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:
61.43%
Gain -0.71%
Monthly
1.51%
Yearly
19.66%
Drawdown
23.08%
$258.07M
Equity
Holdings
$258.07M
Investment
$202.14M
$60.26M
Profit -$1.12M
Realized
$4.33M
Unrealized
$55.93M
Dividends
$7.57M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.71%
Profit
-$1.12M
Win %
86%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$121,528.84
Win %
86%
This Month
Compared to last month
Gain
-0.43%
Profit
-$1.12M
Win %
86%
This Year
Compared to last year
Gain
1.24%
Profit
$3.17M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$431,588.84 
GOOG Alphabet Inc
+6.88%
+$43,918.64 
GOOGL Alphabet Inc
+6.73%
+$114,776.76 
META Meta Platforms Inc Class A
+3.28%
+$25,883.51 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$11,483.88 
MSFT Microsoft Corp.
+3.02%
+$46,730.19 
NVDA NVIDIA Corporation
+2.93%
+$57,990.83 
CVX Chevron Corporation
+2.35%
+$15,471.96 
WDC Western Digital Corporation
+2.21%
+$10,620.05 
EOG EOG Resources, Inc.
+2.19%
+$24,276.2 
OKE ONEOK, Inc.
+1.95%
+$296,755.26 
AM Antero Midstream Corporation
+1.95%
+$8,193.78 
CSW CSW Industrials Inc.
+1.76%
+$7,852.6 
VZ Verizon Communications Inc.
+1.52%
+$13,584.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$39,649.92 
PWR Quanta Services Inc.
+1.43%
+$2,907.8 
GE General Electric Company
+1.42%
+$8,103.33 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$3,825.05 
WFC Wells Fargo & Company
+1.19%
+$3,542.46 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$22,279.78 
XLE Energy Select Sector SPDR Fund
+1%
+$5,049.22 
WMB The Williams Companies, Inc.
+0.89%
+$3,201.66 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$50,326.92 
GEV GE Vernova Inc.
+0.85%
+$3,905.7 
XVV iShares ESG Screened S&P 500
+0.78%
+$5,249.62 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$9,231.08 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,793.17 
CAT Caterpillar Inc.
+0.7%
+$1,105.65 
QLTY GMO U.S. Quality ETF
+0.7%
+$26,450.03 
IVV iShares Core S&P 500 ETF
+0.69%
+$41,733.12 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,953.04 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$156,989.78 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$52,946.28 
IWB iShares Russell 1000 ETF
+0.64%
+$4,564.04 
EXPE Expedia Group, Inc.
+0.62%
+$3,647.15 
JGRO JPMorgan Active Growth ETF
+0.61%
+$106,526 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$8,451.93 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$2,359.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$16,055.44 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$5,453.09 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$1,990.81 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$8,704.48 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$3,198.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,263.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$3,454.08 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$16,186.82 
JPM JPMorgan Chase & Co.
+0.27%
+$1,896.92 
DFAW Dimensional World Equity ETF
+0.22%
+$9,671.76 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$18,836.88 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
T AT&T Inc.
+0.17%
+$2,499.72 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$4,797.95 
BRHY iShares High Yield Active ETF
+0.13%
+$338.64 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$261 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$3,189.69 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$776.46 
FEGE First Eagle Global Equity ETF
+0.08%
+$1,090.64 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$4,022.9 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
+0.02%
+$54.79 
DFSV Dimensional US Small Cap Value ETF
0%
$0 HIMU
HIMU
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$90,047.11 
AAPL Apple Inc.
-7.35%
-$247,063.52 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-7.23%
-$26,250.65 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-6.67%
-$51,457.95 
SNDK SanDisk Corporation
-5.09%
-$19,539 
SIRI Sirius XM Holdings Inc.
-4.36%
-$43,907.4 
FWONA Liberty Media Corporation
-2.37%
-$7,438.16 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$12,764.62 
GLD SPDR Gold Shares
-1.49%
-$9,497.78 
AVRE Avantis Real Estate ETF
-0.75%
-$22,973.67 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,448.65 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,866.31 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$1,868.64 
SCHF Schwab International Equity ETF
-0.58%
-$1,538.56 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$32,136.28 
OGS One Gas Inc.
