Allison Vanaski Portfolio
Invests via Arcadia Wealth Management Inc. | Managed by Allison Vanaski, Walter F. Wisniewski Jr.
Invests via Arcadia Wealth Management Inc.
Managed by Allison Vanaski, Walter F. Wisniewski Jr.
Automatically Tracked
Senior investor and operating executive focused on growth-stage technology and fintech companies, with experience in scaling product, go-to-market and corporate development. Allison Vanaski has led cross-functional teams, sourced venture investments and advised boards on commercial strategy and M&A. Known for sector-focused diligence, portfolio operationalization and capital allocation; engages with founders on product-market fit, KPIs and fundraising. Background includes roles in venture investing, corporate strategy and startup operations.
Senior investor and operating executive focused on growth-stage technology and fintech companies, with experience in scaling product, go-to-market and corporate development. Allison Vanaski has led cross-functional teams, sourced venture investments and advised boards on commercial strategy and M&A. Known for sector-focused diligence, portfolio operationalization and capital allocation; engages with founders on product-market fit, KPIs and fundraising. Background includes roles in venture investing, corporate strategy and startup operations.
Investment Philosophy & Strategy
Active, operationally oriented growth-stage investor focused on fintech and adjacent tech platforms. Prefers sector-specialized diligence and thesis-driven bets, allocating capital to companies with clear product‑market fit, repeatable KPIs and scalable go‑to‑market engines. Emphasizes hands‑on portfolio work—board engagement, commercial scaling and M&A readiness—to de‑risk execution. Deploys concentrated, staged capital with reserved follow‑on capacity, three‑to‑seven‑year time horizons and disciplined exit planning; decisioning is data‑driven, KPI‑centric and founder‑collaborative.
Active, operationally oriented growth-stage investor focused on fintech and adjacent tech platforms. Prefers sector-specialized diligence and thesis-driven bets, allocating capital to companies with clear product‑market fit, repeatable KPIs and scalable go‑to‑market engines. Emphasizes hands‑on portfolio work—board engagement, commercial scaling and M&A readiness—to de‑risk execution. Deploys concentrated, staged capital with reserved follow‑on capacity, three‑to‑seven‑year time horizons and disciplined exit planning; decisioning is data‑driven, KPI‑centric and founder‑collaborative.
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:
0.71%
Gain
Monthly
0.04%
Yearly
0.46%
Drawdown
25.86%
$205.64M
Equity
Holdings
$205.64M
Investment
$165.83M
$40.65M
Profit -$1.18M
Realized
$835,864.61
Unrealized
$39.81M
Dividends
$4.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.18M
Win %
77%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$1.43M
Win %
77%
This Month
Compared to last month
Gain
-0.52%
Profit
-$1.08M
Win %
77%
This Year
Compared to last year
Gain
11.29%
Profit
$20.85M
Win %
78%
IOVA Iovance Biotherapeutics, Inc.
+4.61%
+$2,515.5 
LEU Centrus Energy Corp.
+2.58%
+$15,200 
XOM Exxon Mobil Corporation
+1.41%
+$8,253.3 
XBI SPDR S&P Biotech ETF
+1.07%
+$44,650.44 
AVRE Avantis Real Estate ETF
+0.49%
+$15,309.12 
DFAR Dimensional US Real Estate ETF
+0.39%
+$19,370.92 
IBB iShares Biotechnology ETF
+0.28%
+$7,377.11 
VTV Vanguard Value ETF
+0.2%
+$493.06 
AAPL Apple Inc.
+0.14%
+$3,468.85 
PFE Pfizer Inc.
+0.14%
+$806.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.14%
+$393.01 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$479.08 
BNDW Vanguard Total World Bond ETF
+0.09%
+$349.5 
AVSF Avantis Short-Term Fixed Income ETF
+0.08%
+$2,134.43 
DFCF Dimensional Core Fixed Income ETF
+0.06%
+$3,284.82 
LMBS First Trust Low Duration Opportunities ETF
+0.06%
+$993.18 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$116.28 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.03%
+$2,434.24 
AVIG Avantis Core Fixed Income ETF
+0.01%
+$469.65 
TMCI Treace Medical Concepts, Inc.
-8.13%
-$75,589.92 
META Meta Platforms Inc Class A
-5.12%
-$33,310.68 
UTI Universal Technical Institute Inc.
-3.01%
-$30,434.12 
TSLA Tesla, Inc.
-2.86%
-$20,706.23 
AEYE AudioEye, Inc.
-2.48%
-$10,769.67 
PLTR Palantir Technologies Inc.
-2.45%
-$4,596.14 
MSFT Microsoft Corp.
-2.26%
-$14,330.6 
ADI Analog Devices, Inc.
-1.66%
-$10,962 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.54%
-$97,017.83 
VUG Vanguard Growth ETF
-1.44%
-$4,350 
NVDA NVIDIA Corporation
-1.41%
-$3,498.42 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$35,860.82 
AVDV Avantis International Small Cap Value ETF
-1.36%
-$45,760.14 
XLK State Street Technology Select Sector SPDR ETF
-1.19%
-$27,859.05 
MSA Msa Safety Inc.
-1.17%
-$4,461.94 
ADP Automatic Data Processing Inc.
-1.15%
-$5,686.16 
AVEM Avantis Emerging Markets Equity ETF
-1.02%
-$38,787.2 
ESGU iShares ESG Aware MSCI USA ETF
-0.78%
-$1,844.48 
DFUS Dimensional U.S. Equity Market ETF
-0.74%
-$2,919.73 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.73%
-$2,429.68 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$11,706.88 
IVV iShares Core S&P 500 ETF
-0.72%
-$39,397.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$20,987.03 
AVUV Avantis U.S. Small Cap Value ETF
-0.7%
-$73,538.92 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.65%
-$276,446.85 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.63%
-$19,624.55 
AVDE Avantis International Equity ETF
-0.62%
-$29,244.62 
AMZN Amazon.com Inc
-0.6%
-$3,148.5 
DUHP Dimensional US High Profitability ETF
-0.59%
-$20,091.22 
HD The Home Depot, Inc.
-0.59%
-$2,928.45 
AVUS Avantis U.S. Equity ETF
-0.58%
-$269,451.75 
SLNH Soluna Holdings Inc.
-0.46%
-$121.5 
DFAI Dimensional International Core Equity Market ETF
-0.45%
-$73,182.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.41%
-$1,899.79 
DIBS 1stdibs.com, Inc.
-0.22%
-$325.35 
COST Costco Wholesale Corporation
-0.16%
-$357 Events
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Dividends
Dividend Analysis
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| Trades 226 | Longs Won 170/226 75% | Profit Factor 22.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $808,054.58 |
| Average Win $250,371.46 | Best Trade (Jul 14) $8.76M | Sharpe Ratio -12.52 |
| Average Loss -$34,229.44 | Worst Trade (Jul 17) -$907,078.96 | Z-Score 12.4 (100%) |
| Commissions $0 | Avg. Trade Length 11m 6d | Expectancy $179,850.88 |
| 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 | 6,024 | 5,422 | 4,819 | 4,217 | 3,614 | 3,012 | 2,410 | 1,807 | 1,205 | 602 |
Hover over the desired column for a detailed explanation.
Returns
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