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:
24.33%
Gain +0.15%
Monthly
1.09%
Yearly
13.97%
Drawdown
15.64%
$112.24M
Equity
Holdings
$112.24M
Investment
$91.47M
$20.7M
Profit +$159,705.72
Realized
-$72,332.74
Unrealized
$20.77M
Dividends
$3M
Goals
Avg. 97% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$159,705.72
Win %
70%
This Week
Compared To Last Week
Gain
0.14%
Profit
$159,705.72
Win %
70%
This Month
Compared to last month
Gain
3.47%
Profit
$3.76M
Win %
70%
This Year
Compared to last year
Gain
4.71%
Profit
$5.05M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$298,598 
GOOGL Alphabet Inc
+6.73%
+$121,742.46 
ANET Arista Networks, Inc.
+5.46%
+$57,612.79 
TFX Teleflex Incorporated
+3.33%
+$17,150.53 
META Meta Platforms Inc Class A
+3.28%
+$7,655.44 
MSFT Microsoft Corp.
+3.02%
+$65,893.51 
NVDA NVIDIA Corporation
+2.93%
+$66,293.18 
GNRC Generac Holdings Inc.
+2.71%
+$35,599.2 
CVX Chevron Corporation
+2.35%
+$24,163.92 
DGII Digi International Inc.
+2.24%
+$5,821.65 
CSCO Cisco Systems, Inc.
+2.14%
+$28,982.61 
ECG Everus Construction Group, Inc.
+2.02%
+$5,712.06 
PANW Palo Alto Networks, Inc.
+1.89%
+$34,839.75 
ZG Zillow Group, Inc.
+1.88%
+$9,738.26 
CRM Salesforce Inc
+1.83%
+$14,977.72 
ZTS Zoetis Inc.
+1.66%
+$5,838.84 
KMI Kinder Morgan, Inc.
+1.64%
+$3,452.8 
SHEL Shell plc
+1.62%
+$26,711.37 
PWR Quanta Services Inc.
+1.43%
+$16,293.08 
WDAY Workday Inc.
+1.41%
+$7,495.03 
TDC Teradata Corporation
+1.41%
+$3,158.78 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$3,486 
COP ConocoPhillips
+1.22%
+$9,636.71 
AMAT Applied Materials, Inc.
+1.18%
+$14,177.75 
EMMF WisdomTree Emerging Markets Multifactor Fund
+1.12%
+$2,381.2 
VUG Vanguard Growth ETF
+1.1%
+$2,790 
URI United Rentals, Inc.
+0.99%
+$21,578.92 
III Information Services Group Inc.
+0.97%
+$1,172 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$7,990.11 
SCHW Charles Schwab Corporation
+0.87%
+$6,734.91 
CNQ Canadian Natural Resources Limited
+0.85%
+$4,127.2 
EMR Emerson Electric Co.
+0.79%
+$4,104.07 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,677.99 
TRGP Targa Resources Corp.
+0.76%
+$1,532.65 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5,657.09 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,960.89 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,218.95 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,170.88 
PTC PTC Inc.
+0.66%
+$5,412.6 
IWB iShares Russell 1000 ETF
+0.64%
+$1,942.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,322.32 
FDLO Fidelity Low Volatility Factor ETF
+0.52%
+$2,275.5 
IYW iShares U.S. Technology ETF
+0.46%
+$5,243.32 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$3,947.4 
RTX RTX Corporation
+0.39%
+$2,194.08 
AVGO Broadcom Inc.
+0.37%
+$2,560.32 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,409.88 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$3,173.78 
MRK Merck & Co., Inc.
+0.32%
+$4,282.96 
JPM JPMorgan Chase & Co.
+0.27%
+$5,053.44 
MTCH Match Group, Inc.
+0.25%
+$1,576.4 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$490.56 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$532.08 
CME CME Group Inc.
+0.21%
+$1,225.52 
SO The Southern Company
+0.21%
+$532.6 
JNJ Johnson & Johnson
+0.21%
+$2,748.05 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$3,545.23 
T AT&T Inc.
+0.17%
+$1,196.24 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$588.04 
KNF Knife River Corporation
+0.16%
+$348.23 
KNSL Kinsale Capital Group Inc.
+0.15%
+$904.77 
CEFS Saba Capital Income & Opportunities ETF
+0.12%
+$632.7 
C Citigroup Inc.
