Bradley J. Lineberger Portfolio
Invests via Seaside Wealth Management Inc. | Managed by Bradley J. Lineberger
Invests via Seaside Wealth Management Inc.
Managed by Bradley J. Lineberger
Automatically Tracked
Bradley J. Lineberger Profile
With a rich background in strategic leadership and operational management, Bradley J. Lineberger has made significant strides in enhancing business performance across various sectors. He is known for his deep involvement in technology commercialization and growth-stage initiatives, fostering innovation that drives competitive differentiation. His career highlights include advisory roles where he leveraged insights to navigate complex market landscapes effectively. As an advocate for entrepreneurial excellence, he has shaped organizational development by blending industry expertise with visionary execution. Lineberger's influence extends to nurturing emerging enterprises through capital infusions that pave the way for future successes.
With a rich background in strategic leadership and operational management, Bradley J. Lineberger has made significant strides in enhancing business performance across various sectors. He is known for his deep involvement in technology commercialization and growth-stage initiatives, fostering innovation that drives competitive differentiation. His career highlights include advisory roles where he leveraged insights to navigate complex market landscapes effectively. As an advocate for entrepreneurial excellence, he has shaped organizational development by blending industry expertise with visionary execution. Lineberger's influence extends to nurturing emerging enterprises through capital infusions that pave the way for future successes.
Investment Philosophy & Strategy
Capitalizing on his extensive expertise in strategic leadership, Bradley J. Lineberger demonstrates a distinct approach to investing that prioritizes growth and innovation within emerging markets. His commitment to fostering entrepreneurial ventures reveals a keen understanding of market dynamics, driving him to identify opportunities with transformative potential. By aligning investment strategies with technological advancements, he seeks out disruptive business models that promise significant returns. This focus not only enhances competitive positioning but also cultivates sustainable development for nascent enterprises, illustrating a blend of risk management and visionary execution in his investments.
Capitalizing on his extensive expertise in strategic leadership, Bradley J. Lineberger demonstrates a distinct approach to investing that prioritizes growth and innovation within emerging markets. His commitment to fostering entrepreneurial ventures reveals a keen understanding of market dynamics, driving him to identify opportunities with transformative potential. By aligning investment strategies with technological advancements, he seeks out disruptive business models that promise significant returns. This focus not only enhances competitive positioning but also cultivates sustainable development for nascent enterprises, illustrating a blend of risk management and visionary execution in his investments.
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:
106.5%
Gain -0.57%
Monthly
1.57%
Yearly
20.52%
Drawdown
21.74%
$406.5M
Equity
Holdings
$406.5M
Investment
$271.53M
$139.23M
Profit -$1.26M
Realized
$4.26M
Unrealized
$134.97M
Dividends
$23.88M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$1.26M
Win %
74%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$1.26M
Win %
74%
This Month
Compared to last month
Gain
-0.07%
Profit
-$276,373.32
Win %
74%
This Year
Compared to last year
Gain
0.49%
Profit
$1.98M
Win %
76%
AVGO Broadcom Inc.
