DOSSIER · 13F-HR · Q2 2026

BETO FINANCIAL GROUP, LLC

$190M in tracked AUM across 154 positions as of Q2 2026.

BF
CIK 0002104828 · last filed Jun 30, 2026
Total AUM
$190M
as of Q2 2026
Holdings
154
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BETO FINANCIAL GROUP, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGUS
CAPITAL GROUP CORE EQUITY ET
$18M415K9.6%
02
IVW
ISHARES TR
$10M75K5.3%
03
CGMU
CAPITAL GRP FIXED INCM ETF T
$8M306K4.4%
04
CGXU
CAPITAL GROUP INTL FOCUS EQT
$8M237K4.1%
05
DYNF
BLACKROCK ETF TRUST
$6M92K3.2%
06
BRTR
BLACKROCK ETF TRUST II
$5M108K2.8%
07
IEMG
ISHARES INC
$5M66K2.7%
08
MU
MICRON TECHNOLOGY INC
$5M6K2.5%
09
IVE
ISHARES TR
$4M18K2.2%
10
FBND
FIDELITY MERRIMACK STR TR
$4M83K2.0%

Filing history

2026Q2Jun 30
$190M 11.4%
154 positionsView →
2026Q1Mar 31
$171M 15.3%
152 positionsView →
2025Q4Dec 31
$148M
133 positionsView →