Scott K Sprinkle Portfolio
Invests via Sprinkle Financial Consultants LLC | Managed by Scott K Sprinkle
Invests via Sprinkle Financial Consultants LLC
Managed by Scott K Sprinkle
Automatically Tracked
Scott K Sprinkle Profile
Veteran technology executive and investor with operational experience in enterprise software, cloud infrastructure and go‑to‑market scaling. Scott K Sprinkle leads growth initiatives, board roles and strategic M&A, focusing on SaaS monetization, customer expansion and capital efficiency. Prior roles include senior product and commercial leadership at growth-stage firms; holds a technical undergraduate degree and active angel/private fund investing activity.
Veteran technology executive and investor with operational experience in enterprise software, cloud infrastructure and go‑to‑market scaling. Scott K Sprinkle leads growth initiatives, board roles and strategic M&A, focusing on SaaS monetization, customer expansion and capital efficiency. Prior roles include senior product and commercial leadership at growth-stage firms; holds a technical undergraduate degree and active angel/private fund investing activity.
Investment Philosophy & Strategy
Combines operator-driven diligence with growth-stage, product-led investing focused on enterprise SaaS, cloud infrastructure and developer tooling. Prioritizes capital-efficient go-to-market strategies, ARR expansion, unit economics improvement and repeatable land-and-expand motions. Prefers board-active, founder-aligned stakes where technical product insight accelerates roadmap and monetization decisions. Uses staged capital with milestone-based follow-ons, tight KPI monitoring, and pragmatic M&A thinking to de-risk exits while backing scalable revenue and high gross-margin business models.
Combines operator-driven diligence with growth-stage, product-led investing focused on enterprise SaaS, cloud infrastructure and developer tooling. Prioritizes capital-efficient go-to-market strategies, ARR expansion, unit economics improvement and repeatable land-and-expand motions. Prefers board-active, founder-aligned stakes where technical product insight accelerates roadmap and monetization decisions. Uses staged capital with milestone-based follow-ons, tight KPI monitoring, and pragmatic M&A thinking to de-risk exits while backing scalable revenue and high gross-margin business models.
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:
57.43%
Gain +0.73%
Monthly
1.36%
Yearly
17.67%
Drawdown
23.08%
$258.26M
Equity
Holdings
$258.26M
Investment
$208.42M
$56.17M
Profit +$1.19M
Realized
$6.34M
Unrealized
$49.84M
Dividends
$8.32M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.73%
Profit
$1.19M
Win %
81%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.15M
Win %
81%
This Month
Compared to last month
Gain
0.83%
Profit
$2.13M
Win %
81%
This Year
Compared to last year
Gain
0.45%
Profit
$1.15M
Win %
82%
EXPE Expedia Group, Inc.
+6.79%
+$37,559.6 
SIRI Sirius XM Holdings Inc.
+2.96%
+$25,531.34 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+2.71%
+$19,269.36 
WFC Wells Fargo & Company
+2.56%
+$7,189.11 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
+2.22%
+$7,434.13 
OAKM Oakmark U.S. Large Cap ETF
+1.76%
+$42,074.05 
T AT&T Inc.
+1.52%
+$21,448.7 
SCHA Schwab U.S. Small-Cap ETF
+1.39%
+$21,368.9 
GLD SPDR Gold Shares
+1.35%
+$8,580 
PFL PIMCO Income Strategy Fund
+1.35%
+$900 
MSFT Microsoft Corp.
+1.34%
+$21,997.56 
GE General Electric Company
+1.31%
+$6,115.25 
AVSC Avantis U.S. Small Cap Equity ETF
+1.3%
+$16,510.06 
IJS iShares S&P Small-Cap 600 Value ETF
+1.24%
+$10,331.82 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.24%
+$3,212.91 
DFAS Dimensional U.S. Small Cap ETF
+1.22%
+$40,597.2 
IWM iShares Russell 2000 ETF
+1.22%
+$13,031.7 
FEGE First Eagle Global Equity ETF
+1.21%
+$18,396.02 
XJR iShares ESG Screened S&P Small-Cap ETF
+1.14%
+$4,319.27 
IJR iShares Core S&P Small-Cap ETF
+1.11%
+$147,466.6 
RAFE PIMCO RAFI ESG U.S. ETF
+1.1%
+$2,942.5 
OGS One Gas Inc.
