BETO FINANCIAL GROUP, LLC
All 13F Filings
- Location
- Boise, ID
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 170,860
- 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 | 5/11/2026 | 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 | 75.41 K | 44.3% | 0 | 25.66 K | -25.66 K |
| ETFs | 95 K | 55.7% | 48.3 K | 0 | 48.3 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
170,860
Holdings
152
QoQ value change ($000)
22,699
(15.3%)
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.