP First Trust North American Energy Infrastructure Fund | 917,917 | $32.93M | $39.02M | - | $6.09M | 18.49% | -0.503% |
| GOOGL Alphabet Inc | 345 | $41,551.57 | $120,456.75 | - | $78,905.18 | 189.9% | +0.434% |
| HD The Home Depot, Inc. | 3,175 | $1.09M | $968,184.5 | - | -$125,864.17 | -11.5% | +3.191% |
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FAQ
Which stocks have generated the highest profits for Matthew Wright?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Total U.S. Stock Market ETF - $52.01M, The Home Depot, Inc - $36.16M, iShares Core S&P 500 ETF - $25.81M, iShares MSCI ACWI ETF - $14.32M, and iShares Core U.S. Aggregate Bond ETF - $13.82M. 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: iShares 20+ Year Treasury Bond ETF - $4.21M, iShares Russell 2000 ETF - $72,635.88, Adobe Inc - $15,103.29, Target Corporation - $15,050.09, and Archer-Daniels-Midland Co - $14,397.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Wright's portfolio generate?
The portfolio generates substantial dividend income, with a total of $101.74M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $26.4M, iShares Core S&P Total U.S. Stock Market ETF - $11.09M, iShares 20+ Year Treasury Bond ETF - $8.88M, WisdomTree Floating Rate Treasury Fund - $8.38M, and iShares Core MSCI EAFE ETF - $7.51M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Wright's monthly returns?
Matthew Wright'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 Matthew Wright's strategy be considered aggressive or moderate?
Matthew Wright's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Matthew Wright's strategy?
Matthew Wright'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.
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