Beta Wealth Group, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $629.4K | 0.3% |
| ISHARES TR | $633.7K | 0.3% |
| ISHARES TR | $634.9K | 0.3% |
| SPDR SERIES TRUST | $659.3K | 0.3% |
| Arista Networks, Inc.ANET | $668.3K | 0.3% |
| EXXON MOBIL CORP | $676.0K | 0.3% |
| BLACKROCK ETF TRUST II | $686.5K | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $701.4K | 0.3% |
| Walmart Inc. | $702.6K | 0.3% |
| CISCO SYSTEMS, INC. | $702.7K | 0.3% |
| CITIGROUP INC | $725.9K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $731.0K | 0.3% |
| GILEAD SCIENCES, INC. | $738.9K | 0.3% |
| ORACLE CORP | $760.1K | 0.3% |
| PROSHARES TR | $763.9K | 0.3% |
| Morgan Stanley | $802.3K | 0.3% |
| ADVANCED MICRO DEVICES INC | $813.8K | 0.3% |
| TJX Cos Inc/The | $891.1K | 0.4% |
| VANGUARD SPECIALIZED FUNDS | $1.10M | 0.4% |
| iShares MSCI UAE ETF | $1.16M | 0.5% |
| MORGAN STANLEY ETF TRUST | $1.18M | 0.5% |
| Blackstone Inc | $1.26M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $1.37M | 0.6% |
| Amazon.com Inc | $1.46M | 0.6% |
| RBB FD INC | $1.47M | 0.6% |
| QUALCOMM INC/DE | $1.49M | 0.6% |
| FIRST TR EXCHANGE-TRADED FD | $1.51M | 0.6% |
| CAPITAL GROUP NEW GEOGRAPHY | $1.61M | 0.6% |
| CAPITAL GRP FIXED INCM ETF T | $1.67M | 0.7% |
| NVIDIA Corp | $1.71M | 0.7% |
| CAPITAL GROUP EQUITY ETF TR | $1.74M | 0.7% |
| VANGUARD WORLD FD | $1.78M | 0.7% |
| BlackRock Multi-Sector Income TrustBIT | $1.86M | 0.7% |
| HARBOR ETF TRUST | $1.98M | 0.8% |
| ADVISORS INNER CIRCLE FD II | $2.08M | 0.8% |
| ISHARES TR | $2.10M | 0.8% |
| ServiceNow Inc | $2.11M | 0.8% |
| GOLDMAN SACHS ETF TR | $2.24M | 0.9% |
| MICROSOFT CORP | $2.26M | 0.9% |
| CAPITAL GROUP DIVIDEND VALUE | $2.45M | 1.0% |
| ISHARES TR | $2.50M | 1.0% |
| ISHARES TR | $2.76M | 1.1% |
| J P MORGAN EXCHANGE TRADED F | $2.96M | 1.2% |
| SPDR DOW JONES INDL AVERAGE | $3.34M | 1.3% |
| Alphabet Inc. | $3.54M | 1.4% |
| PIMCO Dynamic Income FundPDI | $4.06M | 1.6% |
| HARBOR ETF TRUST | $4.62M | 1.9% |
| iShares MSCI UAE ETF | $4.63M | 1.9% |
| ADVISORS INNER CIRCLE FD | $5.10M | 2.1% |
| Apple Inc. | $5.22M | 2.1% |