Romy Brown - Chief Operations and Compliance Officer
Location
San Diego, CA
Holdings as of
31 Dec 2025
Value $
$248,634,005
Num holdings
115
Filing time
13 Feb 2026, 12:33:02 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 QLTI, PYLD, SPVM, AVUV, and LQD.
Filing 2025 Q4 compared to 2025 Q3 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
13 Feb 2026
List of Other Managers Reporting for Beta Wealth Group, Inc.:
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