Beto Financial Group, LLC

13F filer · CIK 0002104828

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$190MU.S. long equity reported on 13F

Positions863 new · 7 closed

Net flow last quarter-$600KBuys minus sells

Top 10 positions weight13.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202686 positions
MUMicron Technology Inc	$4.82M	2.53%	0.00%	-5.6%	Q4 2025
AAPLApple Inc.	$3.73M	1.96%	0.00%	+2.4%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.78M	1.46%	Not reported	+10.1%	Q4 2025
BRK.ABerkshire Hathaway Inc	$2.21M	1.16%	Not reported	Not reported	Q4 2025
THROTheron Resource Group	$2.19M	1.15%	0.66%	-12.1%	Q4 2025
MSFTMicrosoft Corp	$2.01M	1.06%	0.00%	+1.0%	Q4 2025
FNDFSchwab Strategic Trust	$1.93M	1.02%	Not reported	-2.8%	Q4 2025
GLDSPDR Gold Trust	$1.73M	0.91%	0.00%	+2.3%	Q4 2025
RYZRyerson Holding Corp	$1.71M	0.90%	0.11%	-20.3%	Q1 2026
AMATApplied Materials Inc	$1.67M	0.88%	0.00%	+0.1%	Q4 2025
CSCOCisco Systems, Inc.	$1.44M	0.76%	0.00%	+0.3%	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.4M	0.74%	Not reported	+1.6%	Q4 2025
ADPAutomatic Data Processing Inc	$1.35M	0.71%	0.00%	-2.4%	Q4 2025
GOOGLAlphabet Inc.	$1.35M	0.71%	0.00%	+2.6%	Q4 2025
ITWIllinois Tool Works Inc	$1.22M	0.64%	0.00%	-3.0%	Q4 2025
JNJJohnson & Johnson	$1.19M	0.63%	0.00%	0.0%	Q4 2025
JPMJPMorgan Chase & Co	$1.06M	0.56%	0.00%	-1.5%	Q4 2025
NVDANvidia Corp	$989K	0.52%	0.00%	+10.6%	Q4 2025
AMZNAmazon Com Inc	$962K	0.51%	0.00%	+2.6%	Q4 2025
MCDMcdonalds Corp	$946K	0.50%	0.00%	+122.5%	Q4 2025
WELLWelltower Inc.	$918K	0.48%	0.00%	+0.7%	Q4 2025
COSTCostco Wholesale Corp	$914K	0.48%	0.00%	-3.7%	Q4 2025
TJXTJX Companies Inc	$820K	0.43%	0.00%	-1.2%	Q4 2025
IDAIdacorp Inc	$763K	0.40%	0.01%	+0.1%	Q4 2025
AMGNAmgen Inc	$762K	0.40%	0.00%	+0.2%	Q4 2025
CVXChevron Corp	$714K	0.37%	0.00%	-2.0%	Q4 2025
MRKMerck & Co., Inc.	$694K	0.36%	0.00%	+0.5%	Q4 2025
XOMExxonMobil Holdings Corp	$693K	0.36%	0.00%	+0.3%	Q4 2025
BABoeing Co	$686K	0.36%	0.00%	+0.3%	Q4 2025
INTCIntel Corp	$659K	0.35%	0.00%	+1.2%	Q4 2025
FMCFMC Corp	$620K	0.33%	0.04%	New	Q2 2026
PGPROCTER & GAMBLE Co	$614K	0.32%	0.00%	-10.2%	Q4 2025
PSXPhillips 66	$610K	0.32%	0.00%	+0.4%	Q4 2025
VVisa Inc.	$602K	0.32%	0.00%	+2.3%	Q4 2025
ABTAbbott Laboratories	$602K	0.32%	0.00%	-0.6%	Q4 2025
ORCLOracle Corp	$588K	0.31%	0.00%	-0.9%	Q4 2025
ATOAtmos Energy Corp	$558K	0.29%	0.00%	+0.2%	Q4 2025
CATCaterpillar Inc	$548K	0.29%	0.00%	+1.6%	Q4 2025
PANWPalo Alto Networks Inc	$539K	0.28%	0.00%	+2.2%	Q4 2025
EPDEnterprise Products Partners L.P.	$526K	0.28%	0.00%	Not reported	Q4 2025
ABBVAbbVie Inc.	$500K	0.26%	0.00%	+2.6%	Q4 2025
EMREmerson Electric Co	$483K	0.25%	0.00%	+0.5%	Q4 2025
TSLATesla, Inc.	$463K	0.24%	0.00%	+4.2%	Q4 2025
METAMeta Platforms, Inc.	$456K	0.24%	Not reported	+5.5%	Q4 2025
XELXcel Energy Inc	$454K	0.24%	0.00%	-4.8%	Q4 2025
WMTWalmart Inc.	$448K	0.24%	0.00%	+1.9%	Q4 2025
AAONAaon, Inc.	$435K	0.23%	0.01%	Not reported	Q4 2025
BANDBandwidth Inc.	$429K	0.23%	Not reported	Not reported	Q1 2026
ORIOld Republic International Corp	$427K	0.22%	0.00%	+0.8%	Q4 2025
AFLAflac Inc	$427K	0.22%	0.00%	+0.2%	Q4 2025

