Sara Beth Stanich Portfolio
Invests via Stanich Group LLC | Managed by Sara Beth Stanich
Invests via Stanich Group LLC
Managed by Sara Beth Stanich
Automatically Tracked
Sara Beth Stanich Profile
Seasoned operator and investor focused on consumer and growth-stage technology companies, Sara Beth Stanich combines operating leadership with sector investing and board experience. She is known for scaling product, go-to-market and talent functions, advising founders on commercial strategy and capital formation. Relevant background spans early-stage venture involvement, corporate partnerships and portfolio management with a focus on revenue acceleration and unit-economics improvement.
Seasoned operator and investor focused on consumer and growth-stage technology companies, Sara Beth Stanich combines operating leadership with sector investing and board experience. She is known for scaling product, go-to-market and talent functions, advising founders on commercial strategy and capital formation. Relevant background spans early-stage venture involvement, corporate partnerships and portfolio management with a focus on revenue acceleration and unit-economics improvement.
Investment Philosophy & Strategy
Combines operator’s discipline with growth-stage venture investing, prioritizing consumer and enterprise software businesses where product-led scale and repeatable go-to-market motion drive durable unit-economics improvement. Focuses on active, board-level partnership—deploying capital to accelerate revenue, optimize pricing and CAC payback, and recruit commercial talent. Favors concentrated, stage-aware allocations with reserve capital for follow-ons, opportunistic participation in corporate partnership plays, and a bias toward metric-driven milestones over narrative. Risk management emphasizes capital efficiency, clear KPIs, and rapid course correction.
Combines operator’s discipline with growth-stage venture investing, prioritizing consumer and enterprise software businesses where product-led scale and repeatable go-to-market motion drive durable unit-economics improvement. Focuses on active, board-level partnership—deploying capital to accelerate revenue, optimize pricing and CAC payback, and recruit commercial talent. Favors concentrated, stage-aware allocations with reserve capital for follow-ons, opportunistic participation in corporate partnership plays, and a bias toward metric-driven milestones over narrative. Risk management emphasizes capital efficiency, clear KPIs, and rapid course correction.
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:
28.04%
Gain +0.19%
Monthly
1.16%
Yearly
14.81%
Drawdown
15.12%
$160.26M
Equity
Holdings
$160.26M
Investment
$126.55M
$35.52M
Profit +$298,372.69
Realized
$1.81M
Unrealized
$33.71M
Dividends
$4.18M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$298,372.69
Win %
89%
This Week
Compared To Last Week
Gain
-1.27%
Profit
-$2.07M
Win %
89%
This Month
Compared to last month
Gain
-0.003%
Profit
-$4,482.64
Win %
89%
This Year
Compared to last year
Gain
0.25%
Profit
$576,155.13
Win %
89%
LLY Eli Lilly and Company
+5.04%
+$15,341.76 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.5%
+$22,360.83 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.3%
+$3,471.63 
JNJ Johnson & Johnson
+1.13%
+$3,836.16 
ACWV iShares MSCI Global Minimum Volatility ETF
+1.12%
+$3,995.96 
EZM WisdomTree U.S. MidCap Fund
+1.04%
+$2,966.24 
MSFT Microsoft Corp.
+1.03%
+$12,693.45 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.9%
+$16,678.64 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.83%
+$58,163.52 
DGRO iShares Core Dividend Growth ETF
+0.8%
+$4,425 
VIG Vanguard Dividend Appreciation ETF
+0.78%
+$13,832.39 
SCHH Schwab U.S. REIT ETF
+0.74%
+$40,439.52 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.7%
+$1,690.9 
IWM iShares Russell 2000 ETF
+0.66%
+$3,256.2 
IWD iShares Russell 1000 Value ETF
+0.59%
+$4,998.95 
IVE ISHARES S&P 500 VALUE ETF
+0.55%
+$1,273.6 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$894 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.37%
+$87,372.75 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$5,938.87 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$1,180.65 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$18,399.06 
GOOGL Alphabet Inc
+0.2%
+$813.39 
ESGV Vanguard ESG U.S. Stock ETF
+0.18%
+$135,095.2 
SUSA iShares MSCI USA ESG Select ETF
+0.17%
+$466.18 
GOOG Alphabet Inc
+0.14%
+$474.82 
HEZU iShares Currency Hedged MSCI Eurozone ETF
+0.12%
+$1,191.58 
AAPL Apple Inc.
+0.09%
+$2,696.59 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.03%
+$85.3 
VOO Vanguard S&P 500 ETF
+0.03%
+$349.38 
VONE Vanguard Russell 1000 ETF
+0.03%
+$79.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$34.55 
IVV iShares Core S&P 500 ETF
0%
+$11.1 
SPY SPDR S&P 500 ETF Trust
0%
+$0.01 
AMD Advanced Micro Devices, Inc.
-3.48%
-$18,381.11 
AVGO Broadcom Inc.
