13F Insight
DOSSIER · 13F-HR · Q1 2026

Beta Wealth Group, Inc.

Beta Wealth's pension fund based in New York, NY — $242M in tracked AUM across 117 positions as of Q1 2026.

BW
Beta Wealth·New York, NY·Pension Fund
CIK 0001594417 · last filed Mar 31, 2026
Total AUM
$242M
▼ 8.8%
vs prior
Holdings
117
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Beta Wealth Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PYLD
PIMCO ETF TR
$17M658K7.1%
02
QLTI
GMO ETF TRUST
$17M671K6.9%
03
SPVM
INVESCO EXCHANGE TRADED FD T
$12M172K4.9%
04
AVUV
AMERICAN CENTY ETF TR
$11M96K4.4%
05
LQD
ISHARES TR
$11M96K4.3%
06
QYLD
GLOBAL X FDS
$9M526K3.7%
07
FEMS
FIRST TR EXCH TRD ALPHDX FD
$9M195K3.7%
08
DVYE
ISHARES INC
$8M223K3.2%
09
LSVD
ADVISORS INNER CIRCLE FD
$8M262K3.2%
10
VYMI
VANGUARD WHITEHALL FDS
$8M80K3.1%

Filing history

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