Beta Wealth Group
$267M 13F equity value
119 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Beta Wealth Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QLTI | GMO ETF TRUST | 691,497 | $19M | 7.0% |
| PYLD | PIMCO ETF TR | 691,099 | $18M | 6.9% |
| SPVM | INVESCO EXCHANGE TRADED FD T | 173,484 | $13M | 4.8% |
| AVUV | AMERICAN CENTY ETF TR | 94,529 | $12M | 4.4% |
| LQD | ISHARES TR | 96,700 | $11M | 4.0% |
| QYLD | GLOBAL X FDS | 530,202 | $10M | 3.7% |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | 210,210 | $10M | 3.6% |
| GTPE | GOLDMAN SACHS ETF TR | 138,412 | $9M | 3.2% |
| LSVD | ADVISORS INNER CIRCLE FD | 241,038 | $8M | 3.1% |
| DEXC | DIMENSIONAL ETF TRUST | 97,439 | $8M | 3.0% |
Track Beta Wealth Group's 13F portfolio: $267M in reported holdings, 119 positions. Top holdings and quarterly changes on SentiSense.
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