Beta Wealth Group, Inc.
Beta Wealth Group, Inc. reported 114 positions worth $266.6M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: QLTI (7.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QLTI | SH | $18.7M | 7.01% | 691,497 | — | — | |
| ▸ 2 | PYLD | SH | $18.3M | 6.87% | 691,099 | — | — | |
| ▸ 3 | SPVM | SH | $12.9M | 4.84% | 173,484 | — | — | |
| ▸ 4 | AVUV | SH | $11.8M | 4.42% | 94,529 | — | — | |
| ▸ 5 | LQD | SH | $10.5M | 3.96% | 96,700 | — | — | |
| ▸ 6 | QYLD | SH | $9.8M | 3.67% | 530,202 | — | — | |
| ▸ 7 | FEMS | SH | $9.6M | 3.60% | 210,210 | — | — | |
| ▸ 8 | GTPE | SH | $8.6M | 3.21% | 138,412 | — | — | |
| ▸ 9 | LSVD | SH | $8.3M | 3.12% | 241,038 | — | — | |
| ▸ 10 | DEXC | SH | $8.0M | 3.02% | 97,439 | — | — |
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Frequently Asked Questions
What stocks does Beta Wealth Group, Inc. hold as of Q2 2026?
Beta Wealth Group, Inc. reported 114 positions worth $266.6M in its Q2 2026 13F filing. Largest positions: QLTI (7.0%), PYLD (6.9%), SPVM (4.8%), AVUV (4.4%) and LQD (4.0%).
What did Beta Wealth Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Beta Wealth Group, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.