MondegarAI
Beta Wealth Group, Inc.

Q2 2025 · 13F-HR

Beta Wealth Group, Inc.holdings as filed

Filed 2025-08-11 · accession 0001594417-25-000005

$273.0M
Reported value
105
Positions
2025-06-30
Period end
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The Brief · Beta Wealth Group, Inc. · Q2 2025

AI · grounded in 13F

Beta Wealth Group, Inc. established a new position in PYLD valued at $26.5M. The fund also initiated new stakes in QLTI for $17.3M and JEPI for $14.5M. Additional new positions include CGSD at $12.8M and SPVM at $10.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
72201R585PYLDPIMCO ETF TR$26.5M9.70%998,394CommonSOLE
90139K308QLTI2023 ETF SERIES TRUST II$17.3M6.34%672,595CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$14.5M5.31%255,188CommonSOLE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$12.8M4.68%493,239CommonSOLE
46137V423SPVMINVESCO EXCHANGE TRADED FD T$10.6M3.89%177,779CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$9.1M3.32%99,558CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$8.9M3.26%225,272CommonSOLE
464287242LQDISHARES TR$8.2M2.99%74,462CommonSOLE
33737J307FEMSFIRST TR EXCH TRD ALPHDX FD$7.9M2.88%193,353CommonSOLE
14022A102CGMMCAPITAL GROUP EQUITY ETF TR$7.2M2.64%267,824CommonSOLE
14021N105CGNGCAPITAL GROUP NEW GEOGRAPHY$6.8M2.50%236,878CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$6.6M2.41%346,914CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$6.5M2.39%82,279CommonSOLE
25434V534DEXCDIMENSIONAL ETF TRUST$5.5M2.01%100,442CommonSOLE
594918104MSFTMICROSOFT CORP$5.2M1.92%10,537CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$5.2M1.92%105,572CommonSOLE
09260D107BXBLACKSTONE INC$5.2M1.91%34,830CommonSOLE
46641Q126JPREJ P MORGAN EXCHANGE TRADED F$5.2M1.91%109,218CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$5.1M1.86%122,331CommonSOLE
46137V118PSPINVESCO EXCHANGE TRADED FD T$5.1M1.85%73,550CommonSOLE
37954Y475XYLDGLOBAL X FDS$4.6M1.67%116,929CommonSOLE
0075W0155LSVDADVISORS INNER CIRCLE FD$4.5M1.66%176,442CommonSOLE
037833100AAPLAPPLE INC$4.5M1.64%21,876CommonSOLE
464288372IGFISHARES TR$4.4M1.61%74,415CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$3.9M1.42%48,562CommonSOLE
023135106AMZNAMAZON COM INC$3.7M1.34%16,690CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.1M1.15%5,097CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$2.9M1.04%62,337CommonSOLE
02079K107GOOGALPHABET INC$2.8M1.02%15,723CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.7M0.97%11,591CommonSOLE
126650100CVSCVS HEALTH CORP$2.6M0.97%38,315CommonSOLE
092528108SHYMBLACKROCK ETF TRUST II$2.5M0.91%111,604CommonSOLE
14020Y607CGSMCAPITAL GRP FIXED INCM ETF T$2.3M0.85%88,511CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$2.3M0.83%93,078CommonSOLE
78464A854SPYMSPDR SERIES TRUST$2.2M0.81%30,438CommonSOLE
46435U549EAGGISHARES TR$2.1M0.78%44,721CommonSOLE
437076102HDHOME DEPOT INC$2.1M0.77%5,758CommonSOLE
72201R866MUNIPIMCO ETF TR$1.9M0.71%37,506CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$1.8M0.67%32,494CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.7M0.64%10,994CommonSOLE
921910725VSGXVANGUARD WORLD FD$1.7M0.63%26,110CommonSOLE
81762P102NOWSERVICENOW INC$1.6M0.59%1,562CommonSOLE
747525103QCOMQUALCOMM INC$1.5M0.53%9,135CommonSOLE
25434V864DFSDDIMENSIONAL ETF TRUST$1.4M0.51%28,860CommonSOLE
68389X105ORCLORACLE CORP$1.2M0.45%5,604CommonSOLE
78470P705MBNDSSGA ACTIVE TR$1.0M0.38%38,326CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$883,6240.32%893CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$851,4000.31%6,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$838,6700.31%6,805CommonSOLE
