Beto Financial Group, LLC
- SEC CIK
- 0002104828
- Latest filing
- Aug 7, 2026
The latest 13F from Beto Financial Group, LLC covers Q2 2026 (filed Aug 7, 2026): 154 long positions worth $190.4M. The top 10 holdings make up 38.8% of the portfolio, and the largest is Capital Group Core Equity Et at 9.6%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 13
- Est. +$9.48M
- Added
- 78
- Est. +$21.4M
- Reduced
- 45
- Est. −$15.7M
- Sold out
- 11
- Est. −$2.54M
Top 5 holdings
Share of this quarter's portfolio value
- Capital Group Core Equity Et14020V1089.6%$18.2M
- iShares S&P 500 Growth ETF4642873095.3%$10.1M
- Capital Grp Fixed Incm ETF T14020Y2014.4%$8.34M
- Capital Group Intl Focus EQT14019W1094.1%$7.86M
- BlackRock ETF Trust09290C1033.2%$6.13M
Share of portfolio
Top 5 holdings and the other 149 positions, by share of portfolio value
- Capital Group Core Equity Et9.6%
- iShares S&P 500 Growth ETF5.3%
- Capital Grp Fixed Incm ETF T4.4%
- Capital Group Intl Focus EQT4.1%
- BlackRock ETF Trust3.2%
- Other 149 positions73.4%
Biggest buys
New and added positions, by estimated amount bought
- Capital Group Core Equity Et14020V108+$10.3MAdded
- BlackRock ETF Trust09290C665+$2.33MNew
- BlackRock ETF Trust II092528876+$1.81MAdded
- BlackRock ETF Trust09290C103+$1.45MAdded
- iShares U S ETF Tr46431W838+$1.34MNew
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Capital Group Core Equity Et14020V108+5.05 pp4.5% → 9.6%
- BlackRock ETF Trust09290C665+1.22 pp0.0% → 1.2%
- BlackRock ETF Trust II092528876+0.72 pp2.1% → 2.8%
- iShares U S ETF Tr46431W838+0.71 pp0.0% → 0.7%
- BlackRock ETF Trust09290C103+0.55 pp2.7% → 3.2%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Core High Dividend ETF46429B663−$3.54MReducedConverted for a 5-for-1 split
- J P Morgan Exchange Traded F46641Q761−$2.32MReduced
- iShares Tr46435G672−$1.20MReduced
- iShares S&P 500 Value ETF464287408−$1.13MReduced
- J P Morgan Exchange Traded F46641Q670−$938.7KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- J P Morgan Exchange Traded F46641Q761−1.29 pp1.6% → 0.3%
- Capital Group Intl Focus EQT14019W109−0.97 pp5.1% → 4.1%
- iShares S&P 500 Value ETF464287408−0.83 pp3.0% → 2.2%
- J P Morgan Exchange Traded F46641Q670−0.78 pp2.6% → 1.8%
- iShares Tr46435G672−0.76 pp1.2% → 0.4%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $190.4M
- +$19.5M (+11.4%) vs. prior quarter
- Positions
- 154
- +2 vs. prior quarter
- Top 10 concentration
- 38.8%
- Top 10 as share of value
- Turnover
- 10.1%
- Q2 2026, one quarter
- Average holding period
- 2.8 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $190.4M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 7, 2026 | 154 | $190.4M | Capital Group Core Equity EtiShares S&P 500 Growth ETFCapital Grp Fixed Incm ETF T | vs. Q1 2026 | SEC |
| Q1 2026 | May 11, 2026 | 152 | $170.9M | iShares S&P 500 Growth ETFCapital Group Intl Focus EQTCapital Grp Fixed Incm ETF T | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 10, 2026 | 133 | $148.2M | Capital Group Intl Focus EQTiShares S&P 500 Value ETFiShares S&P 500 Growth ETF | – | SEC |