Beto Financial Group
Beto Financial Group reported 154 stocks worth $190M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are CGUS (9.6%), IVW (5.3%) and CGMU (4.4%). Compared with Q1 2026, the fund opened new positions in IALT, MEAR and GGOV, added to CGUS, IVW and CGMU, trimmed CGXU, MU and IVE and sold out of BPRE, GE and IGF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGUS Capital Group Core Equity ET | $18.2M | 9.6% | 415K | +235K (+131%) | 3 of 3 | |
| 2 |  IVW Ishares TR | $10.1M | 5.3% | 75K | +3,763 (+5%) | 3 of 3 | |
| 3 |  CGMU Capital Grp Fixed Incm ETF T | $8.3M | 4.4% | 306K | +1,710 (+1%) | 3 of 3 | |
| 4 |  CGXU Capital Group Intrtnl | $7.9M | 4.1% | 237K | −26K (−10%) | 3 of 3 | |
| 5 |  DYNF Blackrock ETF Trust | $6.1M | 3.2% | 92K | +22K (+31%) | 3 of 3 | |
| 6 |  BRTR Blackrock ETF Trust II | $5.4M | 2.8% | 108K | +36K (+51%) | 3 of 3 | |
| 7 |  IEMG Ishares Inc | $5.1M | 2.7% | 66K | +830 (+1%) | 3 of 3 | |
| 8 |  MU Micron Technology Inc | $4.8M | 2.5% | 5,573 | −331 (−6%) | 3 of 3 | |
| 9 |  IVE Ishares TR | $4.2M | 2.2% | 18K | −4,898 (−21%) | 3 of 3 | |
| 10 |  FBND Fidelity Total Bond ETF | $3.7M | 2.0% | 83K | +7,801 (+10%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BPRE Bluerock Private Real ES | $279K | 17K |
 GE GE Aerospace | $279K | 922 |
 IGF Ishares TR | $274K | 4,086 |
 XLU Select Sector Spdr TR | $264K | 5,844 |
 IBM Ibm Corp | $216K | 934 |
🔒 Free account: see all 11.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beto Financial Group 13F FAQ
What does Beto Financial Group own?
Beto Financial Group reported 154 stocks worth $190M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are CGUS (9.6%), IVW (5.3%) and CGMU (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Beto Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 76 added to, 44 trimmed and 11 sold out. New positions include IALT, MEAR and GGOV. It sold all of BPRE, GE and IGF.
When will Beto Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Beto Financial Group's portfolio worth?
The Q2 2026 filing reports $190M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.