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 51–100 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | 6K | $500K+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| C | CITIGROUP INC | 6K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 813 | $500K+ | SH |
| SHYM | BLACKROCK ETF TRUST II | 31K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 5K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 8K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| XJR | ISHARES TR | 15K | $500K+ | SH |
| XJH | ISHARES TR | 14K | $500K+ | SH |
| NFLX | NETFLIX INC | 7K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 11K | $500K+ | SH |
| AGG | ISHARES TR | 6K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 970 | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 6K | $500K+ | SH |
| REZ | ISHARES TR | 7K | $500K+ | SH |
| SO | SOUTHERN CO | 6K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| LDEM | ISHARES TR | 9K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| ABT | ABBOTT LABS | 4K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 6K | $500K+ | SH |
| DHI | D R HORTON INC | 4K | $500K+ | SH |
| PRIV | SSGA ACTIVE TR | 20K | $500K+ | SH |
| WDC | WESTERN DIGITAL CORP | 3K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 7K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 6K | $100K–$500K | SH |
| DFNM | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 7K | $100K–$500K | SH |
| IDV | ISHARES TR | 10K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 2K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 4K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 7K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 7K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |