Romy Brown - Chief Operations and Compliance Officer
Location
San Diego, CA
Holdings as of
30 Jun 2025
Value $
$273,047,422
Num holdings
105
Filing time
08 Aug 2025, 17:31:28 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included PYLD, QLTI, JEPI, CGSD, and SPVM.
Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Romy Brown
Chief Operations and Compliance Officer
San Diego, California
08 Aug 2025
List of Other Managers Reporting for Beta Wealth Group, Inc.:
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