Jonathan Sard Portfolio

Invests via SARD WEALTH MANAGEMENT GROUP, LLC | Managed by Jonathan Sard

Invests via SARD WEALTH MANAGEMENT GROUP, LLC

Managed by Jonathan Sard

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 05:16 PM

Jonathan Sard Profile

US-based operating executive and investor active in growth-stage technology and consumer sectors, with a background spanning operations, corporate development and startup scaling. Jonathan Sard is known for advising and investing in digital marketplaces, fintech and real estate tech, and for leading cross-functional teams to drive product-market fit and revenue expansion. Market-facing profile emphasizes hands-on operational experience, board-level oversight, and deal-sourcing in seed to growth rounds; typical focus includes unit-economics improvement, customer acquisition strategy and strategic partnerships. Relevant to investors as an operator-investor who bridges execution and capital allocation across consumer and enterprise transitions.

Investment Philosophy & Strategy

Operator-led, value-oriented investor who targets growth-stage technology and consumer businesses where operational transformation accelerates unit-economics and revenue scale. Prefers seed-to-growth rounds in digital marketplaces, fintech and real-estate tech, prioritizing companies with clear customer-acquisition levers and partnership pathways. Investment decisions hinge on hands-on post-close engagement, board-level governance, and measurable KPIs for CAC, retention and margin expansion. Time horizon is multi-year growth scaling with staged capital deployment, active risk management, and exit readiness through strategic M&A or category leadership.

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:

1.89%

Gain

Monthly

0.06%

Yearly

0.74%

Drawdown

29.84%

$202.24M

Equity

Holdings

$202.24M

Investment

$159.3M

$44.84M

Profit +$469,058.64

Realized

$1.9M

Unrealized

$42.95M

Dividends

$8M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$469,058.64

Win %

84%

This Week

Compared To Last Week

Gain

-0.18%

Profit

-$359,156.72

Win %

84%

This Month

Compared to last month

Gain

-0.14%

Profit

-$289,395.56

Win %

84%

This Year

Compared to last year

Gain

9.96%

Profit

$18.32M

Win %

84%

Gainers
Losers

MCK McKesson Corporation

+5.34%

+$67,271.55

ACN Accenture plc Class A

+4.24%

+$5,949.44

UPS United Parcel Service, Inc.

+3.52%

+$15,987.19

ABBV AbbVie Inc.

+3.14%

+$9,408

T AT&T Inc.

+2.66%

+$9,318.93

KO The Coca-Cola Company

+2.48%

+$20,409.1

COST Costco Wholesale Corporation

+2.45%

+$4,551.26

PEP PepsiCo, Inc.

+2.42%

+$4,421.25

WMT Walmart Inc.

+2.38%

+$11,170.24

SCHD Schwab U.S. Dividend Equity ETF

+2.04%

+$301,940.3

HD The Home Depot, Inc.

+1.91%

+$20,311.23

SDY SPDR S&P Dividend ETF

+1.86%

+$272,554.07

PG Procter & Gamble Co

+1.72%

+$27,208.5

DVY iShares Select Dividend ETF

+1.58%

+$4,283.29

SPLV Invesco S&P 500 Low Volatility ETF

+1.53%

+$45,817.69

MSFT Microsoft Corp.

+1.51%

+$26,641.24

AAPL Apple Inc.

+1.3%

+$53,206.65

ED Consolidated Edison, Inc.

+1.09%

+$4,172.91

SO The Southern Company

+0.93%

+$7,452.72

XOM Exxon Mobil Corporation

+0.84%

+$9,111.3

IJR iShares Core S&P Small-Cap ETF

+0.83%

+$87,517.92

ALL Allstate Corporation

+0.79%

+$1,863.54

RSP Invesco S&P 500 Equal Weight ETF

+0.75%

+$143,325.78

D Dominion Energy, Inc.

+0.63%

+$3,388.05

JNJ Johnson & Johnson

+0.61%

+$2,310.4

VIG Vanguard Dividend Appreciation ETF

+0.6%

+$33,031.34

AMZN Amazon.com Inc

+0.57%

+$11,357.85

FEGE First Eagle Global Equity ETF

+0.38%

+$902.12

SPGP Invesco S&P 500 GARP ETF

+0.25%

+$729.43

BRK-B Berkshire Hathaway Inc.

+0.24%

+$2,140.22

BAC Bank of America Corporation

+0.19%

+$984.63

DNP DNP Select Income Fund Inc.

+0.14%

+$300

FMN Federated Hermes Premier Municipal Income Fund

+0.08%

+$187.44

GOOGL Alphabet Inc

+0.06%

+$563.67

MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

+0.02%

+$654.74

IWM iShares Russell 2000 ETF

+0.01%

+$77.13

ITA iShares U.S. Aerospace & Defense ETF

-2.69%

-$7,758.94

NVDA NVIDIA Corporation

-2.58%

-$40,024.08

META Meta Platforms Inc Class A

-1.85%

-$11,791.75

CGNG Capital Group New Geography Equity ETF

-1.8%

-$5,586.75

PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)

-1.8%

-$5,441.49

IAU iShares Gold Trust

-1.78%

-$4,517.57

FV First Trust Dorsey Wright Focus 5 ETF

-1.35%

-$451,865.11

PPI ASTORIA REAL ASSETS ETF

-1.35%

-$5,101.7

IBIT iShares Bitcoin Trust

-1.25%

-$2,941.89

CGGR Capital Group Growth ETF

-1.11%

-$6,558.24

CGIC Capital Group International Core Equity ETF

-0.96%

-$54,903.3

EFA iShares MSCI EAFE ETF

-0.76%

-$2,540.8

PXH Invesco FTSE RAFI Emerging Markets ETF

-0.63%

-$4,376.34

PLTR Palantir Technologies Inc.

-0.36%

-$2,468.68

ITOT iShares Core S&P Total U.S. Stock Market ETF

-0.33%

-$33,279.95

VTI VANGUARD TOTAL STOCK MKT ETF

-0.31%

-$63,545.88

TCAF T. Rowe Price Capital Appreciation Equity ETF

-0.28%

-$7,384.27

CGDV Capital Group Dividend Value ETF

-0.17%

-$557.6

SFLR Innovator Equity Managed Floor ETF

-0.15%

-$1,315.56

CGMU Capital Group Municipal Income ETF

-0.15%

-$797.56

FBND Fidelity Total Bond ETF

-0.1%

-$26,078.81

CGSM Capital Group Short Duration Municipal Income ETF

-0.06%

-$198.04

DFAC Dimensional U.S. Core Equity 2 ETF

-0.02%

-$173.26

VUSB Vanguard Ultra-Short Bond ETF

-0.01%

-$37.11

Events

Dividends

Dividend Analysis

No Data

Trades 438	Longs Won 360/438 82%	Profit Factor 60.89
Profitability	Shorts Won 0/0 0%	Standard Deviation $588,447.55
Average Win $126,644.05	Best Trade (Jul 10) $9.83M	Sharpe Ratio -15.2
Average Loss -$9,599.84	Worst Trade (Jul 10) -$159,067.33	Z-Score 26.73 (100%)
Commissions $0	Avg. Trade Length 1y 2m 2w 2d	Expectancy $102,381.44

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	21,277	19,149	17,021	14,894	12,766	10,638	8,511	6,383	4,255	2,128