Will Kelleher Portfolio
Invests via Lee-Kelleher Wealth Management | Managed by James Lee, William (Will) Kelleher, Matthew (Matt) Klein
Invests via Lee-Kelleher Wealth Management
Managed by James Lee, William (Will) Kelleher, Matthew (Matt) Klein
Automatically Tracked
Growth-focused investor and technology operator with experience sourcing and scaling software and fintech businesses across early to growth stages. Will Kelleher brings operating leadership from product and GTM roles, a background advising venture-backed startups, and a focus on revenue-driven scale and unit-economics improvement. Active in private investments and strategic board roles, the profile appeals to LPs and corporate partners seeking hands-on operational governance and commercialization expertise.
Growth-focused investor and technology operator with experience sourcing and scaling software and fintech businesses across early to growth stages. Will Kelleher brings operating leadership from product and GTM roles, a background advising venture-backed startups, and a focus on revenue-driven scale and unit-economics improvement. Active in private investments and strategic board roles, the profile appeals to LPs and corporate partners seeking hands-on operational governance and commercialization expertise.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech investments, privileging companies with clear revenue momentum, unit-economics improvement, and repeatable GTM motion. Prefers hands-on, operationally active capital—joining boards, advising product and commercialization strategies, and driving scalable go-to-market execution. Investment horizon is growth-to-scale with disciplined follow-on allocation, rigorous revenue-driven underwriting, and emphasis on measurable margin expansion and durable monetization paths.
Focuses on growth-stage technology and fintech investments, privileging companies with clear revenue momentum, unit-economics improvement, and repeatable GTM motion. Prefers hands-on, operationally active capital—joining boards, advising product and commercialization strategies, and driving scalable go-to-market execution. Investment horizon is growth-to-scale with disciplined follow-on allocation, rigorous revenue-driven underwriting, and emphasis on measurable margin expansion and durable monetization paths.
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:
0.74%
Gain
Monthly
0.04%
Yearly
0.48%
Drawdown
20.8%
$191.98M
Equity
Holdings
$191.98M
Investment
$155.36M
$37.66M
Profit +$472,710.11
Realized
$1.05M
Unrealized
$36.62M
Dividends
$3.55M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$472,710.11
Win %
86%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$65,634.58
Win %
86%
This Month
Compared to last month
Gain
0.37%
Profit
$713,512.65
Win %
86%
This Year
Compared to last year
Gain
0.37%
Profit
$708,354.37
Win %
88%
AAPL Apple Inc.
+3.93%
+$20,245.7 
GOOGL Alphabet Inc
+3.13%
+$9,503.44 
AMZN Amazon.com Inc
+3.05%
+$6,560.34 
MSFT Microsoft Corp.
+2.89%
+$7,151.89 
JPM JPMorgan Chase & Co.
+1.4%
+$2,958.16 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.91%
+$59,184.02 
IJS iShares S&P Small-Cap 600 Value ETF
+0.81%
+$15,767.4 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.71%
+$9,976.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.7%
+$9,577.96 
IJR iShares Core S&P Small-Cap ETF
+0.69%
+$43,315.87 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.67%
+$1,794.62 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.58%
+$16,931.24 
VUG Vanguard Growth ETF
+0.57%
+$1,992.37 
IEFA iShares Core MSCI EAFE ETF
+0.56%
+$13,034.76 
IWM iShares Russell 2000 ETF
+0.49%
+$971.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.48%
+$1,258.12 
VONV Vanguard Russell 1000 Value Index Fund
+0.48%
+$11,755.12 
IWD iShares Russell 1000 Value ETF
+0.46%
+$2,351.53 
DON WisdomTree U.S. MidCap Dividend Fund
+0.41%
+$52,393.49 
IVV iShares Core S&P 500 ETF
+0.23%
+$85,733.19 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$1,914.54 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.22%
+$81,979.71 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$27,323.45 
VOO Vanguard S&P 500 ETF
+0.2%
+$7,202.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.19%
+$4,531.3 
IWB iShares Russell 1000 ETF
+0.17%
+$707.87 
IJH iShares Core S&P Mid-Cap ETF
+0.15%
+$19,074.82 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.15%
+$12,571.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.13%
+$17,130.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$496.57 
IWO iShares Russell 2000 Growth ETF
+0.08%
+$170.81 
IWS iShares Russell Mid-Cap Value ETF
+0.03%
+$117.42 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,060.32 
BNAI Brand Engagement Network Inc.
-3.43%
-$7,991.41 
CAT Caterpillar Inc.
-3.06%
-$5,973.22 
SLV iShares Silver Trust
-2.03%
-$4,291.92 
XLK State Street Technology Select Sector SPDR ETF
-1.63%
-$3,229.2 
CSX CSX Corporation
-1.52%
-$5,598.83 
CVX Chevron Corporation
-1.2%
-$4,431.94 
VGT Vanguard Information Technology ETF
-1.09%
-$2,580.48 
IWP iShares Russell Mid-Cap Growth ETF
-0.89%
-$8,709.52 
VOT Vanguard Mid-Cap Growth ETF
-0.86%
-$2,051.1 
CWB SPDR Bloomberg Convertible Securities ETF
-0.62%
-$6,175 
VO Vanguard Mid-Cap ETF
-0.49%
-$6,136 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$6,019.25 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.16%
-$355.64 
IWF iShares Russell 1000 Growth ETF
-0.13%
-$4,432.96 
VONG Vanguard Russell 1000 Growth Fund
-0.12%
-$1,153.05 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.11%
-$4,898 Events
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Dividends
Dividend Analysis
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| Trades 197 | Longs Won 160/197 81% | Profit Factor 151.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $757,573.38 |
| Average Win $236,970.32 | Best Trade (Jul 11) $7.16M | Sharpe Ratio -132.44 |
| Average Loss -$6,778.12 | Worst Trade (Jul 15) -$49,373.99 | Z-Score 15.13 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $191,190.15 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
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Returns
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