Bray Creech Portfolio
Invests via Joel Adams & Associates, Inc. | Managed by Bray Creech, Chad Storck
Invests via Joel Adams & Associates, Inc.
Managed by Bray Creech, Chad Storck
Automatically Tracked
Bray Creech Profile
A veteran entrepreneur and active angel investor, Bray Creech brings operating experience to early and growth-stage technology and consumer companies. He focuses on board-level support, go-to-market scaling, and capital formation, advising founders on product-market fit and fundraising. Known for hands-on mentorship and syndicate investing, his background spans operational leadership, venture investing and exits across startup ecosystems.
A veteran entrepreneur and active angel investor, Bray Creech brings operating experience to early and growth-stage technology and consumer companies. He focuses on board-level support, go-to-market scaling, and capital formation, advising founders on product-market fit and fundraising. Known for hands-on mentorship and syndicate investing, his background spans operational leadership, venture investing and exits across startup ecosystems.
Investment Philosophy & Strategy
Prioritizes hands-on, founder-focused capital deployed into early and growth-stage technology and consumer ventures, combining operational leadership with active board engagement to accelerate go-to-market and scale revenue. Targets companies with clear product-market fit and repeatable customer acquisition, using syndicate co-investment to diversify risk while concentrating follow-on capital where operational leverage exists. Emphasizes pragmatic timelines, measurable KPIs for fundraising readiness, and exit-aware growth plans that balance unit economics with rapid adoption.
Prioritizes hands-on, founder-focused capital deployed into early and growth-stage technology and consumer ventures, combining operational leadership with active board engagement to accelerate go-to-market and scale revenue. Targets companies with clear product-market fit and repeatable customer acquisition, using syndicate co-investment to diversify risk while concentrating follow-on capital where operational leverage exists. Emphasizes pragmatic timelines, measurable KPIs for fundraising readiness, and exit-aware growth plans that balance unit economics with rapid adoption.
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:
0.83%
Gain
Monthly
0.04%
Yearly
0.54%
Drawdown
15.81%
$145.47M
Equity
Holdings
$145.47M
Investment
$125.44M
$20.94M
Profit -$432,516.5
Realized
$908,015.67
Unrealized
$20.03M
Dividends
$4.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$432,516.5
Win %
70%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$615,534.24
Win %
70%
This Month
Compared to last month
Gain
-0.37%
Profit
-$543,693.34
Win %
70%
This Year
Compared to last year
Gain
8.03%
Profit
$10.81M
Win %
72%
ROST Ross Stores, Inc.
+3.27%
+$14,760 
COST Costco Wholesale Corporation
+2.65%
+$7,912.02 
MCD McDonald's Corporation
+2.48%
+$5,619.49 
MSFT Microsoft Corp.
+2.06%
+$11,998.37 
SDY SPDR S&P Dividend ETF
+1.88%
+$12,676.79 
LLY Eli Lilly and Company
+1.31%
+$15,185.17 
JNJ Johnson & Johnson
+1.15%
+$6,546.2 
AAPL Apple Inc.
+1.14%
+$19,898.28 
HD The Home Depot, Inc.
+1.07%
+$2,613.74 
DUK Duke Energy Corporation
+1.02%
+$2,780.03 
USMV iShares MSCI USA Min Vol Factor ETF
+0.99%
+$6,139.85 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.97%
+$2,306.47 
IWS iShares Russell Mid-Cap Value ETF
+0.9%
+$2,670.02 
IWD iShares Russell 1000 Value ETF
+0.75%
+$6,075.59 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$16,009.29 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
+0.61%
+$11,963.52 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$3,016.47 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.38%
+$1,260.29 
IJH iShares Core S&P Mid-Cap ETF
+0.28%
+$9,842.7 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$992.98 
NEAR iShares Short Maturity Bond ETF
+0.01%
+$137.05 
AGG iShares Core U.S. Aggregate Bond ETF
0%
+$604.58 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
-3.14%
-$24,994.8 
GOOGL Alphabet Inc
-2.74%
-$18,539.91 
NVDA NVIDIA Corporation
-2.71%
-$9,167.94 
XLK State Street Technology Select Sector SPDR ETF
-2.32%
-$10,136.44 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$46,035.58 
IWF iShares Russell 1000 Growth ETF
-1.83%
-$13,315.92 
ILCG iShares Morningstar Growth ETF
-1.71%
-$5,847.81 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.65%
-$4,242.7 
VEGN US Vegan Climate ETF
-1.54%
-$12,546.88 
QQQ Invesco QQQ Trust, Series 1
-1.53%
-$11,560.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.18%
-$4,910.28 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$7,651.71 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.12%
-$54,148.04 
JPM JPMorgan Chase & Co.
-1.08%
-$7,140.22 
AMZN Amazon.com Inc
-0.94%
-$3,242.81 
VSGX Vanguard ESG International Stock ETF
-0.83%
-$95,554.73 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$42,766.5 
ESGV Vanguard ESG U.S. Stock ETF
-0.59%
-$8,059.58 
DFSI Dimensional International Sustainability Core 1 ETF
-0.57%
-$3,388.06 
IVV iShares Core S&P 500 ETF
-0.55%
-$3,675 
VOO Vanguard S&P 500 ETF
-0.55%
-$124,241 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.54%
-$2,987.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$8,474.8 
CVLC Calvert US Large Cap Core Responsible Index Fund
-0.47%
-$43,289.13 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.32%
-$1,537.28 
BNDX Vanguard Total International Bond ETF
-0.16%
-$464.18 
DFSU Dimensional US Sustainability Core 1 ETF
-0.13%
-$2,855.82 
MUB iShares National Muni Bond ETF
-0.13%
-$3,537.81 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$9,457.1 
IEF iShares 7-10 Year Treasury Bond ETF
-0.07%
-$287.5 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$222 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.05%
-$5,577.18 
GOVT iShares U.S. Treasury Bond ETF
-0.04%
-$127.15 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$193.38 
VO Vanguard Mid-Cap ETF
-0.03%
-$894.5 
NEE NextEra Energy, Inc.
-0.03%
-$63.5 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$421.1 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$118.44 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$57.79 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.01%
-$26.71 Events
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Dividends
Dividend Analysis
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| Trades 295 | Longs Won 209/295 70% | Profit Factor 57.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $358,599.9 |
| Average Win $101,975.87 | Best Trade (Jul 16) $4.69M | Sharpe Ratio -9.8 |
| Average Loss -$4,341.71 | Worst Trade (Jul 10) -$54,806.5 | Z-Score 6.31 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $70,981.59 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
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Returns
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