Long-term investor
Beta Wealth Group, Inc. @betawealthgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001594417).
Record
- Tracked since 2025-06-30 (448 days), 116 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months n/a · 1 year +14.7% · all +14.7%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 90139K308 · 7.0% · long · since 2025-06-30
- 72201R585 · 6.9% · long · since 2025-06-30
- 46137V423 · 4.8% · long · since 2025-06-30
- 025072877 · 4.4% · long · since 2025-06-30
- 464287242 · 4.0% · long · since 2025-06-30
- 37954Y483 · 3.7% · long · since 2025-09-30
- 33737J307 · 3.6% · long · since 2025-06-30
- 38149W457 · 3.2% · long · since 2026-03-31
- 0075W0155 · 3.1% · long · since 2025-06-30
- 25434V534 · 3.0% · long · since 2025-06-30
- 025072802 · 3.0% · long · since 2025-06-30
- 921946794 · 2.9% · long · since 2025-06-30