BETO Financial Group, LLC ETF holdings
Boise, ID
Reported $134.3M in 73 ETFs in its Form 13F for June 30, 2026.
ETF value
$134.3M
ETFs held
73
Change from prior quarter
+14.3%
With price moves
ETFs as a share of its 13F
70.5%
of $190.4M
Top 10 of 73 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CGUS | Capital Group Core Equity ETF | $18.2M | 414,563 | +235,403 shares |
| IVW | iShares S&P 500 Growth ETF | $10.1M | 74,669 | +3,763 shares |
| CGMU | Capital Group Municipal Income ETF | $8.3M | 305,624 | +1,710 shares |
| CGXU | Capital Group International Focus Equity ETF | $7.9M | 236,984 | −26,168 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $6.1M | 91,681 | +21,737 shares |
| BRTR | iShares Total Return Active ETF | $5.4M | 108,250 | +36,441 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $5.1M | 65,692 | +830 shares |
| IVE | iShares S&P 500 Value ETF | $4.2M | 18,136 | −4,898 shares |
| FBND | Fidelity Total Bond ETF | $3.7M | 82,630 | +7,801 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $3.4M | 73,949 | −20,204 shares |
63 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002104828. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BETO Financial Group, LLC own?
BETO Financial Group, LLC reported 73 ETF positions worth $134.3M in its Form 13F for June 30, 2026. The largest was CGUS, at $18.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.