Beta Wealth Group, Inc.
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 248,702
- 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 |
|---|---|---|---|---|---|
| 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 | 201.1 K | 80.9% | 0 | 3.873 K | -3.873 K |
| ETFs | 44.81 K | 18.0% | 0 | 580 | -580 |
| Debt | 0 | 0.0% | 0 | 266 | -266 |
| Other | 2.761 K | 1.1% | 72 | 0 | 72 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
248,702
Holdings
115
QoQ value change ($000)
-4,648
(-1.8%)
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.