+0.1%
+$797.75 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$233.91 
ABT Abbott Laboratories
+0.09%
+$435.6 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$414.15 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$200.95 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$25 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$32,031.62 
AAPL Apple Inc.
-7.35%
-$166,294.64 
NXT Nextracker Inc.
-7.25%
-$63,270 
MU Micron Technology, Inc.
-5.9%
-$47,241.4 
SIRI Sirius XM Holdings Inc.
-4.36%
-$14,435.55 
ASUR Asure Software Inc.
-4.06%
-$13,107 
VFF Village Farms International Inc.
-3.52%
-$1,261.4 
LGND Ligand Pharmaceuticals Inc.
-2.95%
-$6,518.75 
APTV Aptiv PLC
-2.79%
-$20,209.5 
QCOM QUALCOMM Incorporated
-2.63%
-$36,660.21 
ABBV AbbVie Inc.
-2.51%
-$10,494.34 
AKBA Akebia Therapeutics Inc.
-2.22%
-$420 
NFLX Netflix, Inc.
-2%
-$7,117.5 
IRM Iron Mountain Inc.
-1.86%
-$4,176 
TOST Toast Inc.
-1.77%
-$9,013.78 
GLD SPDR Gold Shares
-1.49%
-$6,170.75 
DPZ Domino's Pizza Inc.
-1.37%
-$3,799.9 
ICOW Pacer Developed Markets International ETF
-1.2%
-$11,300.13 
DLTR Dollar Tree, Inc.
-1.06%
-$5,212.92 
KO The Coca-Cola Company
-1.02%
-$4,339.8 
RFV Invesco S&P MidCap 400 Pure Value ETF
-1%
-$6,142.72 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1%
-$5,486.87 
VMC Vulcan Materials Company
-0.98%
-$5,938.04 
XOM Exxon Mobil Corporation
-0.97%
-$8,012.61 
HALO Halozyme Therapeutics Inc.
-0.91%
-$16,506.44 
PYPL PayPal Holdings Inc
-0.76%
-$9,571.32 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$3,514.47 
VPU Vanguard Utilities ETF
-0.71%
-$3,179.68 
IYH iShares U.S. Healthcare ETF
-0.7%
-$1,471.2 
MSCI MSCI Inc.
-0.61%
-$3,290 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
-0.6%
-$2,721.6 
DGX Quest Diagnostics Inc.
-0.55%
-$3,525.59 
COF Capital One Financial Corporation
-0.54%
-$4,916.65 
IWM iShares Russell 2000 ETF
-0.47%
-$1,409.45 
ISCV iShares Morningstar Small-Cap Value ETF
-0.46%
-$1,454.47 
WSO Watsco Inc.
-0.46%
-$1,876.19 
DVY iShares Select Dividend ETF
-0.45%
-$1,171.41 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,855.35 
HD The Home Depot, Inc.
-0.42%
-$3,115.03 
CIK Credit Suisse Asset Management Income Fund, Inc.
-0.41%
-$103.45 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$2,927.1 
AXP American Express Company
-0.38%
-$3,049.25 
FDX FedEx Corporation
-0.37%
-$2,570.25 
GPC Genuine Parts Company
-0.37%
-$25,974.36 
ABNB Airbnb, Inc.
-0.37%
-$3,510.09 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$8,573.08 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$865.81 
VTV Vanguard Value ETF
-0.27%
-$912.12 
COST Costco Wholesale Corporation
-0.24%
-$1,427.26 
VB Vanguard Small-Cap ETF
-0.22%
-$1,428.86 
MEDP Medpace Holdings Inc.
-0.21%
-$477.19 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$1,225.92 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$606.81 
GVI iShares Intermediate Government Bond ETF
-0.16%
-$3,278.45 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$364.53 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$271.4 
MUB iShares National Muni Bond ETF
-0.11%
-$342 
ALB Albemarle Corporation
-0.1%
-$510.72 
IYF iShares U.S. Financials ETF
-0.09%
-$448.12 
KEY KeyCorp
-0.09%
-$180 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$343.2 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$653.32 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$319.6 
VO Vanguard Mid-Cap ETF
-0.05%
-$332.96 
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF
-0.04%
-$100.39 
V Visa Inc. Class A
-0.04%
-$444.47 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$920.84 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$82.49 
UBER Uber Technologies, Inc.
