Beta Wealth Group, Inc. - Portfolio Stock Holdings
Beta Wealth Group, Inc. disclosed 119 stock positions in a recent SEC 13F filing. $266,248,082 of stock holdings were filed, with the largest holdings including QLTI, PYLD, and SPVM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $460,254,498 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
119Est. Stock Holding Value:
$266,248,082Top Stock Holdings By Sector
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Portfolio Stock Holdings - Beta Wealth Group, Inc.
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