BETA WEALTH GROUP, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 19K | $5.22M |
 | NOW | 14K | $2.11M |
 | GOOG | 11K | $3.54M |
 | BAC | 11K | $617.38K |
 | NVDA | 9K | $1.71M |
 | QCOM | 9K | $1.49M |
 | DD | 8K | $310.07K |
 | KO | 8K | $532.83K |
 | VZ | 7K | $291.38K |
 | MDLZ | 7K | $377.84K |
 | NFLX | 7K | $618.82K |
 | DAL | 7K | $451.70K |
 | AMZN | 6K | $1.46M |
 | WMT | 6K | $702.60K |
 | WFC | 6K | $587.46K |
 | TJX | 6K | $891.07K |
 | CVS | 6K | $446.44K |
 | EMR | 5K | $67.79K |
 | MO | 5K | $288.30K |
 | DIS | 5K | $546.24K |
Apple Inc.
AAPL
Shares Held
19K
Value
$5.22M
ServiceNow, Inc.
NOW
Shares Held
14K
Value
$2.11M
Alphabet Inc.
GOOG
Shares Held
11K
Value
$3.54M
Bank of America Corporation
BAC
Shares Held
11K
Value
$617.38K
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.71M
QUALCOMM Incorporated
QCOM
Shares Held
9K
Value
$1.49M
DuPont de Nemours, Inc.
DD
Shares Held
8K
Value
$310.07K
The Coca-Cola Company
KO
Shares Held
8K
Value
$532.83K
Verizon Communications Inc.
VZ
Shares Held
7K
Value
$291.38K
Mondelez International, Inc.
MDLZ
Shares Held
7K
Value
$377.84K
Netflix, Inc.
NFLX
Shares Held
7K
Value
$618.82K
Delta Air Lines, Inc.
DAL
Shares Held
7K
Value
$451.70K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.46M
Walmart Inc.
WMT
Shares Held
6K
Value
$702.60K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$587.46K
The TJX Companies, Inc.
TJX
Shares Held
6K
Value
$891.07K
CVS Health Corporation
CVS
Shares Held
6K
Value
$446.44K
Emerson Electric Co.
EMR
Shares Held
5K
Value
$67.79K
Altria Group, Inc.
MO
Shares Held
5K
Value
$288.30K
The Walt Disney Company
DIS
Shares Held
5K
Value
$546.24K