+2.86%
+$11,577.77 
NVDA NVIDIA Corporation
+1.79%
+$14,510.7 
GOOGL Alphabet Inc
+1.54%
+$7,023.65 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.18%
+$450,238.85 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.11%
+$11,240.09 
AVEM Avantis Emerging Markets Equity ETF
+1.09%
+$27,239.43 
AMZN Amazon.com Inc
+1.09%
+$6,469.2 
IJR iShares Core S&P Small-Cap ETF
+1.09%
+$7,733.1 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$2,187.89 
VGT Vanguard Information Technology ETF
+1.02%
+$4,299.09 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.96%
+$13,529.28 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.96%
+$6,023.16 
SCHF Schwab International Equity ETF
+0.9%
+$33,830.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.9%
+$572,555.97 
AVSC Avantis U.S. Small Cap Equity ETF
+0.87%
+$2,033.4 
GWX SPDR S&P International Small Cap ETF
+0.83%
+$4,419.86 
AVDE Avantis International Equity ETF
+0.69%
+$1,463.82 
DFSV Dimensional US Small Cap Value ETF
+0.67%
+$235,227.81 
DFUS Dimensional U.S. Equity Market ETF
+0.67%
+$6,152.72 
AVUV Avantis U.S. Small Cap Value ETF
+0.67%
+$10,667.23 
USRT iShares Core U.S. REIT ETF
+0.65%
+$2,699.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.65%
+$880,065.25 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.63%
+$10,090.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.63%
+$13,162.52 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$5,628.71 
VWO Vanguard FTSE Emerging Markets ETF
+0.6%
+$7,905.16 
SCHX Schwab U.S. Large-Cap ETF
+0.6%
+$2,853.36 
IVV iShares Core S&P 500 ETF
+0.6%
+$4,602.9 
VOO Vanguard S&P 500 ETF
+0.59%
+$2,634.44 
SCHB Schwab U.S. Broad Market ETF
+0.58%
+$40,587.16 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.5%
+$15,163.42 
AVDV Avantis International Small Cap Value ETF
+0.48%
+$2,722.2 
AVUS Avantis U.S. Equity ETF
+0.48%
+$2,030.73 
DFCA Dimensional California Municipal Bond ETF
+0.47%
+$1,427.17 
DFGR Dimensional Global Real Estate ETF
+0.45%
+$2,607.84 
SCHC Schwab International Small-Cap Equity ETF
+0.45%
+$1,669.8 
MSFT Microsoft Corp.
+0.43%
+$6,076.5 
DFNM Dimensional National Municipal Bond ETF
+0.43%
+$1,479.2 
DFIV Dimensional International Value ETF
+0.38%
+$1,406.37 
VIG Vanguard Dividend Appreciation ETF
+0.37%
+$3,562.65 
DFUV Dimensional US Marketwide Value ETF
+0.37%
+$4,340.06 
VTEB Vanguard Tax-Exempt Bond ETF
+0.35%
+$3,138.47 
MUB iShares National Muni Bond ETF
+0.34%
+$18,856.25 
AVRE Avantis Real Estate ETF
+0.34%
+$43,377.45 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.34%
+$972.74 
AAPL Apple Inc.
+0.33%
+$7,558.25 
DISV Dimensional International Small Cap Equity Fund
+0.27%
+$42,814.5 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$662.91 
REET iShares Global REIT ETF
+0.23%
+$1,187.04 
SUB iShares Short-Term National Muni Bond ETF
+0.23%
+$3,736.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.16%
+$3,529.7 
COST Costco Wholesale Corporation
+0.08%
+$355.68 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.02%
+$54.7 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
ADP Automatic Data Processing Inc.
-1.84%
-$6,663.05 
MCK McKesson Corporation
-1.3%
-$4,477.27 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-1.13%
-$3,535.2 
KO The Coca-Cola Company
-0.81%
-$3,404.09 
JNJ Johnson & Johnson
-0.57%
-$4,163.24 
CL Colgate-Palmolive Company
-0.52%
-$1,634.16 
GE General Electric Company
-0.49%
-$843.58 
HD The Home Depot, Inc.
-0.37%
-$612.36 
CVX Chevron Corporation
-0.21%
-$680.79 
WMT Walmart Inc.