-2.03%
-$5,269.22 
NVDA NVIDIA Corporation
-1.81%
-$18,708 
XLK State Street Technology Select Sector SPDR ETF
-1.3%
-$11,189.71 
VGT Vanguard Information Technology ETF
-1.09%
-$3,425.72 
ESGE iShares ESG Aware MSCI EM ETF
-1.04%
-$80,450.72 
PBA Pembina Pipeline Corporation
-1.03%
-$2,340 
IYW iShares U.S. Technology ETF
-0.78%
-$9,043.69 
IWF iShares Russell 1000 Growth ETF
-0.48%
-$2,434.2 
HLAL Wahed FTSE USA Shariah ETF
-0.48%
-$1,116 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.46%
-$1,250.39 
SPEM SPDR Portfolio Emerging Markets ETF
-0.46%
-$3,051.95 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$1,199.68 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.32%
-$828.5 
AMZN Amazon.com Inc
-0.29%
-$1,613.94 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.22%
-$500.76 
MU Micron Technology, Inc.
-0.18%
-$2,226 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.04%
-$761.99 
DSI iShares MSCI KLD 400 Social ETF
-0.03%
-$920.2 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 310 | Longs Won 255/310 82% | Profit Factor 64.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $856,997.52 |
| Average Win $141,496.91 | Best Trade (Oct 14) $14.6M | Sharpe Ratio -62.56 |
| Average Loss -$10,133.65 | Worst Trade (Mar 30) -$111,837.32 | Z-Score 17.58 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $114,594.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.52% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,841 | $2.11M | $3.03M | - | $920,329.58 | 43.53% | +0.089% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,824 | $308,409.23 | $359,452.84 | - | $51,043.61 | 16.55% | +1.124% |
| AMD Advanced Micro Devices, Inc. | 926 | $537,923 | $510,198.22 | - | -$27,724.78 | -5.15% | -3.477% |
| AMZN Amazon.com Inc | 2,181 | $479,617.07 | $552,534.54 | - | $72,917.47 | 15.2% | -0.291% |
| AVGO Broadcom Inc. | 749 | $250,762.96 | $254,072.03 | - | $3,309.07 | 1.32% | -2.032% |
| BRK-B Berkshire Hathaway Inc. | 434 | $217,169 | $229,329.9 | - | $12,160.9 | 5.6% | +0.391% |
| DGRO iShares Core Dividend Growth ETF | 7,080 | $438,517.3 | $556,311 | - | $117,793.7 | 26.86% | +0.802% |
| DSI iShares MSCI KLD 400 Social ETF | 23,005 | $2.54M | $3.38M | - | $847,779.46 | 33.43% | -0.027% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 3,697 | $251,432 | $255,891.18 | - | $4,459.18 | 1.77% | -0.323% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 232,994 | $19.29M | $23.85M | - | $4.56M | 23.62% | +0.368% |
| ESGE iShares ESG Aware MSCI EM ETF | 147,616 | $5.24M | $7.63M | - | $2.39M | 45.54% | -1.043% |
| ESGV Vanguard ESG U.S. Stock ETF | 551,409 | $58.72M | $75.04M | - | $16.32M | 27.78% | +0.18% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 135,264 | $5.77M | $7.06M | - | $1.28M | 22.22% | +0.831% |
| EZM WisdomTree U.S. MidCap Fund | 3,973 | $248,352.06 | $288,876.83 | - | $40,524.77 | 16.32% | +1.037% |
| GOOG Alphabet Inc | 969 | $278,021.39 | $333,471.66 | - | $55,450.27 | 19.94% | +0.143% |
| GOOGL Alphabet Inc | 1,162 | $295,308.17 | $404,771.08 | - | $109,462.91 | 37.07% | +0.201% |
| HEZU iShares Currency Hedged MSCI Eurozone ETF | 21,665 | $837,351.59 | $1.04M | - | $198,560.38 | 23.71% | +0.115% |
| HLAL Wahed FTSE USA Shariah ETF | 3,100 | $221,303 | $230,454 | - | $9,151 | 4.14% | -0.482% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 2,437 | $221,596.42 | $265,425.85 | - | $43,829.43 | 19.78% | +0.032% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 21,771 | $1.74M | $2.05M | - | $307,654.99 | 17.67% | -0.037% |
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 Sara Beth Stanich?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard ESG U.S. Stock ETF - $1.34M, iShares ESG Aware MSCI EAFE ETF - $944,665.02, Nuveen ESG U.S. Aggregate Bond ETF - $454,864.08, Micron Technology, Inc - $266,471.56, and iShares Core U.S. Aggregate Bond ETF - $256,667.19. 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: Tesla, Inc - $111,837.32, Alphabet Inc - $39,965.63, Berkshire Hathaway Inc - $27,495.38, Amazon.com Inc - $176.99, and iShares MSCI USA ESG Select ETF - $26.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sara Beth Stanich's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.18M earned over time. The largest contributors to dividend income include Vanguard ESG U.S. Stock ETF - $1.04M, iShares ESG Aware MSCI EAFE ETF - $944,665.02, Nuveen ESG U.S. Aggregate Bond ETF - $255,054.99, iShares Core U.S. Aggregate Bond ETF - $220,766.98, and Vanguard Short-Term Treasury Fund - $219,724.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sara Beth Stanich's monthly returns?
Sara Beth Stanich's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Sara Beth Stanich's strategy be considered aggressive or moderate?
Sara Beth Stanich'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 Sara Beth Stanich's strategy?
Sara Beth Stanich's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
