StockDriftsStockDriftsTop 50 Beto Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGUS | CAPITAL GROUP CORE EQUITY ET | 9.56% | 414.6K | $18.2M | +131.39%(+235.40K) | $40.26(+15.06%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.28% | 74.7K | $10.1M | +5.31%(+3.76K) | $121.76(+16.42%) | 2026-06-30 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 4.38% | 305.6K | $8.3M | +0.56%(+1.71K) | $27.33(-0.63%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 4.13% | 237.0K | $7.9M | -9.94%(-26.17K) | $29.59(+18.23%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.22% | 91.7K | $6.1M | +31.08%(+21.74K) | $60.24(+16.24%) | 2026-06-30 | |
| BRTR | BLACKROCK ETF TRUST II | 2.83% | 108.3K | $5.4M | +50.75%(+36.44K) | $50.45(-2.08%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.66% | 65.7K | $5.1M | +1.28%(+830) | $67.57(+18.72%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.53% | 5.6K | $4.8M | -5.61%(-331) | $231.38(+272.56%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.19% | 18.1K | $4.2M | -21.26%(-4.90K) | $209.29(+13.11%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.96% | 82.6K | $3.7M | +10.43%(+7.80K) | $46.08(-2.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.59% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.58% |
Beto Financial Group LLC reports $190.36M in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are CGUS (9.6%), IVW (5.3%) and CGMU (4.4%). The top 20 holdings account for 53.42% of reported assets. Its disclosed equity book has returned +22.59% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beto Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2104828). View Beto Financial Group LLC’s 13F filings on SEC