# EDGAR Filing Document

**Accession Number:** 0001594417
**File Stem:** 0001594417-25-000007
**Filing Date:** 2025-11
**Character Count:** 15574
**Document Hash:** 21ef669b616c8ce9554a0537760e4dbb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001594417-25-000007.hdr.sgml**: 20251107

**ACCESSION NUMBER**: 0001594417-25-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251107

**DATE AS OF CHANGE**: 20251107

**EFFECTIVENESS DATE**: 20251107

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Beta Wealth Group, Inc.
- **CENTRAL INDEX KEY:** 0001594417

**ORGANIZATION NAME:**
- **EIN:** 271460633
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15678
- **FILM NUMBER:** 251461513

**BUSINESS ADDRESS:**
- **STREET 1:** 11421 W BERNARDO COURT
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92127
- **BUSINESS PHONE:** 858-207-3377

**MAIL ADDRESS:**
- **STREET 1:** 11421 W BERNARDO COURT
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92127

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Beta Wealth Group Inc.<br>**Address:** 11421 W BERNARDO COURT<br>SAN DIEGO, CA 92127

**Form 13F File Number:** 028-15678

**CRD Number (if applicable):** 000165224

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Romy Brown<br>**Title:** Chief Operations and Compliance Officer<br>**Phone:** 8582073377

**Signature, Place, and Date of Signing:**

Romy M. Brown  San Diego, CA  11-07-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 2

