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BetterWealth

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

Top 5 stock holdings are DFAC, DFAX, VBIL, AAPL, BIV, and represent 59.46% of BetterWealth's stock portfolio.
Added to shares of these 10 stocks: VBIL (+$48M), AAPL (+$11M), SHOP, BIV, DFAC, BSV, CGXU, VV, VTI, ADI.
Started 16 new stock positions in AMGN, SCHB, ADI, SCHX, LRGF, FNDF, VTI, SCHF, CAT, VB. FNDE, FNDX, VV, SHOP, VIG, AVGO.
Reduced shares in these 10 stocks: ES, QCOM, DUHP, JNJ, DFSV, MU, DISV, DIHP, DFEM, DFAT.
Sold out of its position in QCOM.
BetterWealth was a net buyer of stock by $72M.
BetterWealth has $510M in assets under management (AUM), dropping by 16.23%.
Central Index Key (CIK): 0001911702

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Portfolio Holdings for BetterWealth

BetterWealth holds 85 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	21.6	$110M		2.8M	38.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	12.1	$62M		1.8M	33.97	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	9.7	$50M	+3019%	655k	75.65	View chart
Apple (AAPL)	8.7	$45M	+32%	175k	253.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	7.3	$37M	+3%	482k	77.18	View chart
Rbb Fund Trust Longview Advantg (EBI)	6.6	$34M		583k	57.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.4	$22M	+3%	286k	78.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.5	$18M	+2%	164k	110.47	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	3.4	$17M	+4%	580k	29.49	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.9	$15M	+2%	339k	44.02	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.0	$10M	+2%	241k	42.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$8.8M		109k	80.58	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.7	$8.6M	+3%	214k	40.19	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.3	$6.5M		166k	39.44	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.0	$5.3M		165k	32.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$5.0M	+9%	60k	82.75	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.9	$4.7M	-3%	129k	36.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$4.6M		16k	286.87	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.9	$4.4M		128k	34.55	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$3.4M	-3%	97k	35.04	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$2.3M		55k	41.09	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$2.2M	NEW	18k	118.62	View chart
Johnson & Johnson (JNJ)	0.4	$2.1M	-7%	8.5k	244.44	View chart
NVIDIA Corporation (NVDA)	0.4	$2.0M	+11%	11k	174.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.8M	+7%	3.0k	597.55	View chart
Tesla Motors (TSLA)	0.3	$1.7M		4.6k	371.75	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.3	$1.6M		25k	62.83	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$1.4M		30k	47.88	View chart
Dimensional Etf Trust International (DFSI)	0.2	$1.1M		26k	42.40	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.1M	-3%	18k	62.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$885k	-2%	18k	48.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$875k		1.8k	479.20	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.2	$810k		16k	51.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$806k	+144%	13k	64.08	View chart
Chevron Corporation (CVX)	0.2	$796k	+7%	3.8k	206.90	View chart
Amazon (AMZN)	0.1	$689k	+14%	3.3k	208.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$660k	NEW	2.2k	298.82	View chart
Eversource Energy (ES)	0.1	$658k	-38%	9.5k	69.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$656k		1.1k	577.29	View chart
Eli Lilly & Co. (LLY)	0.1	$600k	+11%	652.00	919.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$578k	NEW	1.8k	320.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$554k	+97%	1.9k	287.53	View chart
Microsoft Corporation (MSFT)	0.1	$534k	+32%	1.4k	370.20	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$524k		12k	42.37	View chart
Applied Materials (AMAT)	0.1	$487k		1.4k	341.86	View chart
Analog Devices (ADI)	0.1	$476k	NEW	1.5k	318.14	View chart
Wal-Mart Stores (WMT)	0.1	$463k	+22%	3.7k	124.27	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$458k	NEW	12k	38.26	View chart
Exxon Mobil Corporation (XOM)	0.1	$430k	+17%	2.5k	169.63	View chart
Kla Corp Com New (KLAC)	0.1	$394k		268.00	1470.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$376k	NEW	15k	24.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$361k	+6%	1.8k	196.20	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$338k		5.8k	57.94	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$336k	NEW	12k	27.85	View chart
Cisco Systems (CSCO)	0.1	$330k		4.2k	77.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$322k	NEW	1.2k	261.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$313k	-3%	4.1k	77.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$311k	NEW	1.4k	215.12	View chart
Exponent (EXPO)	0.1	$305k		4.7k	65.25	View chart
Costco Wholesale Corporation (COST)	0.1	$294k	+13%	295.00	996.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$293k	NEW	11k	25.64	View chart
Wells Fargo & Company (WFC)	0.1	$281k		3.5k	79.61	View chart
Meta Platforms Cl A (META)	0.1	$273k		477.00	572.61	View chart
JPMorgan Chase & Co. (JPM)	0.1	$266k	+42%	905.00	294.16	View chart
Netflix (NFLX)	0.1	$261k	+12%	2.7k	96.15	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$258k	NEW	5.3k	48.93	View chart
Lam Research Corp Com New (LRCX)	0.0	$251k		1.2k	213.75	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$248k	NEW	3.8k	66.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$248k	-10%	381.00	650.34	View chart
Micron Technology (MU)	0.0	$248k	-28%	733.00	337.84	View chart
Advanced Micro Devices (AMD)	0.0	$243k		1.2k	203.43	View chart
Avidbank Holdings (AVBH)	0.0	$242k		8.5k	28.50	View chart
PG&E Corporation (PCG)	0.0	$241k		14k	17.57	View chart
Amgen (AMGN)	0.0	$238k	NEW	676.00	351.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$238k	NEW	9.5k	25.10	View chart
Starbucks Corporation (SBUX)	0.0	$233k		2.6k	89.57	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$231k	-7%	2.5k	93.31	View chart
Broadcom (AVGO)	0.0	$228k	NEW	737.00	309.51	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$228k		7.8k	29.18	View chart
Caterpillar (CAT)	0.0	$225k	NEW	318.00	708.46	View chart
Us Bancorp Com New (USB)	0.0	$213k		4.1k	52.01	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.0	$212k		7.8k	27.40	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$204k		551.00	370.68	View chart
Intuit (INTU)	0.0	$202k	+13%	468.00	432.38	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$195k		19k	10.33	View chart

Past Filings by BetterWealth

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

BetterWealth 2026 Q1 filed April 24, 2026
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

View all past filings

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