0001085146-14-000969.txt : 20140506 0001085146-14-000969.hdr.sgml : 20140506 20140505184507 ACCESSION NUMBER: 0001085146-14-000969 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140506 DATE AS OF CHANGE: 20140505 EFFECTIVENESS DATE: 20140506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Beta Wealth Group, Inc. CENTRAL INDEX KEY: 0001594417 IRS NUMBER: 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: 14814989 BUSINESS ADDRESS: STREET 1: 16870 WEST BERNARDO DRIVE, SUITE 170 CITY: SAN DIEGO STATE: CA ZIP: 92127 BUSINESS PHONE: 858-207-3377 MAIL ADDRESS: STREET 1: 16870 WEST BERNARDO DRIVE, SUITE 170 CITY: SAN DIEGO STATE: CA ZIP: 92127 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001594417 XXXXXXXX 03-31-2014 03-31-2014 false Beta Wealth Group, Inc.

16870 WEST BERNARDO DRIVE, SUITE 170 SAN DIEGO CA 92127

13F HOLDINGS REPORT 028-15678 N Jodi Vleck 858-207-3377 /s/ Jodi Vleck San Diego CA 05-01-2014 0 20 8569 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AGILENT TECHNOLOGIES INC COM 00846U101 299 5347 SH SOLE 5347 0 0 ANADARKO PETE CORP COM 032511107 222 2617 SH SOLE 2617 0 0 BLACKROCK DEFINED OPPRTY CR COM 09255Q105 338 24500 SH SOLE 24500 0 0 BLACKROCK MULTI-SECTOR INC T COM 09258A107 892 50256 SH SOLE 50256 0 0 COMCAST CORP NEW CL A SPL 20030N200 314 6432 SH SOLE 6432 0 0 DREYFUS MUN INCOME INC COM 26201R102 382 42300 SH SOLE 42300 0 0 FOREST LABS INC COM 345838106 294 3190 SH SOLE 3190 0 0 HEWLETT PACKARD CO COM 428236103 1738 53709 SH SOLE 53709 0 0 INTL PAPER CO COM 460146103 428 9331 SH SOLE 9331 0 0 MATTEL INC COM 577081102 454 11307 SH SOLE 11307 0 0 MICROSOFT CORP COM 594918104 232 5651 SH SOLE 5651 0 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 294 9700 SH SOLE 9700 0 0 PIMCO ETF TR INTER MUN BD ST 72201R866 262 4975 SH SOLE 4975 0 0 QUALCOMM INC COM 747525103 418 5297 SH SOLE 5297 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 389 8695 SH SOLE 8695 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 236 4196 SH SOLE 4196 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 243 1297 SH SOLE 1297 0 0 UNITEDHEALTH GROUP INC COM 91324P102 297 3627 SH SOLE 3627 0 0 WEATHERFORD INTERNATIONAL LT REG SHS H27013103 224 12884 SH SOLE 12884 0 0 WESTERN ASST MN PRT FD INC COM 95766P108 613 42500 SH SOLE 42500 0 0