TW
Travis Weitz Portfolio
Invests via Unified Investment Management | Managed by David Travis Weitz, Ryan Powell Malec
Invests via Unified Investment Management
Managed by David Travis Weitz, Ryan Powell Malec
Automatically Tracked
Entrepreneur and early-stage investor focused on consumer and technology businesses, with operating experience in scaling marketplaces and founder-led teams. Known for hands-on growth work, Travis Weitz has founded and advised multiple startups, deploying seed and pre-seed capital and helping prepare companies for Series A exits. Background blends operator and angel investor roles; network-oriented approach to board advising, go-to-market, and capital formation.
Entrepreneur and early-stage investor focused on consumer and technology businesses, with operating experience in scaling marketplaces and founder-led teams. Known for hands-on growth work, Travis Weitz has founded and advised multiple startups, deploying seed and pre-seed capital and helping prepare companies for Series A exits. Background blends operator and angel investor roles; network-oriented approach to board advising, go-to-market, and capital formation.
Investment Philosophy & Strategy
Early-stage, founder-focused investor targeting consumer and technology businesses—especially marketplaces and network effects—where hands-on growth and go-to-market execution unlock scale. Prefers seed and pre-seed allocations with concentrated conviction bets and reserved follow-on capital for Series A. Underwrites teams by founder strength, unit economics, and clear customer LTV/CAC paths, using active mentorship, board-level operational support, and network-driven introductions to accelerate product-market fit. Time horizon is growth-oriented multi-year scale to exit; risk managed through stage discipline, rapid traction milestones, and operational involvement to derisk commercialization.
Early-stage, founder-focused investor targeting consumer and technology businesses—especially marketplaces and network effects—where hands-on growth and go-to-market execution unlock scale. Prefers seed and pre-seed allocations with concentrated conviction bets and reserved follow-on capital for Series A. Underwrites teams by founder strength, unit economics, and clear customer LTV/CAC paths, using active mentorship, board-level operational support, and network-driven introductions to accelerate product-market fit. Time horizon is growth-oriented multi-year scale to exit; risk managed through stage discipline, rapid traction milestones, and operational involvement to derisk commercialization.
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:
0.17%
Gain
Monthly
0.01%
Yearly
0.11%
Drawdown
15.79%
$106.85M
Equity
Holdings
$106.85M
Investment
$90.85M
$16.12M
Profit -$222,097.15
Realized
$120,739.11
Unrealized
$16M
Dividends
$2.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$222,097.15
Win %
71%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$219,521.85
Win %
71%
This Month
Compared to last month
Gain
0.59%
Profit
$623,418.76
Win %
71%
This Year
Compared to last year
Gain
10.19%
Profit
$9.88M
Win %
72%
EQNR Equinor ASA Sponsored ADR
+4.17%
+$32,836.32 
SFM Sprouts Farmers Market, Inc.
+3.99%
+$28,588.56 
ABT Abbott Laboratories
+2.9%
+$7,634.2 
KNSL Kinsale Capital Group Inc.
+2.72%
+$11,872.86 
MRK Merck & Co., Inc.
+2.55%
+$33,056.4 
SHEL Shell plc
+2.39%
+$37,660.56 
PANW Palo Alto Networks, Inc.
+2.35%
+$50,098.8 
VFF Village Farms International Inc.
+2.34%
+$810.9 
CSCO Cisco Systems, Inc.
+2.24%
+$32,031.66 
BMY Bristol-Myers Squibb Company
+2.15%
+$6,526 
DLTR Dollar Tree, Inc.
+1.83%
+$8,983.67 
MU Micron Technology, Inc.
+1.76%
+$18,448.5 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$6,374.78 
RTX RTX Corporation
+1.68%
+$8,309.49 
CNQ Canadian Natural Resources Limited
+1.67%
+$7,478.9 
XOM Exxon Mobil Corporation
+1.55%
+$11,835.67 
CVX Chevron Corporation
+1.53%
+$15,075.67 
JNJ Johnson & Johnson
+1.49%
+$19,303 
COP ConocoPhillips
+1.48%
+$11,224.45 
T AT&T Inc.