-0.14%
-$946.5 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.06%
-$175.11 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$4,779.86 
LLY Eli Lilly and Company
-0.03%
-$263.06 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$4,892.18 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.02%
-$45.2 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$25.07 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 800 | Longs Won 620/800 77% | Profit Factor 52.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.65M |
| Average Win $228,945.8 | Best Trade (Aug 14) $42.12M | Sharpe Ratio -12.52 |
| Average Loss -$15,102.35 | Worst Trade (Sep 30) -$304,224.6 | Z-Score 15.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w 1d | Expectancy $174,034.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.42% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,031 | $1.17M | $2.33M | - | $1.16M | 98.6% | +0.325% |
| ADP Automatic Data Processing Inc. | 1,371 | $312,485.44 | $355,226.1 | - | $42,740.66 | 13.68% | -1.841% |
| AMZN Amazon.com Inc | 2,396 | $473,565.17 | $601,228.28 | - | $127,663.11 | 26.96% | +1.088% |
| AVDE Avantis International Equity ETF | 2,361 | $214,024.65 | $212,419.17 | - | -$1,605.48 | -0.75% | +0.694% |
| AVDV Avantis International Small Cap Value ETF | 5,235 | $345,596.35 | $568,416.3 | - | $222,819.95 | 64.47% | +0.481% |
| AVEM Avantis Emerging Markets Equity ETF | 26,446 | $1.41M | $2.51M | - | $1.1M | 78.23% | +1.095% |
| AVGO Broadcom Inc. | 1,179 | $371,395.09 | $416,729.34 | - | $45,334.25 | 12.21% | +2.858% |
| AVRE Avantis Real Estate ETF | 289,183 | $12.16M | $12.76M | - | $594,461.48 | 4.89% | +0.341% |
| AVSC Avantis U.S. Small Cap Equity ETF | 3,361 | $209,461.9 | $236,295.1 | - | $26,833.2 | 12.81% | +0.868% |
| AVUS Avantis U.S. Equity ETF | 3,302 | $335,758 | $427,031.15 | - | $91,273.15 | 27.18% | +0.478% |
| AVUV Avantis U.S. Small Cap Value ETF | 13,334 | $1.18M | $1.6M | - | $422,296.06 | 35.9% | +0.672% |
| BRK-B Berkshire Hathaway Inc. | 550 | $236,574.72 | $275,937.91 | - | $39,363.19 | 16.64% | +0.241% |
| CL Colgate-Palmolive Company | 3,714 | $265,471.82 | $312,310.26 | - | $46,838.44 | 17.64% | -0.521% |
| CMDY iShares Bloomberg Roll Select Commodity Strategy ETF | 4,910 | $256,645.72 | $309,968.3 | - | $53,322.58 | 20.78% | -1.128% |
| COST Costco Wholesale Corporation | 468 | $253,610.61 | $428,547.6 | - | $174,936.99 | 68.98% | +0.083% |
| CVX Chevron Corporation | 1,565 | $290,808.32 | $323,430.72 | - | $32,622.4 | 11.22% | -0.21% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 67,393 | $1.61M | $3.02M | - | $1.42M | 88.45% | +0.504% |
| DFCA Dimensional California Municipal Bond ETF | 6,343 | $318,228.31 | $304,495.71 | - | -$13,732.6 | -4.32% | +0.471% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 957,955 | $23.95M | $38.51M | - | $14.56M | 60.82% | +1.183% |
| DFGR Dimensional Global Real Estate ETF | 21,732 | $558,306.35 | $585,460.08 | - | $27,153.73 | 4.86% | +0.447% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Bradley J. Lineberger?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $5.27M, VANGUARD FTSE DEVELOPED MARKETS ETF - $4.74M, Dimensional Emerging Markets Core Equity 2 ETF - $2.16M, Vanguard Intermediate-Term Corporate Bond Fund - $1.61M, and Vanguard Short-Term Corporate Bond ETF - $1.53M. 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: SPDR Dow Jones Global Real Estate ETF - $28,649.17, Strive U.S. Energy ETF - $27,968.91, iShares MSCI EAFE Value ETF - $24,812.65, iShares MSCI EAFE Growth ETF - $24,130.99, and iShares MSCI USA Value Factor ETF - $17,347.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bradley J. Lineberger's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.88M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $4.89M, VANGUARD FTSE DEVELOPED MARKETS ETF - $4.74M, Dimensional Emerging Markets Core Equity 2 ETF - $2.04M, Vanguard Intermediate-Term Corporate Bond Fund - $1.61M, and Vanguard Short-Term Corporate Bond ETF - $1.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bradley J. Lineberger's monthly returns?
Bradley J. Lineberger's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Bradley J. Lineberger's strategy be considered aggressive or moderate?
Bradley J. Lineberger's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Bradley J. Lineberger's strategy?
Bradley J. Lineberger's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
