CIK 1594417
Beta Wealth Group, Inc.
Institutional 13F holdings & portfolio
Holdings
115
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QLTI | GMO ETF TRUST | 671K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 574K | $1M+ | SH |
| SPVM | INVESCO EXCHANGE TRADED FD T | 175K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 99K | $1M+ | SH |
| LQD | ISHARES TR | 88K | $1M+ | SH |
| DVYE | ISHARES INC | 311K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 517K | $1M+ | SH |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | 201K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 81K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 81K | $1M+ | SH |
| PSP | INVESCO EXCHANGE TRADED FD T | 105K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 10K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 160K | $1M+ | SH |
| DEXC | DIMENSIONAL ETF TRUST | 108K | $1M+ | SH |
| JPRE | J P MORGAN EXCHANGE TRADED F | 117K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| LSVD | ADVISORS INNER CIRCLE FD | 171K | $1M+ | SH |
| IGF | ISHARES TR | 75K | $1M+ | SH |
| HGER | HARBOR ETF TRUST | 186K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 229K | $1M+ | SH |
| GOOG | ALPHABET INC | 11K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 7K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 61K | $1M+ | SH |
| EMB | ISHARES TR | 29K | $1M+ | SH |
| HYG | ISHARES TR | 31K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 56K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 42K | $1M+ | SH |
| EAGG | ISHARES TR | 44K | $1M+ | SH |
| DIVP | ADVISORS INNER CIRCLE FD II | 82K | $1M+ | SH |
| SIHY | HARBOR ETF TRUST | 43K | $1M+ | SH |
| BIT | BLACKROCK MULTI SECTOR INC T | 143K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 25K | $1M+ | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 60K | $1M+ | SH |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 63K | $1M+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 50K | $1M+ | SH |
| FMF | FIRST TR EXCHANGE-TRADED FD | 32K | $1M+ | SH |
| USDX | RBB FD INC | 57K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 27K | $1M+ | SH |
| NOW | SERVICENOW INC | 9K | $1M+ | SH |
| BX | BLACKSTONE INC | 8K | $1M+ | SH |
| EVYM | MORGAN STANLEY ETF TRUST | 24K | $1M+ | SH |
| USMV | ISHARES TR | 12K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 5K | $1M+ | SH |
| TJX | TJX COS INC NEW | 6K | $500K+ | SH |
| AMZN | AMAZON COM INC | 4K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| PEX | PROSHARES TR | 31K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |