BETO FINANCIAL GROUP, LLC

Est. AUM

$167.3M

13F long equity, this entity only

Positions

149

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 GRWT ETF	$9.5M	70906	5.68%	SOLE
2	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$8.7M	263152	5.21%	SOLE
3	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$8.3M	303914	4.97%	SOLE
4	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$7.7M	179160	4.61%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$5.3M	64862	3.16%	SOLE
6	ISHARES TR	S&P 500 VAL ETF	$5.2M	23034	3.08%	SOLE
7	BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.6M	69944	2.73%	SOLE
8	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$4.4M	94153	2.64%	SOLE
9	MICRON TECHNOLOGY INC	COM	$3.8M	5904	2.28%	SOLE
10	BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$3.6M	71809	2.15%	SOLE
11	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.4M	74829	2.04%	SOLE
12	ISHARES TR	CORE S&P MCP ETF	$3.4M	45764	2.01%	SOLE
13	APPLE INC	COM	$3.2M	11134	1.91%	SOLE
14	BLACKROCK ETF TRUST	ISHARES A I INNO	$3.1M	68819	1.86%	SOLE
15	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$2.8M	40879	1.65%	SOLE
16	BLACKROCK ETF TRUST	ISHARES US THEMA	$2.5M	58952	1.47%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	15822	1.47%	SOLE
18	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$2.3M	33993	1.38%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL A	$2.1M	3	1.28%	SOLE
20	MICROSOFT CORP	COM	$2.1M	4956	1.25%	SOLE
21	ISHARES TR	CORE INTL AGGR	$2.0M	40704	1.22%	SOLE
22	SPDR GOLD TR	GOLD SHS	$2.0M	4608	1.19%	SOLE
23	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.0M	37964	1.19%	SOLE
24	RYERSON HLDG CORP	COM	$2.0M	73880	1.17%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$1.9M	2525	1.11%	SOLE
26	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.9M	35413	1.11%	SOLE
27	BLACKROCK ETF TRUST	ISHARES LARGE CA	$1.8M	37814	1.11%	SOLE
28	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$1.8M	10957	1.09%	SOLE
29	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$1.6M	71185	0.99%	SOLE
30	ISHARES TR	0-3 MNTH TREASRY	$1.6M	16041	0.96%	SOLE
31	BLACKROCK ETF TRUST	ISHARES US LARG	$1.5M	45016	0.90%	SOLE
32	ALPHABET INC	CAP STK CL A	$1.5M	3730	0.89%	SOLE
33	ISHARES TR	U.S. REAL ES ETF	$1.4M	13365	0.82%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2814	0.80%	SOLE
35	APPLIED MATLS INC	COM	$1.3M	3179	0.78%	SOLE
36	FIRST TR EXCHANGE-TRADED FD	TECH ALPHADEX	$1.3M	6478	0.75%	SOLE
37	AB ACTIVE ETFS INC	SHORT DURATION I	$1.2M	34182	0.73%	SOLE
38	CISCO SYS INC	COM	$1.2M	12943	0.71%	SOLE
39	ILLINOIS TOOL WKS INC	COM	$1.2M	4617	0.71%	SOLE
40	AUTOMATIC DATA PROCESSING IN	COM	$1.2M	5418	0.69%	SOLE
41	JOHNSON & JOHNSON	COM	$1.1M	4805	0.64%	SOLE
42	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$1.1M	42527	0.63%	SOLE
43	COSTCO WHOLESALE CORPORATION	COM	$1.0M	1014	0.61%	SOLE
44	AMAZON COM INC	COM	$1.0M	3749	0.61%	SOLE
45	JPMORGAN CHASE & CO	COM	$969K	3165	0.58%	SOLE
46	ORACLE CORP	COM	$951K	4888	0.57%	SOLE
47	NVIDIA CORPORATION	COM	$930K	4398	0.56%	SOLE
48	ISHARES TR	CORE HIGH DV ETF	$843K	31337	0.50%	SOLE
49	TJX COS INC NEW	COM	$824K	5332	0.49%	SOLE
50	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$817K	13811	0.49%	SOLE

1–50 of 149

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.