Bryan Molinar Portfolio
Invests via Atlas Legacy Advisors LLC | Managed by Bryan Molinar, Marc Rosenbach
Invests via Atlas Legacy Advisors LLC
Managed by Bryan Molinar, Marc Rosenbach
Automatically Tracked
Operating executive and angel investor focused on fintech and early-stage software ventures, with experience in product development, GTM and growth-stage fundraising. Bryan Molinar blends hands-on operating roles with seed investing and board advisory work, supporting SaaS and payments firms on scaling metrics, unit economics and go-to-market execution. Market-relevant strengths include growth strategy, fundraising readiness and cross-functional leadership.
Operating executive and angel investor focused on fintech and early-stage software ventures, with experience in product development, GTM and growth-stage fundraising. Bryan Molinar blends hands-on operating roles with seed investing and board advisory work, supporting SaaS and payments firms on scaling metrics, unit economics and go-to-market execution. Market-relevant strengths include growth strategy, fundraising readiness and cross-functional leadership.
Investment Philosophy & Strategy
Invests primarily in early-stage fintech and SaaS companies with a product-led GTM and clear unit economics. Prioritizes founders with deep market insight and execution capability, deploying seed and follow-on capital with hands-on operational support to accelerate product, go-to-market, and fundraising readiness. Underwrites opportunities through metrics-driven diligence—CAC payback, LTV/CAC, retention cohorts—and favors repeatable, scalable growth over speculative network effects. Adopts concentrated, active portfolio construction, taking board or advisory roles to de-risk execution, extend runway, and time exits across a multi-year horizon while preserving disciplined capital allocation and downside protections.
Invests primarily in early-stage fintech and SaaS companies with a product-led GTM and clear unit economics. Prioritizes founders with deep market insight and execution capability, deploying seed and follow-on capital with hands-on operational support to accelerate product, go-to-market, and fundraising readiness. Underwrites opportunities through metrics-driven diligence—CAC payback, LTV/CAC, retention cohorts—and favors repeatable, scalable growth over speculative network effects. Adopts concentrated, active portfolio construction, taking board or advisory roles to de-risk execution, extend runway, and time exits across a multi-year horizon while preserving disciplined capital allocation and downside protections.
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:
0.91%
Gain
Monthly
0.05%
Yearly
0.59%
Drawdown
25.97%
$630.28M
Equity
Holdings
$630.28M
Investment
$506.63M
$127.41M
Profit -$4.15M
Realized
$3.77M
Unrealized
$123.64M
Dividends
$11.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.15M
Win %
77%
This Week
Compared To Last Week
Gain
-1.62%
Profit
-$10.36M
Win %
77%
This Month
Compared to last month
Gain
-1.11%
Profit
-$7.1M
Win %
77%
This Year
Compared to last year
Gain
14.2%
Profit
$78.35M
Win %
77%
ALL Allstate Corporation
+3.22%
+$119,290.74 
GE General Electric Company
+3.01%
+$12,018.9 
ABT Abbott Laboratories
+2.9%
+$7,528.01 
CB Chubb Limited
+2.73%
+$27,871 
MRK Merck & Co., Inc.
+2.55%
+$11,390.44 
PSX Phillips 66
+2.27%
+$23,666.4 
CSCO Cisco Systems, Inc.
+2.24%
+$16,991.22 
BMY Bristol-Myers Squibb Company
+2.15%
+$4,639.7 
TTE TotalEnergies SE
+2.12%
+$5,232.7 
AFL Aflac Inc.
+1.82%
+$20,716.22 
MU Micron Technology, Inc.
+1.76%
+$13,659.42 
PTH Invesco Dorsey Wright Health Care Momentum ETF
+1.75%
+$6,466.59 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$32,698.08 
LMT Lockheed Martin Corporation
+1.69%
+$3,749.76 
RTX RTX Corporation
+1.68%
+$13,261.27 
BRK-A Berkshire Hathaway Inc.
+1.59%
+$35,139.93 
GD General Dynamics Corporation
+1.57%
+$13,931.6 
XOM Exxon Mobil Corporation
+1.55%
+$13,706.96 
CVX Chevron Corporation
+1.53%
+$12,574.34 
JNJ Johnson & Johnson
+1.49%
+$11,551.26 
BP BP p.l.c. Sponsored ADR
+1.42%
+$6,183.45 
EMR Emerson Electric Co.
+1.37%
+$8,529.1 
WFC Wells Fargo & Company
+1.33%
+$4,741.12 
ABBV AbbVie Inc.
+1.33%
+$5,729.1 
VZ Verizon Communications Inc.
+1.31%
+$4,395.87 
DBC Invesco DB Commodity Index Tracking Fund
+1.26%
+$14,659.2 
LLY Eli Lilly and Company
+1.22%
+$16,373.5 
PM Philip Morris International Inc.
+1.11%
+$3,201.7 
XLE Energy Select Sector SPDR Fund
+1.1%
+$13,647.69 
WMT Walmart Inc.
+1.08%
+$12,850.32 
COR Cencora, Inc.
+1.07%
+$15,110.97 
ORCL Oracle Corporation
+1.03%
+$8,880.64 
CRWD CrowdStrike Holdings, Inc.
+0.99%
+$6,616.92 
HON Honeywell International Inc.
+0.92%
+$1,673.45 
UNP Union Pacific Corporation
+0.85%
+$3,924.48 
HDV iShares Core High Dividend ETF
+0.79%
+$18,097.87 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.75%
+$3,291.3 
GEV GE Vernova Inc.
+0.71%
+$2,590 
CMS CMS Energy Corporation
+0.71%
+$1,480.82 
PG Procter & Gamble Co
+0.66%
+$3,425.04 
SPLV Invesco S&P 500 Low Volatility ETF
+0.61%
+$1,979.17 
BAC Bank of America Corporation
+0.6%
+$3,115.77 
RWR SPDR Dow Jones REIT ETF
+0.59%
+$2,458.4 
VLUE iShares MSCI USA Value Factor ETF
+0.59%
+$1,596.69 
UNH UnitedHealth Group Incorporated
+0.57%
+$4,907.33 
BA Boeing Company
+0.56%
+$1,260.82 
NEE NextEra Energy, Inc.
+0.55%
+$1,173.64 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.53%
+$3,305.38 
VNQ Vanguard Real Estate ETF
+0.52%
+$16,276.52 
GWW W.W. Grainger, Inc.
+0.51%
+$9,144.8 
IYR iShares U.S. Real Estate ETF
+0.5%
+$4,638.45 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.49%
+$22,242.12 
DVY iShares Select Dividend ETF
+0.49%
+$7,861.19 
CHD Church & Dwight Co., Inc.
+0.48%
+$1,049.28 
VGLT Vanguard Long-Term Treasury Fund
+0.48%
+$1,462.24 
JPM JPMorgan Chase & Co.
+0.44%
+$22,201.76 
VHT Vanguard Health Care ETF
+0.43%
+$51,886.9 
FVD First Trust Value Line Dividend Index Fund
+0.42%
+$12,010.32 
VTV Vanguard Value ETF
+0.42%
+$8,141.08 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.4%
+$6,512.78 
RY Royal Bank of Canada
+0.34%
+$4,785.58 
XYL Xylem Inc.
+0.3%
+$1,692.52 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$32,008.59 
WIT Wipro Limited American Depositary Receipt
+0.27%
+$106.7 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.25%
+$977.37 
BRO Brown & Brown Inc.
+0.22%
+$1,249.3 
TALK Talkspace Inc.
+0.19%
+$204.11 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$2,599.45 
AMGN Amgen Inc.
