Brandon Smith Portfolio
Invests via FLYWHEEL PRIVATE WEALTH LLC | Managed by Brandon Smith
Invests via FLYWHEEL PRIVATE WEALTH LLC
Managed by Brandon Smith
Automatically Tracked
Brandon Smith Profile
Veteran private-equity investor focused on growth-stage technology and healthcare companies, specializing in buyouts, operational value creation and go-to-market scaling. Brandon Smith brings over a decade of cross-border investing and operating experience, having led platform investments, add-on acquisitions and board oversight across SaaS, digital health and enterprise software. Deeply involved in portfolio transformation, capital allocation and senior management recruitment, he is known for thesis-driven sourcing and exit execution. Investment remit typically targets $50m–$300m enterprise value companies and institutional LP relationships, with an emphasis on revenue growth, margin expansion and strategic M&A.
Veteran private-equity investor focused on growth-stage technology and healthcare companies, specializing in buyouts, operational value creation and go-to-market scaling. Brandon Smith brings over a decade of cross-border investing and operating experience, having led platform investments, add-on acquisitions and board oversight across SaaS, digital health and enterprise software. Deeply involved in portfolio transformation, capital allocation and senior management recruitment, he is known for thesis-driven sourcing and exit execution. Investment remit typically targets $50m–$300m enterprise value companies and institutional LP relationships, with an emphasis on revenue growth, margin expansion and strategic M&A.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare buyouts, prioritizing scalable SaaS, digital health, and enterprise software businesses where operational interventions and go-to-market scaling can unlock value. Applies a thesis-driven sourcing model, targets $50m–$300m enterprise value platforms, and pursues add-on M&A to accelerate consolidation. Capital allocation balances minority growth rounds with control buyouts to drive revenue growth and margin expansion over a 3–7 year exit horizon. Risk disciplined through active board oversight, management recruitment, and performance-linked operational KPIs to de-risk exits for institutional LPs.
Focuses on growth-stage technology and healthcare buyouts, prioritizing scalable SaaS, digital health, and enterprise software businesses where operational interventions and go-to-market scaling can unlock value. Applies a thesis-driven sourcing model, targets $50m–$300m enterprise value platforms, and pursues add-on M&A to accelerate consolidation. Capital allocation balances minority growth rounds with control buyouts to drive revenue growth and margin expansion over a 3–7 year exit horizon. Risk disciplined through active board oversight, management recruitment, and performance-linked operational KPIs to de-risk exits for institutional LPs.
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:
1.32%
Gain
Monthly
0.07%
Yearly
0.85%
Drawdown
28.95%
$195.42M
Equity
Holdings
$195.42M
Investment
$153.62M
$43.47M
Profit -$1.07M
Realized
$1.68M
Unrealized
$41.8M
Dividends
$3.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.07M
Win %
92%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$1.79M
Win %
92%
This Month
Compared to last month
Gain
-1.57%
Profit
-$3.12M
Win %
92%
This Year
Compared to last year
Gain
11.31%
Profit
$19.86M
Win %
91%
ADBE Adobe Inc.
+4.47%
+$8,584.2 
PFS Provident Financial Services Inc.
+3.73%
+$8,800 
ITW Illinois Tool Works Inc.
+3.68%
+$10,349.63 
COR Cencora, Inc.
+3.65%
+$10,769.99 
MRK Merck & Co., Inc.
+3.56%
+$7,849.6 
PNFP Pinnacle Financial Partners Inc.
+3.51%
+$9,163 
BUSE First Busey Corporation
+3.35%
+$9,850 
FICO Fair Isaac Corporation
+3.21%
+$7,746 
GILD Gilead Sciences Inc.
+3.15%
+$8,209.1 
PBFS Pioneer Bancorp Inc.
+3%
+$20,400 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+3%
+$10,911.03 
PSX Phillips 66
+2.97%
+$13,240.23 
AMGN Amgen Inc.
+2.94%
+$13,748.17 
COST Costco Wholesale Corporation
+2.9%
+$6,712.09 
VZ Verizon Communications Inc.
+2.79%
+$8,989.99 
KO The Coca-Cola Company
+2.71%
+$6,504.91 
TJX The TJX Companies, Inc.
+2.65%
+$11,272 
PEBK Peoples Bancorp of North Carolina, Inc.
+2.52%
+$8,257.4 
MCD McDonald's Corporation
+2.47%
+$5,312.95 
SPGI S&P Global Inc.
+2.46%
+$11,364.6 
WMT Walmart Inc.
+2.42%
+$13,889.33 
MA Mastercard Incorporated
+2.4%
+$6,743.93 
AKRE Akre Focus ETF
+2.31%
+$6,991.36 
NBBK NB Bancorp Inc.
+2.22%
+$7,050 
ZION Zions Bancorporation, National Association
+2.21%
+$35,550 
MCO Moody's Corporation
+2.06%
+$5,190.01 
AAPL Apple Inc.
+2.05%
+$54,276.7 
V Visa Inc. Class A
+2.03%
+$5,674.92 
FISV Fiserv, Inc.
+1.99%
+$5,800.58 
VNQ Vanguard Real Estate ETF
+1.94%
+$5,654.68 
XLV Health Care Select Sector SPDR Fund
+1.91%
+$22,535.24 
UMBF UMB Financial Corporation
+1.89%
+$8,226.9 
KMI Kinder Morgan, Inc.
+1.79%
+$4,305.6 
PG Procter & Gamble Co
+1.78%
+$6,988.08 
KEY KeyCorp
+1.76%
+$4,980 
MSFT Microsoft Corp.
+1.73%
+$22,706.63 
DVY iShares Select Dividend ETF
+1.62%
+$13,297.24 
EMR Emerson Electric Co.
+1.53%
+$8,088.3 
CVX Chevron Corporation
+1.44%
+$5,200.7 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$8,931 
ICE Intercontinental Exchange, Inc.
+1.31%
+$2,928 
NVS Novartis AG Sponsored ADR
+1.27%
+$5,368.32 
AFL Aflac Inc.
+1.22%
+$3,655.05 
JNJ Johnson & Johnson
+1.2%
+$10,257.8 
XOM Exxon Mobil Corporation
+1.18%
+$4,369 
XLE Energy Select Sector SPDR Fund
+1.12%
+$7,189.47 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.12%
+$163,855.52 
PFE Pfizer Inc.
+1.07%
+$3,597.69 
AVUV Avantis U.S. Small Cap Value ETF
+1.04%
+$48,613.8 
LIN Linde plc
+0.89%
+$2,225.29 
APD Air Products and Chemicals, Inc.
+0.87%
+$5,899.5 
IWD iShares Russell 1000 Value ETF
+0.76%
+$25,161.57 
GD General Dynamics Corporation
+0.74%
+$2,708.83 
BKNG Booking Holdings Inc.
+0.72%
+$1,881 
IJR iShares Core S&P Small-Cap ETF
+0.55%
+$3,916.8 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$126,865.62 
VTV Vanguard Value ETF
+0.38%
+$6,888 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$19,434.97 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$1,121.92 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$13,195 
QUAL iShares MSCI USA Quality Factor ETF
+0.23%
+$14,585.5 
LMT Lockheed Martin Corporation
+0.14%
+$403.25 
AFBI Affinity Bancshares Inc.
+0.13%
+$1,230 
VB Vanguard Small-Cap ETF
+0.08%
+$591.56 
FSEA First Seacoast Bancorp, Inc.
+0.06%
+$500.88 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$74.17 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
HTBI Hometrust Bancshares Inc.
0%
$0 
GOOGL Alphabet Inc
-4.51%
-$39,650.1 
TXN Texas Instruments Inc
-3.6%
-$17,419.88 
PWR Quanta Services Inc.
-3.12%
-$706,659.36 
ADI Analog Devices, Inc.
-2.85%
-$7,845.49 
NVDA NVIDIA Corporation
-2.69%
-$18,653.6 
XLK State Street Technology Select Sector SPDR ETF
-2.44%
-$38,574.72 
CSCO Cisco Systems, Inc.
-2.23%
-$40,191.09 
C Citigroup Inc.
-2.14%
-$46,448.34 
IWF iShares Russell 1000 Growth ETF
-2.13%
-$62,162.68 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$293,463.35 
VGT Vanguard Information Technology ETF
-2.05%
-$12,134.88 
IAU iShares Gold Trust
-1.91%
-$46,866 
VUG Vanguard Growth ETF
-1.46%
-$7,234.56 
RTX RTX Corporation
-1.39%
-$9,150.58 
ASML ASML Holding N.V. New York Registry Shares
-1.29%
-$5,835 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.21%
-$79,301.25 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$50,598.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.2%
-$21,561.78 
JPM JPMorgan Chase & Co.
-1.2%
-$8,837.1 
BLK BlackRock, Inc.
-1.09%
-$7,893.6 
IEFA iShares Core MSCI EAFE ETF
-0.87%
-$132,341.36 
VOO Vanguard S&P 500 ETF
-0.68%
-$7,419.84 
IVV iShares Core S&P 500 ETF
-0.68%
-$32,681.9 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$2,326.13 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.67%
-$14,209.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$15,217.77 
WBD Warner Bros. Discovery, Inc.
-0.62%
-$1,700 
XLI Industrial Select Sector SPDR Fund
-0.35%
-$1,684.48 
DH Definitive Healthcare Corp
-0.33%
-$182.91 
IWM iShares Russell 2000 ETF
-0.32%
-$952.22 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.22%
-$652.88 
SCHW Charles Schwab Corporation
-0.17%
-$514.25 
BAC Bank of America Corporation
-0.16%
-$582.5 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.12%
-$403.92 
VO Vanguard Mid-Cap ETF
-0.04%
-$1,536.36 
XLF Financial Select Sector SPDR Fund
-0.03%
-$297.48 Events
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Dividends
Dividend Analysis
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| Trades 317 | Longs Won 256/317 80% | Profit Factor 65.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $540,542.42 |
| Average Win $172,463.26 | Best Trade (Jul 10) $8.53M | Sharpe Ratio -12.1 |
| Average Loss -$11,123.42 | Worst Trade (Jul 14) -$134,200 | Z-Score 19.58 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $137,135.85 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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Returns
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