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Portfolio (Quarterly) Guide ↗

BETO FINANCIAL GROUP, LLC

· CIK 0002104828
13F Portfolio $190M AUM 154 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 154 New
Page 2 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 3.0 $2.2M 1.16% NEW $736200.00
22 THRO BLACKROCK ETF TRUST 51,802.0 $2.2M 1.15% NEW $42.22 +3.9%
23 MSFT MICROSOFT CORP Technology 5,004.0 $2.0M 1.06% NEW $402.31 +27.6%
24 FNDF SCHWAB STRATEGIC TR 36,895.0 $1.9M 1.02% NEW $52.41 +5.8%
25 PZA INVESCO EXCH TRADED FD TR II 76,613.0 $1.8M 0.94% NEW $23.22 -2.5%
26 IVV ISHARES TR 2,372.0 $1.8M 0.93% NEW $745.36 +3.7%
27 GLD SPDR GOLD TR Financial Services 4,715.0 $1.7M 0.91% NEW $367.60 +11.2%
28 RYZ RYERSON HLDG CORP Consumer Defensive 58,880.0 $1.7M 0.90% NEW $29.07 -12.9%
29 BALI BLACKROCK ETF TRUST 49,855.0 $1.7M 0.88% NEW $33.69 +3.4%
30 AMAT APPLIED MATLS INC Technology 3,182.0 $1.7M 0.88% NEW $525.70 -12.2%
31 HELO J P MORGAN EXCHANGE TRADED F 24,406.0 $1.7M 0.87% NEW $67.70 +2.9%
32 CSCO CISCO SYS INC Technology 12,984.0 $1.4M 0.76% NEW $110.70 -0.7%
33 BERKSHIRE HATHAWAY INC DEL 2,858.0 $1.4M 0.74% NEW $491.24
34 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,290.0 $1.4M 0.71% NEW $255.25 +12.6%
35 GOOGL ALPHABET INC Communication Services 3,825.0 $1.3M 0.71% NEW $351.99 -1.5%
36 MEAR ISHARES U S ETF TR 26,725.0 $1.3M 0.70% NEW $50.23 -0.0%
37 ITW ILLINOIS TOOL WKS INC Industrials 4,481.0 $1.2M 0.64% NEW $271.69 +3.1%
38 BSJQ INVESCO EXCH TRD SLF IDX FD 52,588.0 $1.2M 0.63% NEW $22.87 +0.1%
39 JNJ JOHNSON & JOHNSON Healthcare 4,803.0 $1.2M 0.63% NEW $248.80 +7.7%
40 VGIT VANGUARD SCOTTSDALE FDS 20,326.0 $1.2M 0.62% NEW $58.56 -0.5%
Page 2 of 8  ·  154 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Financial Services 12.5%
Industrials 12.0%
Consumer Defensive 8.9%
Healthcare 8.5%
Consumer Cyclical 7.2%
Energy 4.3%
Communication Services 4.0%
Utilities 3.9%
Real Estate 2.8%