+1.06%
+$27,767.02 
QLTY GMO U.S. Quality ETF
+1.05%
+$49,077.4 
AVSD Avantis Responsible International Equity ETF
+1.02%
+$2,986.93 
VNQ Vanguard Real Estate ETF
+1.01%
+$2,732.19 
IJT iShares S&P Small-Cap 600 Growth ETF
+1%
+$6,196.23 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.95%
+$55,321.38 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.93%
+$1,993.9 
CGHM Capital Group Municipal High-Income ETF
+0.89%
+$5,733.4 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.83%
+$12,784.2 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.83%
+$87,664.59 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.77%
+$7,626.85 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.76%
+$1,628.63 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.74%
+$7,229.9 
MMCA NYLI MacKay California Muni Intermediate ETF
+0.72%
+$2,147.25 
AVRE Avantis Real Estate ETF
+0.72%
+$23,637.76 
FWONA Liberty Media Corporation
+0.69%
+$1,961.91 
AVLV Avantis U.S. Large Cap Value ETF
+0.68%
+$36,362.97 
IEFA iShares Core MSCI EAFE ETF
+0.67%
+$3,566.85 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.67%
+$1,392.12 
AVSU Avantis Responsible U.S. Equity ETF
+0.66%
+$3,042.1 
DFLV Dimensional US Large Cap Value ETF
+0.65%
+$33,121.29 
DFGR Dimensional Global Real Estate ETF
+0.63%
+$65,275.24 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.62%
+$6,077.4 
DFAI Dimensional International Core Equity Market ETF
+0.62%
+$2,447.24 
DFUV Dimensional US Marketwide Value ETF
+0.62%
+$54,150.51 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
+0.6%
+$7,831.95 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.6%
+$38,385.36 
CSW CSW Industrials Inc.
+0.59%
+$1,902.94 
DFIC Dimensional International Core Equity Market ETF
+0.57%
+$31,417.95 
DFAW Dimensional World Equity ETF
+0.57%
+$25,531.72 
AVDE Avantis International Equity ETF
+0.57%
+$5,279.77 
JEPI JPMorgan Equity Premium Income Fund
+0.55%
+$4,334.72 
VSGX Vanguard ESG International Stock ETF
+0.53%
+$1,189.39 
JCPB JPMorgan Core Plus Bond ETF
+0.52%
+$80,132.41 
FLHY Franklin High Yield Corporate Bond Fund
+0.49%
+$2,266.19 
AMZN Amazon.com Inc
+0.43%
+$12,221.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.43%
+$13,342.07 
DFAU Dimensional US Core Equity Market ETF
+0.43%
+$1,926 
AVGE FRCL 3 2022Q3 Hb Float
+0.41%
+$25,098.15 
IWB iShares Russell 1000 ETF
+0.41%
+$3,069.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.4%
+$5,231.93 
AVUS Avantis U.S. Equity ETF
+0.38%
+$1,157.38 
PYLD PIMCO Multisector Bond Active ETF
+0.37%
+$16,635.17 
SCHF Schwab International Equity ETF
+0.37%
+$961.6 
BRHY iShares High Yield Active ETF
+0.36%
+$885.48 
SCHX Schwab U.S. Large-Cap ETF
+0.35%
+$87,415.54 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.33%
+$685.07 
AVNM Avantis All International Markets Equity ETF
+0.32%
+$6,460.17 
GOOGL Alphabet Inc
+0.31%
+$5,188.32 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.31%
+$31,177.58 
VOO Vanguard S&P 500 ETF
+0.3%
+$2,599.41 
XVV iShares ESG Screened S&P 500
+0.3%
+$2,093 
BRK-A Berkshire Hathaway Inc.
+0.29%
+$2,311.12 
IVV iShares Core S&P 500 ETF
+0.28%
+$17,758.44 
GOOG Alphabet Inc
+0.25%
+$1,415.56 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$2,453.4 
ROCY JPMorgan Equity Premium Yield ETF
+0.14%
+$2,002.8 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.12%
+$750.86 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.1%
+$2,054.18 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$428.1 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.06%
+$1,060.48 
VOOG Vanguard S&P 500 Growth ETF
+0.05%
+$135.56 
IWF iShares Russell 1000 Growth ETF
+0.04%
+$467.1 
WBD Warner Bros. Discovery, Inc.
0%
$0 HIMU
HIMU
0%
$0 
AM Antero Midstream Corporation
-5.23%
-$21,167.26 
WMB The Williams Companies, Inc.
-4.63%
-$17,129.71 
WDC Western Digital Corporation
-3.41%
-$11,164.51 
CRWD CrowdStrike Holdings, Inc.
-2.74%
-$6,256.27 
SNDK SanDisk Corporation
-2.72%
-$11,451 
XLE Energy Select Sector SPDR Fund
-2.04%
-$11,892.84 
IYE iShares U.S. Energy ETF
-1.95%
-$4,895.98 
GEV GE Vernova Inc.
-1.78%
-$7,872.5 
CVX Chevron Corporation
-1.7%
-$11,162.37 
NVDA NVIDIA Corporation
-1.62%
-$17,537.15 
EOG EOG Resources, Inc.
-1.28%
-$15,077.15 
MTZ MasTec, Inc. Common Stock
-1.08%
-$3,082.81 
DFAE Dimensional Emerging Core Equity Market ETF
-0.96%
-$11,751.17 
AVEM Avantis Emerging Markets Equity ETF
-0.85%
-$28,948.15 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$17,152.2 
META Meta Platforms Inc Class A
-0.34%
-$3,548.22 
VZ Verizon Communications Inc.
-0.27%
-$2,226.24 
AAPL Apple Inc.
-0.16%
-$5,494.06 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$1,697.76 
JGRO JPMorgan Active Growth ETF
-0.08%
-$16,379.77 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.05%
-$1,548 
JPM JPMorgan Chase & Co.
-0.02%
-$156.4 Events
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Dividends
Dividend Analysis
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| Trades 862 | Longs Won 707/862 82% | Profit Factor 18.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $381,291.19 |
| Average Win $84,230.86 | Best Trade (Oct 15) $9.53M | Sharpe Ratio -12.63 |
| Average Loss -$21,329.63 | Worst Trade (Dec 07) -$374,320.28 | Z-Score 35.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 1d | Expectancy $65,166.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,811 | $1.93M | $3.36M | - | $1.43M | 73.88% | -0.163% |
| AM Antero Midstream Corporation | 19,509 | $392,495.63 | $383,839.57 | - | -$8,656.06 | -2.21% | -5.226% |
| AMZN Amazon.com Inc | 11,212 | $1.78M | $2.86M | - | $1.08M | 60.33% | +0.429% |
| AVDE Avantis International Equity ETF | 10,455 | $789,331.31 | $938,597.62 | - | $149,266.31 | 18.91% | +0.566% |
| AVEM Avantis Emerging Markets Equity ETF | 37,595 | $2.31M | $3.39M | - | $1.08M | 46.75% | -0.846% |
| AVGE FRCL 3 2022Q3 Hb Float | 61,215 | $4.2M | $6.07M | - | $1.87M | 44.68% | +0.415% |
| AVLV Avantis U.S. Large Cap Value ETF | 57,719 | $4.58M | $5.38M | - | $800,479.61 | 17.47% | +0.68% |
| AVNM Avantis All International Markets Equity ETF | 24,378 | $2.02M | $2M | - | -$24,812.77 | -1.23% | +0.324% |
| AVRE Avantis Real Estate ETF | 73,868 | $3.24M | $3.31M | - | $69,191.45 | 2.13% | +0.719% |
| AVSC Avantis U.S. Small Cap Equity ETF | 18,447 | $1.28M | $1.29M | - | $11,908.64 | 0.93% | +1.297% |
| AVSD Avantis Responsible International Equity ETF | 3,729 | $225,928.46 | $295,187.64 | - | $69,259.18 | 30.66% | +1.022% |
| AVSU Avantis Responsible U.S. Equity ETF | 5,245 | $323,632.73 | $464,916.8 | - | $141,284.07 | 43.66% | +0.659% |
| AVUS Avantis U.S. Equity ETF | 2,362 | $302,655 | $306,445.88 | - | $3,790.88 | 1.25% | +0.379% |
| BRHY iShares High Yield Active ETF | 5,057 | $263,813.12 | $249,158.9 | - | -$14,654.22 | -5.55% | +0.357% |
| BRK-A Berkshire Hathaway Inc. | 1 | $680,920 | $791,896.13 | - | $110,976.13 | 16.3% | +0.293% |
| BRK-B Berkshire Hathaway Inc. | 2,115 | $760,583.41 | $1.12M | - | $355,100.24 | 46.69% | +0.22% |
| CGHM Capital Group Municipal High-Income ETF | 26,667 | $641,863 | $650,808.13 | - | $8,945.13 | 1.39% | +0.889% |
| CRWD CrowdStrike Holdings, Inc. | 916 | $242,511 | $222,093.36 | - | -$20,417.64 | -8.42% | -2.74% |
| CSW CSW Industrials Inc. | 1,126 | $293,413.4 | $326,855.28 | - | $33,441.88 | 11.4% | +0.586% |
| CVX Chevron Corporation | 2,953 | $447,810.8 | $644,521.75 | - | $196,710.95 | 43.93% | -1.702% |
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FAQ
Which stocks have generated the highest profits for Scott K Sprinkle?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap ETF - $2.05M, ONEOK, Inc - $1.64M, One Gas Inc - $877,385.89, Dimensional US Marketwide Value ETF - $875,325.05, and Dimensional Global Real Estate ETF - $831,164.79. 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: The E.W. Scripps Company - $374,320.28, Liberty Broadband Corporation - $84,555.23, The Walt Disney Company - $63,259.12, Caterpillar Inc - $50,313.4, and iShares Silver Trust - $44,010. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott K Sprinkle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.32M earned over time. The largest contributors to dividend income include ONEOK, Inc - $1.17M, Dimensional Global Real Estate ETF - $831,127.18, JPMorgan Core Plus Bond ETF - $606,397.48, Schwab U.S. Large-Cap ETF - $593,749.41, and iShares Core S&P Small-Cap ETF - $495,313.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott K Sprinkle's monthly returns?
Scott K Sprinkle'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 Scott K Sprinkle's strategy be considered aggressive or moderate?
Scott K Sprinkle's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Scott K Sprinkle's strategy?
Scott K Sprinkle'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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