Q1 2026Reported May 11, 202690 positions
MUMicron Technology Inc	$3.82M	2.23%	0.00%	+6.2%	Q4 2025
AAPLApple Inc.	$3.2M	1.87%	0.00%	-0.4%	Q4 2025
THROTheron Resource Group	$2.46M	1.44%	0.75%	+403.1%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.45M	1.44%	Not reported	+46.5%	Q4 2025
BRK.ABerkshire Hathaway Inc	$2.15M	1.26%	Not reported	Not reported	Q4 2025
MSFTMicrosoft Corp	$2.09M	1.22%	0.00%	+3.1%	Q4 2025
GLDSPDR Gold Trust	$1.99M	1.16%	0.00%	-35.8%	Q4 2025
FNDFSchwab Strategic Trust	$1.99M	1.16%	Not reported	+103.2%	Q4 2025
RYZRyerson Holding Corp	$1.95M	1.14%	0.14%	New	Q1 2026
GOOGLAlphabet Inc.	$1.48M	0.87%	0.00%	-11.4%	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.34M	0.78%	Not reported	+0.8%	Q4 2025
AMATApplied Materials Inc	$1.31M	0.76%	0.00%	0.0%	Q4 2025
CSCOCisco Systems, Inc.	$1.19M	0.70%	0.00%	-2.4%	Q4 2025
ITWIllinois Tool Works Inc	$1.18M	0.69%	0.00%	Not reported	Q4 2025
ADPAutomatic Data Processing Inc	$1.16M	0.68%	0.00%	-2.8%	Q4 2025
JNJJohnson & Johnson	$1.07M	0.63%	0.00%	-3.3%	Q4 2025
COSTCostco Wholesale Corp	$1.03M	0.60%	0.00%	-3.7%	Q4 2025
AMZNAmazon Com Inc	$1.02M	0.59%	0.00%	-4.3%	Q4 2025
JPMJPMorgan Chase & Co	$969K	0.57%	0.00%	-4.9%	Q4 2025
ORCLOracle Corp	$951K	0.56%	0.00%	-2.4%	Q4 2025
NVDANvidia Corp	$930K	0.54%	0.00%	-39.4%	Q4 2025
TJXTJX Companies Inc	$824K	0.48%	0.00%	+0.8%	Q4 2025
WELLWelltower Inc.	$793K	0.46%	0.00%	+0.8%	Q4 2025
BABoeing Co	$754K	0.44%	0.00%	+0.1%	Q4 2025
IDAIdacorp Inc	$743K	0.43%	0.01%	-0.6%	Q4 2025
INTCIntel Corp	$736K	0.43%	0.00%	-1.9%	Q4 2025
CVXChevron Corp	$700K	0.41%	0.00%	+0.4%	Q4 2025
AMGNAmgen Inc	$688K	0.40%	0.00%	-4.4%	Q4 2025
XOMExxonMobil Holdings Corp	$682K	0.40%	0.00%	-11.0%	Q4 2025
PGPROCTER & GAMBLE Co	$670K	0.39%	0.00%	-6.1%	Q4 2025
MRKMerck & Co., Inc.	$623K	0.36%	0.00%	+0.2%	Q4 2025
ATOAtmos Energy Corp	$570K	0.33%	0.00%	-2.4%	Q4 2025
CATCaterpillar Inc	$559K	0.33%	0.00%	+0.7%	Q4 2025
AAONAaon, Inc.	$542K	0.32%	0.01%	Not reported	Q4 2025
VVisa Inc.	$524K	0.31%	0.00%	-0.7%	Q4 2025
ABTAbbott Laboratories	$518K	0.30%	0.00%	-8.6%	Q4 2025
EPDEnterprise Products Partners L.P.	$511K	0.30%	0.00%	-1.0%	Q4 2025
WMTWalmart Inc.	$511K	0.30%	0.00%	-7.7%	Q4 2025
EMREmerson Electric Co	$496K	0.29%	0.00%	-0.4%	Q4 2025
TSLATesla, Inc.	$495K	0.29%	0.00%	+4.0%	Q4 2025
PSXPhillips 66	$490K	0.29%	0.00%	+0.4%	Q4 2025
XELXcel Energy Inc	$488K	0.29%	0.00%	+0.8%	Q4 2025
MCDMcdonalds Corp	$451K	0.26%	0.00%	-4.3%	Q4 2025
GOOGAlphabet Inc.	$442K	0.26%	Not reported	+6.0%	Q4 2025
LOWLowes Companies Inc	$435K	0.25%	0.00%	+0.5%	Q4 2025
PEPPepsico Inc	$429K	0.25%	0.00%	-7.4%	Q4 2025
KOCoca Cola Co	$416K	0.24%	0.00%	+2.2%	Q4 2025
METAMeta Platforms, Inc.	$413K	0.24%	Not reported	-4.8%	Q4 2025
ORIOld Republic International Corp	$397K	0.23%	0.00%	+0.8%	Q4 2025
AFLAflac Inc	$391K	0.23%	0.00%	+0.6%	Q4 2025

