Beta Wealth Group, Inc.: 13F holdings
CIK 15944172026Q2
| Positions | 114 |
|---|
| Reported value | $266.6m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 114 (+2 vs prior quarter) |
|---|
| Reported value | $266.6m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GMO ETF TRUST | 691,497 | $18.7m | 7.0% |
| PYLD PIMCO ETF TR | 691,099 | $18.3m | 6.9% |
| INVESCO EXCHANGE TRADED FD T | 173,484 | $12.9m | 4.8% |
| AVUV AMERICAN CENTY ETF TR | 94,529 | $11.8m | 4.4% |
| LQD ISHARES TR | 96,700 | $10.5m | 4.0% |
| QYLD GLOBAL X FDS | 530,202 | $9.8m | 3.7% |
| FEMS FIRST TR EXCH TRD ALPHDX FD | 210,210 | $9.6m | 3.6% |
| GOLDMAN SACHS ETF TR | 138,412 | $8.6m | 3.2% |
| FCCO ADVISORS INNER CIRCLE FD | 241,038 | $8.3m | 3.1% |
| DIMENSIONAL ETF TRUST | 97,439 | $8.0m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1594417")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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