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:
46.16%
Gain +0.89%
Monthly
1.92%
Yearly
25.59%
Drawdown
16.72%
$383.56M
Equity
Holdings
$383.56M
Investment
$316.33M
$68.38M
Profit +$1.93M
Realized
$1.15M
Unrealized
$67.23M
Dividends
$6.85M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$1.93M
Win %
77%
This Week
Compared To Last Week
Gain
0.51%
Profit
$1.93M
Win %
77%
This Month
Compared to last month
Gain
3.04%
Profit
$11.3M
Win %
77%
This Year
Compared to last year
Gain
2.71%
Profit
$10.12M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$74,469.1 
GOOG Alphabet Inc
+6.88%
+$38,474.75 
GOOGL Alphabet Inc
+6.73%
+$19,526.43 
MSFT Microsoft Corp.
+3.02%
+$15,349.73 
NVDA NVIDIA Corporation
+2.93%
+$27,927.64 
WDC Western Digital Corporation
+2.21%
+$11,800.05 
CSCO Cisco Systems, Inc.
+2.14%
+$7,817.31 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$23,120.64 
PWR Quanta Services Inc.
+1.43%
+$17,062.24 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$287,557.02 
JPEF JPMorgan Equity Focus ETF
+1.05%
+$6,957.19 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$16,742.88 
IBM International Business Machines Corporation
+0.86%
+$3,634.69 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$7,395.44 
TSLA Tesla, Inc.
+0.76%
+$10,579.79 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$33,090.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$11,819.3 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,612.69 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,178.28 
CAT Caterpillar Inc.
+0.7%
+$1,718.01 
PLTR Palantir Technologies Inc.
+0.65%
+$1,315.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,609.04 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$7,890.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$502,465.39 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,156.65 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$1,678.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$31,670.5 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$2,303 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$4,852.65 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$47,555.68 
AVGO Broadcom Inc.
+0.37%
+$2,725.92 
PG Procter & Gamble Co
+0.37%
+$1,137.91 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,239.44 
JPM JPMorgan Chase & Co.
+0.27%
+$2,576.54 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$3,029.94 
JNJ Johnson & Johnson
+0.21%
+$562.86 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$21,828.48 
MS Morgan Stanley
+0.17%
+$405 
UMBF UMB Financial Corporation
+0.15%
+$6,038.17 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,046.55 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,767.51 
WMT Walmart Inc.
+0.09%
+$751.12 
JPIB JPMorgan International Bond ETF
+0.06%
+$180.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,454.48 
DIS The Walt Disney Company
+0.03%
+$79.83 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$124.74 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$500,281.56 
SNDK SanDisk Corporation
-5.09%
-$21,688.29 
IBIT iShares Bitcoin Trust
-2.89%
-$50,492.04 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,638.49 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$3,940.02 
DE Deere & Company
-1.13%
-$20,121.17 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$7,813.92 
TXN Texas Instruments Inc
-1.08%
-$2,228.77 
KO The Coca-Cola Company
-1.02%
-$2,565.9 
HITI High Tide Inc.
-0.94%
-$255.1 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$3,039.94 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$4,342.72 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$7,879.24 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$110,402.16 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$25,465.44 
SCHF Schwab International Equity ETF
-0.58%
-$54,818.4 
WEC WEC Energy Group Inc.
