BETO FINANCIAL GROUP, LLC
All 13F Filings
- Location
- Boise, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 190,362
- Description
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- Website
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- 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 | 8/7/2026 | 154 | 190,362 | 13F-HR | BETO FINANCIAL GROUP, LLC |
| Q1 2026 | 5/11/2026 | 152 | 170,860 | 13F-HR | BETO FINANCIAL GROUP, LLC |
| Q4 2025 | 2/10/2026 | 133 | 148,161 | 13F-HR | BETO FINANCIAL GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.99 K | 45.3% | 10.57 K | 0 | 10.57 K |
| ETFs | 102.6 K | 54.0% | 7.562 K | 0 | 7.562 K |
| Debt | 1.345 K | 0.7% | 1.345 K | 0 | 1.345 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
190,362
Holdings
154
QoQ value change ($000)
19,502
(11.4%)
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.