Tyler Rudek Portfolio
Invests via Heritage Wealth Architects Inc. | Managed by Tyler Rudek
Invests via Heritage Wealth Architects Inc.
Managed by Tyler Rudek
Automatically Tracked
Venture and growth markets professional focused on technology investing and portfolio operations. Tyler Rudek brings investment and operating experience across growth-stage companies, concentrating on sourcing, diligence, portfolio value creation and capital formation; engages with founders on go-to-market, KPIs and exit preparation. Active in deal execution and LP relations.
Venture and growth markets professional focused on technology investing and portfolio operations. Tyler Rudek brings investment and operating experience across growth-stage companies, concentrating on sourcing, diligence, portfolio value creation and capital formation; engages with founders on go-to-market, KPIs and exit preparation. Active in deal execution and LP relations.
Investment Philosophy & Strategy
Prioritizes growth-stage technology opportunities where operational intervention accelerates scale. Favors SaaS, marketplaces and fintech businesses with clear unit economics and repeatable go-to-market motion. Invests with a thesis-driven, founder-aligned approach, sourcing deals through operator networks and executing disciplined diligence focused on KPIs, churn, CAC payback and margin expansion. Capital allocation emphasizes staged commitments tied to measurable milestones, a 3–7 year growth-to-exit horizon, and active portfolio stewardship—providing GTM support, fundraising counsel and metrics-driven value creation to de-risk outcomes for LPs.
Prioritizes growth-stage technology opportunities where operational intervention accelerates scale. Favors SaaS, marketplaces and fintech businesses with clear unit economics and repeatable go-to-market motion. Invests with a thesis-driven, founder-aligned approach, sourcing deals through operator networks and executing disciplined diligence focused on KPIs, churn, CAC payback and margin expansion. Capital allocation emphasizes staged commitments tied to measurable milestones, a 3–7 year growth-to-exit horizon, and active portfolio stewardship—providing GTM support, fundraising counsel and metrics-driven value creation to de-risk outcomes for 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:
34.4%
Gain +0.46%
Monthly
1.61%
Yearly
21.13%
Drawdown
10.83%
$245.87M
Equity
Holdings
$245.87M
Investment
$210.31M
$38.98M
Profit +$629,786.31
Realized
$3.41M
Unrealized
$35.57M
Dividends
$5.89M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$629,786.31
Win %
77%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$1.43M
Win %
77%
This Month
Compared to last month
Gain
0.69%
Profit
$1.68M
Win %
77%
This Year
Compared to last year
Gain
1.4%
Profit
$3M
Win %
73%
PII Polaris Inc.
+5.04%
+$45,066.15 
NFLX Netflix, Inc.
+3.5%
+$8,762.82 
GDX VanEck Gold Miners ETF
+2.8%
+$8,455.03 
WMT Walmart Inc.
+2.08%
+$7,394.73 
RUNN Running Oak Efficient Growth ETF
+1.85%
+$273,335.68 
LMT Lockheed Martin Corporation
+1.71%
+$5,256.73 
SCHD Schwab U.S. Dividend Equity ETF
+1.33%
+$3,434.71 
GGG Graco Inc.
+1.19%
+$4,142.79 
JMHI JPMorgan High Yield Municipal ETF
+1.16%
+$29,575.6 
FEGE First Eagle Global Equity ETF
+1.15%
+$5,786.72 
GLD SPDR Gold Shares
+1.07%
+$3,316.5 
MSFT Microsoft Corp.
+1.03%
+$11,102.65 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$2,707.93 
SMMD iShares Russell 2500 ETF
+0.78%
+$9,707.94 
JNJ Johnson & Johnson
+0.74%
+$1,729.35 
IWM iShares Russell 2000 ETF
+0.72%
+$2,471.55 
JQUA JPMorgan U.S. Quality Factor ETF
+0.7%
+$7,871.85 
FBND Fidelity Total Bond ETF
+0.67%
+$2,678.15 
MMM 3M Company
+0.66%
+$2,747.86 
PRF Invesco FTSE RAFI US 1000 ETF
+0.65%
+$189,928.8 
JVAL JPMorgan U.S. Value Factor ETF
+0.64%
+$18,194.62 
EFA iShares MSCI EAFE ETF
+0.59%
+$2,174.04 
JCPB JPMorgan Core Plus Bond ETF
+0.58%
+$13,456.56 
PTRB PGIM Total Return Bond ETF
+0.58%
+$156,434.27 
AAPL Apple Inc.
