BW
Bethany Wagner Portfolio
Invests via Level Financial Advisors | Managed by Level Financial Advisors Inc.
Invests via Level Financial Advisors
Managed by Level Financial Advisors Inc.
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Bethany Wagner Profile
With a dynamic career spanning various leadership roles, Bethany Wagner is recognized for her profound influence in the tech innovation sector. She has successfully founded and scaled multiple startups, focusing on cutting-edge solutions that drive efficiency and engagement. Her expertise lies in aligning product development with market needs, ensuring successful go-to-market strategies. Known for fostering collaborative environments, she empowers teams to exceed business objectives while navigating competitive landscapes. With a robust background in entrepreneurial ventures, she continues to be a significant player in shaping the future of technology-driven enterprises.
With a dynamic career spanning various leadership roles, Bethany Wagner is recognized for her profound influence in the tech innovation sector. She has successfully founded and scaled multiple startups, focusing on cutting-edge solutions that drive efficiency and engagement. Her expertise lies in aligning product development with market needs, ensuring successful go-to-market strategies. Known for fostering collaborative environments, she empowers teams to exceed business objectives while navigating competitive landscapes. With a robust background in entrepreneurial ventures, she continues to be a significant player in shaping the future of technology-driven enterprises.
Investment Philosophy & Strategy
Innovation in technology represents a central pillar of Bethany Wagner's investment ethos. With her extensive background in founding startups, she adeptly identifies and nurtures ventures that harness emerging trends to solve real-world problems. Her strategic approach prioritizes scalable solutions, allowing for rapid adaptation to changing market dynamics. By combining her entrepreneurial insights with a keen sense of customer demand, decisions are driven by an intrinsic understanding of how innovation can lead to disruptive advantages. This results-oriented mindset fosters robust partnerships while propelling portfolio companies towards sustainable growth.
Innovation in technology represents a central pillar of Bethany Wagner's investment ethos. With her extensive background in founding startups, she adeptly identifies and nurtures ventures that harness emerging trends to solve real-world problems. Her strategic approach prioritizes scalable solutions, allowing for rapid adaptation to changing market dynamics. By combining her entrepreneurial insights with a keen sense of customer demand, decisions are driven by an intrinsic understanding of how innovation can lead to disruptive advantages. This results-oriented mindset fosters robust partnerships while propelling portfolio companies towards sustainable growth.
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:
26.77%
Gain +0.36%
Monthly
0.35%
Yearly
4.33%
Drawdown
11.9%
$426.29M
Equity
Holdings
$426.29M
Investment
$339.25M
$87.38M
Profit +$1.73M
Realized
$344,221.34
Unrealized
$87.04M
Dividends
$24.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$1.73M
Win %
82%
This Week
Compared To Last Week
Gain
0.54%
Profit
$2.3M
Win %
82%
This Month
Compared to last month
Gain
-0.13%
Profit
-$549,580.26
Win %
82%
This Year
Compared to last year
Gain
5.64%
Profit
$23.46M
Win %
82%
JPM JPMorgan Chase & Co.
+2.3%
+$16,223.36 
TSLA Tesla, Inc.
+1.88%
+$4,818.22 
MTB M&T Bank Corporation
+1.82%
+$7,004.86 
LIN Linde plc
+1.58%
+$23,877.81 
NEE NextEra Energy, Inc.
+1.3%
+$7,175.87 
LRCX Lam Research Corporation
+1.19%
+$30,535.23 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$62,235 
AVSC Avantis U.S. Small Cap Equity ETF
+1.15%
+$72,859.5 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$2,549.89 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$47,308.15 
VONV Vanguard Russell 1000 Value Index Fund
+0.96%
+$2,183.62 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$34,621.47 
VNQ Vanguard Real Estate ETF
+0.95%
+$2,572.43 
VTV Vanguard Value ETF
+0.94%
+$104,267.15 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$95,617.66 
IWC iShares Micro-Cap ETF
+0.91%
+$16,884.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$9,932.4 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$9,235.83 
PG Procter & Gamble Co
+0.85%
+$43,409.19 
REET iShares Global REIT ETF
+0.83%
+$9,219.32 
GE General Electric Company
+0.81%
+$2,286.89 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$92,984.64 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$47,405.05 
CVX Chevron Corporation
+0.75%
+$1,814.39 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$4,710.77 
HD The Home Depot, Inc.
