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:
36.88%
Gain +0.64%
Monthly
1.86%
Yearly
24.76%
Drawdown
10.83%
$256.8M
Equity
Holdings
$256.8M
Investment
$216.85M
$41.93M
Profit +$1.1M
Realized
$1.98M
Unrealized
$39.95M
Dividends
$5.03M
Goals
Avg. 82.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.64%
Profit
$1.1M
Win %
82%
This Week
Compared To Last Week
Gain
0.43%
Profit
$1.1M
Win %
82%
This Month
Compared to last month
Gain
2.31%
Profit
$5.81M
Win %
82%
This Year
Compared to last year
Gain
3.25%
Profit
$7.59M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$101,204.37 
GOOG Alphabet Inc
+6.88%
+$25,542.64 
GOOGL Alphabet Inc
+6.73%
+$54,107.76 
META Meta Platforms Inc Class A
+3.28%
+$6,435.52 
MSFT Microsoft Corp.
+3.02%
+$26,858.62 
NVDA NVIDIA Corporation
+2.93%
+$12,396.43 
FAST Fastenal Co.
+2.25%
+$36,477 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$16,561.16 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$4,114.8 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$180,030.4 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$5,552.46 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$11,326.14 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,601.59 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,324.01 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,908.64 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$72,400.8 
XT iShares Future Exponential Technologies ETF
+0.67%
+$2,051.63 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,994.44 
JGRO JPMorgan Active Growth ETF
+0.61%
+$10,521.84 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$258,781.65 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,515.69 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$22,564.14 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$11,268.45 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$1,021.44 
AVGO Broadcom Inc.
+0.37%
+$1,290.24 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$6,883.89 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$1,912.84 
JPM JPMorgan Chase & Co.
+0.27%
+$1,092.28 
JNJ Johnson & Johnson
+0.21%
+$484.95 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$53,564.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$4,457.31 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,911.24 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$669.44 
RUNN Running Oak Efficient Growth ETF
+0.13%
+$19,235.79 
MMM 3M Company
+0.12%
+$529.39 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$12,151.53 
WMT Walmart Inc.
+0.09%
+$300.21 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$899.64 
FEGE First Eagle Global Equity ETF
+0.08%
+$515.12 
JVAL JPMorgan U.S. Value Factor ETF
+0.06%
+$1,739.74 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$806.88 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$386.26 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,461.86 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
NFLT Virtus Newfleet Multi-Sector Bond ETF
0%
$0 MFSI
MFSI
0%
$0 
AAPL Apple Inc.
-7.35%
-$155,236.12 
MU Micron Technology, Inc.
-5.9%
-$13,836.82 
GDX VanEck Gold Miners ETF
-3.49%
-$14,772.17 
NFLX Netflix, Inc.
-2%
-$5,165.48 
PII Polaris Inc.
-1.63%
-$19,605.89 
GLD SPDR Gold Shares
-1.49%
-$4,254.33 
GGG Graco Inc.
-0.76%
-$2,883.47 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$11,126.43 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,381.94 
PTRB PGIM Total Return Bond ETF
-0.61%
-$169,542.25 
AVDS Avantis International Small Cap Equity ETF
-0.6%
-$21,258.44 
IWM iShares Russell 2000 ETF
-0.47%
-$2,456.11 
AVDE Avantis International Equity ETF
-0.46%
-$78,426.6 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,954.81 
SMMD iShares Russell 2500 ETF
-0.29%
-$3,838.7 
JMHI JPMorgan High Yield Municipal ETF
-0.27%
-$7,749.14 
FBND Fidelity Total Bond ETF
-0.27%
-$3,439.92 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,541.25 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$7,028.67 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,411.28 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$520.2 
IXUS iShares Core International Stock ETF
-0.15%
-$1,826.86 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$916.97 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$753.96 
XEL Xcel Energy Inc.