Q4 2025Reported Feb 10, 202688 positions
GLDSPDR Gold Trust	$3.07M	2.07%	0.00%	New	Q4 2025
AAPLApple Inc.	$3.02M	2.04%	0.00%	New	Q4 2025
MUMicron Technology Inc	$2.43M	1.64%	0.00%	New	Q4 2025
BRK.ABerkshire Hathaway Inc	$2.19M	1.48%	Not reported	New	Q4 2025
MSFTMicrosoft Corp	$2.04M	1.37%	0.00%	New	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.63M	1.10%	Not reported	New	Q4 2025
GOOGLAlphabet Inc.	$1.45M	0.98%	0.00%	New	Q4 2025
ADPAutomatic Data Processing Inc	$1.38M	0.93%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.36M	0.92%	Not reported	New	Q4 2025
NVDANvidia Corp	$1.35M	0.91%	0.00%	New	Q4 2025
ITWIllinois Tool Works Inc	$1.22M	0.82%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$1.15M	0.77%	0.00%	New	Q4 2025
CSCOCisco Systems, Inc.	$1.07M	0.72%	0.00%	New	Q4 2025
AMATApplied Materials Inc	$1.04M	0.70%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$1.03M	0.69%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$1.02M	0.69%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$952K	0.64%	0.00%	New	Q4 2025
FNDFSchwab Strategic Trust	$911K	0.61%	Not reported	New	Q4 2025
ORCLOracle Corp	$802K	0.54%	0.00%	New	Q4 2025
TJXTJX Companies Inc	$794K	0.54%	0.00%	New	Q4 2025
BABoeing Co	$760K	0.51%	0.00%	New	Q4 2025
AMGNAmgen Inc	$754K	0.51%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$748K	0.50%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$724K	0.49%	0.00%	New	Q4 2025
ABTAbbott Laboratories	$713K	0.48%	0.00%	New	Q4 2025
WELLWelltower Inc.	$692K	0.47%	0.00%	New	Q4 2025
IDAIdacorp Inc	$685K	0.46%	0.01%	New	Q4 2025
CVXChevron Corp	$665K	0.45%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$628K	0.42%	0.00%	New	Q4 2025
VVisa Inc.	$548K	0.37%	0.00%	New	Q4 2025
ATOAtmos Energy Corp	$535K	0.36%	0.00%	New	Q4 2025
MCDMcdonalds Corp	$529K	0.36%	0.00%	New	Q4 2025
WMTWalmart Inc.	$528K	0.36%	0.00%	New	Q4 2025
EMREmerson Electric Co	$525K	0.35%	0.00%	New	Q4 2025
LOWLowes Companies Inc	$505K	0.34%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$497K	0.34%	Not reported	New	Q4 2025
TSLATesla, Inc.	$488K	0.33%	0.00%	New	Q4 2025
THROTheron Resource Group	$461K	0.31%	0.15%	New	Q4 2025
PEPPepsico Inc	$460K	0.31%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$454K	0.31%	0.00%	New	Q4 2025
EPDEnterprise Products Partners L.P.	$453K	0.31%	0.00%	New	Q4 2025
XELXcel Energy Inc	$448K	0.30%	0.00%	New	Q4 2025
CATCaterpillar Inc	$428K	0.29%	0.00%	New	Q4 2025
PSXPhillips 66	$412K	0.28%	0.00%	New	Q4 2025
BPREBluerock Private Real Estate Fund	$407K	0.27%	Not reported	New	Q4 2025
ORIOld Republic International Corp	$391K	0.26%	0.00%	New	Q4 2025
KOCoca Cola Co	$391K	0.26%	0.00%	New	Q4 2025
AFLAflac Inc	$383K	0.26%	0.00%	New	Q4 2025
AAONAaon, Inc.	$378K	0.25%	0.01%	New	Q4 2025
GEGeneral Electric Co	$376K	0.25%	0.00%	New	Q4 2025

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