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:
32.81%
Gain +0.06%
Monthly
1.85%
Yearly
24.6%
Drawdown
10.83%
$252.17M
Equity
Holdings
$252.17M
Investment
$219.83M
$37.23M
Profit +$91,450.3
Realized
$1.91M
Unrealized
$35.32M
Dividends
$4.89M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$91,450.3
Win %
80%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$615,728.92
Win %
80%
This Month
Compared to last month
Gain
-0.18%
Profit
-$448,872.67
Win %
80%
This Year
Compared to last year
Gain
1.37%
Profit
$2.91M
Win %
75%
MFSI
+13.46%
+$127,700.57 
AAPL Apple Inc.
+4.01%
+$80,023.84 
GOOGL Alphabet Inc
+3.17%
+$27,475.26 
META Meta Platforms Inc Class A
+3.07%
+$7,378.29 
MSFT Microsoft Corp.
+2.78%
+$21,100.42 
MMM 3M Company
+2.52%
+$9,957.95 
AVGO Broadcom Inc.
+1.33%
+$4,632.33 
SCHD Schwab U.S. Dividend Equity ETF
+0.43%
+$4,459.56 
IWM iShares Russell 2000 ETF
+0.43%
+$2,226.4 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.41%
+$1,943.1 
VOO Vanguard S&P 500 ETF
+0.39%
+$2,727.02 
NVDA NVIDIA Corporation
+0.33%
+$1,519.7 
GLD SPDR Gold Shares
+0.05%
+$151.41 
IALT iShares Systematic Alternatives Active ETF
+0.04%
+$167.36 
QQQ Invesco QQQ Trust, Series 1
0%
+$45.02 
AMZN Amazon.com Inc
0%
-$0.03 
AOA iShares Core Aggressive Allocation ETF
0%
+$0.01 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
-$0.56 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
DCOR Dimensional US Core Equity 1 ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
-$0.34 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
FAST Fastenal Co.
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FEGE First Eagle Global Equity ETF
0%
$0 
GGG Graco Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
INMU iShares Intermediate Muni Income Active ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JGRO JPMorgan Active Growth ETF
0%
$0 
JMHI JPMorgan High Yield Municipal ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JVAL JPMorgan U.S. Value Factor ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NFLT Virtus Newfleet Multi-Sector Bond ETF
0%
$0 
NFLX Netflix, Inc.
0%
$0 
PII Polaris Inc.
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
PTRB PGIM Total Return Bond ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
-$0.11 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SMMD iShares Russell 2500 ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
WMT Walmart Inc.
0%
$0 
XT iShares Future Exponential Technologies ETF
0%
$0 
GDX VanEck Gold Miners ETF
-1.18%
-$4,850.56 
XEL Xcel Energy Inc.
-1.15%
-$4,456.48 
AVEM Avantis Emerging Markets Equity ETF
-0.47%
-$58,057.31 
JQUA JPMorgan U.S. Quality Factor ETF
-0.46%
-$4,948.02 
RUNN Running Oak Efficient Growth ETF
0%
-$218.59 
AVDS Avantis International Small Cap Equity ETF
0%
-$18.49 Events
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Dividends
Dividend Analysis
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| Trades 320 | Longs Won 233/320 72% | Profit Factor 29.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $578,226.07 |
| Average Win $165,343.26 | Best Trade (Jul 16) $8.22M | Sharpe Ratio -20.66 |
| Average Loss -$14,914.56 | Worst Trade (Jul 16) -$202,102.16 | Z-Score 10.73 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w | Expectancy $116,335.66 |
| 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 | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
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Returns
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