+0.18%
+$943.2 
CGCP Capital Group Core Plus Income ETF
+0.16%
+$842.03 
RWL Invesco S&P 500 Revenue ETF
+0.14%
+$37,659.14 
LIN Linde plc
+0.14%
+$1,759.72 
GTO Invesco Total Return Bond ETF
+0.14%
+$10,680.86 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$380.05 
COST Costco Wholesale Corporation
+0.1%
+$1,536.78 
ECL Ecolab Inc.
+0.08%
+$170.93 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$2,757.76 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.04%
+$143.78 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$468.48 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$49.37 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$38.62 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
NFLX Netflix, Inc.
-8.73%
-$44,365.64 
LIXT Lixte Biotechnology Holdings Inc.
-8.33%
-$6,747.79 
AMAT Applied Materials, Inc.
-4.69%
-$21,450.8 
META Meta Platforms Inc Class A
-4.6%
-$93,727.73 
TSLA Tesla, Inc.
-2.86%
-$115,707.2 
SYK Stryker Corporation
-2.68%
-$18,962.26 
AMD Advanced Micro Devices, Inc.
-2.53%
-$61,051.59 
ACN Accenture plc Class A
-2.52%
-$4,697.54 
BABA Alibaba Group Holding Limited SP ADR
-2.4%
-$7,544.46 
MSFT Microsoft Corp.
-2.36%
-$187,628.91 
GOOG Alphabet Inc
-2.13%
-$170,652.46 
ASML ASML Holding N.V. New York Registry Shares
-2.11%
-$7,089.03 
GOOGL Alphabet Inc
-2.1%
-$71,885.25 
TXN Texas Instruments Inc
-2.07%
-$19,527.32 
KO The Coca-Cola Company
-2.02%
-$5,995.92 
NVDA NVIDIA Corporation
-2.01%
-$160,276.48 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$54,983.61 
EWJ iShares MSCI Japan ETF
-1.93%
-$12,374.07 
ARKK ARK Innovation ETF Fund
-1.9%
-$22,507.36 
PLTR Palantir Technologies Inc.
-1.82%
-$30,351.81 
V Visa Inc. Class A
-1.78%
-$8,638.2 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.73%
-$7,025.76 
XLC Communication Services Select Sector SPDR Fund
-1.68%
-$17,714.97 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$3,904.4 
GS The Goldman Sachs Group, Inc.
-1.64%
-$21,205.38 
IBIT iShares Bitcoin Trust
-1.64%
-$4,688.01 
IYW iShares U.S. Technology ETF
-1.58%
-$912,018.75 
SPGI S&P Global Inc.
-1.54%
-$7,929.85 
EEM iShares MSCI Emerging Markets ETF
-1.53%
-$367,492.66 
MA Mastercard Incorporated
-1.53%
-$16,629.5 
IEMG iShares Core MSCI Emerging Markets ETF
-1.52%
-$18,868.64 
CGGR Capital Group Growth ETF
-1.52%
-$50,864.8 
VUG Vanguard Growth ETF
-1.52%
-$42,156.27 
CGXU Capital Group International Focus Equity ETF
-1.48%
-$31,335.97 
IWF iShares Russell 1000 Growth ETF
-1.44%
-$3,929.74 
ADI Analog Devices, Inc.
-1.43%
-$20,102.1 
QCOM QUALCOMM Incorporated
-1.42%
-$4,305.18 
BR Broadridge Financial Solutions, Inc.
-1.37%
-$7,403.73 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$20,215.28 
QQQM Invesco NASDAQ 100 ETF
-1.33%
-$376,891.56 
PXH Invesco FTSE RAFI Emerging Markets ETF
-1.27%
-$91,470.96 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$52,410.15 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.14%
-$67,826.22 
VGT Vanguard Information Technology ETF
-1.1%
-$253,209.6 
BLK BlackRock, Inc.
-1.06%
-$8,168.42 
MS Morgan Stanley
-1.06%
-$17,741.04 
AVGO Broadcom Inc.
