Dan Wohlgemuth Portfolio
Invests via 49 WEALTH MANAGEMENT, LLC | Managed by Austin Graff
Invests via 49 WEALTH MANAGEMENT, LLC
Managed by Austin Graff
Automatically Tracked
Dan Wohlgemuth Profile
Seasoned venture investor and operator focused on fintech and enterprise SaaS, Dan Wohlgemuth brings experience scaling go-to-market teams, structuring growth rounds and advising boards. He sources and leads Series A–B investments, works with founders on commercial strategy and international expansion, and supports LP relations and capital formation. Active in seed-to-growth ecosystems, he combines operating background with investment diligence to drive exits and portfolio company operational improvements.
Seasoned venture investor and operator focused on fintech and enterprise SaaS, Dan Wohlgemuth brings experience scaling go-to-market teams, structuring growth rounds and advising boards. He sources and leads Series A–B investments, works with founders on commercial strategy and international expansion, and supports LP relations and capital formation. Active in seed-to-growth ecosystems, he combines operating background with investment diligence to drive exits and portfolio company operational improvements.
Investment Philosophy & Strategy
Focuses on enterprise fintech and SaaS, prioritizing founder-led teams with measurable GTM traction and clear paths to revenue scaling. Prefers Series A–B where capital accelerates go-to-market and international expansion. Combines operator-led underwriting with metrics-driven diligence, emphasizing unit economics, churn control and sales efficiency. Capital allocation favors concentrated, active positions with board or advisory engagement to de-risk execution and accelerate exits.
Focuses on enterprise fintech and SaaS, prioritizing founder-led teams with measurable GTM traction and clear paths to revenue scaling. Prefers Series A–B where capital accelerates go-to-market and international expansion. Combines operator-led underwriting with metrics-driven diligence, emphasizing unit economics, churn control and sales efficiency. Capital allocation favors concentrated, active positions with board or advisory engagement to de-risk execution and accelerate exits.
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:
12.6%
Gain
Monthly
0.39%
Yearly
4.78%
Drawdown
20.1%
$1.43B
Equity
Holdings
$1.43B
Investment
$1.26B
$233.3M
Profit -$3.08M
Realized
$67.43M
Unrealized
$165.88M
Dividends
$55.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.08M
Win %
74%
This Week
Compared To Last Week
Gain
0.1%
Profit
$1.46M
Win %
74%
This Month
Compared to last month
Gain
0.02%
Profit
$278,548.21
Win %
74%
This Year
Compared to last year
Gain
6.84%
Profit
$91.26M
Win %
75%
BTI British American Tobacco p.l.c. ADR
+6.88%
+$45,227.8 
MCK McKesson Corporation
+5.83%
+$40,520.3 
INTU Intuit Inc.
+5.26%
+$13,611.37 
SYK Stryker Corporation
+4.17%
+$13,469.1 
IBM International Business Machines Corporation
+3.82%
+$7,222.66 
MDT Medtronic plc
+3.75%
+$10,344.47 
MRK Merck & Co., Inc.
+3.59%
+$9,657 
UPS United Parcel Service, Inc.
+3.5%
+$36,662.85 
ADP Automatic Data Processing Inc.
+3.48%
+$9,515.04 
PM Philip Morris International Inc.
+3.37%
+$55,321.56 
HSY The Hershey Company
+3.29%
+$18,698.28 
T AT&T Inc.
+3.15%
+$4,959.9 
WDAY Workday Inc.
+3.13%
+$8,224.92 
ABBV AbbVie Inc.
+3.06%
+$47,501.73 
AMGN Amgen Inc.
+2.92%
+$6,948.24 
COST Costco Wholesale Corporation
+2.9%
+$6,700.68 
PEP PepsiCo, Inc.
+2.86%
+$23,011.02 
VZ Verizon Communications Inc.
+2.8%
+$30,729.6 
TJX The TJX Companies, Inc.
+2.79%
+$8,642.56 
KO The Coca-Cola Company
+2.78%
+$6,292.92 
PSX Phillips 66
+2.77%
+$10,852.8 
SBUX Starbucks Corporation
+2.73%
+$15,038.8 
MCD McDonald's Corporation
+2.62%
+$13,038.2 
MSFT Microsoft Corp.
