Beto Financial Group

Beto Financial Group as of March 31, 2026

Portfolio Holdings for Beto Financial Group

Beto Financial Group holds 152 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 5.6 $9.5M 71k 134.09
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 5.1 $8.7M 263k 33.10
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 4.9 $8.3M 304k 27.37
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.5 $7.7M 179k 43.01
Ishares Core Msci Emkt (IEMG) 3.1 $5.3M 65k 81.47
Ishares Tr S&p 500 Val Etf (IVE) 3.0 $5.1M 23k 223.58
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.7 $4.6M 70k 65.20
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.6 $4.4M 94k 46.89
Micron Technology (MU) 2.2 $3.8M 5.9k 646.65
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 2.1 $3.6M 72k 50.20
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.0 $3.4M 75k 45.64
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $3.4M 46k 73.66
Apple (AAPL) 1.9 $3.2M 11k 287.45
Blackrock Etf Trust Ishares A I Inno (BAI) 1.8 $3.1M 69k 45.14
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.6 $2.8M 41k 67.45
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.5 $2.5M 18k 139.30
Blackrock Etf Trust Ishares Us Thema (THRO) 1.4 $2.5M 59k 41.73
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $2.5M 16k 155.16
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.3 $2.3M 34k 67.76
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.3 $2.1M 3.00 716250.00
Microsoft Corporation (MSFT) 1.2 $2.1M 5.0k 420.78
Ishares Tr Core Intl Aggr (IAGG) 1.2 $2.0M 41k 50.04
Spdr Gold Tr Gold Shs (GLD) 1.2 $2.0M 4.6k 431.68
Schwab Strategic Tr Fundamental Intl (FNDF) 1.2 $2.0M 38k 52.37
Ryerson Tull (RYZ) 1.1 $2.0M 74k 26.43
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.9M 2.5k 734.96
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.1 $1.9M 35k 52.26
Blackrock Etf Trust Ishares Large Ca (BLCR) 1.1 $1.8M 38k 48.90
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.1 $1.8M 11k 166.67
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.0 $1.7M 71k 23.18
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $1.6M 16k 100.45
Blackrock Etf Trust Ishares Us Larg (BALI) 0.9 $1.5M 45k 33.45
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.5M 3.7k 397.99
Ishares Tr U.s. Real Es Etf (IYR) 0.8 $1.4M 13k 102.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.3M 2.8k 475.07
Applied Materials (AMAT) 0.8 $1.3M 3.2k 410.64
First Tr Exchange-traded Tech Alphadex (FXL) 0.7 $1.3M 6.5k 193.25
Ab Active Etfs Short Duration I (SDFI) 0.7 $1.2M 34k 35.59
Cisco Systems (CSCO) 0.7 $1.2M 13k 92.16
Illinois Tool Works (ITW) 0.7 $1.2M 4.6k 255.53
Automatic Data Processing (ADP) 0.7 $1.2M 5.4k 214.10
Johnson & Johnson (JNJ) 0.6 $1.1M 4.8k 222.50
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $1.1M 43k 24.96
Costco Wholesale Corporation (COST) 0.6 $1.0M 1.0k 1012.06
Amazon (AMZN) 0.6 $1.0M 3.7k 271.17
JPMorgan Chase & Co. (JPM) 0.6 $970k 3.2k 306.31
Oracle Corporation (ORCL) 0.6 $951k 4.9k 194.58
NVIDIA Corporation (NVDA) 0.5 $930k 4.4k 211.50
Ishares Tr Core High Dv Etf (HDV) 0.5 $843k 31k 26.91
TJX Companies (TJX) 0.5 $824k 5.3k 154.48
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.5 $817k 14k 59.15
Welltower Inc Com reit (WELL) 0.5 $793k 3.7k 212.95
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $763k 33k 23.32
Boeing Company (BA) 0.4 $754k 3.3k 231.03
Ida (IDA) 0.4 $743k 5.2k 143.17
Ab Active Etfs High Yield Etf (HYFI) 0.4 $741k 20k 37.33
Intel Corporation (INTC) 0.4 $736k 6.7k 109.62
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $719k 8.4k 85.65
Ishares Tr National Mun Etf (MUB) 0.4 $705k 6.6k 107.00
Chevron Corporation (CVX) 0.4 $701k 3.8k 182.52
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $695k 7.0k 99.96
Amgen (AMGN) 0.4 $688k 2.1k 329.08
Exxon Mobil Corporation (XOM) 0.4 $682k 4.7k 146.59
Procter & Gamble Company (PG) 0.4 $670k 4.6k 146.04
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.4 $669k 2.9k 227.81
Merck & Co (MRK) 0.4 $623k 5.5k 112.30
First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $622k 2.3k 269.91
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.4 $599k 25k 24.11
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.3 $582k 26k 22.20
Atmos Energy Corporation (ATO) 0.3 $571k 3.1k 181.86
Caterpillar (CAT) 0.3 $559k 624.00 895.69
Aaon Com Par $0.004 (AAON) 0.3 $542k 4.2k 129.25
Visa Com Cl A (V) 0.3 $524k 1.6k 321.28
Abbott Laboratories (ABT) 0.3 $518k 6.0k 87.01
Enterprise Products Partners (EPD) 0.3 $511k 14k 37.73
Wal-Mart Stores (WMT) 0.3 $511k 3.9k 130.20
Emerson Electric (EMR) 0.3 $497k 3.5k 141.09
Tesla Motors (TSLA) 0.3 $495k 1.2k 411.79
Phillips 66 (PSX) 0.3 $490k 2.9k 168.31
Xcel Energy (XEL) 0.3 $488k 6.1k 80.43
McDonald's Corporation (MCD) 0.3 $451k 1.6k 283.70
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.3 $449k 18k 25.59
Alphabet Cap Stk Cl C (GOOG) 0.3 $442k 1.1k 395.30
Lowe's Companies (LOW) 0.3 $435k 1.9k 230.88
Pepsi (PEP) 0.3 $429k 2.7k 156.32
Coca-Cola Company (KO) 0.2 $416k 5.3k 78.43
Meta Platforms Cl A (META) 0.2 $413k 669.00 616.81
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $412k 8.7k 47.10
Janus Detroit Str Tr Henderson Securi (JSI) 0.2 $403k 7.8k 51.60
Old Republic International Corporation (ORI) 0.2 $397k 10k 39.48
AFLAC Incorporated (AFL) 0.2 $391k 3.4k 113.60
Abbvie (ABBV) 0.2 $390k 1.9k 202.76
Cummins (CMI) 0.2 $384k 562.00 682.88
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $382k 15k 25.63
Garmin SHS (GRMN) 0.2 $347k 1.4k 241.90
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $342k 18k 19.55
Ares Capital Corporation (ARCC) 0.2 $337k 18k 18.96
Broadcom (AVGO) 0.2 $328k 795.00 412.56
American Tower Reit (AMT) 0.2 $324k 1.8k 179.81
Blackrock (BLK) 0.2 $318k 298.00 1067.59
UnitedHealth (UNH) 0.2 $317k 857.00 369.74
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 0.2 $312k 8.1k 38.63
Norfolk Southern (NSC) 0.2 $305k 974.00 313.39
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $305k 16k 19.65
Bandwidth Com Cl A (BAND) 0.2 $303k 6.2k 48.58
Ameren Corporation (AEE) 0.2 $301k 2.8k 108.77
Palo Alto Networks (PANW) 0.2 $297k 1.5k 196.53
First Tr Exchange-traded Indls Prod Dur (FXR) 0.2 $294k 3.4k 87.30
Bluerock Pvt Real Estate (BPRE) 0.2 $279k 17k 16.18
Ge Aerospace Com New (GE) 0.2 $279k 922.00 302.63
Starbucks Corporation (SBUX) 0.2 $278k 2.7k 104.26
National Retail Properties (NNN) 0.2 $277k 6.2k 44.51
ConocoPhillips (COP) 0.2 $276k 2.4k 114.88
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $274k 4.1k 67.10
Qualcomm (QCOM) 0.2 $274k 1.4k 202.55
Motorola Solutions Com New (MSI) 0.2 $270k 622.00 433.20
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $267k 4.5k 58.59
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $264k 5.8k 45.12
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.2 $261k 9.8k 26.54
Ishares Tr Msci Euro Fl Etf (EUFN) 0.2 $257k 6.8k 37.67
Ishares Tr Systematic Bd Et (SYSB) 0.1 $255k 2.9k 88.70
Rbc Cad (RY) 0.1 $254k 1.4k 181.35
Philip Morris International (PM) 0.1 $250k 1.5k 171.11
First Tr Exchange-traded Utilities Alph (FXU) 0.1 $249k 5.2k 47.85
First Tr Exchange-traded Materials Alph (FXZ) 0.1 $248k 3.1k 80.43
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $243k 2.3k 106.57
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $241k 1.1k 211.29
Air Products & Chemicals (APD) 0.1 $241k 816.00 294.99
Allstate Corporation (ALL) 0.1 $238k 1.1k 213.67
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $238k 325.00 731.58
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $237k 156.00 1516.60
Ishares Tr Eafe Value Etf (EFV) 0.1 $236k 3.0k 77.37
Ishares Euro High Yield (EUHY) 0.1 $235k 4.4k 53.23
First Tr Exchange Traded Nasdq Phrmtcls (FTXH) 0.1 $232k 6.8k 34.00
Stryker Corporation (SYK) 0.1 $232k 789.00 294.23
Bank Of Montreal Cadcom (BMO) 0.1 $231k 1.5k 152.48
First Tr Exchange-traded SHS (QTEC) 0.1 $228k 799.00 285.77
Union Pacific Corporation (UNP) 0.1 $226k 853.00 264.89
Wells Fargo & Company (WFC) 0.1 $220k 2.8k 79.16
Morgan Stanley Com New (MS) 0.1 $218k 1.1k 190.17
International Business Machines (IBM) 0.1 $216k 934.00 231.25
Chubb (CB) 0.1 $213k 664.00 321.28
Vodafone Group Sponsored Adr (VOD) 0.1 $211k 14k 15.69
FedEx Corporation (FDX) 0.1 $208k 553.00 375.93
Ge Vernova (GEV) 0.1 $207k 198.00 1045.63
W.W. Grainger (GWW) 0.1 $206k 167.00 1234.10
Raytheon Technologies Corp (RTX) 0.1 $206k 1.2k 176.78
Nextera Energy (NEE) 0.1 $205k 2.2k 93.32
First Tr Exchange-traded A Com Shs (FYX) 0.1 $204k 1.5k 133.10
Verizon Communications (VZ) 0.1 $203k 4.3k 47.09
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $201k 3.2k 62.43
Lumen Technologies (LUMN) 0.1 $139k 17k 8.46