account_balance
Investment manager · 13F filer · SEC CIK 2104828
Beto Financial Group, LLC
Reported value$207Mas of Sep 30, 2026
Positions157 10 new, 7 sold out
Top 10 weight41.8%CGUS alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGUSCapital Group Core Equity Et
12.3%Added +36%
IVWiShares Tr
5.6%Added +10%
CGMUCapital GRP Fixed Incm ETF T
4.1%Added +6%
DYNFBlackRock ETF Trust
4.0%Added +32%
CGXUCapital Group Intl Focus Eqt
3.4%Trimmed −10%
IEMGiShares Inc
3.2%Added +30%
IALTBlackRock ETF Trust
2.4%Added +107%
MUMicron Technology Inc
2.4%Trimmed −3%
BLCRBlackRock ETF Trust
2.4%Added +108%
AAPLApple Inc.
2.1%+11%
BRTRBlackRock ETF Trust II
2.0%
BAIBlackRock ETF Trust
1.7%
CGUSCapital Group Core Equity Et
12.3%Added +36%
IVWiShares Tr
5.6%
CGMUCapital GRP Fixed Incm ETF T
4.1%
DYNFBlackRock ETF Trust
4.0%
CGXUCapital Group Intl Focus Eqt
3.4%−10%
IEMGiShares Inc
3.2%+30%
IALTBlackRock ETF Trust
2.4%
MUMicron Technology Inc
2.4%
BLCR2.4%
AAPL2.1%BRTR2.0%
BAI1.7%
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
CGUS Capital Group Core Equity Et 12.3% Added +36%
IVW iShares Tr 5.6% Added +10%
CGMU Capital GRP Fixed Incm ETF T 4.1% Added +6%
DYNF BlackRock ETF Trust 4.0% Added +32%
CGXU Capital Group Intl Focus Eqt 3.4% Trimmed −10%
IEMG iShares Inc 3.2% Added +30%
IALT BlackRock ETF Trust 2.4% Added +107%
MU Micron Technology Inc 2.4% Trimmed −3%BLCR BlackRock ETF Trust 2.4% Added +108%
AAPL Apple Inc. 2.1% Added +11%BRTR BlackRock ETF Trust II 2.0% Trimmed −19%
BAI BlackRock ETF Trust 1.7% Added +14%
What changed
Biggest moves since Jun 30, 2026
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