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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 62.83% of BetterWealth's stock portfolio.
Added to shares of these 10 stocks: BIV, BSV, DFAC, AVUV, AVRE, DFAX, CGXU, CGDV, VCIT, MU.
Started 4 new stock positions in LRCX, USB, MU, AMD.
Reduced shares in these 10 stocks: IWF, DFSU, ITOT, ES, EBI, VGUS, AAPL, GOOGL, AMZN, JNJ.
Sold out of its positions in ITOT, IWF, VGUS.
BetterWealth was a net buyer of stock by $6.7M.
BetterWealth has $439M in assets under management (AUM), dropping by 4.41%.
Central Index Key (CIK): 0001911702

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Portfolio Holdings for BetterWealth

BetterWealth holds 70 positions in its portfolio as reported in the December 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)	25.3	$111M		2.8M	39.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	13.6	$60M		1.8M	32.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	8.3	$36M	+5%	465k	77.88	View chart
Apple (AAPL)	8.2	$36M		132k	271.86	View chart
Rbb Fund Trust Longview Advantg (EBI)	7.5	$33M		582k	56.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.9	$22M	+5%	275k	78.81	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	3.7	$16M	+3%	556k	29.55	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.7	$16M	+5%	160k	101.98	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.3	$14M	+4%	332k	43.53	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.3	$10M	+5%	235k	43.64	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.1	$9.1M	+2%	206k	44.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.9	$8.4M	+3%	109k	77.02	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.5	$6.4M		167k	38.00	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.2	$5.3M		167k	31.66	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.2	$5.1M		134k	38.03	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$5.1M		16k	313.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$4.6M	+8%	55k	83.75	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$4.3M		129k	33.08	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$3.3M	-2%	100k	32.89	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$2.4M	-10%	56k	43.43	View chart
Tesla Motors (TSLA)	0.5	$2.0M		4.5k	449.72	View chart
NVIDIA Corporation (NVDA)	0.4	$1.9M	+17%	10k	186.49	View chart
Johnson & Johnson (JNJ)	0.4	$1.9M	-5%	9.2k	206.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.7M		2.8k	627.13	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.4	$1.6M	+7%	25k	63.63	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.4	$1.6M		21k	75.43	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$1.4M	+22%	30k	47.95	View chart
Dimensional Etf Trust International (DFSI)	0.3	$1.1M	-7%	27k	42.85	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.1M	-6%	18k	59.54	View chart
Eversource Energy (ES)	0.2	$1.0M	-18%	16k	67.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$914k		1.8k	502.65	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$869k		19k	46.59	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.2	$796k	+4%	15k	51.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$698k	-3%	1.1k	614.43	View chart
Amazon (AMZN)	0.2	$667k	-14%	2.9k	230.82	View chart
Eli Lilly & Co. (LLY)	0.1	$627k		584.00	1074.38	View chart
Chevron Corporation (CVX)	0.1	$548k	-4%	3.6k	152.41	View chart
Microsoft Corporation (MSFT)	0.1	$527k	-10%	1.1k	483.62	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$520k	-13%	13k	41.48	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$384k		5.8k	65.96	View chart
Applied Materials (AMAT)	0.1	$365k		1.4k	257.04	View chart
Wal-Mart Stores (WMT)	0.1	$340k		3.1k	111.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$330k		1.7k	190.99	View chart
Cisco Systems (CSCO)	0.1	$327k		4.2k	77.03	View chart
Wells Fargo & Company (WFC)	0.1	$327k		3.5k	93.20	View chart
Kla Corp Com New (KLAC)	0.1	$325k		268.00	1213.70	View chart
Exponent (EXPO)	0.1	$324k		4.7k	69.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$322k		5.2k	62.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$318k		4.2k	75.43	View chart
Meta Platforms Cl A (META)	0.1	$312k	-4%	472.00	660.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$305k	-34%	973.00	313.11	View chart
Micron Technology (MU)	0.1	$291k	NEW	1.0k	285.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$290k		425.00	681.92	View chart
Intuit (INTU)	0.1	$273k		412.00	662.42	View chart
Exxon Mobil Corporation (XOM)	0.1	$259k		2.2k	120.34	View chart
Advanced Micro Devices (AMD)	0.1	$254k	NEW	1.2k	214.16	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$253k	-2%	2.7k	94.20	View chart
Qualcomm (QCOM)	0.1	$249k	-24%	1.5k	171.05	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$228k		7.8k	29.28	View chart
Avidbank Holdings (AVBH)	0.1	$225k		8.5k	26.56	View chart
Costco Wholesale Corporation (COST)	0.1	$225k	-8%	261.00	862.34	View chart
Netflix (NFLX)	0.1	$225k	+883%	2.4k	93.76	View chart
PG&E Corporation (PCG)	0.1	$221k		14k	16.07	View chart
Starbucks Corporation (SBUX)	0.0	$219k		2.6k	84.20	View chart
Us Bancorp Del Com New (USB)	0.0	$218k	NEW	4.1k	53.36	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$213k		551.00	386.85	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.0	$210k		7.8k	27.08	View chart
JPMorgan Chase & Co. (JPM)	0.0	$204k	-6%	633.00	322.22	View chart
Lam Research Corp Com New (LRCX)	0.0	$201k	NEW	1.2k	171.25	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$198k	+5%	19k	10.40	View chart

Past Filings by BetterWealth

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

BetterWealth 2025 Q4 filed Jan. 15, 2026
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

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