+1.41%
+$9,056.34 
EMR Emerson Electric Co.
+1.37%
+$6,518.9 
ABBV AbbVie Inc.
+1.33%
+$5,335.86 
DGX Quest Diagnostics Inc.
+0.93%
+$5,399.02 
SO The Southern Company
+0.93%
+$2,369.18 
VPU Vanguard Utilities ETF
+0.68%
+$3,121.23 
ISCV iShares Morningstar Small-Cap Value ETF
+0.49%
+$1,575.5 
DVY iShares Select Dividend ETF
+0.49%
+$1,285.31 
GLD SPDR Gold Shares
+0.45%
+$1,800.72 
JPM JPMorgan Chase & Co.
+0.44%
+$7,991.55 
VTV Vanguard Value ETF
+0.42%
+$1,422.32 
GPC Genuine Parts Company
+0.36%
+$25,684.75 
HALO Halozyme Therapeutics Inc.
+0.36%
+$5,969.32 
VMC Vulcan Materials Company
+0.31%
+$2,065.4 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$754.35 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$451.15 
RFV Invesco S&P MidCap 400 Pure Value ETF
+0.16%
+$975.36 
COWZ Pacer US Cash Cows 100 ETF
+0.15%
+$2,590.27 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.14%
+$908.54 
GNRC Generac Holdings Inc.
+0.13%
+$2,005.64 
GVI iShares Intermediate Government Bond ETF
+0.12%
+$2,496.65 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$271.4 
KMI Kinder Morgan, Inc.
+0.11%
+$232.4 
TFX Teleflex Incorporated
+0.1%
+$564.2 
COST Costco Wholesale Corporation
+0.1%
+$586.29 
NEAR iShares Short Maturity Bond ETF
+0.09%
+$1,858.5 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$2,066.13 
IYF iShares U.S. Financials ETF
+0.06%
+$327.59 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$1,223.8 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$294.6 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$113.23 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$803.16 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$147.2 
VRP Invesco Variable Rate Preferred ETF
+0.02%
+$73.36 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$82.5 
AKBA Akebia Therapeutics Inc.
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
CIK Credit Suisse Asset Management Income Fund, Inc.
0%
$0 
G3265R115
0%
$0 
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
NFLX Netflix, Inc.
-8.73%
-$36,051.95 
AMAT Applied Materials, Inc.
-4.69%
-$65,484.16 
META Meta Platforms Inc Class A
-4.6%
-$13,241.14 
III Information Services Group Inc.
-3.42%
-$4,076.24 
UBER Uber Technologies, Inc.
-2.59%
-$16,471.68 
ACN Accenture plc Class A
-2.52%
-$5,796.18 
MTCH Match Group, Inc.
-2.51%
-$22,260.2 
BABA Alibaba Group Holding Limited SP ADR
-2.4%
-$5,008.98 
MSFT Microsoft Corp.
-2.36%
-$43,969.16 
GOOGL Alphabet Inc
-2.1%
-$41,823.47 
KO The Coca-Cola Company
-2.02%
-$8,293.84 
NVDA NVIDIA Corporation
-2.01%
-$47,968.96 
ZG Zillow Group, Inc.
-1.94%
-$10,972.5 
NVO Novo Nordisk A/S Sponsored ADR
-1.87%
-$6,931.6 
ANET Arista Networks, Inc.
-1.8%
-$18,801.15 
V Visa Inc. Class A
-1.78%
-$20,592.8 
COF Capital One Financial Corporation
-1.72%
-$15,107.35 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$10,387.53 
WSO Watsco Inc.
-1.58%
-$8,003.2 
IYW iShares U.S. Technology ETF
-1.58%
-$20,471.35 
NXT Nextracker Inc.
-1.54%
-$16,851.45 
ASUR Asure Software Inc.
-1.53%
-$5,011.5 
IEMG iShares Core MSCI Emerging Markets ETF
-1.52%
-$12,019 
VUG Vanguard Growth ETF
-1.52%
-$3,945 
ABNB Airbnb, Inc.
