Beta Wealth Group, Inc.
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 241,682
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 112 | 241,682 | 13F-HR | Beta Wealth Group, Inc. |
| Q4 2025 | 2/13/2026 | 115 | 248,702 | 13F-HR | Beta Wealth Group, Inc. |
| Q3 2025 | 11/7/2025 | 116 | 253,350 | 13F-HR | Beta Wealth Group, Inc. |
| Q2 2025 | 8/11/2025 | 105 | 273,047 | 13F-HR | Beta Wealth Group, Inc. |
| Q1 2014 | 5/6/2014 | 20 | 8,569 | 13F-HR | Beta Wealth Group, Inc. |
| Q4 2013 | 1/10/2014 | 18 | 7,890 | 13F-HR | Beta Wealth Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.99 K | 29.0% | 0 | 131.1 K | -131.1 K |
| ETFs | 171.3 K | 70.9% | 126.5 K | 0 | 126.5 K |
| Debt | 405 | 0.2% | 405 | 0 | 405 |
| Other | 0 | 0.0% | 0 | 2.761 K | -2.761 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
241,682
Holdings
112
QoQ value change ($000)
-7,020
(-2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.