Riley Stephenson Portfolio
Invests via Stephenson & Company, Inc. | Managed by Riley Stephenson, Bradley (Brad) Stephenson, Collin Zines
Invests via Stephenson & Company, Inc.
Managed by Riley Stephenson, Bradley (Brad) Stephenson, Collin Zines
Automatically Tracked
Riley Stephenson Profile
Operator and investor focused on growth-stage technology and SaaS companies with an emphasis on revenue acceleration and product-market fit. Riley Stephenson is a former operator-turned-investor with experience scaling product and go-to-market teams and sourcing early-stage opportunities. Active in seed and Series A rounds, portfolio approach blends hands-on operational support with founder-led governance and commercial scaling expertise.
Operator and investor focused on growth-stage technology and SaaS companies with an emphasis on revenue acceleration and product-market fit. Riley Stephenson is a former operator-turned-investor with experience scaling product and go-to-market teams and sourcing early-stage opportunities. Active in seed and Series A rounds, portfolio approach blends hands-on operational support with founder-led governance and commercial scaling expertise.
Investment Philosophy & Strategy
Focuses on growth-stage technology and SaaS businesses with a hands-on, operator-led approach to accelerate revenue and crystallize product-market fit. Capital allocation prioritizes GTM expansion, key product hires, and early revenue milestones; follow-on reserves support commercialization inflection points. Operates with a founder-aligned governance style, active board/advisory involvement, and KPI-driven underwriting that emphasizes unit economics and repeatable sales motion. Typical horizon targets medium-term scale events with concentrated, milestone-based risk controls and network-driven sourcing.
Focuses on growth-stage technology and SaaS businesses with a hands-on, operator-led approach to accelerate revenue and crystallize product-market fit. Capital allocation prioritizes GTM expansion, key product hires, and early revenue milestones; follow-on reserves support commercialization inflection points. Operates with a founder-aligned governance style, active board/advisory involvement, and KPI-driven underwriting that emphasizes unit economics and repeatable sales motion. Typical horizon targets medium-term scale events with concentrated, milestone-based risk controls and network-driven sourcing.
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:
38.15%
Gain +0.36%
Monthly
0.97%
Yearly
12.29%
Drawdown
11.46%
$213.17M
Equity
Holdings
$213.17M
Investment
$168.73M
$45M
Profit +$574,989.84
Realized
$556,016.63
Unrealized
$44.44M
Dividends
$8.37M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$574,989.84
Win %
63%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$284,599.75
Win %
63%
This Month
Compared to last month
Gain
1.28%
Profit
$2.69M
Win %
63%
This Year
Compared to last year
Gain
-0.15%
Profit
-$315,177.84
Win %
64%
APP AppLovin Corporation Class A Common Stock
+5.52%
+$7,240 
UNH UnitedHealth Group Incorporated
+4.03%
+$10,819.86 
HD The Home Depot, Inc.
+3.02%
+$8,233.73 
IBM International Business Machines Corporation
+2.03%
+$3,959.34 
DE Deere & Company
+1.17%
+$3,944.4 
GLD SPDR Gold Shares
+1%
+$4,282.73 
AXP American Express Company
+0.97%
+$2,721.88 
RSP Invesco S&P 500 Equal Weight ETF
+0.87%
+$269,630.4 
GBTC Grayscale Bitcoin Trust ETF
+0.84%
+$3,392 
MUB iShares National Muni Bond ETF
+0.82%
+$18,191.31 
IJR iShares Core S&P Small-Cap ETF
+0.73%
+$62,849.18 
VB Vanguard Small-Cap ETF
+0.69%
+$1,786.78 
IWM iShares Russell 2000 ETF
+0.66%
+$9,284.4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.59%
+$12,011.22 
AGG iShares Core U.S. Aggregate Bond ETF
+0.59%
+$1,916.32 
IWD iShares Russell 1000 Value ETF
+0.59%
+$1,990.64 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.57%
+$65,276.82 
IWR iShares Russell Mid-Cap ETF
+0.53%
+$1,332.66 
EFA iShares MSCI EAFE ETF
+0.45%
+$4,311.58 
TIP iShares TIPS Bond ETF
+0.44%
+$20,885.47 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$119,839.38 
IJH iShares Core S&P Mid-Cap ETF
+0.38%
+$31,496.58 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.37%
+$1,450.87 
LEND SEI High Yield Bond & Alternative Credit ETF
+0.29%
+$2,982 
BRK-A Berkshire Hathaway Inc.
+0.26%
+$4,090 
JNK SPDR Bloomberg High Yield Bond ETF
+0.23%
+$4,453.68 
GOOGL Alphabet Inc
+0.2%
+$404.59 
CGIC Capital Group International Core Equity ETF
+0.18%
+$745.94 
BSV Vanguard Short-Term Bond ETF
+0.18%
+$33,203.39 
GOOG Alphabet Inc
+0.14%
+$368.49 
AAPL Apple Inc.
+0.09%
+$2,349.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.07%
+$1,584.24 
VOO Vanguard S&P 500 ETF
+0.03%
+$457.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$2,101.03 
IVV iShares Core S&P 500 ETF
0%
+$404.58 
SPY SPDR S&P 500 ETF Trust
0%
+$0.13 
ANET Arista Networks, Inc.
