Beto Financial Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$170.9M
Q ending 2026-03-31
Prior quarter
$148.2M
Q ending 2025-12-31
Change
+15.3% QoQ
Positions
152
reported holdings
Largest positions
Top 100 of 152 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVW | Shares | $9.5M | 71K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $8.7M | 263K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $8.3M | 304K |
| Capital Group Core Equity Et | CGUS | Shares | $7.7M | 179K |
| Ishares Inc | IEMG | Shares | $5.3M | 65K |
| Ishares Tr | IVE | Shares | $5.1M | 23K |
| Blackrock Etf Trust | DYNF | Shares | $4.6M | 70K |
| J P Morgan Exchange Traded F | JCPB | Shares | $4.4M | 94K |
| Micron Technology Inc | MU | Shares | $3.8M | 6K |
| Blackrock Etf Trust Ii | BRTR | Shares | $3.6M | 72K |
| Fidelity Merrimack Str Tr | FBND | Shares | $3.4M | 75K |
| Ishares Tr | IJH | Shares | $3.4M | 46K |
| Apple Inc | AAPL | Shares | $3.2M | 11K |
| Blackrock Etf Trust | BAI | Shares | $3.1M | 69K |
| J P Morgan Exchange Traded F | JQUA | Shares | $2.8M | 41K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $2.5M | 18K |
| Blackrock Etf Trust | THRO | Shares | $2.5M | 59K |
| Vanguard Whitehall Fds | VYM | Shares | $2.5M | 16K |
| J P Morgan Exchange Traded F | HELO | Shares | $2.3M | 34K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.1M | 3 |
| Microsoft Corp | MSFT | Shares | $2.1M | 5K |
| Ishares Tr | IAGG | Shares | $2.0M | 41K |
| Spdr Gold Tr | GLD | Shares | $2.0M | 5K |
| Schwab Strategic Tr | FNDF | Shares | $2.0M | 38K |
| Ryerson Hldg Corp | RYZ | Shares | $2.0M | 74K |
| Ishares Tr | IVV | Shares | $1.9M | 3K |
| Blackrock Etf Trust Ii | BINC | Shares | $1.9M | 35K |
| Blackrock Etf Trust | BLCR | Shares | $1.8M | 38K |
| Invesco Exchange Traded Fd T | PPA | Shares | $1.8M | 11K |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $1.7M | 71K |
| Ishares Tr | SGOV | Shares | $1.6M | 16K |
| Blackrock Etf Trust | BALI | Shares | $1.5M | 45K |
| Alphabet Inc | GOOGL | Shares | $1.5M | 4K |
| Ishares Tr | IYR | Shares | $1.4M | 13K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.3M | 3K |
| Applied Matls Inc | AMAT | Shares | $1.3M | 3K |
| First Tr Exchange-Traded Fd | FXL | Shares | $1.3M | 6K |
| Ab Active Etfs Inc | SDFI | Shares | $1.2M | 34K |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 13K |
| Illinois Tool Wks Inc | ITW | Shares | $1.2M | 5K |
| Automatic Data Processing In | ADP | Shares | $1.2M | 5K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 5K |
| Franklin Templeton Etf Tr | FLMI | Shares | $1.1M | 43K |
| Costco Wholesale Corporation | COST | Shares | $1.0M | 1K |
| Amazon Com Inc | AMZN | Shares | $1.0M | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $969K | 3K |
| Oracle Corp | ORCL | Shares | $951K | 5K |
| Nvidia Corporation | NVDA | Shares | $930K | 4K |
| Ishares Tr | HDV | Shares | $843K | 31K |
| Tjx Cos Inc New | TJX | Shares | $824K | 5K |
| Vanguard Scottsdale Fds | VGIT | Shares | $817K | 14K |
| Welltower Inc | WELL | Shares | $793K | 4K |
| Invesco Exch Traded Fd Tr Ii | PZA | Shares | $763K | 33K |
| Boeing Co | BA | Shares | $754K | 3K |
| Idacorp Inc | IDA | Shares | $743K | 5K |
| Ab Active Etfs Inc | HYFI | Shares | $741K | 20K |
| Intel Corp | INTC | Shares | $736K | 7K |
| Ishares Tr | TLT | Shares | $719K | 8K |
| Ishares Tr | MUB | Shares | $705K | 7K |
| Chevron Corporation | CVX | Shares | $700K | 4K |
| Goldman Sachs Etf Tr | GBIL | Shares | $695K | 7K |
| Amgen Inc | AMGN | Shares | $688K | 2K |
| Exxon Mobil Corp | XOM | Shares | $682K | 5K |
| Procter & Gamble Co | PG | Shares | $670K | 5K |
| First Tr Exchange Traded Fd | FTXL | Shares | $669K | 3K |
| Merck & Co Inc | MRK | Shares | $623K | 6K |
| First Tr Exchange-Traded Fd | FDN | Shares | $622K | 2K |
| Blackrock Etf Trust Ii | INMU | Shares | $599K | 25K |
| Blackrock Etf Trust Ii | SHYM | Shares | $582K | 26K |
| Atmos Energy Corp | ATO | Shares | $570K | 3K |
| Caterpillar Inc | CAT | Shares | $559K | 624 |
| Aaon Inc | AAON | Shares | $542K | 4K |
| Visa Inc | V | Shares | $524K | 2K |
| Abbott Laboratories | ABT | Shares | $518K | 6K |
| Enterprise Prods Partners L | EPD | Shares | $511K | 14K |
| Walmart Inc | WMT | Shares | $511K | 4K |
| Emerson Elec Co | EMR | Shares | $496K | 4K |
| Tesla Inc | TSLA | Shares | $495K | 1K |
| Phillips 66 | PSX | Shares | $490K | 3K |
| Xcel Energy Inc | XEL | Shares | $488K | 6K |
| Mcdonalds Corp | MCD | Shares | $451K | 2K |
| Invesco Actively Managed Exc | ICLO | Shares | $449K | 18K |
| Alphabet Inc | GOOG | Shares | $442K | 1K |
| Lowes Cos Inc | LOW | Shares | $435K | 2K |
| Pepsico Inc | PEP | Shares | $429K | 3K |
| Coca Cola Co | KO | Shares | $416K | 5K |
| Meta Platforms Inc | META | Shares | $413K | 669 |
| Capital Group Dividend Value | CGDV | Shares | $412K | 9K |
| Janus Detroit Str Tr | JSI | Shares | $403K | 8K |
| Old Rep Intl Corp | ORI | Shares | $397K | 10K |
| Aflac Inc | AFL | Shares | $391K | 3K |
| Abbvie Inc | ABBV | Shares | $390K | 2K |
| Cummins Inc | CMI | Shares | $384K | 562 |
| Vaneck Etf Trust | EMLC | Shares | $382K | 15K |
| Garmin Ltd | Shares | $347K | 1K | |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $342K | 17K |
| Ares Capital Corp | ARCC | Shares | $337K | 18K |
| Broadcom Inc | AVGO | Shares | $328K | 795 |
| American Tower Corp | AMT | Shares | $324K | 2K |
| Blackrock Inc | BLK | Shares | $318K | 298 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.