-0.04%
-$145.32 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$100.73 Events
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Dividends
Dividend Analysis
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| Trades 320 | Longs Won 241/320 75% | Profit Factor 29.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $625,718.89 |
| Average Win $179,985.85 | Best Trade (Aug 13) $9.13M | Sharpe Ratio -10.01 |
| Average Loss -$18,915.39 | Worst Trade (Aug 02) -$360,953.16 | Z-Score 11.98 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 5d | Expectancy $131,041.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,331 | $1.52M | $1.96M | - | $431,134.59 | 28.28% | -7.354% |
| AMZN Amazon.com Inc | 2,805 | $596,666.29 | $761,781.87 | - | $165,115.58 | 27.67% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 6,596 | $582,156.9 | $638,163 | - | $56,006.1 | 9.62% | +0.301% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 20,172 | $1.33M | $1.38M | - | $48,473.15 | 3.63% | +0.058% |
| AVDE Avantis International Equity ETF | 186,730 | $13.99M | $17.03M | - | $3.05M | 21.77% | -0.458% |
| AVDS Avantis International Small Cap Equity ETF | 46,214 | $3.33M | $3.53M | - | $200,808.78 | 6.03% | -0.599% |
| AVEM Avantis Emerging Markets Equity ETF | 135,017 | $10.05M | $12.09M | - | $2.03M | 20.23% | +0.101% |
| AVGO Broadcom Inc. | 896 | $310,105.6 | $348,794.88 | - | $38,689.28 | 12.48% | +0.371% |
| BUFR FT Vestladder Buffer ETF-USD I | 75,123 | $2.4M | $2.76M | - | $366,963.92 | 15.32% | +0.41% |
| DCOR Dimensional US Core Equity 1 ETF | 3,192 | $230,079.36 | $263,371.92 | - | $33,292.56 | 14.47% | +0.389% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 339,680 | $19.65M | $22.91M | - | $3.26M | 16.6% | +0.792% |
| EEM iShares MSCI Emerging Markets ETF | 11,105 | $573,262.22 | $711,719.41 | - | $138,457.19 | 24.15% | +0.786% |
| EFA iShares MSCI EAFE ETF | 3,609 | $360,791.74 | $381,038.22 | - | $20,246.48 | 5.61% | -0.621% |
| FAST Fastenal Co. | 34,740 | $1.39M | $1.66M | - | $263,104.53 | 18.87% | +2.25% |
| FBND Fidelity Total Bond ETF | 28,666 | $1.3M | $1.28M | - | -$15,265.86 | -1.18% | -0.268% |
| FEGE First Eagle Global Equity ETF | 12,878 | $569,594.24 | $655,103.86 | - | $85,509.62 | 15.01% | +0.079% |
| GDX VanEck Gold Miners ETF | 5,512 | $286,954.85 | $408,439.19 | - | $121,484.34 | 42.34% | -3.49% |
| GGG Graco Inc. | 4,727 | $406,380.24 | $375,229.26 | - | -$31,150.98 | -7.67% | -0.763% |
| GLD SPDR Gold Shares | 757 | $242,557.54 | $281,255.79 | - | $38,698.25 | 15.95% | -1.49% |
| GOOG Alphabet Inc | 1,112 | $365,213.94 | $396,594.79 | - | $31,380.85 | 8.59% | +6.884% |
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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 - $1.35M, iShares Russell 1000 Growth ETF - $884,655.2, JPMorgan Equity Premium Income Fund - $538,142.15, Avantis International Equity ETF - $436,985.64, and Schwab U.S. Broad Market ETF - $392,348.76. 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 - $33,122.56, Microsoft Corp - $15,488.81, and Invesco S&P 500 Equal Weight ETF - $14,141.8. 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 $5.03M earned over time. The largest contributors to dividend income include PGIM Total Return Bond ETF - $1.35M, JPMorgan Equity Premium Income Fund - $545,702.94, Avantis International Equity ETF - $436,985.64, Schwab U.S. Broad Market ETF - $392,348.76, and Invesco FTSE RAFI US 1000 ETF - $371,331.72. 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.
