Beto Financial Group, LLC 13F Holdings · Q2 2026
Beto Financial Group, LLC reported 154 securities worth $190.36M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CGUS (9.56%), IVW (5.28%), CGMU (4.38%). Among its top 25 positions this quarter: 1 new, 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGUS | CAPITAL GROUP CORE EQUITY ET | $18.2M | 9.56% | 414,563 | Added |
| 2 | IVW | ISHARES TR | $10.1M | 5.28% | 74,669 | Added |
| 3 | CGMU | CAPITAL GRP FIXED INCM ETF T | $8.3M | 4.38% | 305,624 | Added |
| 4 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $7.9M | 4.13% | 236,984 | Trimmed |
| 5 | DYNF | BLACKROCK ETF TRUST | $6.1M | 3.22% | 91,681 | Added |
| 6 | BRTR | BLACKROCK ETF TRUST II | $5.4M | 2.83% | 108,250 | Added |
| 7 | IEMG | ISHARES INC | $5.1M | 2.66% | 65,692 | Added |
| 8 | MU | MICRON TECHNOLOGY INC | $4.8M | 2.53% | 5,573 | Trimmed |
| 9 | IVE | ISHARES TR | $4.2M | 2.19% | 18,136 | Trimmed |
| 10 | AAPL | APPLE INC | $3.7M | 1.96% | 11,406 | Added |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $3.7M | 1.96% | 82,630 | Added |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.80% | 73,949 | Trimmed |
| 13 | BAI | BLACKROCK ETF TRUST | $3.1M | 1.65% | 73,653 | Added |
| 14 | IJH | ISHARES TR | $2.8M | 1.46% | 37,078 | Trimmed |
| 15 | VYM | VANGUARD WHITEHALL FDS | $2.8M | 1.46% | 17,417 | Added |
| 16 | PPA | INVESCO EXCHANGE TRADED FD T | $2.6M | 1.38% | 15,694 | Added |
| 17 | BINC | BLACKROCK ETF TRUST II | $2.5M | 1.33% | 48,494 | Added |
| 18 | IALT | BLACKROCK ETF TRUST | $2.3M | 1.22% | 81,885 | New |
| 19 | BLCR | BLACKROCK ETF TRUST | $2.3M | 1.21% | 47,618 | Added |
| 20 | SPMO | INVESCO EXCH TRADED FD TR II | $2.3M | 1.21% | 15,926 | Trimmed |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.16% | 3 | Hold |
| 22 | THRO | BLACKROCK ETF TRUST | $2.2M | 1.15% | 51,802 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $2.0M | 1.06% | 5,004 | Added |
| 24 | FNDF | SCHWAB STRATEGIC TR | $1.9M | 1.02% | 36,895 | Trimmed |
| 25 | IVV | ISHARES TR | $1.8M | 0.93% | 2,372 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR