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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 8 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPY STATE STR SPDR S&P 500 ETF T Financial Services 329.0 $244K 0.13% NEW $742.09 +3.7%
142 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 823.0 $244K 0.13% NEW $296.63 +3.9%
143 FIW FIRST TR EXCHANGE-TRADED FD 2,278.0 $244K 0.13% NEW $106.99 +3.3%
144 SYK STRYKER CORPORATION Healthcare 761.0 $243K 0.13% NEW $319.14 +3.6%
145 FAN FIRST TR EXCHANGE-TRADED FD 9,832.0 $237K 0.12% NEW $24.09 -1.1%
146 QCOM QUALCOMM INC Technology 1,380.0 $235K 0.12% NEW $170.32 -3.6%
147 FXZ FIRST TR EXCHANGE-TRADED FD 3,077.0 $231K 0.12% NEW $75.10 +14.5%
148 RTX RTX CORPORATION Industrials 1,182.0 $230K 0.12% NEW $194.44 +8.9%
149 GWW WW GRAINGER INC Industrials 167.0 $229K 0.12% NEW $1371.22 -4.7%
150 CB CHUBB LIMITED Financial Services 647.0 $228K 0.12% NEW $352.53 -3.6%
151 QCLN FIRST TR EXCHANGE-TRADED FD 4,381.0 $225K 0.12% NEW $51.25 -4.6%
152 VOD VODAFONE GROUP PLC Communication Services 13,818.0 $213K 0.11% NEW $15.40 +4.2%
153 LLY ELI LILLY & CO Healthcare 177.0 $203K 0.11% NEW $1146.90 +2.3%
154 LUMN LUMEN TECHNOLOGIES INC Communication Services 16,480.0 $105K 0.06% NEW $6.38 -5.3%
Page 8 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%