BETO FINANCIAL GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Boise, ID
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$170,860
Net value change ($000)
+22,699 (15.3%)
New positions
23
Sold out positions
4
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CGUS 6,657 634.6%
DYNF 3,477 321.1%
IEMG 2,795 112.3%
BRTR 2,677 288.8%
BAI 2,614 531.3%
SPMO 2,113 510.4%
THRO 1,999 433.6%
RYZ 1,953 NEW
JQUA 1,925 231.4%
BLCR 1,849 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVE -4,616 -47.3%
CGXU -3,188 -26.8%
JCPB -2,991 -40.4%
HELO -2,456 -51.6%
IJH -1,801 -34.8%
FBND -1,378 -28.8%
BSJQ -1,281 -43.7%
SDFI -1,243 -50.5%
FXL -1,234 -49.6%
IYR -1,171 -46.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type