BETO FINANCIAL GROUP, LLC

CIK 0002104828 · Q1 2026

13F Equity AUM

$170.9M

+15.3% QoQ

Positions

152

+19 QoQ

AUM Rank

#8,031

Top 65%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 23.1%Top 10: 35.7%Top 20: 52.0%

IVW5.6%

IVE3.0%

MU2.2%

Others (142)64.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Position Sizing

Positions: 152Median: 0.29%Avg: 0.66%

0–0.5%

104(24.2%)

0.5–1%

19(13.6%)

1–3%

23(36.0%)

3–5%

4(15.5%)

5%+

2(10.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Loading overlap analysis...

Loading position changes...

Holdings

Loading holdings...