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:
107.5%
Gain +5.62%
Monthly
1.16%
Yearly
14.81%
Drawdown
27.22%
$613.73M
Equity
Holdings
$613.73M
Investment
$394.75M
$254.6M
Profit +$13.59M
Realized
$35.63M
Unrealized
$218.98M
Dividends
$63.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
5.62%
Profit
$13.59M
Win %
90%
This Week
Compared To Last Week
Gain
2.18%
Profit
$13.06M
Win %
90%
This Month
Compared to last month
Gain
2.72%
Profit
$16.23M
Win %
90%
This Year
Compared to last year
Gain
10.14%
Profit
$56.49M
Win %
90%
AMZN Amazon.com Inc
+15.32%
+$211,284.42 
MSFT Microsoft Corp.
+3.02%
+$59,805.38 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$57,709.44 
VUG Vanguard Growth ETF
+1.1%
+$1.12M 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$6,286.26 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$33,563.68 
IVV iShares Core S&P 500 ETF
+0.69%
+$26,132.48 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$20,932.2 
IWB iShares Russell 1000 ETF
+0.64%
+$32,255.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,507.8 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$3,190.05 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+0.34%
+$30,415.2 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$103,374.44 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$123,303.18 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$4,777.75 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$453.12 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$812,421.16 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$10,639.98 
XOM Exxon Mobil Corporation
-0.97%
-$16,975.35 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$86,081.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$71,850.17 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$128,896.68 
AMCR Amcor plc
-0.6%
-$691.79 
REET iShares Global REIT ETF
-0.59%
-$32,236.08 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$17,212.34 
DFIS Dimensional International Small Cap ETF
-0.53%
-$112,268.91 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$51,102.3 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.47%
-$153,757.13 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$2,744.14 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$47,587.52 
VTV Vanguard Value ETF
-0.27%
-$25,154.81 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$76,940.12 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$5,402.1 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$86,954.45 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$136,562.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$6,249.12 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$7,173.27 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$1,948.68 
IXUS iShares Core International Stock ETF
-0.15%
-$41,909.28 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$9,119.9 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$31,957.02 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$711.66 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1927 | Longs Won 1457/1927 75% | Profit Factor 15.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.63M |
| Average Win $186,662.17 | Best Trade (Aug 13) $68.28M | Sharpe Ratio -8.7 |
| Average Loss -$36,941.88 | Worst Trade (Mar 30) -$1.98M | Z-Score 3.08 (99.79%) |
| Commissions $0 | Avg. Trade Length 3y 3m 2w 6d | Expectancy $132,124.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,133 | $2.65M | $10.24M | - | $7.59M | 286.39% | -7.354% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 55,179 | $2.19M | $4.15M | - | $1.96M | 89.35% | -0.172% |
| AMCR Amcor plc | 2,562.2 | $147,198.39 | $114,991.54 | - | -$32,206.85 | -21.88% | -0.598% |
| AMZN Amazon.com Inc | 5,856 | $1.06M | $1.59M | - | $532,829.24 | 50.38% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 16,475 | $1.14M | $1.59M | - | $457,947.55 | 40.31% | +0.301% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 11,328 | $634,457.99 | $776,307.84 | - | $141,849.85 | 22.36% | +0.058% |
| BND Vanguard Total Bond Market Index Fund | 404,948 | $31.26M | $29.25M | - | -$2.01M | -6.44% | -0.262% |
| BSV Vanguard Short-Term Bond ETF | 532,617 | $43.14M | $41.32M | - | -$1.82M | -4.21% | -0.077% |
| CATH Global X S&P 500 Catholic Values ETF | 34,887 | $1.48M | $3.1M | - | $1.62M | 109.86% | +0.68% |
| DFAE Dimensional Emerging Core Equity Market ETF | 18,765 | $501,130.83 | $704,062.8 | - | $202,931.97 | 40.49% | +0.455% |
| DFGR Dimensional Global Real Estate ETF | 340,682 | $8.8M | $10.15M | - | $1.35M | 15.35% | -0.501% |
| DFIS Dimensional International Small Cap ETF | 590,889 | $14.47M | $21.19M | - | $6.72M | 46.47% | -0.527% |
| DFLV Dimensional US Large Cap Value ETF | 948,486 | $27.53M | $38.58M | - | $11.06M | 40.16% | +0.321% |
| DFSV Dimensional US Small Cap Value ETF | 162,139 | $4.58M | $6.43M | - | $1.85M | 40.28% | 0.0 |
| DIHP Dimensional International High Profitability Portfolio | 585,894 | $15.78M | $20.23M | - | $4.44M | 28.14% | -0.633% |
| EEMS iShares MSCI Emerging Markets Small-Cap ETF | 126,730 | $4.83M | $8.84M | - | $4.01M | 82.98% | +0.345% |
| ESGE iShares ESG Aware MSCI EM ETF | 13,375 | $479,521.02 | $689,080 | - | $209,558.98 | 43.7% | +0.921% |
| GNR SPDR S&P Global Natural Resources ETF | 13,641 | $713,325.34 | $987,335.58 | - | $274,010.24 | 38.41% | -1.066% |
| GWX SPDR S&P International Small Cap ETF | 296,834 | $7.77M | $12.78M | - | $5M | 64.37% | -0.669% |
| IJR iShares Core S&P Small-Cap ETF | 17,796 | $1.33M | $2.59M | - | $1.26M | 94.54% | -0.027% |
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FAQ
Which stocks have generated the highest profits for Andrew Parsons?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $21.87M, SPDR S&P Global Natural Resources ETF - $12.06M, JPMorgan Equity Premium Income Fund - $7.51M, iShares Core International Stock ETF - $5.37M, and SPDR SSGA Multi-Asset Real Return ETF - $4.67M. 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: Vanguard Emerging Markets Government Bond Fund - $2.72M, SPDR S&P Kensho New Economies Composite ETF - $1.95M, Vanguard Total International Bond ETF - $870,453.6, T. Rowe Price Group, Inc - $398,973.24, and CVS Health Corporation - $144,249.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Parsons's portfolio generate?
The portfolio generates substantial dividend income, with a total of $63.34M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $7.52M, Vanguard Short-Term Bond ETF - $5.05M, Vanguard Total International Stock Index Fund Investor Shares - $4.44M, Vanguard Growth ETF - $4.41M, and JPMorgan Core Plus Bond ETF - $4.13M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Parsons's monthly returns?
Andrew Parsons's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Andrew Parsons's strategy be considered aggressive or moderate?
Andrew Parsons's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Andrew Parsons's strategy?
Andrew Parsons's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
