Beta Wealth Group, Inc.
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 266,613
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 114 | 266,613 | 13F-HR | Beta Wealth Group, Inc. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 80.52 K | 30.2% | 10.53 K | 0 | 10.53 K |
| ETFs | 185.5 K | 69.6% | 14.19 K | 0 | 14.19 K |
| Debt | 615 | 0.2% | 210 | 0 | 210 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
266,613
Holdings
114
QoQ value change ($000)
24,931
(10.3%)
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.