Institutions / Beto Financial Group, LLC

Beto Financial Group, LLC

CIK 2104828 · Institution · as of Jun 30, 2026
Portfolio value
$190.36M
Positions
154
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$190.36M+28.5%
$190.36M$169.26M$148.16MQ4 '25Q2 '26

Positions

154+15.8%
154144133Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 154 →
CompanyClassValueShares% of portfolio
Capital Group Core Equity Et—$18.21M414,5639.6%
iShares Tr—$10.06M74,6695.3%
Capital Grp Fixed Incm ETF T—$8.34M305,6244.4%
Capital Group Intl Focus Eqt—$7.86M236,9844.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF—$6.13M91,6813.2%
BlackRock ETF Trust II—$5.39M108,2502.8%
iShares Inc—$5.07M65,6922.7%
Micron Technology Inc—$4.82M5,5732.5%
iShares Tr—$4.17M18,1362.2%
Fidelity Merrimack Str Tr—$3.73M82,6302.0%
Apple Inc.—$3.73M11,4062.0%
J P Morgan Exchange Traded F—$3.44M73,9491.8%
BlackRock ETF Trust—$3.14M73,6531.7%
iShares Tr—$2.78M37,0781.5%
Vanguard Whitehall Fds—$2.78M17,4171.5%
Invesco Exchange Traded Fd T—$2.63M15,6941.4%
BlackRock ETF Trust II—$2.52M48,4941.3%
BlackRock ETF Trust—$2.33M81,8851.2%
BlackRock ETF Trust—$2.31M47,6181.2%
Invesco Exch Traded Fd Tr II—$2.30M15,9261.2%
Berkshire Hathaway Inc Del—$2.21M31.2%
BlackRock ETF Trust—$2.19M51,8021.1%
Microsoft Corp—$2.01M5,0041.1%
Schwab Strategic Tr—$1.93M36,8951.0%
Invesco Exch Traded Fd Tr II—$1.78M76,6130.9%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add14020V108$17.09M+389K
+1524.85%
414,563
9.56% of portfolio
medium
Q2 2026
as of
Trim464287408$-6.08M-26K
-59.32%
18,136
2.19% of portfolio
medium
Q2 2026
as of
AddBlackRock ETF Trust - iShares International Country Rotation Active ETF$4.96M+74K
+424.07%
91,681
3.22% of portfolio
low
Q2 2026
as of
Trim14019W109$-4.63M-140K
-37.10%
236,984
4.13% of portfolio
low
Q2 2026
as of
Add092528876$4.48M+90K
+493.09%
108,250
2.83% of portfolio
low
Q2 2026
as of
Trim46641Q670$-3.84M-83K
-52.79%
73,949
1.80% of portfolio
low
Q2 2026
as of
Trim46654Q724$-3.14M-46K
-65.54%
24,406
0.87% of portfolio
low
Q2 2026
as of
Trim464287507$-2.82M-38K
-50.36%
37,078
1.46% of portfolio
low
Q2 2026
as of
Add09290C780$2.54M+59K
+419.30%
73,653
1.65% of portfolio
low
Q2 2026
as of
Add46434G103$2.43M+32K
+92.25%
65,692
2.66% of portfolio
low