Beto Financial Group, LLC holds a diversified book of 154 stocks worth $190.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Cap Group Intl Focus. Their largest long position is Cap Group Core Equity at 10% of the equity book. Cloning the disclosed picks since 2026 would be +9% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +12.7%, a 3.9-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Beto Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Beto Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 78 / 80 | $14.0B |
| LPL Financial LLC | 77 / 80 | $70.5B |
| NewEdge Advisors, LLC | 77 / 80 | $8.1B |
| MORGAN STANLEY | 76 / 80 | $441.1B |
| UBS Group AG | 76 / 80 | $114.9B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $93.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 76 / 80 | $16.1B |
| CWM, LLC | 76 / 80 | $8.5B |
Ranked by how many of Beto Financial Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Core Equity Et SHS CREAT UNIT | $18.2M | 414.6K | 9.6% | ▲+131% Added · +235K sh | |
| 2 | Ishares TR S&P 500 GRWT ETF | $10.1M | 74.7K | 5.3% | ▲+5.3% Added · +4K sh | |
| 3 | Capital Grp Fixed Incm ETF T MUN INM ETF | $8.3M | 305.6K | 4.4% | ▲+0.6% Added · +2K sh | |
| 4 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $7.9M | 237.0K | 4.1% | ▼−9.9% Reduced · −26K sh | |
| 5 | BlackRock ETF Trust ISHARES US EQUIT | $6.1M | 91.7K | 3.2% | ▲+31% Added · +22K sh | |
| 6 | BlackRock ETF Trust II ISHA TOTA RE ETF | $5.4M | 108.3K | 2.8% | ▲+51% Added · +36K sh | |
| 7 | Ishares Inc CORE MSCI EMKT | $5.1M | 65.7K | 2.7% | ▲+1.3% Added · +830 sh | |
| 8 | Micron Technology Inc COM | $4.8M | 5.6K | 2.5% | ▼−5.6% Reduced · −331 sh | |
| 9 | Ishares TR S&P 500 VAL ETF | $4.2M | 18.1K | 2.2% | ▼−21% Reduced · −5K sh | |
| 10 | Fidelity Merrimack STR TR TOTAL BD ETF | $3.7M | 82.6K | 2.0% | ▲+10% Added · +8K sh | |
| 11 | Apple Inc COM | $3.7M | 11.4K | 2.0% | ▲+2.4% Added · +272 sh | |
| 12 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $3.4M | 73.9K | 1.8% | ▼−21% Reduced · −20K sh | |
| 13 | BlackRock ETF Trust ISHA I IN TE ETF | $3.1M | 73.7K | 1.7% | ▲+7.0% Added · +5K sh | |
| 14 | Ishares TR CORE S&P MCP ETF | $2.8M | 37.1K | 1.5% | ▼−19% Reduced · −9K sh | |
| 15 | Vanguard Whitehall FDS HIGH DIV YLD | $2.8M | 17.4K | 1.5% | ▲+10% Added · +2K sh | |
| 16 | Invesco Exchange Traded FD T AEROSPACE DEFN | $2.6M | 15.7K | 1.4% | ▲+43% Added · +5K sh | |
| 17 | BlackRock ETF Trust II ISHA FLEX IN ETF | $2.5M | 48.5K | 1.3% | ▲+37% Added · +13K sh | |
| 18 | BlackRock ETF Trust ISHA SYST AL ETF | $2.3M | 81.9K | 1.2% | ▲New New position | |
| 19 | BlackRock ETF Trust ISHA LA CORE ETF | $2.3M | 47.6K | 1.2% | ▲+26% Added · +10K sh | |
| 20 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $2.3M | 15.9K | 1.2% | ▼−12% Reduced · −2K sh | |
