Beta Wealth Group, Inc.

Institutional manager (13F) · CIK 1594417

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $211M

#	Issuer	Value	Shares
1	PIMCO ETF TR	$17M	657,539
2	GMO ETF TRUST	$17M	670,629
3	INVESCO EXCHANGE TRADED FD T	$12M	172,124
4	AMERICAN CENTY ETF TR	$11M	96,364
5	ISHARES TR	$11M	96,446
6	GLOBAL X FDS	$9M	525,927
7	FIRST TR EXCH TRD ALPHDX FD	$9M	194,720
8	ISHARES INC	$8M	222,922
9	ADVISORS INNER CIRCLE FD	$8M	261,523
10	VANGUARD WHITEHALL FDS	$8M	79,832
11	AMERICAN CENTY ETF TR	$7M	72,351
12	GOLDMAN SACHS ETF TR	$7M	139,703
13	DIMENSIONAL ETF TRUST	$7M	102,839
14	HARBOR ETF TRUST	$6M	188,120
15	J P MORGAN EXCHANGE TRADED F	$6M	120,973
16	STATE STR SPDR S&P 500 ETF T	$6M	8,830
17	ISHARES TR	$5M	77,219
18	PIMCO DYNAMIC INCOME FD	$4M	227,453
19	STATE STR SPDR DOW JONES IND	$4M	7,984
20	SPDR SERIES TRUST	$3M	33,909
21	ALPHABET INC	$3M	11,166
22	APPLE INC	$3M	12,471
23	ISHARES TR	$3M	27,108
24	ISHARES TR	$2M	48,094
25	RBB FD INC	$2M	85,993
26	CAPITAL GROUP DIVIDEND VALUE	$2M	51,185
27	PIMCO CORPORATE & INCOME OPP	$2M	176,721
28	HARBOR ETF TRUST	$2M	44,184
29	GOLDMAN SACHS ETF TR	$2M	39,995
30	ADVISORS INNER CIRCLE FD II	$2M	75,760
31	J P MORGAN EXCHANGE TRADED F	$2M	39,967
32	CAPITAL GROUP EQUITY ETF TR	$2M	58,683
33	VANGUARD WORLD FD	$2M	23,998
34	NVIDIA CORPORATION	$2M	9,357
35	CAPITAL GROUP NEW GEOGRAPHY	$2M	50,600
36	MICROSOFT CORP	$2M	4,252
37	SERVICENOW INC	$2M	14,855
38	FIRST TR EXCHANGE-TRADED FD	$1M	27,948
39	J P MORGAN EXCHANGE TRADED F	$1M	27,622
40	AMAZON COM INC	$1M	6,031
41	QUALCOMM INC	$1M	8,877
42	ISHARES TR	$1M	12,199
43	TJX COS INC NEW	$1M	6,602
44	VANGUARD SPECIALIZED FUNDS	$1M	4,681
45	SSGA ACTIVE TR	$985k	39,048
46	COSTCO WHOLESALE CORPORATION	$942k	945
47	EXXON MOBIL CORP	$937k	5,520
48	BLACKSTONE INC	$909k	7,907
49	ADVANCED MICRO DEVICES INC	$895k	4,400
50	PROSHARES TR	$806k	37,950

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.