BETO FINANCIAL GROUP, LLC
•CIK: 2104828•Filing: Q4 2025
BETO FINANCIAL GROUP, LLC manages $148M across a diversified portfolio of 133 positions. The fund exhibits significant concentration in select names, notably allocating $11.9M to CGXU and $9.8M to IVE. Further substantial exposure includes $8.1M in IVW and $7.5M in CGMU. This positioning suggests a focused, high-conviction approach within its current investment mandate.
Total AUM
$148.2M
QoQ Performance
N/A
Positions
104
Top 10 Concentration
44.2%
Latest Filing
Q4 2025
Top Holdings Allocation
CGXU
IVE
IVW
CGMU
CGXU8.0%
IVE6.6%
IVW5.5%
CGMU5.0%
JCPB5.0%
IJH3.5%
FBND3.2%
HELO3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other78.0%
Technology7.9%
Financial4.0%
Consumer2.9%
Healthcare2.7%
ETF1.5%
Industrial1.4%
Energy0.7%