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Beto Financial Group

Latest statistics and disclosures from Beto Financial Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002104828

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Positions held by Beto Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beto Financial Group

Beto Financial Group holds 133 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	8.0	$12M	377k	31.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	6.6	$9.8M	45k	219.04	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.5	$8.1M	65k	124.28	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	5.0	$7.5M	271k	27.60	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	5.0	$7.4M	157k	47.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.5	$5.2M	75k	69.25	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.2	$4.8M	104k	45.94	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	3.2	$4.8M	71k	67.19	View chart
Spdr Gold Tr Gold Shs (GLD)	2.1	$3.1M	7.2k	427.13	View chart
Apple (AAPL)	2.0	$3.0M	11k	270.01	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	2.0	$2.9M	126k	23.28	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.7	$2.6M	52k	50.18	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.7	$2.5M	27k	95.23	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$2.5M	34k	72.83	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	1.7	$2.5M	15k	171.24	View chart
Ab Active Etfs Short Duration I (SDFI)	1.7	$2.5M	69k	35.73	View chart
Micron Technology (MU)	1.6	$2.4M	5.6k	437.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.5	$2.2M	3.00	729425.00	View chart
Microsoft Corporation (MSFT)	1.4	$2.0M	4.8k	423.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$2.0M	2.8k	698.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$1.6M	11k	151.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.4M	4.2k	343.69	View chart
Automatic Data Processing (ADP)	0.9	$1.4M	5.6k	247.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.4M	2.8k	487.28	View chart
NVIDIA Corporation (NVDA)	0.9	$1.3M	7.3k	185.61	View chart
Illinois Tool Works (ITW)	0.8	$1.2M	4.6k	264.21	View chart
Johnson & Johnson (JNJ)	0.8	$1.1M	5.0k	230.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$1.1M	18k	61.93	View chart
Cisco Systems (CSCO)	0.7	$1.1M	13k	80.64	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.7	$1.0M	26k	41.11	View chart
Applied Materials (AMAT)	0.7	$1.0M	3.2k	328.40	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.0M	3.3k	308.14	View chart
Costco Wholesale Corporation (COST)	0.7	$1.0M	1.1k	968.36	View chart
Amazon (AMZN)	0.6	$952k	3.9k	242.96	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.6	$927k	18k	50.80	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$911k	19k	48.76	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.6	$832k	13k	64.43	View chart
Oracle Corporation (ORCL)	0.5	$802k	5.0k	160.07	View chart
TJX Companies (TJX)	0.5	$794k	5.3k	150.17	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.5	$786k	5.0k	156.11	View chart
Boeing Company (BA)	0.5	$760k	3.3k	233.02	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$755k	2.9k	262.06	View chart
Amgen (AMGN)	0.5	$754k	2.2k	344.75	View chart
Procter & Gamble Company (PG)	0.5	$748k	4.9k	153.18	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$747k	7.5k	99.94	View chart
Exxon Mobil Corporation (XOM)	0.5	$724k	5.2k	138.41	View chart
Abbott Laboratories (ABT)	0.5	$713k	6.5k	109.41	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$713k	12k	59.28	View chart
Welltower Inc Com reit (WELL)	0.5	$692k	3.7k	187.43	View chart
Ida (IDA)	0.5	$685k	5.2k	131.17	View chart
Chevron Corporation (CVX)	0.4	$665k	3.8k	174.03	View chart
Merck & Co (MRK)	0.4	$628k	5.5k	113.37	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.4	$603k	19k	32.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$592k	6.3k	94.54	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$575k	11k	52.90	View chart
Visa Com Cl A (V)	0.4	$549k	1.6k	333.84	View chart
Atmos Energy Corporation (ATO)	0.4	$535k	3.2k	166.52	View chart
McDonald's Corporation (MCD)	0.4	$529k	1.7k	318.53	View chart
Wal-Mart Stores (WMT)	0.4	$528k	4.3k	124.06	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.4	$526k	13k	39.27	View chart
Emerson Electric (EMR)	0.4	$525k	3.5k	148.63	View chart
Lowe's Companies (LOW)	0.3	$505k	1.9k	269.06	View chart
Meta Platforms Cl A (META)	0.3	$497k	703.00	706.41	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$492k	14k	34.67	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.3	$490k	11k	46.07	View chart