| 21 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 1.2% | —Held | |
| 22 | BlackRock ETF Trust ISHA US THEM ETF | $2.2M | 51.8K | 1.1% | ▼−12% Reduced · −7K sh | |
| 23 | Microsoft Corp COM | $2.0M | 5.0K | 1.1% | ▲+1.0% Added · +48 sh | |
| 24 | Schwab Strategic TR FUNDAMENTAL INTL | $1.9M | 36.9K | 1.0% | ▼−2.8% Reduced · −1K sh | |
| 25 | Invesco Exch Traded FD TR II NATL AMT MUNI | $1.8M | 76.6K | 0.9% | ▲+134% Added · +44K sh | |
| 26 | Ishares TR CORE S&P500 ETF | $1.8M | 2.4K | 0.9% | ▼−6.0% Reduced · −153 sh | |
| 27 | SPDR Gold TR GOLD SHS | $1.7M | 4.7K | 0.9% | ▲+2.3% Added · +107 sh | |
| 28 | Ryerson Hldg Corp COM | $1.7M | 58.9K | 0.9% | ▼−20% Reduced · −15K sh | |
| 29 | BlackRock ETF Trust ISHARES US LARG | $1.7M | 49.9K | 0.9% | ▲+11% Added · +5K sh | |
| 30 | Applied Matls Inc COM | $1.7M | 3.2K | 0.9% | ▲+0.1% Added · +3 sh | |
| 31 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $1.7M | 24.4K | 0.9% | ▼−28% Reduced · −10K sh | |
| 32 | Cisco Sys Inc COM | $1.4M | 13.0K | 0.8% | ▲+0.3% Added · +41 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 2.9K | 0.7% | ▲+1.6% Added · +44 sh | |
| 34 | Automatic Data Processing In COM | $1.4M | 5.3K | 0.7% | ▼−2.4% Reduced · −128 sh | |
| 35 | Alphabet Inc CAP STK CL A | $1.3M | 3.8K | 0.7% | ▲+2.5% Added · +95 sh | |
| 36 | Ishares U S ETF TR SHOR MAT MUN ETF | $1.3M | 26.7K | 0.7% | ▲New New position | |
| 37 | Illinois Tool WKS Inc COM | $1.2M | 4.5K | 0.6% | ▼−2.9% Reduced · −136 sh | |
| 38 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $1.2M | 52.6K | 0.6% | ▼−26% Reduced · −19K sh | |
| 39 | Johnson & Johnson COM | $1.2M | 4.8K | 0.6% | ▼~0% Reduced · −2 sh | |
| 40 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.2M | 20.3K | 0.6% | ▲+47% Added · +7K sh | |
| 41 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $1.1M | 44.8K | 0.6% | ▲+5.3% Added · +2K sh | |
| 42 | JPMorgan Chase & Co COM | $1.1M | 3.1K | 0.6% | ▼−1.4% Reduced · −46 sh | |
| 43 | BlackRock ETF Trust II ISHA GLO USD ETF | $1.0M | 20.9K | 0.5% | ▲New New position | |
| 44 | Ishares TR 0-3 MTH TREASURY | $1.0M | 10.1K | 0.5% | ▼−37% Reduced · −6K sh | |
| 45 | Ishares TR U.S. REAL ES ETF | $992K | 9.4K | 0.5% | ▼−30% Reduced · −4K sh | |
| 46 | Nvidia Corporation COM | $989K | 4.9K | 0.5% | ▲+11% Added · +468 sh | |
| 47 | First TR Exchange-Traded FD TECH ALPHADEX | $978K | 5.0K | 0.5% | ▼−23% Reduced · −2K sh | |
| 48 | Amazon Com Inc COM | $962K | 3.8K | 0.5% | ▲+2.6% Added · +99 sh | |
| 49 | McDonalds Corp COM | $946K | 3.5K | 0.5% | ▲+123% Added · +2K sh | |
| 50 | Ishares TR 20 YR TR BD ETF | $925K | 11.0K | 0.5% | ▲+31% Added · +3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2104828/holdings"
Use Arkolith to show BETO FINANCIAL GROUP, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.