-6.22%
-$41,190.69 
STX Seagate Technology Holdings plc
-4.94%
-$11,094.29 
AVGO Broadcom Inc.
-2.03%
-$3,932.57 
NVDA NVIDIA Corporation
-1.81%
-$15,328 
MIST Milestone Pharmaceuticals Inc.
-1.28%
-$202 
EEM iShares MSCI Emerging Markets ETF
-1.14%
-$4,973.74 
MS Morgan Stanley
-1.02%
-$2,316.88 
XOM Exxon Mobil Corporation
-0.98%
-$2,812.97 
CVX Chevron Corporation
-0.56%
-$1,599.59 
VUG Vanguard Growth ETF
-0.47%
-$1,252.44 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$28,888.69 
AMZN Amazon.com Inc
-0.29%
-$833.98 
VEU Vanguard FTSE All-World ex-US ETF
-0.09%
-$301.98 
SCHF Schwab International Equity ETF
-0.02%
-$46.03 Events
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Dividends
Dividend Analysis
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| Trades 291 | Longs Won 195/291 67% | Profit Factor 25.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $887,215.44 |
| Average Win $240,142.36 | Best Trade (Oct 14) $8.94M | Sharpe Ratio -83.18 |
| Average Loss -$19,040.34 | Worst Trade (Oct 14) -$440,095.19 | Z-Score 2.64 (99.16%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $154,638.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,704 | $1.5M | $2.64M | - | $1.14M | 75.76% | +0.089% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,422 | $339,853.96 | $326,390.36 | - | -$13,463.6 | -3.96% | +0.591% |
| AMZN Amazon.com Inc | 1,127 | $247,663.4 | $285,514.18 | - | $37,850.78 | 15.28% | -0.291% |
| ANET Arista Networks, Inc. | 3,386 | $377,365.81 | $620,501.43 | - | $243,135.62 | 64.43% | -6.225% |
| APP AppLovin Corporation Class A Common Stock | 500 | $257,615 | $138,335 | - | -$119,280 | -46.3% | +5.523% |
| AVGO Broadcom Inc. | 559 | $211,162 | $189,621.18 | - | -$21,540.82 | -10.2% | -2.032% |
| AXP American Express Company | 918 | $209,019 | $284,501.98 | - | $75,482.98 | 36.11% | +0.966% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 155,421 | $11.87M | $11.42M | - | -$452,529.31 | -3.81% | +0.575% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.09M | $1.58M | - | $498,010.02 | 45.89% | +0.259% |
| BRK-B Berkshire Hathaway Inc. | 58,177 | $22.17M | $30.74M | - | $8.57M | 38.66% | +0.391% |
| BSV Vanguard Short-Term Bond ETF | 245,951 | $19.03M | $18.83M | - | -$200,057.09 | -1.05% | +0.177% |
| CGIC Capital Group International Core Equity ETF | 11,476 | $417,612 | $403,668.3 | - | -$13,943.7 | -3.34% | +0.185% |
| CVX Chevron Corporation | 1,290 | $266,901 | $284,832 | - | $17,931 | 6.72% | -0.558% |
| DE Deere & Company | 519 | $207,532.71 | $341,491.62 | - | $133,958.91 | 64.55% | +1.169% |
| EEM iShares MSCI Emerging Markets ETF | 6,767 | $273,360.54 | $430,753.38 | - | $157,392.84 | 57.58% | -1.141% |
| EFA iShares MSCI EAFE ETF | 9,373 | $708,091.43 | $967,387.33 | - | $259,295.9 | 36.62% | +0.448% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 22,243 | $2.01M | $2.04M | - | $31,915.71 | 1.59% | +0.592% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 3,869 | $309,177.28 | $395,972.8 | - | $86,795.52 | 28.07% | +0.368% |
| GBTC Grayscale Bitcoin Trust ETF | 6,400 | $404,288.2 | $407,168 | - | $2,879.8 | 0.71% | +0.84% |
| GLD SPDR Gold Shares | 1,136 | $358,127.59 | $431,407.36 | - | $73,279.77 | 20.46% | +1.003% |
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FAQ
Which stocks have generated the highest profits for Riley Stephenson?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.59M, Vanguard Short-Term Bond ETF - $1.3M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.1M, Invesco S&P 500 Equal Weight ETF - $1.03M, and iShares Core S&P 500 ETF - $770,617.23. 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 - $111,348.5, Nike, Inc. - Class B - $36,491.14, Public Storage Common Stock - $35,445.12, First American Financial Corporation - $29,969.67, and Grayscale Bitcoin Trust ETF - $19,085.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Riley Stephenson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.37M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.59M, Vanguard Short-Term Bond ETF - $1.3M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.1M, Invesco S&P 500 Equal Weight ETF - $1.03M, and iShares Core S&P 500 ETF - $759,411.28. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Riley Stephenson's monthly returns?
Riley Stephenson's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Riley Stephenson's strategy be considered aggressive or moderate?
Riley Stephenson'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 Riley Stephenson's strategy?
Riley Stephenson'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.
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