Lindsay Marie Rider

Beto Financial Group, Llc

Assets Managed

$170.86M

Holdings

152

Last Quarter

2026 - Q1

Filed Date

1mo 29d ago

Growth Rate

15.33%(2Q avg: 7.67%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Beto Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Beto Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 170.86M in assets, with a quarterly growth rate of 15.33% and a 2-quarter average growth rate of 7.67%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 8.48%	5.57%	$9.508M 70,906 shares@ $134.1 avg price	Increased 8.48%
CGXU Cap Group Intl Focus Recent Activity Decreased -30.15%	5.1%	$8.71M 263,152 shares@ $33.1 avg price	Decreased -30.15%
CGMU Cap Group Municipal Income Recent Activity Increased 12.28%	4.87%	$8.318M 303,914 shares@ $27.38 avg price	Increased 12.28%
CGUS Cap Group Core Equity Recent Activity Increased 602.21%	4.51%	$7.706M 179,160 shares@ $43.02 avg price	Increased 602.21%
IEMG Ishares Core Msci Emerging Recent Activity Increased 89.83%	3.1%	$5.284M 64,862 shares@ $81.47 avg price	Increased 89.83%
IVE Ishares S&p 500 Value Etf Recent Activity Decreased -48.33%	3.02%	$5.15M 23,034 shares@ $223.58 avg price	Decreased -48.33%
DYNF Ishrs Us E F R A Etf-usd Inc Recent Activity Increased 299.82%	2.67%	$4.56M 69,944 shares@ $65.21 avg price	Increased 299.82%
JCPB Jpmorgan Core Plus Bond Etf Recent Activity Decreased -39.89%	2.59%	$4.415M 94,153 shares@ $46.9 avg price	Decreased -39.89%
MU Micron Technology Inc Recent Activity Increased 6.25%	2.24%	$3.818M 5,904 shares@ $646.66 avg price	Increased 6.25%
BRTR Ishares Total Return Act Etf Recent Activity Increased 293.44%	2.11%	$3.604M 71,809 shares@ $50.2 avg price	Increased 293.44%

1-10 of 152