13F Filings History of Beta Wealth Group, Inc.

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$248,634,005
Signature - Title
Romy Brown - Chief Operations and Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Beta Wealth Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beta Wealth Group, Inc. reported 115 stock holdings with total value $248,634,005 as of Q4 2025. Top holdings included QLTI, PYLD, SPVM, AVUV, and LQD.

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Holdings Value

List of Other Managers Reporting for Beta Wealth Group, Inc.:

Name Holdings Value Location File Number
DIMENSIONAL FUND ADVISORS LP $476,723,646,972 Austin, TX 028-01186
Crossmark Global Holdings, Inc. $6,973,610,674 Houston, TX 028-18152
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 115 $248,634,005 +$7,216,481 -$14,401,028 -$7,184,547 QLTI, PYLD, SPVM, AVUV, LQD 13F-HR 13 Feb 2026, 12:33
Q3 2025 116 $253,350,451 +$69,351,868 -$102,127,184 -$32,775,316 QLTI, PYLD, SPVM, AVUV, LQD 13F-HR 07 Nov 2025, 12:22
Q2 2025 105 $273,047,422 +$61,505,903 -$80,746,830 -$19,240,927 PYLD, QLTI, JEPI, CGSD, SPVM 13F-HR 08 Aug 2025, 17:31
Q1 2025 105 $278,424,013 +$131,890,850 -$74,133,441 +$57,757,409 PYLD, JEPI, CGSD, JMUB, QLTI 13F-HR 08 May 2025, 18:02
Q4 2024 108 $226,065,255 +$16,663,816 -$10,082,183 +$6,581,633 FBND, JEPI, SPLG, JMUB, AMZN 13F-HR 31 Jan 2025, 14:36
Q3 2024 105 $221,790,632 +$22,244,413 -$20,554,839 +$1,689,574 FBND, JEPI, JMUB, SPLG, MSFT 13F-HR 01 Nov 2024, 17:22
Q2 2024 103 $210,915,761 +$13,559,232 -$7,251,703 +$6,307,529 FBND, JMUB, JEPI, SPLG, MSFT 13F-HR 12 Aug 2024, 14:07
Q1 2024 101 $205,594,405 +$28,716,135 -$23,538,375 +$5,177,760 FBND, JEPI, JMUB, SPLG, MSFT 13F-HR 14 May 2024, 19:38
Q4 2023 106 $190,128,920 +$43,914,753 -$36,724,857 +$7,189,896 FBND, PYLD, JMUB, SPLG, JEPI 13F-HR 09 Feb 2024, 19:24
Q3 2023 99 $169,156,388 +$16,805,434 -$14,233,670 +$2,571,764 FBND, MOO, SPLG, JEPI, MSFT 13F-HR 13 Nov 2023, 13:51
Q2 2023 100 $172,967,480 +$18,435,590 -$23,900,899 -$5,465,309 FBND, MOO, SPLG, MSFT, MUB 13F-HR 11 Aug 2023, 12:14
Q1 2023 100 $174,819,591 +$59,713,424 -$40,829,385 +$18,884,039 MOO, FBND, SPLG, IDV, MUB 13F-HR 09 May 2023, 13:05
Q4 2022 98 $148,974,041 +$14,018,198 -$10,279,190 +$3,739,008 SPLG, JEPI, VEA, SUB, ACWV 13F-HR 10 Feb 2023, 19:53
Q3 2022 90 $138,793,000 +$24,784,386 -$25,596,571 -$812,185 SPLG, SUB, JEPI, VTEB, VEA 13F-HR 01 Nov 2022, 14:08
Q2 2022 87 $149,154,000 +$46,964,380 -$29,861,558 +$17,102,822 SPLG, MUB, JEPI, SUB, VEA 13F-HR 04 Aug 2022, 18:34
Q1 2022 91 $149,432,000 +$36,820,073 -$21,659,999 +$15,160,074 SPLG, SRLN, VEA, MSFT, BX 13F-HR 12 May 2022, 15:52
Q4 2021 60 $127,289,000 $0 $0 $0 SPLG, AGG, VEA, MSFT, SRLN 13F-HR 11 Feb 2022, 17:38
Q3 2021 60 $138,646,000 +$13,322,240 -$16,985,718 -$3,663,478 SPLG, AGG, VEA, MSFT, SRLN 13F-HR 12 Nov 2021, 13:57
Q2 2021 64 $143,592,000 +$9,530,276 -$10,055,852 -$525,576 SPLG, VIG, IAGG, AGG, BX 13F-HR 13 Aug 2021, 17:57
Q1 2021 59 $137,532,000 +$38,272,671 -$20,328,160 +$17,944,511 IAGG, SPLG, VIG, AGG, VEA 13F-HR 11 May 2021, 11:25
Q4 2020 36 $116,457,000 $0 $0 $0 IAGG, VYMI, SPLG, ACWV, AGG 13F-HR 18 Mar 2021, 12:07
Q1 2014 20 $8,569,000 +$1,170,837 -$1,113,866 +$56,971 HPQ, BIT, MNP, MAT, IP 13F-HR 05 May 2014, 18:45
Q4 2013 18 $7,890,000 $0 $0 $0 HPQ, BIT, MNP, MUNI, QCOM 13F-HR 09 Jan 2014, 20:47