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BetterWealth

Latest statistics and disclosures from BetterWealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAX, BIV, AAPL, EBI, and represent 62.85% of BetterWealth's stock portfolio.
Added to shares of these 10 stocks: VBIL, ES, BSV, BIV, AVUV, TSLA, QQQ, META, NFLX, CGXU.
Started 11 new stock positions in NFLX, VBIL, ES, IWV, PHG, JPM, VGUS, TD, ITOT, META. AVBH.
Reduced shares in these 10 stocks: AAPL, NVDA, DFAC, DFAX, SCHB, MSFT, DUHP, VTI, VV, DFSV.
Sold out of its positions in PG, SCHB, VIG, VV, VTI.
BetterWealth was a net seller of stock by $-1.2M.
BetterWealth has $420M in assets under management (AUM), dropping by 7.58%.
Central Index Key (CIK): 0001911702

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Portfolio Holdings for BetterWealth

BetterWealth holds 69 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	25.5	$107M		2.8M	38.57	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	13.5	$57M		1.8M	31.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	8.2	$34M	+3%	440k	78.09	View chart
Apple (AAPL)	8.1	$34M	-8%	133k	254.63	View chart
Rbb Fund Trust Longview Advantg (EBI)	7.7	$32M		586k	54.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.9	$21M	+6%	260k	78.91	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	3.8	$16M		535k	29.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.6	$15M	+3%	151k	99.53	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.4	$14M		317k	44.48	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.2	$9.4M		223k	42.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.1	$8.8M		201k	43.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.9	$7.9M		106k	75.11	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.4	$6.1M	-3%	170k	35.69	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.2	$5.1M	-7%	136k	37.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.2	$5.1M	-2%	168k	30.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$4.2M	+5%	50k	84.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$4.2M	-3%	131k	32.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$4.0M	-3%	16k	243.56	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$3.3M	-8%	103k	31.84	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$2.6M	+4%	62k	42.47	View chart
Tesla Motors (TSLA)	0.5	$2.0M	+28%	4.5k	444.72	View chart
Johnson & Johnson (JNJ)	0.4	$1.8M	-2%	9.7k	185.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.7M		2.8k	612.38	View chart
NVIDIA Corporation (NVDA)	0.4	$1.6M	-54%	8.6k	186.57	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.4	$1.6M	NEW	21k	75.61	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.4	$1.5M		23k	64.20	View chart
Eversource Energy (ES)	0.3	$1.4M	NEW	19k	71.14	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$1.2M	-5%	25k	48.19	View chart
Dimensional Etf Trust International (DFSI)	0.3	$1.2M	+4%	29k	40.95	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$1.1M	-18%	20k	58.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$923k		1.8k	502.74	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$833k	-20%	19k	44.69	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.2	$780k	+3%	15k	53.27	View chart
Amazon (AMZN)	0.2	$742k	-8%	3.4k	219.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$704k	+123%	1.2k	600.49	View chart
Microsoft Corporation (MSFT)	0.1	$628k	-40%	1.2k	518.06	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$594k	+4%	15k	41.09	View chart
Chevron Corporation (CVX)	0.1	$584k	+58%	3.8k	155.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$513k		1.1k	468.23	View chart
Eli Lilly & Co. (LLY)	0.1	$452k	+2%	592.00	762.79	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$378k		5.8k	64.86	View chart
Meta Platforms Cl A (META)	0.1	$364k	NEW	495.00	734.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$359k	+19%	1.5k	243.16	View chart
Exponent (EXPO)	0.1	$326k		4.7k	69.48	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$322k	-27%	1.7k	186.49	View chart
Wal-Mart Stores (WMT)	0.1	$320k		3.1k	103.05	View chart
Qualcomm (QCOM)	0.1	$318k		1.9k	166.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$310k		4.2k	73.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$309k	+7%	5.2k	59.92	View chart
Wells Fargo & Company (WFC)	0.1	$297k	+3%	3.5k	83.82	View chart
Applied Materials (AMAT)	0.1	$294k		1.4k	204.78	View chart
Cisco Systems (CSCO)	0.1	$293k	-8%	4.3k	68.42	View chart
Netflix (NFLX)	0.1	$293k	NEW	244.00	1198.92	View chart
Kla Corp Com New (KLAC)	0.1	$289k		268.00	1077.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$284k		426.00	666.18	View chart
Intuit (INTU)	0.1	$281k	+3%	412.00	682.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$269k	NEW	1.8k	145.65	View chart
Costco Wholesale Corporation (COST)	0.1	$263k	+2%	284.00	925.58	View chart
Exxon Mobil Corporation (XOM)	0.1	$247k		2.2k	112.76	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$229k		7.8k	29.32	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.1	$221k	NEW	2.9k	75.66	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$220k	NEW	2.8k	79.95	View chart
Starbucks Corporation (SBUX)	0.1	$220k		2.6k	84.59	View chart
Avidbank Holdings (AVBH)	0.1	$216k	NEW	8.5k	25.50	View chart
JPMorgan Chase & Co. (JPM)	0.1	$213k	NEW	675.00	315.43	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.1	$211k	NEW	7.8k	27.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$209k	NEW	551.00	378.94	View chart
PG&E Corporation (PCG)	0.0	$207k		14k	15.08	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$193k	+7%	18k	10.65	View chart

Past Filings by BetterWealth

SEC 13F filings are viewable for BetterWealth going back to 2021

BetterWealth 2025 Q3 filed Oct. 21, 2025
BetterWealth 2025 Q2 filed July 14, 2025
BetterWealth 2025 Q1 filed April 28, 2025
BetterWealth 2024 Q4 filed Jan. 23, 2025
BetterWealth 2024 Q3 filed Oct. 22, 2024
BetterWealth 2024 Q2 filed July 19, 2024
BetterWealth 2024 Q1 filed April 19, 2024
BetterWealth 2023 Q4 filed Jan. 23, 2024
BetterWealth 2023 Q3 filed Oct. 24, 2023
BetterWealth 2023 Q2 filed July 24, 2023
BetterWealth 2023 Q1 filed April 20, 2023
BetterWealth 2022 Q4 filed Jan. 24, 2023
BetterWealth 2022 Q3 filed Oct. 28, 2022
BetterWealth 2022 Q2 filed July 29, 2022
BetterWealth 2022 Q1 filed May 2, 2022
BetterWealth 2021 Q4 filed March 3, 2022

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