-0.01%
-$86.89 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-0.01%
-$30.94 Events
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Dividends
Dividend Analysis
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| Trades 712 | Longs Won 479/712 67% | Profit Factor 4.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $127,309.56 |
| Average Win $55,261.11 | Best Trade (Aug 27) $1.24M | Sharpe Ratio -10.72 |
| Average Loss -$24,763.69 | Worst Trade (Sep 01) -$523,090.81 | Z-Score 7.84 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $29,073.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,525 | 4,072 | 3,620 | 3,167 | 2,715 | 2,262 | 1,810 | 1,357 | 905 | 452 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,782 | $1.69M | $2.1M | - | $406,949.43 | 24.11% | -7.354% |
| ABBV AbbVie Inc. | 1,622 | $291,778.64 | $407,024.68 | - | $115,246.04 | 39.5% | -2.513% |
| ABNB Airbnb, Inc. | 6,268 | $824,637.37 | $949,727.36 | - | $125,089.99 | 15.17% | -0.368% |
| ABT Abbott Laboratories | 4,840 | $498,686.39 | $511,588 | - | $12,901.61 | 2.59% | +0.085% |
| AKBA Akebia Therapeutics Inc. | 14,000 | $38,220 | $18,480 | - | -$19,740 | -51.65% | -2.222% |
| ALB Albemarle Corporation | 4,256 | $358,195.78 | $500,675.84 | - | $142,480.06 | 39.78% | -0.102% |
| AMAT Applied Materials, Inc. | 2,403 | $396,624.31 | $1.22M | - | $823,306.72 | 207.58% | +1.176% |
| AMZN Amazon.com Inc | 8,276 | $1.82M | $2.25M | - | $431,342.58 | 23.75% | +15.321% |
| ANET Arista Networks, Inc. | 6,175 | $716,723.93 | $1.11M | - | $396,937.38 | 55.38% | +5.456% |
| APTV Aptiv PLC | 12,475 | $831,084.5 | $704,463.25 | - | -$126,621.25 | -15.24% | -2.789% |
| ASUR Asure Software Inc. | 38,550 | $361,606.8 | $309,556.5 | - | -$52,050.3 | -14.39% | -4.062% |
| AVGO Broadcom Inc. | 1,778 | $444,749.61 | $692,139.84 | - | $247,390.23 | 55.62% | +0.371% |
| AXP American Express Company | 2,401 | $713,236.71 | $807,336.25 | - | $94,099.54 | 13.19% | -0.376% |
| BMY Bristol-Myers Squibb Company | 4,931 | $278,899.26 | $322,043.61 | - | $43,144.35 | 15.47% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 758 | $343,586.54 | $387,747.32 | - | $44,160.78 | 12.85% | +0.365% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 31,940 | $622,755.49 | $626,183.7 | - | $3,428.21 | 0.55% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 31,960 | $644,991.05 | $649,427.2 | - | $4,436.15 | 0.69% | -0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 65,332 | $1.2M | $1.21M | - | $8,056.02 | 0.67% | -0.054% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 13,570 | $223,026 | $223,972.85 | - | $946.85 | 0.42% | -0.121% |
| C Citigroup Inc. | 6,137 | $434,544.65 | $812,845.65 | - | $378,301 | 87.06% | +0.098% |
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FAQ
Which stocks have generated the highest profits for Travis Weitz?
The largest contributions to the portfolio's profits come from the following stocks: Genuine Parts Company - $355,820.28, Micron Technology, Inc - $326,137.96, Nextracker Inc - $314,649.32, CVS Health Corporation - $226,644.11, and Aptiv PLC - $194,230.64. 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: Adobe Inc - $378,147.42, PayPal Holdings Inc - $254,336.41, Teradata Corporation - $199,356.12, Molson Coors Beverage Company - $152,839.58, and Novo Nordisk A/S Sponsored ADR - $146,211.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Travis Weitz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3M earned over time. The largest contributors to dividend income include Genuine Parts Company - $349,290.01, Janus Henderson Short Duration Income ETF - $176,018.76, iShares 1-5 Year Investment Grade Corporate Bond ETF - $166,059.97, iShares Short Maturity Bond ETF - $149,402.4, and PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $140,975.26. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Travis Weitz's monthly returns?
Travis Weitz'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 Travis Weitz's strategy be considered aggressive or moderate?
Travis Weitz'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 Travis Weitz's strategy?
Travis Weitz'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.
