Institutions / Beta Wealth Group, Inc.
Beta Wealth Group, Inc.
CIK 1594417 · Institution · as of Dec 31, 2025
Portfolio value
$248.70M
Positions
115
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 115 →
| Company | Value | % of portfolio |
|---|---|---|
| GMO ETF Trust | $17.85M | 7.2% |
| PIMCO ETF Tr | $15.32M | 6.2% |
| Invesco Exchange Traded Fd T | $11.84M | 4.8% |
| American Centy ETF Tr | $10.06M | 4.0% |
| iShares MSCI UAE ETF | $9.73M | 3.9% |
| iShares Inc | $9.70M | 3.9% |
| Global X Fds | $9.14M | 3.7% |
| First Tr Exch Trd Alphdx Fd | $8.44M | 3.4% |
| American Centy ETF Tr | $7.65M | 3.1% |
| Vanguard Whitehall Fds | $7.29M | 2.9% |
| Invesco Exchange Traded Fd T | $7.06M | 2.8% |
| SPDR S&P 500 ETF Tr | $6.72M | 2.7% |
| Ssga Active ETF Tr | $6.59M | 2.6% |
| Dimensional ETF Trust | $6.55M | 2.6% |
| J P Morgan Exchange Traded F | $5.45M | 2.2% |
| Apple Inc. | $5.22M | 2.1% |
| Advisors Inner Circle Fd | $5.10M | 2.1% |
| iShares MSCI UAE ETF | $4.63M | 1.9% |
| Harbor ETF Trust | $4.62M | 1.9% |
| PIMCO Dynamic Income FundPDI | $4.06M | 1.6% |
| Alphabet Inc. | $3.54M | 1.4% |
| SPDR Dow Jones Indl Average | $3.34M | 1.3% |
| J P Morgan Exchange Traded F | $2.96M | 1.2% |
| iShares Tr | $2.76M | 1.1% |
| iShares Tr | $2.50M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.