-0.56%
-$15,563.54 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,599.48 
DFAR Dimensional US Real Estate ETF
-0.52%
-$7,805.84 
PFL PIMCO Income Strategy Fund
-0.52%
-$400 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$56,781.75 
IWM iShares Russell 2000 ETF
-0.47%
-$5,241.65 
AVDE Avantis International Equity ETF
-0.46%
-$2,655.24 
MMCA NYLI MacKay California Muni Intermediate ETF
-0.42%
-$1,277.82 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$6,432.27 
RAFE PIMCO RAFI ESG U.S. ETF
-0.31%
-$804.68 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$640.62 
OAKM Oakmark U.S. Large Cap ETF
-0.3%
-$6,268.5 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$658.56 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.26%
-$28,040.22 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$28,102.69 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$3,943.52 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,438.59 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$11,048.4 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$6,355.65 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$5,998.62 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$641.16 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$342 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.12%
-$474.72 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$220.77 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$394.34 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$353.61 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$3,868.31 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$174.11 Events
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Dividends
Dividend Analysis
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| Trades 772 | Longs Won 657/772 85% | Profit Factor 31.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $400,458.89 |
| Average Win $94,704.49 | Best Trade (Aug 14) $9.82M | Sharpe Ratio -14.91 |
| Average Loss -$17,038.66 | Worst Trade (Dec 07) -$374,320.28 | Z-Score 50.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w | Expectancy $78,058.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,076 | $1.98M | $3.11M | - | $1.13M | 56.97% | -7.354% |
| AM Antero Midstream Corporation | 19,509 | $392,495.63 | $428,612.73 | - | $36,117.1 | 9.2% | +1.949% |
| AMZN Amazon.com Inc | 11,962 | $1.9M | $3.25M | - | $1.35M | 71.12% | +15.321% |
| AVDE Avantis International Equity ETF | 6,322 | $416,856.49 | $576,629.62 | - | $159,773.13 | 38.33% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 35,441 | $2.11M | $3.17M | - | $1.06M | 50.38% | +0.101% |
| AVGE FRCL 3 2022Q3 Hb Float | 57,470 | $3.83M | $5.68M | - | $1.85M | 48.34% | +0.071% |
| AVLV Avantis U.S. Large Cap Value ETF | 36,907 | $2.7M | $3.4M | - | $700,659.11 | 25.94% | +0.141% |
| AVRE Avantis Real Estate ETF | 62,091 | $2.72M | $3.02M | - | $304,209.76 | 11.19% | -0.754% |
| AVSC Avantis U.S. Small Cap Equity ETF | 5,343 | $371,124.78 | $386,512.62 | - | $15,387.84 | 4.15% | -0.166% |
| AVSD Avantis Responsible International Equity ETF | 3,715 | $224,813.14 | $301,591.13 | - | $76,777.99 | 34.15% | -0.616% |
| AVSU Avantis Responsible U.S. Equity ETF | 5,239 | $323,104.62 | $457,836.21 | - | $134,731.59 | 41.7% | +0.437% |
| BRHY iShares High Yield Active ETF | 4,980 | $260,014.49 | $253,581.6 | - | -$6,432.89 | -2.47% | +0.134% |
| BRK-A Berkshire Hathaway Inc. | 1 | $680,920 | $766,600 | - | $85,680 | 12.58% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 2,830 | $1.02M | $1.45M | - | $432,062.44 | 42.54% | +0.365% |
| CAT Caterpillar Inc. | 195 | $207,655 | $158,887.95 | - | -$48,767.05 | -23.48% | +0.701% |
| CSW CSW Industrials Inc. | 1,420 | $370,024 | $452,880.59 | - | $82,856.59 | 22.39% | +1.765% |
| CVX Chevron Corporation | 3,423 | $517,913.73 | $673,749.09 | - | $155,835.36 | 30.09% | +2.35% |
| DCOR Dimensional US Core Equity 1 ETF | 9,995 | $659,495.73 | $824,687.45 | - | $165,191.72 | 25.05% | +0.389% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 21,588 | $721,782.99 | $960,450.12 | - | $238,667.13 | 33.07% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 32,077 | $778,950.35 | $1.2M | - | $424,578.69 | 54.51% | +0.455% |
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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 - $1.98M, ONEOK, Inc - $1.17M, One Gas Inc - $877,385.89, Dimensional US Marketwide Value ETF - $842,424.5, and Dimensional Global Real Estate ETF - $738,421.26. 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, iShares Silver Trust - $44,010, and Oracle Corporation - $38,095.33. 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 $7.57M earned over time. The largest contributors to dividend income include ONEOK, Inc - $1.17M, Dimensional Global Real Estate ETF - $738,383.65, JPMorgan Core Plus Bond ETF - $556,765.57, Schwab U.S. Large-Cap ETF - $525,995.93, and iShares Core S&P Small-Cap ETF - $446,035.02. 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.
