Andrew Parsons Portfolio
Invests via Corrigan Financial, Inc. | Managed by Savant Wealth Management
Invests via Corrigan Financial, Inc.
Managed by Savant Wealth Management
Automatically Tracked
Andrew Parsons Profile
Seasoned technology executive and investor with operating and corporate development experience across software and SaaS businesses. Andrew Parsons is known for leading product-led growth, M&A and scaling commercial teams, and has engaged in growth-stage venture investments and board advisory roles. Prior roles span operator-to-investor transition at growth-stage firms; holds a graduate business degree and technical undergrad. Relevant to private equity and venture investors evaluating SaaS leadership, go-to-market scale and M&A integration capability.
Seasoned technology executive and investor with operating and corporate development experience across software and SaaS businesses. Andrew Parsons is known for leading product-led growth, M&A and scaling commercial teams, and has engaged in growth-stage venture investments and board advisory roles. Prior roles span operator-to-investor transition at growth-stage firms; holds a graduate business degree and technical undergrad. Relevant to private equity and venture investors evaluating SaaS leadership, go-to-market scale and M&A integration capability.
Investment Philosophy & Strategy
Targets growth-stage software and SaaS opportunities where product-led growth and repeatable go-to-market motions can be scaled. Applies an operator-first underwriting lens, prioritizing capital allocation to commercialization, product velocity, and M&A-driven consolidation. Prefers board-active minority or growth equity stakes with a multi-year horizon, disciplined downside protections, and milestone-based follow-on capital. Investment edge derives from hands-on GTM scaling, integration playbooks, and technical-product fluency.
Targets growth-stage software and SaaS opportunities where product-led growth and repeatable go-to-market motions can be scaled. Applies an operator-first underwriting lens, prioritizing capital allocation to commercialization, product velocity, and M&A-driven consolidation. Prefers board-active minority or growth equity stakes with a multi-year horizon, disciplined downside protections, and milestone-based follow-on capital. Investment edge derives from hands-on GTM scaling, integration playbooks, and technical-product fluency.
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:
-33.18%
Gain
Monthly
0.29%
Yearly
3.49%
Drawdown
66.42%
$598.59M
Equity
Holdings
$598.59M
Investment
$394.75M
$240.19M
Profit -$2.68M
Realized
$36.35M
Unrealized
$203.84M
Dividends
$62.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.68M
Win %
90%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.74M
Win %
90%
This Month
Compared to last month
Gain
0.07%
Profit
$442,169.23
Win %
90%
This Year
Compared to last year
Gain
7.42%
Profit
$41.35M
Win %
90%
AMCR Amcor plc
+2.85%
+$3,164.32 
DFSV Dimensional US Small Cap Value ETF
+1.5%
+$95,662.01 
REET iShares Global REIT ETF
+1.41%
+$74,901.48 
MSFT Microsoft Corp.
+1.36%
+$23,579.71 
XOM Exxon Mobil Corporation
+1.3%
+$20,914.08 
DFGR Dimensional Global Real Estate ETF
+1.21%
+$120,942.11 
AAPL Apple Inc.
+1.12%
+$121,929.44 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.04%
+$32,742.78 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$19,753.56 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.73%
+$8,610 
JEPI JPMorgan Equity Premium Income Fund
+0.31%
+$95,213.3 
AMZN Amazon.com Inc
+0.28%
+$4,128.48 
VTV Vanguard Value ETF
+0.27%
+$24,690.51 
DFLV Dimensional US Large Cap Value ETF
+0.14%
+$52,166.73 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.08%
+$1,710.66 
ESGE iShares ESG Aware MSCI EM ETF
-2.08%
-$14,578.75 
DFAE Dimensional Emerging Core Equity Market ETF
-1.8%
-$13,041.67 
IWF iShares Russell 1000 Growth ETF
-1.48%
-$69,012.96 
VBK Vanguard Small-Cap Growth ETF
-1.28%
-$231,986.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$48,391.77 
IXUS iShares Core International Stock ETF
-1.16%
-$329,287.2 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.15%
-$48,005.73 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$714,902.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$118,477.35 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-1.07%
-$99,723.84 
GWX SPDR S&P International Small Cap ETF
-1.04%
-$136,543.64 
VUG Vanguard Growth ETF
-0.89%
-$947,129.19 
VSGX Vanguard ESG International Stock ETF
-0.83%
-$10,880.13 
GNR SPDR S&P Global Natural Resources ETF
-0.68%
-$6,411.27 
DFIS Dimensional International Small Cap ETF
-0.66%
-$138,858.92 
AOA iShares Core Aggressive Allocation ETF
-0.59%
-$9,555.5 
DIHP Dimensional International High Profitability Portfolio
-0.56%
-$111,319.86 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.53%
-$16,113.68 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.52%
-$167,324.92 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.46%
-$3,568.32 
IVV iShares Core S&P 500 ETF
-0.38%
-$14,801.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$5,108.4 
CATH Global X S&P 500 Catholic Values ETF
-0.35%
-$10,867.3 
IWB iShares Russell 1000 ETF
-0.34%
-$17,502.8 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.15%
-$1,372.07 
VTEB Vanguard Tax-Exempt Bond ETF
-0.14%
-$12,731.38 
JCPB JPMorgan Core Plus Bond ETF
-0.13%
-$47,429.7 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$26,321.62 
BSV Vanguard Short-Term Bond ETF
-0.06%
-$23,967.76 Events
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Dividends
Dividend Analysis
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| Trades 1927 | Longs Won 1434/1927 74% | Profit Factor 16.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.58M |
| Average Win $178,493.38 | Best Trade (Jul 16) $66.46M | Sharpe Ratio -8.81 |
| Average Loss -$31,981.46 | Worst Trade (Mar 30) -$1.98M | Z-Score 6.15 (100%) |
| Commissions $0 | Avg. Trade Length 3y 3m 2w | Expectancy $124,645.9 |
| 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% | 0.18% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
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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