872540109TJXTJX COS INC NEW$704,2870.26%5,703CommonSOLE
375558103GILDGILEAD SCIENCES INC$655,9180.24%5,916CommonSOLE
17275R102CSCOCISCO SYS INC$640,5390.23%9,232CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$639,4250.23%7,008CommonSOLE
30231G102XOMEXXON MOBIL CORP$638,7150.23%5,925CommonSOLE
931142103WMTWALMART INC$626,8450.23%6,410CommonSOLE
040413205ANETARISTA NETWORKS INC$624,0910.23%6,100CommonSOLE
254687106DISDISNEY WALT CO$607,8870.22%4,901CommonSOLE
46436E544XJRISHARES TR$605,4270.22%15,308CommonSOLE
46436E551XJHISHARES TR$601,3740.22%14,491CommonSOLE
842587107SOSOUTHERN CO$599,3880.22%6,527CommonSOLE
464288562REZISHARES TR$580,3720.21%7,048CommonSOLE
91913Y100VLOVALERO ENERGY CORP$579,7600.21%4,313CommonSOLE
G5960L103MDTMEDTRONIC PLC$576,5310.21%6,614CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$572,2640.21%7,700CommonSOLE
191216100KOCOCA COLA CO$560,1170.21%7,917CommonSOLE
291011104EMREMERSON ELEC CO$534,8310.20%4,011CommonSOLE
958102105WDCWESTERN DIGITAL CORP$531,2040.19%8,031CommonSOLE
038222105AMATAPPLIED MATLS INC$531,1950.19%2,901CommonSOLE
172967424CCITIGROUP INC$530,0660.19%6,227CommonSOLE
46436E601LDEMISHARES TR$513,1590.19%9,514CommonSOLE
617446448MSMORGAN STANLEY$511,6410.19%3,632CommonSOLE
58933Y105MRKMERCK & CO INC$500,4260.18%6,322CommonSOLE
855244109SBUXSTARBUCKS CORP$495,5970.18%5,409CommonSOLE
609207105MDLZMONDELEZ INTL INC$487,5250.18%7,229CommonSOLE
060505104BACBANK AMERICA CORP$478,9690.18%10,121CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$470,9000.17%2,000CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$440,5160.16%6,422CommonSOLE
46138E263CGWINVESCO EXCH TRADED FD TR II$439,9380.16%7,039CommonSOLE
002824100ABTABBOTT LABS$435,8410.16%3,204CommonSOLE
285512109EAELECTRONIC ARTS INC$431,2300.16%2,700CommonSOLE
654106103NKENIKE INC$427,0440.16%6,011CommonSOLE
247361702DALDELTA AIR LINES INC DEL$418,6940.15%8,514CommonSOLE
25434V849DFNMDIMENSIONAL ETF TRUST$393,1950.14%8,290CommonSOLE
949746101WMT2WELLS FARGO CO NEW$384,7050.14%4,802CommonSOLE
30303M102METAMETA PLATFORMS INC$353,3350.13%479CommonSOLE
23331A109DHID R HORTON INC$348,4260.13%2,703CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$346,1100.13%31,097CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$328,3930.12%6,480CommonSOLE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$326,8190.12%6,518CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$318,7130.12%7,365CommonSOLE
11135F101AVGOBROADCOM INC$313,6910.11%1,138CommonSOLE
02079K305GOOGLALPHABET INC$308,4020.11%1,750CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$270,9850.10%6,327CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$265,6740.10%2,948CommonSOLE
369550108GDGENERAL DYNAMICS CORP$257,2440.09%882CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$249,8160.09%5,927CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$232,1370.09%31,159CommonSOLE
46090E103QQQINVESCO QQQ TR$220,6560.08%400CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$219,0000.08%5,838CommonSOLE
806857108SLBSCHLUMBERGER LTD$216,5760.08%6,408CommonSOLE
92826C839VVISA INC$210,7160.08%593CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$208,1360.08%3,106CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$200,5030.07%692CommonSOLE
72201A103XPMQXPIMCO MUN INCOME FD III$77,9150.03%11,358CommonSOLE
59935V107MISTMILESTONE PHARMACEUTICALS IN$27,4060.01%14,127CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.