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:
42.63%
Gain +2.56%
Monthly
1.14%
Yearly
14.54%
Drawdown
11.46%
$218.36M
Equity
Holdings
$218.36M
Investment
$168.73M
$50.18M
Profit +$4.1M
Realized
$556,016.63
Unrealized
$49.63M
Dividends
$7.82M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.56%
Profit
$4.1M
Win %
75%
This Week
Compared To Last Week
Gain
1.97%
Profit
$4.22M
Win %
75%
This Month
Compared to last month
Gain
2.37%
Profit
$5.05M
Win %
75%
This Year
Compared to last year
Gain
2.28%
Profit
$4.87M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$40,662.15 
GOOG Alphabet Inc
+6.88%
+$17,273.44 
GOOGL Alphabet Inc
+6.73%
+$12,987.66 
ANET Arista Networks, Inc.
+5.46%
+$31,591.4 
NVDA NVIDIA Corporation
+2.93%
+$21,880.75 
CVX Chevron Corporation
+2.35%
+$5,830.8 
VUG Vanguard Growth ETF
+1.1%
+$2,773.26 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$70,337.68 
IBM International Business Machines Corporation
+0.86%
+$1,636.85 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,383.47 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$34,688.83 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,108.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$207,559.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$12,674.05 
STX Seagate Technology Holdings plc
+0.52%
+$1,401.75 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,482.96 
AVGO Broadcom Inc.
+0.37%
+$804.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$108,209.22 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
MS Morgan Stanley
+0.17%
+$449.64 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$424.16 
LEND SEI High Yield Bond & Alternative Credit ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$188,902.08 
MIST Milestone Pharmaceuticals Inc.
-3.48%
-$800 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$9,152 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$3,985.01 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,800.54 
GLD SPDR Gold Shares
-1.49%
-$6,384.31 
DE Deere & Company
-1.13%
-$3,529.19 
XOM Exxon Mobil Corporation
-0.97%
-$2,487.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$197,494.67 
EFA iShares MSCI EAFE ETF
-0.62%
-$6,186.18 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,476.16 
SCHF Schwab International Equity ETF
-0.58%
-$1,473.12 
CGIC Capital Group International Core Equity ETF
-0.53%
-$2,180.44 
IWM iShares Russell 2000 ETF
-0.47%
-$7,169.57 
HD The Home Depot, Inc.
-0.42%
-$1,280.21 
AXP American Express Company
-0.38%
-$1,165.85 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$724.78 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$855.5 
VB Vanguard Small-Cap ETF
-0.22%
-$598.6 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$776.52 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$23,313.15 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$53,781.41 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$2,891.59 
MUB iShares National Muni Bond ETF
-0.11%
-$2,614.32 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$9,162.64 
TIP iShares TIPS Bond ETF
-0.1%
-$4,940.65 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$14,757.06 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,525.97 Events
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Dividends
Dividend Analysis
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| Trades 291 | Longs Won 219/291 75% | Profit Factor 56.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $931,957.9 |
| Average Win $233,259.02 | Best Trade (Aug 14) $9.11M | Sharpe Ratio -9.86 |
| Average Loss -$12,485.08 | Worst Trade (Mar 30) -$123,573.62 | Z-Score 11.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $172,456.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,704 | $1.5M | $2.38M | - | $875,210.83 | 58.17% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,422 | $339,853.96 | $333,200.14 | - | -$6,653.82 | -1.96% | -0.256% |
| AMZN Amazon.com Inc | 1,127 | $247,663.4 | $306,070.65 | - | $58,407.25 | 23.58% | +15.321% |
| ANET Arista Networks, Inc. | 3,386 | $377,365.81 | $610,665.13 | - | $233,299.32 | 61.82% | +5.456% |
| APP AppLovin Corporation Class A Common Stock | 500 | $257,615 | $197,949.99 | - | -$59,665.01 | -23.16% | -1.973% |
| AVGO Broadcom Inc. | 559 | $211,162 | $217,607.52 | - | $6,445.52 | 3.05% | +0.371% |
| AXP American Express Company | 918 | $209,019 | $308,677.5 | - | $99,658.5 | 47.68% | -0.376% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 155,421 | $11.87M | $11.74M | - | -$133,916.26 | -1.13% | -0.198% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.09M | $1.53M | - | $447,950 | 41.28% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 58,177 | $22.17M | $29.76M | - | $7.59M | 34.23% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 245,951 | $19.03M | $19.08M | - | $54,502.2 | 0.29% | -0.077% |
| CGIC Capital Group International Core Equity ETF | 11,476 | $417,612 | $412,791.72 | - | -$4,820.28 | -1.15% | -0.525% |
| CVX Chevron Corporation | 1,290 | $266,901 | $253,910.7 | - | -$12,990.3 | -4.87% | +2.35% |
| DE Deere & Company | 519 | $207,532.71 | $307,595.72 | - | $100,063.01 | 48.22% | -1.134% |
| EEM iShares MSCI Emerging Markets ETF | 6,767 | $273,360.54 | $433,697 | - | $160,336.46 | 58.65% | +0.786% |
| EFA iShares MSCI EAFE ETF | 9,373 | $708,091.43 | $989,601.34 | - | $281,509.91 | 39.76% | -0.621% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 22,243 | $2.01M | $2.11M | - | $96,642.84 | 4.81% | -0.137% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 3,869 | $309,177.28 | $405,084.3 | - | $95,907.02 | 31.02% | -0.608% |
| GBTC Grayscale Bitcoin Trust ETF | 6,400 | $404,288.2 | $311,872 | - | -$92,416.2 | -22.86% | -2.851% |
| GLD SPDR Gold Shares | 1,136 | $358,127.59 | $422,069.45 | - | $63,941.86 | 17.85% | -1.49% |
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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 - $1.52M, Vanguard Short-Term Bond ETF - $1.23M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.05M, Invesco S&P 500 Equal Weight ETF - $912,870.13, and iShares Core S&P 500 ETF - $681,325.62. 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 - $112,923.78, 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 $7.82M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.52M, Vanguard Short-Term Bond ETF - $1.23M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.05M, Invesco S&P 500 Equal Weight ETF - $912,870.13, and iShares Core S&P 500 ETF - $670,119.67. 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.
