Beto Financial Group, LLC Top Holdings and 13F Report (2026)

About Beto Financial Group, LLC

Investment Activity

Beto Financial Group, LLC has $170.86 million in total holdings as of March 31, 2026.
Beto Financial Group, LLC owns shares of 152 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 26.99% of the portfolio was purchased this quarter.
About 17.83% of the portfolio was sold this quarter.
This quarter, Beto Financial Group, LLC has purchased 133 new stocks and bought additional shares in 55 stocks.
Beto Financial Group, LLC sold shares of 63 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares S&P 500 Growth ETF: $9,507,839
Capital Group International Focus Equity ETF: $8,710,331
Capital Group Municipal Income ETF: $8,318,129
Capital Group Core Equity ETF: $7,705,672
iShares Core MSCI Emerging Markets ETF: $5,284,291

Largest New Holdings this Quarter

783754104 - Ryerson: $1,952,648 Holding
09290C855 - BLACKROCK ETF TRUST: $1,849,105 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $1,611,281 Holding
35473P868 - Franklin Dynamic Municipal Bond ETF: $1,061,474 Holding
46429B663 - iShares Core High Dividend ETF: $843,279 Holding

Largest Purchases this Quarter

Capital Group Core Equity ETF: 153,646 shares (about $6.61M)
iShares U.S. Equity Factor Rotation Active ETF: 52,450 shares (about $3.42M)
BLACKROCK ETF TRUST II: 53,557 shares (about $2.69M)
iShares Core MSCI Emerging Markets ETF: 30,692 shares (about $2.50M)
BLACKROCK ETF TRUST: 54,636 shares (about $2.47M)

