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:
42.69%
Gain +0.87%
Monthly
1.67%
Yearly
21.98%
Drawdown
16.79%
$508.53M
Equity
Holdings
$508.53M
Investment
$447.79M
$63.51M
Profit +$2.22M
Realized
$2.77M
Unrealized
$60.74M
Dividends
$8.15M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.87%
Profit
$2.22M
Win %
70%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$3.11M
Win %
70%
This Month
Compared to last month
Gain
0.59%
Profit
$2.99M
Win %
70%
This Year
Compared to last year
Gain
0.14%
Profit
$1.51M
Win %
71%
LLY Eli Lilly and Company
+3.6%
+$9,483 
ORCL Oracle Corporation
+2.98%
+$5,974.93 
IBM International Business Machines Corporation
+2.73%
+$13,020.7 
UMBF UMB Financial Corporation
+2.24%
+$79,567.48 
AMGN Amgen Inc.
+1.86%
+$4,034.11 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.57%
+$28,987.2 
DIS The Walt Disney Company
+1.54%
+$4,922.4 
IDOG Alps International Sector Dividend Dogs ETF
+1.49%
+$9,501.66 
WMT Walmart Inc.
+1.47%
+$13,067.82 
DON WisdomTree U.S. MidCap Dividend Fund
+1.47%
+$12,051.66 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.47%
+$43,710.81 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.45%
+$5,777.75 
IWS iShares Russell Mid-Cap Value ETF
+1.41%
+$52,871.28 
IWN iShares Russell 2000 Value ETF
+1.36%
+$8,993.74 
IWO iShares Russell 2000 Growth ETF
+1.35%
+$20,448.52 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.33%
+$9,841.28 
VBK Vanguard Small-Cap Growth ETF
+1.32%
+$47,860.26 
SDY SPDR S&P Dividend ETF
+1.28%
+$4,771.67 
VOT Vanguard Mid-Cap Growth ETF
+1.27%
+$26,040.4 
CMI Cummins Inc.
+1.27%
+$3,161.58 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.24%
+$2,999.76 
IQLT iShares MSCI International Quality Factor ETF
+1.24%
+$6,619.86 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.18%
+$25,294.78 
SCHD Schwab U.S. Dividend Equity ETF
+1.17%
+$185,781.14 
HYD VanEck High Yield Muni ETF
+1.16%
+$18,845.12 
PGX Invesco Preferred ETF
+1.15%
+$2,176.14 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.15%
+$26,865.62 
DHS WisdomTree U.S. High Dividend Fund
+1.11%
+$3,497.58 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.1%
+$299,708 
MSFT Microsoft Corp.
+1.08%
+$20,924.25 
VLUE iShares MSCI USA Value Factor ETF
+1.06%
+$7,332.2 
AVUV Avantis U.S. Small Cap Value ETF
+1.05%
+$58,567.5 
MDY SPDR S&P MidCap 400 ETF Trust
+1.01%
+$3,176.81 
DIHP Dimensional International High Profitability Portfolio
+1.01%
+$49,751.18 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.92%
+$162,599.83 
VOE Vanguard Mid-Cap Value ETF
+0.91%
+$17,815.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.91%
+$6,115.23 
EFV iShares MSCI EAFE Value ETF
+0.89%
+$5,521.6 
IWP iShares Russell Mid-Cap Growth ETF
+0.86%
+$31,047.12 
VIG Vanguard Dividend Appreciation ETF
+0.84%
+$54,241.04 
VYMI Vanguard International High Dividend Yield Index Fund
+0.82%
+$5,139.36 
MUB iShares National Muni Bond ETF
+0.82%
+$10,625.66 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.81%
+$38,112.29 
FMB First Trust Managed Municipal Fund
+0.81%
+$14,575.47 
JMUB JPMorgan Municipal Bond ETF
+0.8%
+$13,382.08 
IBIT iShares Bitcoin Trust
+0.76%
+$14,585.9 
PFE Pfizer Inc.
