Institutional Fund
Beto Financial Group, LLC
Boise, IDCIK 21048282 filings on record
Portfolio Value
$170.86M
Q1 2026
Holdings
152
Reported positions
New Buys
23
Opened this quarter
QoQ Change
+15.3%
from $148.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.6%
- Capital Group Intl Focus Eqt5.1%
- Capital Grp Fixed Incm ETF T4.9%
- Capital Group Core Equity Et4.5%
- Ishares Inc3.1%
- Ishares Tr3.0%
- Other73.9%
Portfolio Holdings
152 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 70.9K | $9.51M | 5.6% | +5.5K | Added |
| 2 | Capital Group Intl Focus Eqt | 263.2K | $8.71M | 5.1% | −113.6K | Reduced |
| 3 | Capital Grp Fixed Incm ETF T | 303.9K | $8.32M | 4.9% | +33.2K | Added |
| 4 | Capital Group Core Equity Et | 179.2K | $7.71M | 4.5% | +153.6K | Added |
| 5 | Ishares Inc | 64.9K | $5.28M | 3.1% | +30.7K | Added |
| 6 | Ishares Tr | 23.0K | $5.15M | 3.0% | −21.6K | Reduced |
| 7 | Blackrock ETF Trust | 69.9K | $4.56M | 2.7% | +52.5K | Added |
| 8 | J P Morgan Exchange Traded F | 94.2K | $4.41M | 2.6% | −62.5K | Reduced |
| 9 | Micron Technology Inc | 5.9K | $3.82M | 2.2% | +347 | Added |
| 10 | Blackrock ETF Trust II | 71.8K | $3.60M | 2.1% | +53.6K | Added |
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