**Form 13F Information Table Entry Total:** 120

**Form 13F Information Table Value Total:** $253350451

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                           | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | Crossmark Global Holdings Inc. | 028-18152              |  |  |
|     2 | DIMENSIONAL FUND ADVISORS LP   | 028-01186              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 2023 ETF SERIES TRUST II | GMO INTL QUALITY | 90139K308 |  | 17832292 | 697937 | SH |  | SOLE |  | 0 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 495905 | 3702 | SH |  | OTR | 1 | 0 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 647160 | 4000 | SH |  | OTR | 1 | 0 | 0 | 0 |
| ADVISORS INNER CIRCLE FD | LSV DISCIPLINED | 0075W0155 |  | 5071950 | 180188 | SH |  | SOLE |  | 0 | 0 | 0 |
| ADVISORS INNER CIRCLE FD II | CULLEN ENHANCED | 00791R707 |  | 1953780 | 77498 | SH |  | SOLE |  | 0 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 211468 | 1648 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2748895 | 11287 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 278421 | 1145 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 633294 | 2600 | SH |  | OTR | 1 | 0 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 856103 | 3899 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 351312 | 1600 | SH |  | OTR | 1 | 0 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 7601789 | 85385 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 10167743 | 102158 | SH |  | SOLE |  | 0 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 5318372 | 20887 | SH |  | SOLE |  | 0 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 675975 | 3301 | SH |  | OTR | 1 | 0 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 728550 | 5000 | SH |  | OTR | 1 | 0 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 646370 | 12529 | SH |  | OTR | 1 | 0 | 0 | 0 |
| BLACKROCK ETF TRUST II | SHORT DURATION H | 092528108 |  | 819029 | 36662 | SH |  | SOLE |  | 0 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 1501166 | 8786 | SH |  | SOLE |  | 0 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 374121 | 1134 | SH |  | SOLE |  | 0 | 0 | 0 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 2401628 | 57141 | SH |  | SOLE |  | 0 | 0 | 0 |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | 14022A102 |  | 1725112 | 60765 | SH |  | SOLE |  | 0 | 0 | 0 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | 14021N105 |  | 1588229 | 51399 | SH |  | SOLE |  | 0 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | 14020Y607 |  | 1982445 | 75207 | SH |  | SOLE |  | 0 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 658126 | 9619 | SH |  | OTR | 1 | 0 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 651481 | 6418 | SH |  | OTR | 1 | 0 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 518319 | 7815 | SH |  | OTR | 1 | 0 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 752754 | 813 | SH |  | SOLE |  | 0 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 536986 | 7123 | SH |  | OTR | 1 | 0 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 457569 | 2700 | SH |  | OTR | 1 | 0 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 380645 | 6707 | SH |  | OTR | 1 | 0 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MRKTETS | 25434V534 |  | 6380953 | 112817 | SH |  | SOLE |  | 0 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 350558 | 7601 | SH |  | SOLE |  | 0 | 0 | 0 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 435083 | 9068 | SH |  | OTR | 2 | 0 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 549742 | 4801 | SH |  | OTR | 1 | 0 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 484005 | 6213 | SH |  | OTR | 1 | 0 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 827036 | 4100 | SH |  | OTR | 1 | 0 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 604370 | 4607 | SH |  | OTR | 1 | 0 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 644367 | 5715 | SH |  | OTR | 1 | 0 | 0 | 0 |
| FIRST TR EXCH TRD ALPHDX FD | EM SML CP ALPH | 33737J307 |  | 8912525 | 201734 | SH |  | SOLE |  | 0 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | MNGD FUTRS STRGY | 33739G103 |  | 1480007 | 30390 | SH |  | SOLE |  | 0 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 299742 | 879 | SH |  | SOLE |  | 0 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 690236 | 6218 | SH |  | OTR | 1 | 0 | 0 | 0 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 9078756 | 533730 | SH |  | SOLE |  | 0 | 0 | 0 |
| GOLDMAN SACHS ETF TR | NASDAQ-100 PREMI | 38149W630 |  | 2054285 | 39159 | SH |  | SOLE |  | 0 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 |  | 459720 | 2000 | SH |  | SOLE |  | 0 | 0 | 0 |
| HARBOR ETF TRUST | HARBOR COMMODITY | 41151J505 |  | 4862810 | 188481 | SH |  | SOLE |  | 0 | 0 | 0 |
| HARBOR ETF TRUST | SCIENTIFIC HIGH | 41151J109 |  | 1943691 | 41917 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 |  | 496407 | 9882 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S GBL WATER | 46138E263 |  | 436832 | 6800 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | GBL LISTED PVT | 46137V118 |  | 7513096 | 108854 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S 500 VLU MOMN | 46137V423 |  | 11701329 | 177959 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 581759 | 969 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES INC | EM MKTS DIV ETF | 464286319 |  | 9539996 | 321320 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 600097 | 5986 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 2103910 | 43804 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 439026 | 4702 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 2688798 | 28247 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 266425 | 5215 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 2570565 | 31661 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 381369 | 10434 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 4818318 | 78834 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 649145 | 2683 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | ESG MSCI EM LDRS | 46436E601 |  | 543095 | 9216 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 10092556 | 90541 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | RESIDENTIAL MULT | 464288562 |  | 614110 | 7227 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1197697 | 12589 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | ESG SELECT SCRE | 46436E551 |  | 619641 | 14131 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | ESG SELECT SCREE | 46436E544 |  | 634764 | 14915 | SH |  | SOLE |  | 0 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 454442 | 7959 | SH |  | SOLE |  | 0 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 1506180 | 29843 | SH |  | SOLE |  | 0 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 |  | 3006468 | 61319 | SH |  | SOLE |  | 0 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 714779 | 15401 | SH |  | SOLE |  | 0 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | 46641Q126 |  | 5584203 | 116507 | SH |  | SOLE |  | 0 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 498084 | 9818 | SH |  | SOLE |  | 0 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 217453 | 689 | SH |  | SOLE |  | 0 | 0 | 0 |
| KULR TECHNOLOGY GROUP INC | COM | 50125G307 |  | 73395 | 17643 | SH |  | SOLE |  | 0 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 611169 | 6417 | SH |  | OTR | 1 | 0 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 521655 | 6215 | SH |  | OTR | 1 | 0 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 350898 | 478 | SH |  | SOLE |  | 0 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1087722 | 6500 | SH |  | OTR | 1 | 0 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2514525 | 4855 | SH |  | SOLE |  | 0 | 0 | 0 |
| MILESTONE PHARMACEUTICALS IN | COM | 59935V107 |  | 28254 | 14127 | SH |  | SOLE |  | 0 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 457015 | 7316 | SH |  | OTR | 1 | 0 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 749880 | 4717 | SH |  | OTR | 1 | 0 | 0 | 0 |
| MORGAN STANLEY ETF TRUST | EATON VANCE HIGH | 61774R783 |  | 1267957 | 25662 | SH |  | SOLE |  | 0 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 708481 | 3797 | SH |  | SOLE |  | 0 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1007532 | 5400 | SH |  | OTR | 1 | 0 | 0 | 0 |
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 |  | 24320 | 19000 | SH |  | SOLE |  | 0 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 509656 | 7600 | SH |  | OTR | 1 | 0 | 0 | 0 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 |  | 6466966 | 326614 | SH |  | SOLE |  | 0 | 0 | 0 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 15948001 | 594188 | SH |  | SOLE |  | 0 | 0 | 0 |
| PIMCO MUN INCOME FD II | COM | 72200W106 |  | 160620 | 20306 | SH |  | SOLE |  | 0 | 0 | 0 |
| PROSHARES TR | PRIV EQTY-LSTD | 74348A533 |  | 862483 | 32745 | SH |  | SOLE |  | 0 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 669418 | 4024 | SH |  | SOLE |  | 0 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 949826 | 5709 | SH |  | OTR | 1 | 0 | 0 | 0 |
| RBB FD INC | SGI ENHANCED COR | 74933W254 |  | 1370198 | 53098 | SH |  | SOLE |  | 0 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 335922 | 2007 | SH |  | OTR | 1 | 0 | 0 | 0 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 213330 | 6207 | SH |  | OTR | 1 | 0 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 554389 | 5807 | SH |  | OTR | 1 | 0 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 1523063 | 1655 | SH |  | SOLE |  | 0 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 617972 | 6521 | SH |  | OTR | 1 | 0 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 3257428 | 7024 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR INDEX SHS FDS | S INTL ETF | 78463X772 |  | 271154 | 6350 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 6644540 | 9974 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 645134 | 8235 | SH |  | SOLE |  | 0 | 0 | 0 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 6664111 | 160272 | SH |  | SOLE |  | 0 | 0 | 0 |
| SSGA ACTIVE TR | SPDR SSGA IG PUB | 78470P622 |  | 543181 | 21293 | SH |  | SOLE |  | 0 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 533685 | 6308 | SH |  | OTR | 1 | 0 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 867650 | 6003 | SH |  | OTR | 1 | 0 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 325289 | 1911 | SH |  | OTR | 1 | 0 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1262803 | 5852 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 264052 | 2948 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 6641800 | 78434 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 1754509 | 25292 | SH |  | SOLE |  | 0 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 322791 | 7344 | SH |  | OTR | 1 | 0 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 670554 | 6506 | SH |  | OTR | 1 | 0 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 621016 | 2812 | SH |  | SOLE |  | 0 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 528203 | 6302 | SH |  | OTR | 1 | 0 | 0 | 0 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 852485 | 7100 | SH |  | OTR | 1 | 0 | 0 | 0 |

---