Tesla Motors (TSLA)	0.3	$488k	1.2k	421.81	View chart
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN)	0.3	$464k	21k	22.65	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$461k	12k	39.32	View chart
Pepsi (PEP)	0.3	$460k	3.0k	155.22	View chart
Abbvie (ABBV)	0.3	$454k	2.0k	225.60	View chart
Enterprise Products Partners (EPD)	0.3	$453k	14k	33.10	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.3	$451k	9.1k	49.43	View chart
Xcel Energy (XEL)	0.3	$448k	6.0k	74.51	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$433k	5.0k	86.55	View chart
Caterpillar (CAT)	0.3	$428k	620.00	690.91	View chart
Ab Active Etfs High Yield Etf (HYFI)	0.3	$424k	11k	37.68	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$414k	3.4k	120.27	View chart
Phillips 66 (PSX)	0.3	$413k	2.9k	142.24	View chart
Bluerock Pvt Real Estate (BPRE)	0.3	$407k	25k	16.18	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.3	$395k	15k	25.56	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$393k	8.7k	44.94	View chart
Old Republic International Corporation (ORI)	0.3	$391k	10k	39.23	View chart
Coca-Cola Company (KO)	0.3	$391k	5.2k	75.33	View chart
AFLAC Incorporated (AFL)	0.3	$383k	3.4k	111.95	View chart
Aaon Com Par $0.004 (AAON)	0.3	$378k	4.2k	90.08	View chart
Ge Aerospace Com New (GE)	0.3	$376k	1.2k	308.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$364k	1.1k	344.90	View chart
Cummins (CMI)	0.2	$357k	600.00	595.13	View chart
American Tower Reit (AMT)	0.2	$354k	2.0k	173.73	View chart
Ares Capital Corporation (ARCC)	0.2	$347k	18k	19.52	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$346k	4.0k	86.41	View chart
Intel Corporation (INTC)	0.2	$334k	6.8k	48.81	View chart
Blackrock (BLK)	0.2	$330k	295.00	1119.11	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$329k	1.9k	173.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$322k	16k	19.57	View chart
Stryker Corporation (SYK)	0.2	$298k	810.00	368.14	View chart
Garmin SHS (GRMN)	0.2	$296k	1.4k	206.92	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.2	$295k	13k	22.37	View chart
International Business Machines (IBM)	0.2	$292k	926.00	314.75	View chart
Norfolk Southern (NSC)	0.2	$283k	972.00	291.45	View chart
Ameren Corporation (AEE)	0.2	$283k	2.8k	102.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$281k	14k	19.74	View chart
Motorola Solutions Com New (MSI)	0.2	$273k	677.00	403.68	View chart
Philip Morris International (PM)	0.2	$269k	1.5k	179.94	View chart
FedEx Corporation (FDX)	0.2	$267k	795.00	335.30	View chart
Palo Alto Networks (PANW)	0.2	$261k	1.5k	175.42	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$259k	2.3k	113.62	View chart
National Retail Properties (NNN)	0.2	$258k	6.2k	41.45	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$257k	3.6k	72.44	View chart
Wells Fargo & Company (WFC)	0.2	$256k	2.8k	92.27	View chart
ConocoPhillips (COP)	0.2	$256k	2.5k	101.79	View chart
AmerisourceBergen (COR)	0.2	$248k	683.00	363.42	View chart
Broadcom (AVGO)	0.2	$243k	733.00	331.11	View chart
Starbucks Corporation (SBUX)	0.2	$241k	2.6k	91.69	View chart
Rbc Cad (RY)	0.2	$241k	1.4k	168.61	View chart
UnitedHealth (UNH)	0.2	$240k	839.00	285.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$236k	340.00	695.41	View chart
Raytheon Technologies Corp (RTX)	0.2	$232k	1.2k	201.09	View chart
Vodafone Group Sponsored Adr (VOD)	0.2	$231k	16k	14.91	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.2	$230k	9.5k	24.30	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$225k	156.00	1441.39	View chart
Nextera Energy (NEE)	0.2	$224k	2.6k	86.33	View chart
Allstate Corporation (ALL)	0.2	$223k	1.1k	200.76	View chart
Ge Vernova (GEV)	0.1	$221k	293.00	754.97	View chart
Air Products & Chemicals (APD)	0.1	$221k	815.00	270.99	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$216k	1.8k	121.62	View chart
Qualcomm (QCOM)	0.1	$212k	1.4k	152.62	View chart
Morgan Stanley Com New (MS)	0.1	$210k	1.1k	185.10	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$210k	8.1k	25.84	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$210k	1.5k	138.45	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$207k	1.9k	107.66	View chart
Chubb (CB)	0.1	$205k	659.00	311.25	View chart
Lumen Technologies (LUMN)	0.1	$147k	17k	8.93	View chart

Past Filings by Beto Financial Group

SEC 13F filings are viewable for Beto Financial Group going back to 2025

Beto Financial Group 2025 Q4 filed Feb. 10, 2026

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