Beta Wealth Group, Inc. - Q42025 Holdings

Beta Wealth Group, Inc. holds 115 stocks with a total portfolio value of $ 248.7M as of Q42025. In Q42025, Beta Wealth Group, Inc. added 6 new positions, increased stakes in 25 stocks, reduced 74 holdings, and fully exited 7 positions. The largest holding is Gmo Etf Trust (QLTI), representing 7.18% of the total portfolio.