Krista D. McBeath Portfolio
Invests via LANDMARK WEALTH MANAGEMENT, INC. | Managed by Krista D. McBeath
Invests via LANDMARK WEALTH MANAGEMENT, INC.
Managed by Krista D. McBeath
Automatically Tracked
Krista D. McBeath Profile
Veteran finance and corporate strategist focused on growth-stage technology and healthcare investments, combining operating experience with board-level governance and capital-raising expertise. Krista D. McBeath brings experience in strategic M&A advisory, portfolio company scaling, and investor relations, with a track record of working across private equity, venture and corporate development teams to drive value creation and exit outcomes.
Veteran finance and corporate strategist focused on growth-stage technology and healthcare investments, combining operating experience with board-level governance and capital-raising expertise. Krista D. McBeath brings experience in strategic M&A advisory, portfolio company scaling, and investor relations, with a track record of working across private equity, venture and corporate development teams to drive value creation and exit outcomes.
Investment Philosophy & Strategy
Combines an operator-led, growth-stage investment approach emphasizing scalable technology and healthcare businesses. Prioritizes capital-efficient models, repeatable go-to-market strategies, and governance-ready leadership teams; favors active board engagement, staged capital deployment tied to operational milestones, and disciplined exit planning. Underwrites opportunities with an integrated M&A and capital markets lens, blending venture-like upside with private equity value-creation levers—product-market fit, commercial scaling, and strategic partnerships. Time horizon targets growth-to-exit (3–7 years) with emphasis on risk-managed concentration and measurable KPIs to drive dilution-aware returns.
Combines an operator-led, growth-stage investment approach emphasizing scalable technology and healthcare businesses. Prioritizes capital-efficient models, repeatable go-to-market strategies, and governance-ready leadership teams; favors active board engagement, staged capital deployment tied to operational milestones, and disciplined exit planning. Underwrites opportunities with an integrated M&A and capital markets lens, blending venture-like upside with private equity value-creation levers—product-market fit, commercial scaling, and strategic partnerships. Time horizon targets growth-to-exit (3–7 years) with emphasis on risk-managed concentration and measurable KPIs to drive dilution-aware returns.
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:
21.89%
Gain
Monthly
0.67%
Yearly
8.4%
Drawdown
16.74%
$287.92M
Equity
Holdings
$287.92M
Investment
$240.07M
$54.38M
Profit +$0.67
Realized
$6.53M
Unrealized
$47.85M
Dividends
$10.49M
Goals
Avg. 97% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$0.67
Win %
76%
This Week
Compared To Last Week
Gain
-0.002%
Profit
-$5,996.2
Win %
76%
This Month
Compared to last month
Gain
-1.06%
Profit
-$3.08M
Win %
76%
This Year
Compared to last year
Gain
4.7%
Profit
$13.29M
Win %
77%
CAT Caterpillar Inc.
+1.44%
+$6,470 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$57,403.5 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
+0.98%
+$8,266.47 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
GWX SPDR S&P International Small Cap ETF
+0.93%
+$30,550.8 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.91%
+$7,345.79 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$169,857.45 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$31,451.04 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$12,026.96 
VOO Vanguard S&P 500 ETF
+0.55%
+$283,488.61 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$140,112.49 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.53%
+$5,567.38 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$4,842.88 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$1,642.17 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.47%
+$2,235.06 
XLSR SPDR SSGA US Sector Rotation ETF
+0.47%
+$87,093.6 
WMT Walmart Inc.
+0.45%
+$2,084.94 
VXF Vanguard Extended Market ETF
+0.44%
+$54,170.55 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$4,200.66 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.43%
+$3,433.91 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.37%
+$2,249.5 
INTF iShares International Equity Factor ETF
+0.36%
+$4,705.65 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.34%
+$4,109.49 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$108,198.87 
VUG Vanguard Growth ETF
+0.18%
+$1,033.2 
BNDX Vanguard Total International Bond ETF
+0.17%
+$1,264.64 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.12%
+$2,831.13 
GLD SPDR Gold Shares
+0.06%
+$1,614.58 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.05%
+$737.55 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$325.32 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$479.56 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$3,511.48 
ORCL Oracle Corporation
+0.02%
+$79.32 
GTO Invesco Total Return Bond ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
AAPL Apple Inc.
-1.52%
-$157,554 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.83%
-$45,005.5 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$6,024.88 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.2%
-$19,133.85 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.09%
-$2,375.42 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$1,005.1 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$20,403.78 Events
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Dividends
Dividend Analysis
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| Trades 309 | Longs Won 235/309 76% | Profit Factor 42.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $689,300.04 |
| Average Win $236,936.59 | Best Trade (Jun 14) $8.06M | Sharpe Ratio 0.64 |
| Average Loss -$17,505.58 | Worst Trade (Mar 31) -$455,082.71 | Z-Score 6.1 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $176,002.22 |
| 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 | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
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