-1.04%
-$20,117.8 
IXUS iShares Core International Stock ETF
-0.98%
-$50,945.92 
C Citigroup Inc.
-0.96%
-$3,500.12 
ESGV Vanguard ESG U.S. Stock ETF
-0.96%
-$60,921.6 
LOW Lowe's Companies Inc.
-0.96%
-$4,825.17 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.94%
-$39,744.14 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.94%
-$26,254.2 
CGIE Capital Group International Equity ETF
-0.89%
-$11,553.75 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.83%
-$8,271.21 
ACWI iShares MSCI ACWI ETF
-0.79%
-$3,833.91 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$93,373.5 
ITW Illinois Tool Works Inc.
-0.74%
-$3,298.02 
ESGU iShares ESG Aware MSCI USA ETF
-0.73%
-$58,133.24 
XMMO Invesco S&P MidCap Momentum ETF
-0.73%
-$67,487.8 
EFA iShares MSCI EAFE ETF
-0.71%
-$34,751.54 
INMD InMode Ltd.
-0.7%
-$10,422.39 
VOO Vanguard S&P 500 ETF
-0.69%
-$297,635 
IVV iShares Core S&P 500 ETF
-0.69%
-$265,125.6 
CTAS Cintas Corporation
-0.67%
-$2,706.29 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$74,806.57 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.65%
-$10,519.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$16,552.22 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$36,401.35 
AOA iShares Core Aggressive Allocation ETF
-0.62%
-$1,555.2 
DFAI Dimensional International Core Equity Market ETF
-0.61%
-$2,214.42 
VBK Vanguard Small-Cap Growth ETF
-0.59%
-$5,221.38 
LRGF iShares U.S. Equity Factor ETF
-0.58%
-$4,750.37 
CGDV Capital Group Dividend Value ETF
-0.54%
-$16,761.78 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.51%
-$20,890.37 
ADP Automatic Data Processing Inc.
-0.51%
-$3,162.88 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.46%
-$20,954.44 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$37,402.95 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.38%
-$4,329.27 
VB Vanguard Small-Cap ETF
-0.35%
-$14,038.89 
IWN iShares Russell 2000 Value ETF
-0.32%
-$6,302.07 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.32%
-$2,863.35 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$26,900.88 
CAT Caterpillar Inc.
-0.23%
-$1,789.01 
IWR iShares Russell Mid-Cap ETF
-0.21%
-$33,813.68 
MPAA Motorcar Parts of America, Inc.
-0.21%
-$2,803.29 
PAYX Paychex Inc.
-0.2%
-$887.57 
ICE Intercontinental Exchange, Inc.
-0.19%
-$1,040.04 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.17%
-$1,133.95 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.16%
-$1,248.24 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.14%
-$1,310.79 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$15,818.4 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.13%
-$1,182.18 
PEP PepsiCo, Inc.
-0.1%
-$342.66 
AMZN Amazon.com Inc
-0.1%
-$5,940.48 
SHW The Sherwin-Williams Company
-0.1%
-$405.99 
HD The Home Depot, Inc.
-0.08%
-$1,117.26 
TJX The TJX Companies, Inc.
-0.08%
-$590.4 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$345.2 
AAPL Apple Inc.
-0.07%
-$10,491.41 
MCD McDonald's Corporation
-0.06%
-$431.84 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$651.98 
MUB iShares National Muni Bond ETF
-0.02%
-$87.58 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$37.27 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.01%
-$260.59 
CMF iShares California Muni Bond ETF
-0.01%
-$991.31 Events
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Dividends
Dividend Analysis
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| Trades 1037 | Longs Won 736/1037 70% | Profit Factor 12.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $716,516.27 |
| Average Win $188,180.19 | Best Trade (Jul 13) $19.32M | Sharpe Ratio -10.68 |
| Average Loss -$36,832.21 | Worst Trade (Jul 10) -$804,345.5 | Z-Score 17.44 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $122,868.01 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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