BETA WEALTH GROUP, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOW | 15K | $1.55M |
 | MIST | 14K | $16.81K |
 | AAPL | 12K | $3.16M |
 | BAC | 12K | $581.48K |
 | GOOG | 11K | $3.20M |
 | CSCO | 10K | $746.88K |
 | NVDA | 9K | $1.63M |
 | QCOM | 9K | $1.14M |
 | CMCSA | 9K | $247.13K |
 | BX | 8K | $909.25K |
 | DD | 8K | $353.39K |
 | VZ | 8K | $379.73K |
 | KO | 7K | $556.81K |
 | MDLZ | 7K | $416.33K |
 | DAL | 7K | $459.39K |
 | UBER | 7K | $496.32K |
 | NFLX | 7K | $653.82K |
 | TJX | 7K | $1.05M |
 | SO | 7K | $630.04K |
 | C | 7K | $739.67K |
ServiceNow, Inc.
NOW
Shares Held
15K
Value
$1.55M
Milestone Pharmaceuticals Inc.
MIST
Shares Held
14K
Value
$16.81K
Apple Inc.
AAPL
Shares Held
12K
Value
$3.16M
Bank of America Corporation
BAC
Shares Held
12K
Value
$581.48K
Alphabet Inc.
GOOG
Shares Held
11K
Value
$3.20M
Cisco Systems, Inc.
CSCO
Shares Held
10K
Value
$746.88K
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.63M
QUALCOMM Incorporated
QCOM
Shares Held
9K
Value
$1.14M
Comcast Corporation
CMCSA
Shares Held
9K
Value
$247.13K
Blackstone Inc.
BX
Shares Held
8K
Value
$909.25K
DuPont de Nemours, Inc.
DD
Shares Held
8K
Value
$353.39K
Verizon Communications Inc.
VZ
Shares Held
8K
Value
$379.73K
The Coca-Cola Company
KO
Shares Held
7K
Value
$556.81K
Mondelez International, Inc.
MDLZ
Shares Held
7K
Value
$416.33K
Delta Air Lines, Inc.
DAL
Shares Held
7K
Value
$459.39K
Uber Technologies, Inc.
UBER
Shares Held
7K
Value
$496.32K
Netflix, Inc.
NFLX
Shares Held
7K
Value
$653.82K
The TJX Companies, Inc.
TJX
Shares Held
7K
Value
$1.05M
The Southern Company
SO
Shares Held
7K
Value
$630.04K
Citigroup Inc.
C
Shares Held
7K
Value
$739.67K