+2.52%
+$146,664.81 
MA Mastercard Incorporated
+2.48%
+$16,270.02 
MO Altria Group, Inc.
+2.41%
+$16,959.2 
VLO Valero Energy Corporation
+2.36%
+$25,753.57 
OVBC Ohio Valley Banc Corp
+2.29%
+$26,522 
WMT Walmart Inc.
+2.2%
+$93,126.48 
V Visa Inc. Class A
+2.08%
+$46,287.36 
SCHD Schwab U.S. Dividend Equity ETF
+1.99%
+$12,511.07 
CLH Clean Harbors Inc.
+1.93%
+$4,572.72 
FVD First Trust Value Line Dividend Index Fund
+1.78%
+$6,688.56 
PG Procter & Gamble Co
+1.76%
+$18,870.8 
AAPL Apple Inc.
+1.74%
+$158,799.11 
COWZ Pacer US Cash Cows 100 ETF
+1.71%
+$20,048.35 
DIVZ Opal Dividend Income ETF
+1.54%
+$2.5M 
UNH UnitedHealth Group Incorporated
+1.5%
+$20,038.26 
KMI Kinder Morgan, Inc.
+1.48%
+$7,391.48 
MPLX MPLX LP
+1.45%
+$14,790.34 
TPHD Timothy Plan High Dividend Stock ETF
+1.43%
+$5,855.57 
LUNG Pulmonx Corporation
+1.39%
+$303.68 
AFL Aflac Inc.
+1.37%
+$15,871.26 
DFAT Dimensional US Targeted Value ETF
+1.37%
+$3,148.8 
CVX Chevron Corporation
+1.37%
+$23,832.8 
HD The Home Depot, Inc.
+1.33%
+$10,296.74 
AIG American International Group Inc.
+1.28%
+$5,347.86 
LNG Cheniere Energy Inc.
+1.16%
+$8,172.56 
USAC Usa Compression Partners L.P.
+1.13%
+$2,737.5 
JNJ Johnson & Johnson
+1.12%
+$14,024.51 
UBER Uber Technologies, Inc.
+1.09%
+$3,548.88 
ATO Atmos Energy Corporation
+1.03%
+$5,061.6 
LLY Eli Lilly and Company
+1.02%
+$7,571.2 
XOM Exxon Mobil Corporation
+1.02%
+$29,301.51 
COP ConocoPhillips
+1.01%
+$12,425.48 
HIG The Hartford Insurance Group, Inc.
+0.98%
+$10,265.64 
MELI MercadoLibre, Inc.
+0.98%
+$3,948.57 
DE Deere & Company
+0.97%
+$2,393.05 
NFLX Netflix, Inc.
+0.87%
+$11,246.06 
LIN Linde plc
+0.79%
+$1,880.88 
HON Honeywell International Inc.
+0.65%
+$858.45 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$1,595.06 
WFC Wells Fargo & Company
+0.58%
+$2,881.53 
D Dominion Energy, Inc.
+0.55%
+$4,513.08 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.55%
+$1,882.1 
LEN Lennar Corporation
+0.54%
+$2,247.1 
DVN Devon Energy Corporation
+0.48%
+$2,909.16 
BBNX Beta Bionics Inc.
+0.47%
+$952.48 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$1,347.26 
MAR Marriott International Inc. - Class A
+0.34%
+$1,930.32 
TMO Thermo Fisher Scientific Inc.
+0.33%
+$735.68 
VTV Vanguard Value ETF
+0.32%
+$9,293.64 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$2,177.64 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$3,654.72 
AEP American Electric Power Company, Inc.
+0.28%
+$1,906.63 
PFOE Pathfinder Focused Opportunities ETF
+0.28%
+$267,540.98 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$998.9 
IMCB iShares Morningstar Mid-Cap ETF
+0.25%
+$1,162.08 
IWR iShares Russell Mid-Cap ETF
+0.23%
+$1,432.5 
MDY SPDR S&P MidCap 400 ETF Trust
+0.21%
+$789.12 
IJH iShares Core S&P Mid-Cap ETF
+0.2%
+$69,886.09 
CME CME Group Inc.