-0.57%
-$1,225.36 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$3,289.93 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$4,857.38 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$3,262.66 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,049.99 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$65,418.5 
VGT Vanguard Information Technology ETF
-0.38%
-$2,370.16 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$18,673.05 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$1,184.21 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$1,126.64 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$5,960.33 
IDOG Alps International Sector Dividend Dogs ETF
-0.32%
-$1,602.16 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$3,622.38 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$805.91 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$31,867.2 
SDY SPDR S&P Dividend ETF
-0.28%
-$836.88 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$4,279.89 
DUHP Dimensional US High Profitability ETF
-0.27%
-$11,721.27 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$34,942.32 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$4,659.9 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$655.12 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$59,157.45 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,322.7 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$3,295.13 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$2,922.15 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$8,195.22 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$573.45 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$3,271.2 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$719.98 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$28,286.4 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$6,496.84 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$3,697.08 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$414.99 
MUB iShares National Muni Bond ETF
-0.11%
-$1,151.04 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,663.64 
HYD VanEck High Yield Muni ETF
-0.1%
-$1,649.2 
PGX Invesco Preferred ETF
-0.09%
-$189.23 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$717.5 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$308.52 
FMB First Trust Managed Municipal Fund
-0.08%
-$1,434.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$371.04 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$8,237.43 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$334.34 Events
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Dividends
Dividend Analysis
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| Trades 457 | Longs Won 343/457 75% | Profit Factor 41.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $630,313.33 |
| Average Win $204,260.18 | Best Trade (Aug 14) $11.22M | Sharpe Ratio -15.88 |
| Average Loss -$14,735.71 | Worst Trade (Aug 17) -$402,016.15 | Z-Score 19.7 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $149,631.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 6,678 | $218,237.11 | $266,652.54 | - | $48,415.43 | 22.18% | -1.456% |
| AAPL Apple Inc. | 20,403 | $4.82M | $6.3M | - | $1.49M | 30.85% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 502 | $291,616.8 | $239,027.29 | - | -$52,589.51 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 2,064 | $425,750.84 | $560,541.1 | - | $134,790.26 | 31.66% | +15.321% |
| AVDV Avantis International Small Cap Value ETF | 130,837 | $9.98M | $13.69M | - | $3.71M | 37.14% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 19,639 | $1.54M | $1.76M | - | $215,865.55 | 14% | +0.101% |
| AVGO Broadcom Inc. | 1,893 | $561,782.38 | $736,907.04 | - | $175,124.66 | 31.17% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 36,362 | $3.64M | $4.56M | - | $916,541 | 25.19% | +0.032% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,823 | $294,789.94 | $288,789.42 | - | -$6,000.52 | -2.04% | -0.198% |
| BRK-B Berkshire Hathaway Inc. | 1,204 | $573,794.48 | $615,894.16 | - | $42,099.68 | 7.34% | +0.365% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 810,376 | $18.13M | $23.72M | - | $5.6M | 30.87% | -0.249% |
| CAT Caterpillar Inc. | 303 | $117,627.72 | $246,887.43 | - | $129,259.71 | 109.89% | +0.701% |
| CSCO Cisco Systems, Inc. | 3,217 | $225,750.32 | $373,139.83 | - | $147,389.51 | 65.29% | +2.14% |
| CWI SPDR MSCI ACWI ex-US ETF | 265,560 | $7.73M | $10.69M | - | $2.96M | 38.36% | -0.297% |
| DE Deere & Company | 2,959 | $1.36M | $1.75M | - | $393,401.99 | 28.92% | -1.134% |
| DFAE Dimensional Emerging Core Equity Market ETF | 28,545 | $992,593.45 | $1.07M | - | $78,414.95 | 7.9% | +0.455% |
| DFAU Dimensional US Core Equity Market ETF | 5,994 | $280,519 | $310,369.32 | - | $29,850.32 | 10.64% | +0.544% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 297,223 | $8.61M | $11.21M | - | $2.59M | 30.11% | +0.426% |
| DFNM Dimensional National Municipal Bond ETF | 16,717 | $800,460.81 | $796,565.05 | - | -$3,895.76 | -0.49% | -0.042% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 274,581 | $13.03M | $12.99M | - | -$34,664.55 | -0.27% | -0.063% |
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FAQ
Which stocks have generated the highest profits for Brian Griffin?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Total U.S. Stock Market ETF - $870,578.94, Vanguard Intermediate-Term Treasury Fund - $678,819.69, Schwab International Equity ETF - $646,284.55, Dimensional Short-Duration Fixed Income ETF - $528,292.9, and iShares Core MSCI International Developed Markets ETF (IDEV) - $509,588.69. 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: Exxon Mobil Corporation - $42,059, Oracle Corporation - $22,608.42, SPDR Portfolio Long Term Treasury ETF - $1,472.34, and Tesla, Inc - $2.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Griffin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.85M earned over time. The largest contributors to dividend income include iShares Core S&P Total U.S. Stock Market ETF - $870,578.94, Vanguard Intermediate-Term Treasury Fund - $678,819.69, Dimensional Short-Duration Fixed Income ETF - $528,292.9, iShares Core MSCI International Developed Markets ETF (IDEV) - $509,588.69, and Avantis International Small Cap Value ETF - $440,541.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Griffin's monthly returns?
Brian Griffin's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brian Griffin's strategy be considered aggressive or moderate?
Brian Griffin'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 Brian Griffin's strategy?
Brian Griffin'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.
