Beta Wealth Group, Inc. - Q12026 Holdings

Beta Wealth Group, Inc. holds 112 stocks with a total portfolio value of $ 241.68M as of Q12026. In Q12026, Beta Wealth Group, Inc. added 7 new positions, increased stakes in 58 stocks, reduced 43 holdings, and fully exited 10 positions. The largest holding is Pimco Etf Tr (PYLD), representing 7.13% of the total portfolio.