+0.53%
+$11,725.14 
IEFA iShares Core MSCI EAFE ETF
+0.48%
+$7,971.8 
MDY SPDR S&P MidCap 400 ETF Trust
+0.47%
+$3,267.38 
JEPI JPMorgan Equity Premium Income Fund
+0.45%
+$9,154.75 
GOOGL Alphabet Inc
+0.43%
+$3,664.77 
GOOG Alphabet Inc
+0.38%
+$1,467.84 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$8,855.24 
AVDE Avantis International Equity ETF
+0.35%
+$59,248.04 
DCOR Dimensional US Core Equity 1 ETF
+0.33%
+$870.65 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.27%
+$864.23 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.23%
+$2,691.73 
META Meta Platforms Inc Class A
+0.2%
+$548.18 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.18%
+$1,567.72 
SCHB Schwab U.S. Broad Market ETF
+0.17%
+$76,229.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$7,183.75 
AOA iShares Core Aggressive Allocation ETF
+0.16%
+$881.64 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$674.13 
VOO Vanguard S&P 500 ETF
+0.09%
+$581.55 
XT iShares Future Exponential Technologies ETF
+0.09%
+$266.3 
BUFR FT Vestladder Buffer ETF-USD I
+0.05%
+$1,340 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$192.38 
XEL Xcel Energy Inc.
+0.03%
+$102.94 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$143.85 
IXUS iShares Core International Stock ETF
+0.02%
+$229.06 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$401.62 MFSI
MFSI
0%
$0 
FAST Fastenal Co.
-3.15%
-$56,973.6 
CRWD CrowdStrike Holdings, Inc.
-3.1%
-$5,785.78 
AVGO Broadcom Inc.
-1.96%
-$6,158.53 
NVDA NVIDIA Corporation
-1.67%
-$8,010.99 
EEM iShares MSCI Emerging Markets ETF
-1.1%
-$7,316.55 
AVEM Avantis Emerging Markets Equity ETF
-1.07%
-$131,948.13 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$2,388.1 
QQQ Invesco QQQ Trust, Series 1
-0.61%
-$9,718.34 
QQQM Invesco NASDAQ 100 ETF
-0.59%
-$67,974.59 
JGRO JPMorgan Active Growth ETF
-0.51%
-$8,758.75 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.51%
-$1,403.56 
IWF iShares Russell 1000 Growth ETF
-0.45%
-$7,025.76 
MU Micron Technology, Inc.
-0.3%
-$745.04 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.24%
-$57,023.44 
JPM JPMorgan Chase & Co.
