BETO FINANCIAL GROUP, LLC
BETO FINANCIAL GROUP, LLC reported 154 positions worth $190.4M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: CGUS (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGUS | SH | $18.2M | 9.56% | 414,563 | — | — | |
| ▸ 2 | IVW | SH | $10.1M | 5.28% | 74,669 | — | — | |
| ▸ 3 | CGMU | SH | $8.3M | 4.38% | 305,624 | — | — | |
| ▸ 4 | CGXU | SH | $7.9M | 4.13% | 236,984 | — | — | |
| ▸ 5 | DYNF | SH | $6.1M | 3.22% | 91,681 | — | — | |
| ▸ 6 | BRTR | SH | $5.4M | 2.83% | 108,250 | — | — | |
| ▸ 7 | IEMG | SH | $5.1M | 2.66% | 65,692 | — | — | |
| ▸ 8 | MU | SH | $4.8M | 2.53% | 5,573 | — | — | |
| ▸ 9 | IVE | SH | $4.2M | 2.19% | 18,136 | — | — | |
| ▸ 10 | FBND | SH | $3.7M | 1.96% | 82,630 | — | — |
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Frequently Asked Questions
What stocks does BETO FINANCIAL GROUP, LLC hold as of Q2 2026?
BETO FINANCIAL GROUP, LLC reported 154 positions worth $190.4M in its Q2 2026 13F filing. Largest positions: CGUS (9.6%), IVW (5.3%), CGMU (4.4%), CGXU (4.1%) and DYNF (3.2%).
What did BETO FINANCIAL GROUP, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BETO FINANCIAL GROUP, LLC 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.