Beta Wealth Group, Inc.

Position in QCOM — Qualcomm Inc/De

CIK 1594417 SAN DIEGO, CA

Position in QCOM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,696,001

+$552,822 QoQ

Shares Held

9,178

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.84%

of 13F equity value

Holder Rank

#1,276

of 3,012 holders

Holding Since

Mar 2021

22 quarters on record

Technology · as of Jun 30, 2026

Beta Wealth Group, Inc. holds $4,565,314 across 5 Semiconductors names. QCOM ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	8,657	$1,732,179
2	QCOM	Qualcomm Inc/De This page	9,178	$1,696,001
3	AVGO	Broadcom Inc.	1,410	$532,627
4	AMD	Advanced Micro Devices Inc	610	$354,355
5	ON	On Semiconductor Corp	2,646	$250,152

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,696,001	9,178	+3.4%	Shares	Sole	2026-07-24
2026-03-31	$1,143,179	8,877	+2.0%	Shares	Sole	2026-05-07
2025-12-31	$1,487,963	8,699	-10.6%	Shares	Sole	2026-02-13
2025-09-30	$1,619,181	9,733	+6.5%	Shares	Sole	2025-11-07
2025-06-30	$1,454,839	9,135	-0.6%	Shares	Other	2025-08-11
2025-03-31	$1,411,522	9,189	-7.0%	Shares	Sole	2025-05-09
2024-12-31	$1,517,611	9,879	+6.5%	Shares	Sole	2025-01-31
2024-09-30	$1,577,723	9,278	+11.9%	Shares	Sole	2024-11-01
2024-06-30	$1,651,002	8,289	-1.2%	Shares	Sole	2024-08-12
2024-03-31	$1,419,749	8,386	-2.2%	Shares	Sole	2024-05-15
2023-12-31	$1,240,346	8,576	+0.4%	Shares	Sole	2024-02-12
2023-09-30	$948,452	8,540	+2.5%	Shares	Other	2023-11-13
2023-06-30	$992,198	8,335	+10.6%	Shares	Sole	2023-08-11
2023-03-31	$961,060	7,533	+5.6%	Shares	Sole	2023-05-09
2022-12-31	$783,982	7,131	+76.9%	Shares	Sole	2023-02-13
2022-09-30	$455,422	4,031	+7.0%	Shares	Sole	2022-11-01
2022-06-30	$481,068	3,766	0.0%	Shares	Sole	2022-08-05
2022-03-31	$575,520	3,766	-16.1%	Shares	Sole	2022-05-12
2021-12-31	$820,720	4,488	0.0%	Shares	Sole	2022-02-14
2021-09-30	$578,862	4,488	+9.1%	Shares	Sole	2021-11-12
2021-06-30	$587,728	4,112	0.0%	Shares	Sole	2021-08-16
2021-03-31	$545,210	4,112	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.