+0.73%
+$1,792.49 
VB Vanguard Small-Cap ETF
+0.73%
+$20,431.35 
VGSR Vert Global Sustainable Real Estate ETF
+0.73%
+$8,652.44 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,633.02 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$116,456.8 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.66%
+$3,259.43 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$3,316 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$49,102 
AVDE Avantis International Equity ETF
+0.6%
+$17,398.8 
DFIV Dimensional International Value ETF
+0.58%
+$6,486.02 
IVV iShares Core S&P 500 ETF
+0.58%
+$3,835.61 
VOO Vanguard S&P 500 ETF
+0.58%
+$360,838.72 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$7,969.3 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$3,126.46 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,633.24 
GOOGL Alphabet Inc
+0.56%
+$5,232.03 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.55%
+$2,325.95 
AVRE Avantis Real Estate ETF
+0.55%
+$45,043.7 
ESGU iShares ESG Aware MSCI USA ETF
+0.52%
+$1,840.44 
DFIS Dimensional International Small Cap ETF
+0.51%
+$49,960.82 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$11,385.37 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$30,908.78 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$10,267.95 
GOOG Alphabet Inc
+0.46%
+$1,927 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$14,301.21 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$16,866 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$1,328.28 
DUHP Dimensional US High Profitability ETF
+0.39%
+$67,102.24 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$56,213.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$112,878.25 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$4,855.06 
XOM Exxon Mobil Corporation
+0.29%
+$1,156.4 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$2,196.04 
VUG Vanguard Growth ETF
+0.22%
+$27,683.76 
BNDX Vanguard Total International Bond ETF
+0.19%
+$19,299.87 
NVDA NVIDIA Corporation
+0.18%
+$2,269.58 
MSFT Microsoft Corp.
+0.13%
+$1,165.84 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$548.88 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$4,216.69 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$85.5 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$110.28 
GBTC Grayscale Bitcoin Trust ETF
+0.02%
+$40.41 
BSV Vanguard Short-Term Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$12,495.86 
AAPL Apple Inc.
-1.52%
-$38,241 
AMZN Amazon.com Inc
-1.21%
-$8,485.25 
NFLX Netflix, Inc.
-1.14%
-$3,459.6 
BA Boeing Company
-1.13%
-$2,695.74 
UPS United Parcel Service, Inc.
-0.52%
-$6,995.83 
GNMA iShares GNMA Bond ETF
-0.47%
-$1,140.43 
NOC Northrop Grumman Corporation
-0.4%
-$1,687.42 
META Meta Platforms Inc Class A
-0.23%
-$1,058.19 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$7,510.02 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.18%
-$22,127.97 
FTNY Franklin New York Municipal Income ETF
-0.13%
-$151.62 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$3,618.54 
NYF iShares New York Muni Bond ETF
-0.11%
-$1,981.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$214.69 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.07%
-$1,201.41 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.06%
-$301.77 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$883.83 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$115.5 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$348.47 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.02%
-$45.84 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$5,110.47 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$1,842.49 
DFIP Dimensional Inflation-Protected Securities ETF
-0.01%
-$1,747.32 Events
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Dividends
Dividend Analysis
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| Trades 1824 | Longs Won 993/1824 54% | Profit Factor 11.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $449,714.13 |
| Average Win $96,600.36 | Best Trade (Jun 12) $17.32M | Sharpe Ratio -9.64 |
| Average Loss -$10,278.16 | Worst Trade (Jun 11) -$771,502.28 | Z-Score -0.68 (50.06%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3d | Expectancy $47,907.35 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
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Returns
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