-1.45%
-$13,428.76 
AXP American Express Company
-1.44%
-$12,632.46 
PYPL PayPal Holdings Inc
-1.43%
-$22,711.59 
MSCI MSCI Inc.
-1.42%
-$8,525.8 
QCOM QUALCOMM Incorporated
-1.42%
-$23,585.32 
DPZ Domino's Pizza Inc.
-1.4%
-$3,485.59 
PTC PTC Inc.
-1.4%
-$10,245.68 
IUSG iShares Core S&P U.S. Growth ETF
-1.26%
-$3,283 
QGRO American Century U.S. Quality Growth ETF
-1.24%
-$12,543.96 
SIRI Sirius XM Holdings Inc.
-1.12%
-$3,722.63 
EFG iShares MSCI EAFE Growth ETF
-1.06%
-$4,835.84 
AVGO Broadcom Inc.
-1.04%
-$6,033.4 
C Citigroup Inc.
-0.96%
-$7,879.08 
ECG Everus Construction Group, Inc.
-0.96%
-$2,959.26 
ADBE Adobe Inc.
-0.87%
-$4,537.44 
CRM Salesforce Inc
-0.85%
-$7,266.21 
KNF Knife River Corporation
-0.83%
-$2,002.38 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-0.81%
-$4,700.67 
DGII Digi International Inc.
-0.76%
-$2,035.08 
XMMO Invesco S&P MidCap Momentum ETF
-0.73%
-$1,807.58 
IVV iShares Core S&P 500 ETF
-0.69%
-$1,945.8 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$4,607.83 
PWR Quanta Services Inc.
-0.66%
-$7,408.98 
ALB Albemarle Corporation
-0.64%
-$3,766.56 
IWB iShares Russell 1000 ETF
-0.64%
-$2,282.89 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$3,440.39 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
-0.51%
-$2,280.6 
SCHW Charles Schwab Corporation
-0.49%
-$3,694.5 
FDX FedEx Corporation
-0.47%
-$3,354.01 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.42%
-$1,735.42 
MDY SPDR S&P MidCap 400 ETF Trust
-0.36%
-$1,058.96 
VB Vanguard Small-Cap ETF
-0.35%
-$2,250.32 
MEDP Medpace Holdings Inc.
-0.28%
-$645.04 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.22%
-$1,529.96 
IWM iShares Russell 2000 ETF
-0.21%
-$628.68 
CME CME Group Inc.
-0.19%
-$979.34 
ZTS Zoetis Inc.
-0.16%
-$538.32 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$489.6 
URI United Rentals, Inc.
-0.12%
-$2,664.18 
AMZN Amazon.com Inc
-0.1%
-$2,179.84 
HD The Home Depot, Inc.
-0.08%
-$597.78 
AAPL Apple Inc.
-0.07%
-$1,527.86 
FDLO Fidelity Low Volatility Factor ETF
-0.06%
-$276.75 
IWS iShares Russell Mid-Cap Value ETF
-0.04%
-$99.9 
JSML Janus Henderson Small Cap Growth Alpha Fund
-0.04%
-$197.43 
CEFS Saba Capital Income & Opportunities ETF
-0.02%
-$126.49 
ICOW Pacer Developed Markets International ETF
-0.02%
-$213.14 
MUB iShares National Muni Bond ETF
-0.02%
-$57 Events
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Dividends
Dividend Analysis
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| Trades 604 | Longs Won 405/604 67% | Profit Factor 3.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $129,273.21 |
| Average Win $53,821.33 | Best Trade (Jul 17) $1.06M | Sharpe Ratio -12.5 |
| Average Loss -$28,514.01 | Worst Trade (Jul 10) -$909,877.9 | Z-Score 8.17 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $26,694.29 |
| 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 | 3,745 | 3,371 | 2,996 | 2,622 | 2,247 | 1,873 | 1,498 | 1,124 | 749 | 375 |
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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Option values are updated at end of day.
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