+0.19%
+$1,581.08 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.18%
+$496.12 
PCHI Polen High Income ETF
+0.14%
+$19,760.93 
VB Vanguard Small-Cap ETF
+0.12%
+$602.28 
LMT Lockheed Martin Corporation
+0.11%
+$401.36 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.11%
+$360.3 
IDVZ The Opal International Dividend Inc. ETF
+0.06%
+$80,918.2 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$667.31 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.03%
+$274.13 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$1,360.8 
UTWO U.S. Treasury 2-Year Note ETF
+0.02%
+$1,850.38 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$5,426.47 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$1,235.31 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$272.32 
DFUV Dimensional US Marketwide Value ETF
+0.01%
+$45.06 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$2,162.71 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$1,669.2 
XBIL U.S. Treasury 6-Month Bill ETF
+0.01%
+$207.05 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
+$19.69 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESSC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
MASS 908 Devices Inc.
-8.14%
-$11,201.16 
DNTH Dianthus Therapeutics Inc.
-5.92%
-$14,864.4 
HYPR Hyperfine Inc.
-5.89%
-$601 
ZNTL Zentalis Pharmaceuticals, Inc.
-5.33%
-$16,932.26 
MS Morgan Stanley
-5.18%
-$36,554.7 
GS The Goldman Sachs Group, Inc.
-5.11%
-$93,469.68 
ORCL Oracle Corporation
-4.99%
-$59,172.72 
CI The Cigna Group
-4.91%
-$29,596.49 
JFB Jfb Construction Holdings Inc.
-4.84%
-$2,602.22 
AVGO Broadcom Inc.
-4.68%
-$137,841.23 
DELL Dell Technologies Inc.
-4.39%
-$23,681.34 
CAT Caterpillar Inc.
-4.36%
-$55,426.25 
ETN Eaton Corporation plc
-4.36%
-$15,624 
RMCO Royalty Management Corporation
-4.35%
-$1,191.4 
AESI Atlas Energy Solutions Inc.
-4.26%
-$58,464.84 
COGT Cogent Biosciences, Inc.
-4.04%
-$9,886.41 
GOOGL Alphabet Inc
-3.82%
-$185,919.09 
BFLY Butterfly Network, Inc.
-3.82%
-$3,190.95 
GOOG Alphabet Inc
-3.82%
-$117,430.85 
NRIX Nurix Therapeutics Inc.
-3.77%
-$9,016.2 
TXN Texas Instruments Inc
-3.75%
-$30,591.36 
AMAT Applied Materials, Inc.
-3.44%
-$52,572.81 
PWR Quanta Services Inc.
-3.25%
-$19,791.7 
CMI Cummins Inc.
-3.22%
-$8,139.6 
ADI Analog Devices, Inc.
-2.92%
-$9,285.52 
BCYC Bicycle Therapeutics plc American Depositary Receipt
-2.84%
-$1,718.04 
AURA Aura Biosciences Inc.
-2.64%
-$4,010.9 
ROAD Construction Partners, Inc. Class A Common Stock
-2.62%
-$53,737.06 
NVDA NVIDIA Corporation
-2.56%
-$125,829.6 
APH Amphenol Corporation
-2.44%
-$10,429.09 
XLK State Street Technology Select Sector SPDR ETF
-2.4%
-$9,206.47 
XMMO Invesco S&P MidCap Momentum ETF
-2.17%
-$6,252.09 
IEMG iShares Core MSCI Emerging Markets ETF
-2.13%
-$1.51M 
VGT Vanguard Information Technology ETF
-1.99%
-$5,902.08 
IWF iShares Russell 1000 Growth ETF
-1.99%
-$11,018.04 
GLD SPDR Gold Shares
-1.96%
-$6,257.35 
META Meta Platforms Inc Class A
-1.84%
-$32,534.01 
SPOT Spotify Technology S.A.
