account_balance
Investment manager · 13F filer · SEC CIK 1594417
Beta Wealth Group, Inc.
Reported value$268Mas of Sep 30, 2026
Positions118 8 new, 4 sold out
Top 10 weight42.9%QLTI alone is 7%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QLTIGmo ETF Trust
6.9%
PYLDPimco ETF Tr
6.5%
SPVMInvesco Exchange Traded Fd T
4.8%
AVUVAmerican Centy ETF Tr
4.3%Added +4%
QYLDGlobal X FDS
3.7%
FEMSFirst Tr Exch TRD Alphdx Fd
3.5%
IEFiShares Tr
3.4%New
AVDVAmerican Centy ETF Tr
3.3%Added +4%
LSVDAdvisors Inner Circle Fd
3.3%
GTPEGoldman Sachs ETF Tr
3.2%Added +3%
DEXCDimensional ETF Trust
3.0%Added +2%
DVYEiShares Inc
2.9%
QLTIGmo ETF Trust
6.9%
PYLDPimco ETF Tr
6.5%
SPVMInvesco Exchange Traded Fd T
4.8%
AVUVAmerican Centy ETF Tr
4.3%+4%
QYLDGlobal X FDS
3.7%
FEMSFirst Tr Exch TRD Alphdx Fd
3.5%
IEFiShares Tr
3.4%
AVDVAmerican Centy ETF Tr
3.3%
LSVDAdvisors Inner Circle Fd
3.3%
GTPE3.2%
DEXC
DVYE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QLTI Gmo ETF Trust 6.9% Held
PYLD Pimco ETF Tr 6.5% Held
SPVM Invesco Exchange Traded Fd T 4.8% Held
AVUV American Centy ETF Tr 4.3% Added +4%
QYLD Global X FDS 3.7% Held
FEMS First Tr Exch TRD Alphdx Fd 3.5% Held
IEF iShares Tr 3.4% New
AVDV American Centy ETF Tr 3.3% Added +4%
LSVD Advisors Inner Circle Fd 3.3% Held
GTPE Goldman Sachs ETF Tr 3.2% Added +3%
DEXC Dimensional ETF Trust 3.0% Added +2%
DVYE iShares Inc 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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