Beta Wealth Group, Inc. - Portfolio overview
Beta Wealth Group, Inc. has 128 reported holdings in this dataset, with the latest filing dated 2026-05-07.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Financial Services and Technology.
Largest reported holdings by portfolio allocation
- PYLD - PIMCO ETF TR, 6.77%
- QLTI - GMO ETF TRUST, 6.58%
- SPVM - INVESCO EXCHANGE TRADED FD T, 4.66%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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