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Beta Wealth Group, Inc.
Beta Wealth Group, Inc. is an independent wealth management and investment advisory firm headquartered in San Diego, California. Founded in 2011, the firm offers comprehensive wealth management, financial planning, and portfolio management services. Beta Wealth Group serves families and individuals, leveraging sophisticated technology with personalized service to deliver institutional-quality solutions. As of July 2025, the firm manages $429 million in assets with a small, highly focused team of investment professionals.
Investment Strategy
Beta Wealth Group employs a technology-driven, systematic investment approach that blends principles of economics and behavioral finance with advanced quantitative methods. The firm offers customized portfolio management, tailoring solutions to each client's financial goals while optimizing for risk and tax efficiency. Its investment philosophy emphasizes aligning client interests, utilizing independent research, and delivering institutional-quality asset allocation through ongoing monitoring and adjustments.
Latest 13F Filing Activity
Beta Wealth Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 103 equity positions with a total 13F market value of $273M. The fund increased holdings in Ishares TR, American Centy Etf TR, Dimensional Etf Trust among other positions. Beta Wealth Group, Inc. reduced exposure to PIMCO Etf TR, J P Morgan Exchange Traded F, SPDR Series Trust among others.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PYLD | PIMCO ETF TR | 9.70% | $26.5M | 998,394 | $26.27 | $26.54 | -$10.9M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 5.31% | $14.5M | 255,188 | $56.70 | $56.85 | -$9.4M |
C CGSD | CAPITAL GRP FIXED INCM ETF T | 4.68% | $12.8M | 493,239 | $25.86 | $25.94 | -$75.6K |
S SPVM | INVESCO EXCHANGE TRADED FD T | 3.89% | $10.6M | 177,779 | $57.87 | $59.78 | +$2.5M |
A AVUV | AMERICAN CENTY ETF TR | 3.32% | $9.1M | 99,558 | $89.00 | $91.10 | +$4.4M |
Industry Allocation
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