Largest Sales this Quarter

iShares S&P 500 Value ETF: 21,550 shares (about $4.82M)
Capital Group International Focus Equity ETF: 113,602 shares (about $3.76M)
JPMorgan Core Plus Bond ETF: 62,494 shares (about $2.93M)
J P MORGAN EXCHANGE TRADED F: 36,836 shares (about $2.50M)
iShares Core S&P Mid-Cap ETF: 28,924 shares (about $2.13M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVW iShares S&P 500 Growth ETF	$9,507,839	$742,863 â–²	8.5%	70,906	5.6%	ETF
CGXU Capital Group International Focus Equity ETF	$8,710,331	$3,760,226 â–¼	-30.2%	263,152	5.1%	ETF
CGMU Capital Group Municipal Income ETF	$8,318,129	$909,615 â–²	12.3%	303,914	4.9%	ETF
CGUS Capital Group Core Equity ETF	$7,705,672	$6,608,315 â–²	602.2%	179,160	4.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$5,284,291	$2,500,470 â–²	89.8%	64,862	3.1%	ETF
IVE iShares S&P 500 Value ETF	$5,149,857	$4,818,070 â–¼	-48.3%	23,034	3.0%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$4,560,349	$3,419,740 â–²	299.8%	69,944	2.7%	ETF
JCPB JPMorgan Core Plus Bond ETF	$4,414,855	$2,930,357 â–¼	-39.9%	94,153	2.6%	ETF
MU Micron Technology	$3,817,825	$224,388 â–²	6.2%	5,904	2.2%	Computer and Technology
BLACKROCK ETF TRUST II	$3,604,453	$2,688,294 â–²	293.4%	71,809	2.1%	ISHARES TOTAL RE
FBND Fidelity Total Bond ETF	$3,415,196	$1,346,152 â–¼	-28.3%	74,829	2.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$3,370,956	$2,130,529 â–¼	-38.7%	45,764	2.0%	ETF
AAPL Apple	$3,200,422	$12,648 â–¼	-0.4%	11,134	1.9%	Computer and Technology
BLACKROCK ETF TRUST	$3,106,490	$2,466,269 â–²	385.2%	68,819	1.8%	ISHARES A I INNO
JQUA JPMorgan U.S. Quality Factor ETF	$2,757,289	$1,886,712 â–²	216.7%	40,879	1.6%	ETF
SPMO Invesco S&P 500 Momentum ETF	$2,527,041	$2,047,988 â–²	427.5%	18,141	1.5%	ETF
BTHM BlackRock Future U.S. Themes ETF	$2,460,067	$1,971,075 â–²	403.1%	58,952	1.4%	ETF
VYM Vanguard High Dividend Yield ETF	$2,454,942	$779,369 â–²	46.5%	15,822	1.4%	Financial Services
J P MORGAN EXCHANGE TRADED F	$2,303,366	$2,496,008 â–¼	-52.0%	33,993	1.3%	HEDGED EQUITY LA
BRK.A Berkshire Hathaway	$2,148,750		0.0%	3	1.3%	Finance
MSFT Microsoft	$2,085,394	$62,696 â–²	3.1%	4,956	1.2%	Computer and Technology
IAGG iShares Core International Aggregate Bond ETF	$2,036,828	$538,380 â–¼	-20.9%	40,704	1.2%	ETF
GLD SPDR Gold Shares	$1,989,181	$1,110,712 â–¼	-35.8%	4,608	1.2%	Finance
FNDF Schwab Fundamental International Equity ETF	$1,988,175	$1,009,851 â–²	103.2%	37,964	1.2%	ETF
RYI Ryerson	$1,952,648	$1,952,648 â–²	New Holding	73,880	1.1%	Industrials
IVV iShares Core S&P 500 ETF	$1,855,774	$198,439 â–¼	-9.7%	2,525	1.1%	ETF
BINC iShares Flexible Income Active ETF	$1,850,683	$1,282,512 â–²	225.7%	35,413	1.1%	ETF
BLACKROCK ETF TRUST	$1,849,105	$1,849,105 â–²	New Holding	37,814	1.1%	ISHARES LARGE CA
PPA Invesco Aerospace & Defense ETF	$1,826,203	$1,510,863 â–²	479.1%	10,957	1.1%	ETF
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$1,650,425	$1,268,475 â–¼	-43.5%	71,185	1.0%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$1,611,281	$1,611,281 â–²	New Holding	16,041	0.9%	ETF
BLACKROCK ETF TRUST	$1,505,785	$882,879 â–²	141.7%	45,016	0.9%	ISHARES US LARG
GOOGL Alphabet	$1,484,503	$190,637 â–¼	-11.4%	3,730	0.9%	Computer and Technology
IYR iShares U.S. Real Estate ETF	$1,370,673	$1,366,571 â–¼	-49.9%	13,365	0.8%	ETF
BRK.B Berkshire Hathaway	$1,336,861	$10,927 â–²	0.8%	2,814	0.8%	Finance
AMAT Applied Materials	$1,305,425	$411 â–²	0.0%	3,179	0.8%	Computer and Technology
FXL First Trust Technology AlphaDEX Fund	$1,251,874	$1,553,344 â–¼	-55.4%	6,478	0.7%	ETF
AB ACTIVE ETFS INC	$1,216,623	$1,233,494 â–¼	-50.3%	34,182	0.7%	SHORT DURATION I
CSCO Cisco Systems	$1,192,827	$28,846 â–¼	-2.4%	12,943	0.7%	Computer and Technology
ITW Illinois Tool Works	$1,179,782		0.0%	4,617	0.7%	Industrials
ADP Automatic Data Processing	$1,160,010	$32,972 â–¼	-2.8%	5,418	0.7%	Computer and Technology
JNJ Johnson & Johnson	$1,069,128	$36,268 â–¼	-3.3%	4,805	0.6%	Medical
FLMI Franklin Dynamic Municipal Bond ETF	$1,061,474	$1,061,474 â–²	New Holding	42,527	0.6%	ETF
COST Costco Wholesale	$1,026,229	$39,470 â–¼	-3.7%	1,014	0.6%	Retail/Wholesale
AMZN Amazon.com	$1,016,616	$45,557 â–¼	-4.3%	3,749	0.6%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$969,470	$49,622 â–¼	-4.9%	3,165	0.6%	Finance
