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 101–115 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| META | META PLATFORMS INC | 478 | $100K–$500K | SH |
| INTU | INTUIT | 471 | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC | 8K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 879 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| SLB | SLB LIMITED | 6K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 690 | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 7K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PML | PIMCO MUN INCOME FD II | 20K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 5K | $50K–$100K | SH |
| MIST | MILESTONE PHARMACEUTICALS IN | 14K | $15K–$50K | SH |