Beta Wealth Group, Inc. — 13F holdings

Beta Wealth Group, Inc. reported 120 holdings worth $267M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. QLTI GMO ETF TRUST — $18.7M (7.0%)
2. PYLD PIMCO ETF TR — $18.3M (6.9%)
3. SPVM INVESCO EXCHANGE TRADED FD T — $12.9M (4.8%)
4. AVUV AMERICAN CENTY ETF TR — $11.8M (4.4%)
5. LQD ISHARES TR — $10.5M (4.0%)
6. QYLD GLOBAL X FDS — $9.77M (3.7%)
7. FEMS FIRST TR EXCH TRD ALPHDX FD — $9.60M (3.6%)
8. GTPE GOLDMAN SACHS ETF TR — $8.56M (3.2%)
9. LSVD ADVISORS INNER CIRCLE FD — $8.33M (3.1%)
10. DEXC DIMENSIONAL ETF TRUST — $8.05M (3.0%)