ORCL Oracle	$951,104	$23,544 â–¼	-2.4%	4,888	0.6%	Computer and Technology
NVDA NVIDIA	$930,177	$605,313 â–¼	-39.4%	4,398	0.5%	Computer and Technology
HDV iShares Core High Dividend ETF	$843,279	$843,279 â–²	New Holding	31,337	0.5%	ETF
TJX TJX Companies	$823,687	$6,488 â–²	0.8%	5,332	0.5%	Retail/Wholesale
VGIT Vanguard Intermediate-Term Treasury ETF	$816,921	$816,921 â–²	New Holding	13,811	0.5%	ETF
WELL Welltower	$792,600	$5,963 â–²	0.8%	3,722	0.5%	Finance
PZA Invesco National AMT-Free Municipal Bond ETF	$762,914	$762,914 â–²	New Holding	32,715	0.4%	ETF
BA Boeing	$753,851	$462 â–²	0.1%	3,263	0.4%	Aerospace
IDA IDACORP	$742,629	$4,725 â–¼	-0.6%	5,187	0.4%	Utilities
HYFI AB High Yield ETF	$740,565	$320,696 â–²	76.4%	19,841	0.4%	ETF
INTC Intel	$735,660	$14,141 â–¼	-1.9%	6,711	0.4%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$719,374	$291,039 â–²	67.9%	8,399	0.4%	ETF
MUB iShares National Muni Bond ETF	$704,789	$499,569 â–²	243.4%	6,587	0.4%	ETF
CVX Chevron	$700,493	$2,920 â–²	0.4%	3,838	0.4%	Energy
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$695,446	$51,681 â–¼	-6.9%	6,957	0.4%	ETF
AMGN Amgen	$687,784	$31,592 â–¼	-4.4%	2,090	0.4%	Medical
XOM ExxonMobil	$682,359	$84,434 â–¼	-11.0%	4,655	0.4%	Energy
PG Procter & Gamble	$669,616	$43,667 â–¼	-6.1%	4,585	0.4%	Consumer Staples
FTXL First Trust Nasdaq Semiconductor ETF	$669,078	$477,945 â–¼	-41.7%	2,937	0.4%	Manufacturing
MRK Merck & Co., Inc.	$622,928	$1,123 â–²	0.2%	5,547	0.4%	Medical
FDN First Trust Dow Jones Internet Index Fund	$622,412	$155,198 â–¼	-20.0%	2,306	0.4%	ETF
INMU iShares Intermediate Muni Income Active ETF	$599,375	$370,981 â–²	162.4%	24,860	0.4%	ETF
HYMU iShares High Yield Muni Income Active ETF	$581,662	$288,556 â–²	98.4%	26,201	0.3%	ETF
ATO Atmos Energy	$570,495	$14,003 â–¼	-2.4%	3,137	0.3%	Utilities
CAT Caterpillar	$558,911	$3,583 â–²	0.6%	624	0.3%	Industrials
AAON AAON	$541,687		0.0%	4,191	0.3%	Construction
V Visa	$524,329	$3,534 â–¼	-0.7%	1,632	0.3%	Business Services
ABT Abbott Laboratories	$518,058	$48,900 â–¼	-8.6%	5,954	0.3%	Medical
EPD Enterprise Products Partners	$511,317	$5,282 â–¼	-1.0%	13,552	0.3%	Energy
WALMART INC	$510,775	$42,836 â–¼	-7.7%	3,923	0.3%	COM
EMR Emerson Electric	$496,496	$1,834 â–¼	-0.4%	3,519	0.3%	Industrials
TSLA Tesla	$495,383	$18,942 â–²	4.0%	1,203	0.3%	Auto/Tires/Trucks
PSX Phillips 66	$489,950	$1,851 â–²	0.4%	2,911	0.3%	Energy
XEL Xcel Energy	$487,619	$3,780 â–²	0.8%	6,063	0.3%	Utilities
MCD McDonald's	$450,516	$20,426 â–¼	-4.3%	1,588	0.3%	Retail/Wholesale
ICLO Invesco AAA CLO Floating Rate Note ETF	$448,797	$53,867 â–²	13.6%	17,538	0.3%	ETF
GOOG Alphabet	$441,550	$24,904 â–²	6.0%	1,117	0.3%	Computer and Technology
LOW Lowe's Companies	$435,440	$2,078 â–²	0.5%	1,886	0.3%	Retail/Wholesale
PEP PepsiCo	$429,399	$34,077 â–¼	-7.4%	2,747	0.3%	Consumer Staples
KO CocaCola	$415,757	$9,019 â–²	2.2%	5,301	0.2%	Consumer Staples
META Meta Platforms	$412,646	$20,972 â–¼	-4.8%	669	0.2%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$411,607		0.0%	8,739	0.2%	ETF
JANUS DETROIT STR TR	$402,996	$402,996 â–²	New Holding	7,810	0.2%	HENDERSON SECURI
ORI Old Republic International	$396,623	$3,158 â–²	0.8%	10,046	0.2%	Finance
AFL Aflac	$390,784	$2,272 â–²	0.6%	3,440	0.2%	Finance
ABBV AbbVie	$390,307	$17,640 â–¼	-4.3%	1,925	0.2%	Medical
CMI Cummins	$383,779	$25,949 â–¼	-6.3%	562	0.2%	Auto/Tires/Trucks
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$382,169	$382,169 â–²	New Holding	14,911	0.2%	ETF
GRMN Garmin	$346,643	$968 â–²	0.3%	1,433	0.2%	Computer and Technology
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$342,105	$20,782 â–²	6.5%	17,499	0.2%	ETF
ARCC Ares Capital	$336,559		0.0%	17,751	0.2%	Finance
AVGO Broadcom	$327,985	$25,579 â–²	8.5%	795	0.2%	Computer and Technology
AMT American Tower	$324,378	$41,716 â–¼	-11.4%	1,804	0.2%	Finance
BLACKROCK INC	$318,143	$3,203 â–²	1.0%	298	0.2%	COM

Showing largest 100 holdings. View all holdings.

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Beto Financial Group, LLC Top Holdings and 13F Report (2026)

About Beto Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Beto Financial Group, LLC Top Holdings and 13F Report (2026)

About Beto Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeto Financial Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools