Beta Wealth Group, Inc. reported 117 holdings worth US$242M as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed May 7, 2026
Beta Wealth Group, Inc. reported 117 holdings worth US$242M as of Mar 31, 2026. Filed May 7, 2026 (Form 13F).
- Holdings
- 117
- Value as reported
- US$242M