§ 13F · FUND PROFILE
BETO FINANCIAL GROUP, LLC.
AUM · $190M (13F)Positions · 154Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGUS | CAPITAL GROUP CORE EQUITY ET | 415K | $18M | 9.6% | +131% |
| 2 | IVW | ISHARES TR | 75K | $10M | 5.3% | +5% |
| 3 | CGMU | CAPITAL GRP FIXED INCM ETF T | 306K | $8M | 4.4% | +1% |
| 4 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 237K | $8M | 4.1% | −10% |
| 5 | DYNF | BLACKROCK ETF TRUST | 92K | $6M | 3.2% | +31% |
| 6 | BRTR | BLACKROCK ETF TRUST II | 108K | $5M | 2.8% | +51% |
| 7 | IEMG | ISHARES INC | 66K | $5M | 2.7% | +1% |
| 8 | MU | MICRON TECHNOLOGY INC | 6K | $5M | 2.5% | −6% |
| 9 | IVE | ISHARES TR | 18K | $4M | 2.2% | −21% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 83K | $4M | 2.0% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BETO SIGNAL
AC read
BETO FINANCIAL GROUP, LLC is a Other fund managing $190 million in assets. The fund runs a portfolio of 154 positions.
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