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:
107.45%
Gain +0.45%
Monthly
2.2%
Yearly
29.91%
Drawdown
27.64%
$303.01M
Equity
Holdings
$303.01M
Investment
$255.17M
$55.88M
Profit +$665,109.16
Realized
$8.03M
Unrealized
$47.85M
Dividends
$12.82M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$665,109.16
Win %
59%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$1.77M
Win %
59%
This Month
Compared to last month
Gain
0.47%
Profit
$1.42M
Win %
59%
This Year
Compared to last year
Gain
0.25%
Profit
$759,743.95
Win %
63%
DSTL Distillate U.S. Fundamental Stability & Value ETF
+2.59%
+$17,324.93 
WMT Walmart Inc.
+2.55%
+$11,428.56 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.81%
+$8,293.62 
ORCL Oracle Corporation
+1.78%
+$6,147.3 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.37%
+$40,227.99 
GLD SPDR Gold Shares
+1.17%
+$37,579.06 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+1.14%
+$25,303.86 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
+1.04%
+$7,849.92 
XLRE The Real Estate Select Sector SPDR Fund
+1.02%
+$1,997.92 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.92%
+$51,792.18 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.87%
+$8,714.5 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.85%
+$6,745.1 
RWR SPDR Dow Jones REIT ETF
+0.84%
+$2,700.25 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.67%
+$16,050.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.55%
+$23,757.74 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+0.53%
+$37,483.29 
IUSB iShares Core Universal USD Bond ETF
+0.51%
+$163,966.5 
UBND VictoryShares Core Plus Intermediate Bond Fund
+0.51%
+$3,375.96 
VXF Vanguard Extended Market ETF
+0.49%
+$59,916.64 
BRK-B Berkshire Hathaway Inc.
+0.48%
+$8,742.14 
INTF iShares International Equity Factor ETF
+0.47%
+$6,117.35 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.47%
+$1,374.25 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.46%
+$2,910.05 
GTO Invesco Total Return Bond ETF
+0.45%
+$4,470.4 
XLSR SPDR SSGA US Sector Rotation ETF
+0.43%
+$87,514.75 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$3,328.38 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.39%
+$5,095.76 
BRK-A Berkshire Hathaway Inc.
+0.34%
+$5,439.98 
JNK SPDR Bloomberg High Yield Bond ETF
+0.27%
+$15,091.51 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.26%
+$3,874.3 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.18%
+$59,096.7 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$33,874.11 
AAPL Apple Inc.
+0.09%
+$11,122.59 
SCHX Schwab U.S. Large-Cap ETF
+0.07%
+$665.66 
VOO Vanguard S&P 500 ETF
+0.04%
+$22,567.38 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$12,025.68 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$293.49 
CAT Caterpillar Inc.
-2.48%
-$11,764.29 
DFAE Dimensional Emerging Core Equity Market ETF
-1.17%
-$3,137.25 
AVEM Avantis Emerging Markets Equity ETF
-1.03%
-$2,272.91 
GWX SPDR S&P International Small Cap ETF
-0.79%
-$27,894.83 
VUG Vanguard Growth ETF
-0.55%
-$3,039.96 
SPEM SPDR Portfolio Emerging Markets ETF
-0.41%
-$87,598.35 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.16%
-$10,771.67 Events
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Dividends
Dividend Analysis
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| Trades 348 | Longs Won 241/348 69% | Profit Factor 15.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $711,526.65 |
| Average Win $248,281.36 | Best Trade (Oct 14) $9.43M | Sharpe Ratio 0.46 |
| Average Loss -$36,992.98 | Worst Trade (Oct 14) -$810,870.06 | Z-Score -1.6 (89.87%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4d | Expectancy $160,567.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,757 | $7.1M | $11.93M | - | $4.83M | 68.13% | +0.093% |
| AVEM Avantis Emerging Markets Equity ETF | 2,418 | $233,313 | $217,813.44 | - | -$15,499.56 | -6.64% | -1.033% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.09M | $1.58M | - | $499,360 | 46.01% | +0.344% |
| BRK-B Berkshire Hathaway Inc. | 3,476 | $1.3M | $1.84M | - | $540,225.92 | 41.62% | +0.478% |
| CAT Caterpillar Inc. | 633 | $380,206.76 | $462,340.03 | - | $82,133.27 | 21.6% | -2.481% |
| CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 165,718 | $5.08M | $6.66M | - | $1.58M | 31.17% | -0.162% |
| DFAE Dimensional Emerging Core Equity Market ETF | 7,050 | $182,386.35 | $265,961.25 | - | $83,574.9 | 45.82% | -1.166% |
| DFAI Dimensional International Core Equity Market ETF | 20,172 | $628,533.4 | $834,213.06 | - | $205,679.66 | 32.72% | +0.401% |
| DSTL Distillate U.S. Fundamental Stability & Value ETF | 10,102 | $573,086.46 | $686,329.88 | - | $113,243.42 | 19.76% | +2.59% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 63,697 | $1.28M | $1.32M | - | $38,444.87 | 3% | +0.388% |
| EMHC SPDR Bloomberg Emerging Markets USD Bond ETF | 100,315 | $2.42M | $2.42M | - | -$2,329.6 | -0.1% | +0.668% |
| FISR SPDR SSGA Fixed Income Sector Rotation ETF | 288,333 | $7.45M | $7.11M | - | -$344,709.82 | -4.63% | +0.53% |
| FLQM Franklin U.S. Mid Cap Multifactor Index Fund | 7,715 | $395,705.22 | $465,561.67 | - | $69,856.45 | 17.65% | +1.814% |
| GLD SPDR Gold Shares | 8,531 | $2.25M | $3.25M | - | $994,661.4 | 44.2% | +1.172% |
| GTO Invesco Total Return Bond ETF | 22,352 | $1.07M | $1.01M | - | -$60,281.27 | -5.65% | +0.446% |
| GWX SPDR S&P International Small Cap ETF | 78,577 | $2.62M | $3.49M | - | $864,700.32 | 32.99% | -0.794% |
| IAGG iShares International Aggregate Bond Fund | 398,519 | $20.02M | $19.65M | - | -$365,737.89 | -1.83% | +0.173% |
| INTF iShares International Equity Factor ETF | 31,371 | $916,974.67 | $1.3M | - | $378,490.77 | 41.28% | +0.474% |
| IUSB iShares Core Universal USD Bond ETF | 728,740 | $33.59M | $32.4M | - | -$1.18M | -3.52% | +0.509% |
| JNK SPDR Bloomberg High Yield Bond ETF | 61,598 | $5.94M | $5.7M | - | -$247,238.51 | -4.16% | +0.266% |
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FAQ
Which stocks have generated the highest profits for Krista D. McBeath?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio Developed World ex-US ETF - $4.01M, iShares Core Universal USD Bond ETF - $1.88M, SPDR S&P 500 ETF Trust - $1.71M, Invesco Total Return Bond ETF - $1.3M, and SPDR Portfolio Emerging Markets ETF - $1.06M. 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: Invesco S&P MidCap Quality ETF - $494,604.24 and SPDR Portfolio Aggregate Bond ETF - $3,674.14. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Krista D. McBeath's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.82M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $1.88M, SPDR Portfolio Developed World ex-US ETF - $1.61M, Invesco Total Return Bond ETF - $1M, SPDR Portfolio Emerging Markets ETF - $824,144.76, and Vanguard S&P 500 ETF - $800,006.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Krista D. McBeath's monthly returns?
Krista D. McBeath'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 Krista D. McBeath's strategy be considered aggressive or moderate?
Krista D. McBeath's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Krista D. McBeath's strategy?
Krista D. McBeath'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.
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