Brian Griffin Portfolio
Invests via Friday Financial | Managed by Brian Griffin, Ryan Burbach
Invests via Friday Financial
Managed by Brian Griffin, Ryan Burbach
Automatically Tracked
Seasoned investor and operating executive focused on growth equity, corporate strategy and capital markets with experience leading M&A, fundraising and portfolio value creation across technology and consumer sectors. Brian Griffin combines hands‑on operational roles and board service with deal execution and investor relations expertise, advising management teams on scaling, governance and exit planning. Active in private investments and strategic secondary transactions.
Seasoned investor and operating executive focused on growth equity, corporate strategy and capital markets with experience leading M&A, fundraising and portfolio value creation across technology and consumer sectors. Brian Griffin combines hands‑on operational roles and board service with deal execution and investor relations expertise, advising management teams on scaling, governance and exit planning. Active in private investments and strategic secondary transactions.
Investment Philosophy & Strategy
Seasoned investor and operating executive focused on growth equity, corporate strategy and capital markets with experience leading M&A, fundraising and portfolio value creation across technology and consumer sectors. Brian Griffin combines hands‑on operational roles and board service with deal execution and investor relations expertise, advising management teams on scaling, governance and exit planning. Active in private investments and strategic secondary transactions.
Seasoned investor and operating executive focused on growth equity, corporate strategy and capital markets with experience leading M&A, fundraising and portfolio value creation across technology and consumer sectors. Brian Griffin combines hands‑on operational roles and board service with deal execution and investor relations expertise, advising management teams on scaling, governance and exit planning. Active in private investments and strategic secondary transactions.
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
28.58%
$372.08M
Equity
Holdings
$372.08M
Investment
$316.33M
$56.96M
Profit -$2.45M
Realized
$1.21M
Unrealized
$55.75M
Dividends
$6.67M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.45M
Win %
75%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$1.75M
Win %
75%
This Month
Compared to last month
Gain
-0.4%
Profit
-$1.48M
Win %
75%
This Year
Compared to last year
Gain
-0.36%
Profit
-$1.36M
Win %
75%
CSCO Cisco Systems, Inc.
+2.02%
+$7,109.57 
WMT Walmart Inc.
+1.99%
+$17,192.68 
JNJ Johnson & Johnson
+1.94%
+$5,150.7 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$10,974.46 
DE Deere & Company
+1.65%
+$29,294.1 
PG Procter & Gamble Co
+1.5%
+$4,895.16 
XLP Consumer Staples Select Sector SPDR Fund
+1.42%
+$3,037.5 
WEC WEC Energy Group Inc.
+1.38%
+$3,073.1 
SCHD Schwab U.S. Dividend Equity ETF
+1.03%
+$123,731.1 
DHS WisdomTree U.S. High Dividend Fund
+1%
+$3,235.95 
SDY SPDR S&P Dividend ETF
+0.84%
+$2,491.62 
VOE Vanguard Mid-Cap Value ETF
+0.68%
+$9,542.35 
IDOG Alps International Sector Dividend Dogs ETF
+0.62%
+$2,975.44 
AAAU Goldman Sachs Physical Gold ETF
+0.46%
+$1,202.04 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$2,571.8 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.3%
+$12,344.11 
IVE ISHARES S&P 500 VALUE ETF
+0.29%
+$1,080 
VLUE iShares MSCI USA Value Factor ETF
+0.29%
+$1,944.56 
DON WisdomTree U.S. MidCap Dividend Fund
+0.27%
+$2,224.25 
IWS iShares Russell Mid-Cap Value ETF
+0.26%
+$3,030.21 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.24%
+$633.22 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.23%
+$669.02 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.23%
+$38,186.64 
IWN iShares Russell 2000 Value ETF
+0.21%
+$1,154.4 
SCHV Schwab U.S. Large-Cap Value ETF
+0.19%
+$25,236.12 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$11,244.23 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.1%
+$623.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.08%
+$1,328.92 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.07%
+$9,610.33 
VIG Vanguard Dividend Appreciation ETF
+0.07%
+$3,252.05 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.06%
+$765.33 
JMUB JPMorgan Municipal Bond ETF
+0.03%
+$453.72 
DFNM Dimensional National Municipal Bond ETF
+0.02%
+$167.17 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.01%
+$25.86 
FMB First Trust Managed Municipal Fund
+0.01%
+$154.17 
AMD Advanced Micro Devices, Inc.
-4.84%
-$12,168.47 
WDC Western Digital Corporation
-4.31%
-$20,120 
PLTR Palantir Technologies Inc.
-2.83%
-$6,247.2 
NVDA NVIDIA Corporation
-2.72%
-$27,585.24 
TXN Texas Instruments Inc
-2.62%
-$5,638.32 
TSLA Tesla, Inc.
-2.51%
-$43,978.23 
AVGO Broadcom Inc.