-0.23%
-$939.42 
AMZN Amazon.com Inc
-0.13%
-$992.8 
IALT iShares Systematic Alternatives Active ETF
-0.1%
-$566.3 
AVDS Avantis International Small Cap Equity ETF
-0.07%
-$2,481.48 Events
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Dividends
Dividend Analysis
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| Trades 378 | Longs Won 278/378 73% | Profit Factor 17.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $568,558.03 |
| Average Win $148,264.77 | Best Trade (Oct 14) $8.74M | Sharpe Ratio -22.67 |
| Average Loss -$23,724.76 | Worst Trade (Oct 14) -$792,558.54 | Z-Score 9.99 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 1d | Expectancy $103,115.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,411 | $1.55M | $2.21M | - | $659,173.68 | 42.49% | +0.533% |
| AMZN Amazon.com Inc | 2,920 | $625,591.07 | $740,920.8 | - | $115,329.73 | 18.44% | -0.134% |
| AOA iShares Core Aggressive Allocation ETF | 5,688 | $502,125.84 | $553,015.8 | - | $50,889.96 | 10.13% | +0.16% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 17,366 | $1.15M | $1.19M | - | $40,549.63 | 3.53% | +0.227% |
| AVDE Avantis International Equity ETF | 188,089 | $14.11M | $16.85M | - | $2.74M | 19.43% | +0.353% |
| AVDS Avantis International Small Cap Equity ETF | 47,538 | $3.43M | $3.65M | - | $220,717.55 | 6.43% | -0.068% |
| AVEM Avantis Emerging Markets Equity ETF | 136,029 | $10.15M | $12.25M | - | $2.1M | 20.7% | -1.066% |
| AVGO Broadcom Inc. | 907 | $314,012.14 | $307,890.22 | - | -$6,121.92 | -1.95% | -1.961% |
| BUFR FT Vestladder Buffer ETF-USD I | 67,000 | $2.14M | $2.53M | - | $392,922.61 | 18.39% | +0.053% |
| CRWD CrowdStrike Holdings, Inc. | 748 | $201,990 | $180,683.14 | - | -$21,306.86 | -10.55% | -3.103% |
| DCOR Dimensional US Core Equity 1 ETF | 3,166 | $228,205.28 | $265,706.55 | - | $37,501.27 | 16.43% | +0.329% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 335,432 | $19.42M | $23.24M | - | $3.82M | 19.66% | -0.245% |
| EEM iShares MSCI Emerging Markets ETF | 10,305 | $534,670.22 | $656,222.4 | - | $121,552.18 | 22.73% | -1.103% |
| EFA iShares MSCI EAFE ETF | 3,564 | $356,293.09 | $368,375.04 | - | $12,081.95 | 3.39% | +0.594% |
| FAST Fastenal Co. | 34,740 | $1.39M | $1.75M | - | $355,165.53 | 25.47% | -3.154% |
| FBND Fidelity Total Bond ETF | 9,235 | $416,498.63 | $404,770.05 | - | -$11,728.58 | -2.82% | +0.666% |
| FEGE First Eagle Global Equity ETF | 9,808 | $433,808.07 | $508,446.72 | - | $74,638.65 | 17.21% | +1.151% |
| GDX VanEck Gold Miners ETF | 3,621 | $188,509.35 | $310,446.43 | - | $121,937.08 | 64.68% | +2.8% |
| GGG Graco Inc. | 4,338 | $372,937.91 | $353,265.03 | - | -$19,672.88 | -5.28% | +1.187% |
| GLD SPDR Gold Shares | 825 | $268,407.1 | $313,508.25 | - | $45,101.15 | 16.8% | +1.069% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Tyler Rudek?
The largest contributions to the portfolio's profits come from the following stocks: PGIM Total Return Bond ETF - $1.57M, iShares Russell 1000 Growth ETF - $889,726.16, Invesco FTSE RAFI US 1000 ETF - $590,677.34, JPMorgan Equity Premium Income Fund - $551,256.11, and Schwab U.S. Broad Market ETF - $515,498.38. 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: UnitedHealth Group Incorporated - $87,797.4, Oracle Corporation - $65,901.4, Graco Inc - $36,222.9, Fidelity Total Bond ETF - $25,380.61, and iShares Intermediate Muni Income Active ETF - $20,235.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tyler Rudek's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.89M earned over time. The largest contributors to dividend income include PGIM Total Return Bond ETF - $1.57M, JPMorgan Equity Premium Income Fund - $559,159.86, Schwab U.S. Broad Market ETF - $515,498.38, Avantis International Equity ETF - $497,691.56, and Invesco FTSE RAFI US 1000 ETF - $474,336.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tyler Rudek's monthly returns?
Tyler Rudek's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Tyler Rudek's strategy be considered aggressive or moderate?
Tyler Rudek's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Tyler Rudek's strategy?
Tyler Rudek's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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