BetterWealth
Latest statistics and disclosures from BetterWealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, AAPL, DUHP, DFAX, DFSV, and represent 61.77% of BetterWealth's stock portfolio.
- Added to shares of these 10 stocks: LLY, ERET, DFSV, VBR, DFAX, AVRE, VCIT, DFEM, DISV, DUHP.
- Started 3 new stock positions in ERET, VBR, LLY.
- Reduced shares in these 10 stocks: AAPL, DFAT, VZ, UI, BSV, DFAS, DFUV, DFCF, DFAC, AMZN.
- Sold out of its positions in UI, VZ.
- BetterWealth was a net seller of stock by $-2.3M.
- BetterWealth has $257M in assets under management (AUM), dropping by 3.99%.
- Central Index Key (CIK): 0001911702
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Portfolio Holdings for BetterWealth
BetterWealth holds 45 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Past Filings by BetterWealth
SEC 13F filings are viewable for BetterWealth going back to 2021
- 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