-2.39%
-$16,942.35 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.38%
-$271,959.04 
EEM iShares MSCI Emerging Markets ETF
-2.37%
-$22,482.32 
IEMG iShares Core MSCI Emerging Markets ETF
-2.3%
-$37,990.8 
DFAE Dimensional Emerging Core Equity Market ETF
-2.29%
-$24,834.15 
GOOG Alphabet Inc
-2.17%
-$12,864 
GOOGL Alphabet Inc
-2.14%
-$6,604.41 
VWO Vanguard FTSE Emerging Markets ETF
-2.11%
-$37,073.52 
AVEM Avantis Emerging Markets Equity ETF
-2.01%
-$35,742.98 
VGT Vanguard Information Technology ETF
-1.97%
-$12,402 
MSFT Microsoft Corp.
-1.97%
-$8,901.49 
IWF iShares Russell 1000 Growth ETF
-1.92%
-$86,629.4 
QQQ Invesco QQQ Trust, Series 1
-1.81%
-$50,764.8 
MS Morgan Stanley
-1.8%
-$4,429.69 
IBIT iShares Bitcoin Trust
-1.79%
-$30,962.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.74%
-$28,539.54 
IBM International Business Machines Corporation
-1.71%
-$7,126.75 
CAT Caterpillar Inc.
-1.67%
-$4,426.83 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.6%
-$3,329.75 
PWR Quanta Services Inc.
-1.51%
-$17,371.45 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.47%
-$386,007.46 
HITI High Tide Inc.
-1.41%
-$382.65 
AVDV Avantis International Small Cap Value ETF
-1.38%
-$187,096.91 
CWI SPDR MSCI ACWI ex-US ETF
-1.28%
-$135,435.6 
SNDK SanDisk Corporation
-1.19%
-$5,581.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$45,073.71 
KO The Coca-Cola Company
-1.08%
-$2,622.92 
IWP iShares Russell Mid-Cap Growth ETF
-0.99%
-$18,558.02 
SCHF Schwab International Equity ETF
-0.88%
-$82,227.6 
VOT Vanguard Mid-Cap Growth ETF
-0.87%
-$12,535.16 
VOO Vanguard S&P 500 ETF
-0.81%
-$8,248.88 
JPEF JPMorgan Equity Focus ETF
-0.81%
-$5,409.3 
AMZN Amazon.com Inc
-0.79%
-$4,076.42 
SPY SPDR S&P 500 ETF Trust
-0.79%
-$1,787.84 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$664,712.92 
DFAU Dimensional US Core Equity Market ETF
-0.77%
-$2,397.6 
VBK Vanguard Small-Cap Growth ETF
-0.77%
-$12,327.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.74%
-$9,510.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$44,730.5 
AAPL Apple Inc.
-0.7%
-$47,335.16 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.69%
-$102,874.74 
UMBF UMB Financial Corporation
-0.67%
-$27,170.55 
DISV Dimensional International Small Cap Equity Fund
-0.66%
-$6,071.73 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.65%
-$2,416.74 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.61%
-$3,200.22 
IWO iShares Russell 2000 Growth ETF
-0.53%
-$5,636.04 
DUHP Dimensional US High Profitability ETF
-0.53%
-$23,442.54 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.51%
-$2,425.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.46%
-$8,232.49 
DIS The Walt Disney Company
-0.42%
-$1,104.32 
DIHP Dimensional International High Profitability Portfolio
-0.4%
-$15,626.52 
MDY SPDR S&P MidCap 400 ETF Trust
-0.27%
-$877.68 
IQLT iShares MSCI International Quality Factor ETF
-0.26%
-$1,376.96 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.24%
-$56,726.32 
VYMI Vanguard International High Dividend Yield Index Fund
-0.23%
-$1,446.66 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$1,377.18 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.2%
-$731.84 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.17%
-$1,325.63 
AVUV Avantis U.S. Small Cap Value ETF
-0.16%
-$7,454.21 
JPM JPMorgan Chase & Co.
-0.14%
-$1,315.65 
PGX Invesco Preferred ETF
-0.14%
-$283.85 
HYD VanEck High Yield Muni ETF
-0.13%
-$2,143.96 
DFSV Dimensional US Small Cap Value ETF
-0.11%
-$1,212.35 
JPIB JPMorgan International Bond ETF
-0.08%
-$240.88 
MMIT NYLI MacKay Muni Intermediate ETF
-0.04%
-$140.83 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.04%
-$924.27 
MUB iShares National Muni Bond ETF
-0.01%
-$47.96 Events
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Dividends
Dividend Analysis
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| Trades 457 | Longs Won 334/457 73% | Profit Factor 27.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $547,845.9 |
| Average Win $176,932.84 | Best Trade (Jul 13) $9.85M | Sharpe Ratio -15.91 |
| Average Loss -$17,375.96 | Worst Trade (Jul 10) -$413,161.78 | Z-Score 16.04 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $124,635.29 |
| 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 | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
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Returns
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