Beta Wealth Group, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $184 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $14.5M, Invesco S&P 500 Value With Mom with a value of $10.6M, American Centy ETF Tr Avantis with a value of $9.07M, Capital Group Divid Value ETF with a value of $8.9M, and Ishares Iboxx $ Investment Gra with a value of $8.16M.
Examining the 13F form we can see an decrease of $14.1M in the current position value, from $199M to 184M.
Below you can find more details about Beta Wealth Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$184 Million
ETFs: $120 Million
Technology: $19.9 Million
Financial Services: $15.6 Million
Consumer Cyclical: $7.75 Million
Healthcare: $4.84 Million
Communication Services: $4.81 Million
Industrials: $3.86 Million
Consumer Defensive: $2.56 Million
Other: $2.47 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