+0.74%
+$1,714.02 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.74%
+$4,909.9 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.72%
+$7,795.49 
SCHV Schwab U.S. Large-Cap Value ETF
+0.71%
+$150,662.64 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.7%
+$40,472.52 
XLP Consumer Staples Select Sector SPDR Fund
+0.69%
+$1,475.01 
DISV Dimensional International Small Cap Equity Fund
+0.68%
+$6,402.91 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$2,528 
MMIT NYLI MacKay Muni Intermediate ETF
+0.67%
+$2,182.86 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.63%
+$1,758.58 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.57%
+$2,744 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.56%
+$5,579.25 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$27,036.22 
DFNM Dimensional National Municipal Bond ETF
+0.56%
+$17,133.74 
SCHF Schwab International Equity ETF
+0.54%
+$86,488.01 
JCPB JPMorgan Core Plus Bond ETF
+0.54%
+$3,822.48 
JEPI JPMorgan Equity Premium Income Fund
+0.53%
+$1,367.4 
GOOGL Alphabet Inc
+0.47%
+$2,030.97 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.47%
+$94,232.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.42%
+$25,439.7 
DFAU Dimensional US Core Equity Market ETF
+0.42%
+$1,318.68 
IEI iShares 3-7 Year Treasury Bond ETF
+0.41%
+$1,286.19 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.39%
+$429,235.62 
GOOG Alphabet Inc
+0.36%
+$2,330.46 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.34%
+$4,483.84 
PG Procter & Gamble Co
+0.34%
+$1,269.35 
MS Morgan Stanley
+0.33%
+$703.21 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.31%
+$33,782.84 
CWI SPDR MSCI ACWI ex-US ETF
+0.3%
+$44,195.88 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$5,429.34 
VOO Vanguard S&P 500 ETF
+0.28%
+$7,154.05 
AMZN Amazon.com Inc
+0.27%
+$2,056.32 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$33,438.4 
JPIB JPMorgan International Bond ETF
+0.21%
+$1,499.3 
JPEF JPMorgan Equity Focus ETF
+0.2%
+$3,906.97 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$12,998.51 
KO The Coca-Cola Company
+0.12%
+$358.11 
JPM JPMorgan Chase & Co.
+0.09%
+$849.99 
DE Deere & Company
+0.07%
+$1,390.58 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$22,577.9 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.02%
+$38.2 
AVDV Avantis International Small Cap Value ETF
0%
$0 
CSCO Cisco Systems, Inc.
-3.35%
-$13,663.75 
PWR Quanta Services Inc.
-2.76%
-$33,124.04 
SPCX Space Exploration Technologies Corp. Class A
-2.36%
-$7,876.65 
WDC Western Digital Corporation
-2.1%
-$7,836.19 
CAT Caterpillar Inc.
-1.8%
-$4,569.72 
NVDA NVIDIA Corporation
-1.79%
-$27,480.34 
AMD Advanced Micro Devices, Inc.
-1.5%
-$7,954.34 
MRK Merck & Co., Inc.
-1.37%
-$3,698.62 
XOM Exxon Mobil Corporation
-1.29%
-$3,985.03 
TSLA Tesla, Inc.
-1.29%
-$22,968.88 
CVX Chevron Corporation
-1.19%
-$3,316.83 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.81%
-$114,140.88 
DFAE Dimensional Emerging Core Equity Market ETF
-0.79%
-$11,831.4 
IEMG iShares Core MSCI Emerging Markets ETF
-0.74%
-$12,887.6 
EEM iShares MSCI Emerging Markets ETF
-0.7%
-$18,839.7 
AVEM Avantis Emerging Markets Equity ETF
-0.66%
-$19,324.8 
AVGO Broadcom Inc.
-0.57%
-$4,557.1 
SNDK SanDisk Corporation
-0.57%
-$2,718.77 
TXN Texas Instruments Inc
-0.55%
-$1,513.17 
VGT Vanguard Information Technology ETF
-0.42%
-$2,866.24 
HITI High Tide Inc.
-0.39%
-$127.55 
AAPL Apple Inc.
-0.28%
-$23,666.88 
PLTR Palantir Technologies Inc.
-0.23%
-$1,019.28 
JNJ Johnson & Johnson
-0.2%
-$574.77 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$4,187.2 
META Meta Platforms Inc Class A
-0.13%
-$339.83 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$3,826.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.09%
-$2,386.33 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$538.44 
ABBV AbbVie Inc.
-0.05%
-$121.81 
IWF iShares Russell 1000 Growth ETF
-0.03%
-$2,841.68 Events
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Dividends
Dividend Analysis
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| Trades 561 | Longs Won 388/561 69% | Profit Factor 19.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $556,070.69 |
| Average Win $172,468.54 | Best Trade (Oct 15) $10.51M | Sharpe Ratio -17.18 |
| Average Loss -$19,670.68 | Worst Trade (Oct 15) -$292,510.52 | Z-Score 12.6 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $113,217.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,653 | $6.22M | $8.43M | - | $2.21M | 35.54% | -0.28% |
| ABBV AbbVie Inc. | 840 | $218,341 | $238,001.4 | - | $19,660.4 | 9% | -0.051% |
| AMD Advanced Micro Devices, Inc. | 926 | $552,686.33 | $520,624.98 | - | -$32,061.35 | -5.8% | -1.505% |
| AMGN Amgen Inc. | 510 | $207,708 | $221,350.2 | - | $13,642.2 | 6.57% | +1.856% |
| AMZN Amazon.com Inc | 3,024 | $664,051.8 | $770,394.24 | - | $106,342.44 | 16.01% | +0.268% |
| AVDV Avantis International Small Cap Value ETF | 155,085 | $12.6M | $16.64M | - | $4.03M | 32.01% | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 32,208 | $2.72M | $2.91M | - | $187,986.06 | 6.9% | -0.659% |
| AVGO Broadcom Inc. | 2,290 | $698,207.53 | $788,355.4 | - | $90,147.87 | 12.91% | -0.575% |
| AVUV Avantis U.S. Small Cap Value ETF | 46,854 | $4.89M | $5.64M | - | $754,616.35 | 15.44% | +1.049% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,823 | $294,789.94 | $281,105.19 | - | -$13,684.75 | -4.64% | +0.63% |
| BRK-B Berkshire Hathaway Inc. | 1,282 | $612,833.48 | $674,242.26 | - | $61,408.78 | 10.02% | -0.08% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 966,800 | $22.54M | $27.5M | - | $4.95M | 21.98% | +1.102% |
| CAT Caterpillar Inc. | 339 | $147,376.35 | $249,334.5 | - | $101,958.15 | 69.18% | -1.8% |
| CMI Cummins Inc. | 474 | $245,058 | $252,466.62 | - | $7,408.62 | 3.02% | +1.268% |
| CSCO Cisco Systems, Inc. | 3,591 | $266,426.54 | $394,417.48 | - | $127,990.94 | 48.04% | -3.348% |
| CVX Chevron Corporation | 1,254 | $259,703 | $275,121.33 | - | $15,418.33 | 5.94% | -1.191% |
| CWI SPDR MSCI ACWI ex-US ETF | 368,299 | $11.85M | $14.68M | - | $2.83M | 23.87% | +0.302% |
| DE Deere & Company | 3,023 | $1.4M | $1.97M | - | $564,473.74 | 40.23% | +0.071% |
| DFAE Dimensional Emerging Core Equity Market ETF | 39,438 | $1.42M | $1.49M | - | $72,392.96 | 5.09% | -0.786% |
| DFAU Dimensional US Core Equity Market ETF | 5,994 | $280,519 | $318,161.52 | - | $37,642.52 | 13.42% | +0.416% |
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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 - $1.11M, UMB Financial Corporation - $916,065.57, Vanguard Intermediate-Term Treasury Fund - $804,467.27, Dimensional US High Profitability ETF - $665,260.27, and Schwab International Equity ETF - $646,284.55. 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, iShares Bitcoin Trust - $30,334.14, Oracle Corporation - $21,841.42, WEC Energy Group Inc - $20,476.39, 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 $8.15M earned over time. The largest contributors to dividend income include iShares Core S&P Total U.S. Stock Market ETF - $1.11M, Vanguard Intermediate-Term Treasury Fund - $804,467.27, Dimensional Short-Duration Fixed Income ETF - $615,532.77, Avantis International Small Cap Value ETF - $510,709.79, and iShares Core MSCI International Developed Markets ETF (IDEV) - $509,588.69. 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.
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