-1.83%
-$4,723.24 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$244,365.13 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.63%
-$10,414.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.61%
-$10,812.93 
VOT Vanguard Mid-Cap Growth ETF
-1.36%
-$5,620.67 
RTX RTX Corporation
-1.31%
-$7,697.18 
VUG Vanguard Growth ETF
-1.29%
-$29,486.22 
SCHF Schwab International Equity ETF
-1.25%
-$5,251.94 
IXUS iShares Core International Stock ETF
-1.24%
-$7,696.25 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$7,875.01 
ASML ASML Holding N.V. New York Registry Shares
-1.19%
-$4,847.63 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.19%
-$2,994.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$8,626.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$608,373.97 
PFDE Pathfinder Disciplined US Equity ETF
-1.13%
-$1.32M 
TSLA Tesla, Inc.
-1.01%
-$5,522.06 
JPM JPMorgan Chase & Co.
-0.99%
-$16,366.8 
EVH Evolent Health Inc.
-0.94%
-$945.45 
FER Ferrovial SE
-0.89%
-$2,527.82 
EFA iShares MSCI EAFE ETF
-0.85%
-$4,151.01 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$1.47M 
ESLG Eventide Large Cap Growth ETF
-0.78%
-$7,420.82 
QXO Qxo Inc.
-0.75%
-$1,356.68 
PGR Progressive Corporation
-0.73%
-$2,118 
RLAY Relay Therapeutics Inc.
-0.72%
-$1,546.27 
QGRO American Century U.S. Quality Growth ETF
-0.71%
-$1,802.76 
DFIV Dimensional International Value ETF
-0.65%
-$1,810.4 
DFUS Dimensional U.S. Equity Market ETF
-0.65%
-$13,102.68 
IVV iShares Core S&P 500 ETF
-0.62%
-$37,569.01 
AMZN Amazon.com Inc
-0.62%
-$18,221.42 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$8,080.8 
VOO Vanguard S&P 500 ETF
-0.6%
-$29,348.46 
IQLT iShares MSCI International Quality Factor ETF
-0.59%
-$13,262.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$739,826.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.59%
-$2,385.23 
SCHB Schwab U.S. Broad Market ETF
-0.58%
-$1,644.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$17,843.62 
SCHX Schwab U.S. Large-Cap ETF
-0.56%
-$5,067.48 
VXF Vanguard Extended Market ETF
-0.49%
-$5,457.5 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.45%
-$1,046.23 
NU Nu Holdings Ltd.
-0.32%
-$583.34 
ELCV Eventide High Dividend ETF
-0.31%
-$4,036.4 
PANW Palo Alto Networks, Inc.
-0.31%
-$1,850.87 
IWM iShares Russell 2000 ETF
-0.26%
-$1,200.43 
ESUM Eventide US Market ETF
-0.25%
-$2,491.8 
SCHW Charles Schwab Corporation
-0.2%
-$561.75 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.19%
-$5,704.01 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.17%
-$403.05 
BAC Bank of America Corporation
-0.15%
-$880.2 
MUB iShares National Muni Bond ETF
-0.14%
-$1,833.17 
JMUB JPMorgan Municipal Bond ETF
-0.13%
-$2,405.1 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.1%
-$982.63 
PLTR Palantir Technologies Inc.
-0.1%
-$780.22 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$37,869.26 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$32,946.74 
NEE NextEra Energy, Inc.
-0.04%
-$476.49 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$6,898.41 
JQUA JPMorgan U.S. Quality Factor ETF
-0.03%
-$92.74 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$417.86 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$103.17 
OBIL US Treasury 12 Month Bill Mutual Fund
-0.01%
-$1,203.99 
VNLA Janus Henderson Short Duration Income ETF
-0.01%
-$801.52 Events
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Dividends
Dividend Analysis
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| Trades 1670 | Longs Won 1138/1670 68% | Profit Factor 14.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $910,720.74 |
| Average Win $220,237.17 | Best Trade (Jul 13) $18.51M | Sharpe Ratio -10.88 |
| Average Loss -$32,566.85 | Worst Trade (Mar 31) -$3.35M | Z-Score 4.09 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $139,703.19 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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