Holdings
Beta Wealth Group, Inc.
As of Jun 30, 2026, Beta Wealth Group, Inc. reported 51 positions worth US$45.4M. Largest: Walmart Inc., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Walmart Inc. | 41,247 | US$4.67M | +35,142 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 12,283 | US$4.39M | +111 | Jun 30, 2026 |
| Apple Inc | 13,716 | US$3.97M | +1,245 | Jun 30, 2026 |
| Nvidia Corporation | 8,657 | US$1.73M | −700 | Jun 30, 2026 |
| Amazon.com, Inc. | 7,248 | US$1.73M | +1,217 | Jun 30, 2026 |
| Qualcomm Incorporated | 9,178 | US$1.7M | +301 | Jun 30, 2026 |
| Microsoft Corp. | 4,439 | US$1.66M | +187 | Jun 30, 2026 |
| Servicenow, Inc. | 15,750 | US$1.56M | +895 | Jun 30, 2026 |
| Cisco Systems, Inc. | 9,924 | US$1.17M | +298 | Jun 30, 2026 |
| Arista Networks, Inc. | 6,400 | US$1.09M | +200 | Jun 30, 2026 |