BETO FINANCIAL GROUP, LLC - Portfolio overview

BETO FINANCIAL GROUP, LLC has 152 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 5.56%
2. CGXU - CAPITAL GROUP INTL FOCUS EQT, 5.10%
3. CGMU - CAPITAL GRP FIXED INCM ETF T, 4.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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