David Maddux Portfolio
Invests via Brightwater Advisory LLC | Managed by David C. Maddux, Jr.
Invests via Brightwater Advisory LLC
Managed by David C. Maddux, Jr.
Automatically Tracked
David Maddux Profile
Seasoned finance executive and investor with experience across corporate finance, capital markets, M&A and portfolio management, David Maddux is known for driving strategic transactions, operational finance transformations and investor relations for growth-stage and middle-market companies. Background includes CFO and advisory roles supporting fundraising, buyouts and carve-outs, with a focus on value creation, cash-flow optimisation and board-level governance in technology and industrial sectors.
Seasoned finance executive and investor with experience across corporate finance, capital markets, M&A and portfolio management, David Maddux is known for driving strategic transactions, operational finance transformations and investor relations for growth-stage and middle-market companies. Background includes CFO and advisory roles supporting fundraising, buyouts and carve-outs, with a focus on value creation, cash-flow optimisation and board-level governance in technology and industrial sectors.
Investment Philosophy & Strategy
Adopts a pragmatic, value-oriented investing approach focused on cash-flow improvement and governance-driven value creation. Prefers growth-stage and middle-market opportunities in technology and industrials where operational finance levers and strategic M&A can accelerate scale. Emphasizes thorough due diligence, conservative capital structures and staged capital deployment tied to milestone-based performance. Time horizon is multi-year with active board engagement and hands-on portfolio oversight to drive EBITDA expansion, optimize working capital and prepare assets for strategic exits or buyouts.
Adopts a pragmatic, value-oriented investing approach focused on cash-flow improvement and governance-driven value creation. Prefers growth-stage and middle-market opportunities in technology and industrials where operational finance levers and strategic M&A can accelerate scale. Emphasizes thorough due diligence, conservative capital structures and staged capital deployment tied to milestone-based performance. Time horizon is multi-year with active board engagement and hands-on portfolio oversight to drive EBITDA expansion, optimize working capital and prepare assets for strategic exits or buyouts.
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:
2.54%
Gain
Monthly
0.08%
Yearly
0.99%
Drawdown
27.2%
$167M
Equity
Holdings
$167M
Investment
$124.18M
$45.84M
Profit -$657,717.56
Realized
$3.03M
Unrealized
$42.81M
Dividends
$6.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$657,717.56
Win %
89%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$1.32M
Win %
89%
This Month
Compared to last month
Gain
-0.47%
Profit
-$780,074.2
Win %
89%
This Year
Compared to last year
Gain
10.46%
Profit
$15.81M
Win %
89%
KO The Coca-Cola Company
+2.59%
+$10,924.8 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+1.88%
+$21,173.09 
AAPL Apple Inc.
+1.68%
+$47,642.22 
MSFT Microsoft Corp.
+1.63%
+$17,291.4 
ITB iShares U.S. Home Construction ETF
+1.62%
+$8,471.52 
JNJ Johnson & Johnson
+1.32%
+$11,881.99 
AFL Aflac Inc.
+1.24%
+$30,287.96 
HD The Home Depot, Inc.
+1.22%
+$6,162.75 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.19%
+$4,869.88 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.12%
+$53,230.65 
AEE Ameren Corporation
+1.04%
+$3,480 
XOM Exxon Mobil Corporation
+0.9%
+$7,360.26 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.68%
+$33,883.89 
IWD iShares Russell 1000 Value ETF
+0.67%
+$45,716.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.64%
+$21,778.89 
VONV Vanguard Russell 1000 Value Index Fund
+0.6%
+$15,585.05 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$4,051.56 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$32,795.82 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$1,535.84 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$1,080.21 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.23%
+$19,096.91 
MDY SPDR S&P MidCap 400 ETF Trust
+0.18%
+$1,508.23 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$5,373.84 
VB Vanguard Small-Cap ETF
+0.11%
+$8,277.47 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
AVGO Broadcom Inc.
-4.59%
-$41,919.6 
GOOG Alphabet Inc
-4.45%
-$31,652.56 
GOOGL Alphabet Inc
-4.43%
-$37,812.02 
CAT Caterpillar Inc.
-4.18%
-$23,441.11 
NVDA NVIDIA Corporation
-2.84%
-$30,053.52 
EEM iShares MSCI Emerging Markets ETF
-2.34%
-$5,552.1 
CSCO Cisco Systems, Inc.
-2.19%
-$10,179.75 
IWF iShares Russell 1000 Growth ETF
-2.19%
-$82,825.2 
GLD SPDR Gold Shares
-1.97%
-$5,637.13 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.58%
-$9,183.1 
SCHF Schwab International Equity ETF
-1.35%
-$208,322.21 
SCHE Schwab Emerging Markets Equity ETF
-1.33%
-$81,769.54 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.32%
-$48,151.66 
AMZN Amazon.com Inc
-1.32%
-$9,461.79 
VWO Vanguard FTSE Emerging Markets ETF
-1.28%
-$41,325.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$4,285.6 
VEU Vanguard FTSE All-World ex-US ETF
-1.24%
-$4,599.98 
JPM JPMorgan Chase & Co.
-1.03%
-$7,367.64 
ACWI iShares MSCI ACWI ETF
-0.98%
-$6,480.32 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.97%
-$3,344.58 
FNDF Schwab Fundamental International Large Company Index ETF
-0.95%
-$42,412.43 
EFA iShares MSCI EAFE ETF
-0.93%
-$21,744.49 
VT Vanguard Total World Stock ETF
-0.9%
-$10,689.68 
ILCB iShares Morningstar U.S. Equity ETF
-0.78%
-$3,668.23 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$72,132.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.72%
-$11,769.4 
SCHB Schwab U.S. Broad Market ETF
-0.7%
-$70,815.4 
TFPN Blueprint Chesapeake Multi-Asset Trend ETF
-0.68%
-$43,252.55 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.66%
-$33,430.5 
DWM WisdomTree International Equity Fund
-0.54%
-$4,538.02 
CGV Conductor Global Equity Value ETF
-0.26%
-$9,823.24 
TIP iShares TIPS Bond ETF
-0.1%
-$5,665.55 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$8,022.87 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$114.21 
XLF Financial Select Sector SPDR Fund
-0.04%
-$225.72 Events
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Dividends
Dividend Analysis
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| Trades 467 | Longs Won 399/467 85% | Profit Factor 46.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $385,032.02 |
| Average Win $117,437.31 | Best Trade (Jul 14) $4.54M | Sharpe Ratio -11.16 |
| Average Loss -$14,924.05 | Worst Trade (Sep 30) -$422,628.55 | Z-Score 17.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $98,164.14 |
| 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 | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
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Returns
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