Beta Wealth Group, Inc. - Q22026 Holdings

Beta Wealth Group, Inc. holds 114 stocks with a total portfolio value of $ 266.61M as of Q22026. In Q22026, Beta Wealth Group, Inc. added 7 new positions, increased stakes in 61 stocks, reduced 36 holdings, and fully exited 5 positions. The largest holding is Gmo Etf Trust (QLTI), representing 7.01% of the total portfolio.