BetterWealth

BetterWealth as of June 30, 2026

Portfolio Holdings for BetterWealth

BetterWealth holds 86 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 22.3 $126M 2.8M 44.36
Dimensional Etf Trust World Ex Us Core (DFAX) 11.8 $67M 1.8M 36.84
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 9.1 $52M 683k 75.68
Apple (AAPL) 8.4 $48M 164k 289.36
Vanguard Bd Index Fds Intermed Term (BIV) 7.1 $40M 521k 76.70
Rbb Fund Trust Longview Advantg (EBI) 6.7 $38M 583k 64.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.2 $24M 305k 77.91
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.6 $20M 164k 124.76
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 3.6 $20M 585k 34.62
American Centy Etf Tr Real Estate Etf (AVRE) 2.9 $17M 348k 47.38
Capital Group Dividend Value Shs Creat Unit (CGDV) 2.2 $12M 248k 49.28
Capital Group Growth Etf Shs Creat Unit (CGGR) 1.8 $10M 220k 47.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.8 $10M 105k 96.49
Dimensional Etf Trust Intl Small Cap V (DISV) 1.2 $6.7M 166k 40.13
Alphabet Cap Stk Cl C (GOOG) 1.0 $5.6M 16k 353.34
Dimensional Etf Trust Intl High Profit (DIHP) 1.0 $5.6M 164k 34.12
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.9 $5.2M 126k 41.73
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $5.2M 127k 40.64
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $5.1M 62k 82.65
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.6 $3.7M 94k 38.79
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $2.7M 58k 46.63
NVIDIA Corporation (NVDA) 0.4 $2.3M 11k 200.08
Johnson & Johnson (JNJ) 0.4 $2.1M 8.4k 253.97
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $2.1M 18k 114.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.0M 3.0k 686.81
Tesla Motors (TSLA) 0.3 $1.9M 4.6k 420.60
Vanguard World Esg Us Corp Bd (VCEB) 0.3 $1.6M 26k 62.76
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.3 $1.6M 33k 47.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.2M 18k 69.90
Dimensional Etf Trust International (DFSI) 0.2 $1.2M 27k 45.10
Applied Materials (AMAT) 0.2 $1.0M 1.4k 723.15
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $1.0M 18k 55.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $914k 1.8k 500.39
Amazon (AMZN) 0.2 $902k 3.8k 238.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $896k 13k 71.25
Dimensional Etf Trust Global Sustaina (DFSB) 0.2 $888k 17k 52.11
Micron Technology (MU) 0.1 $845k 732.00 1154.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $838k 1.1k 736.55
Kla Corp Com New (KLAC) 0.1 $811k 2.7k 301.68
Eli Lilly & Co. (LLY) 0.1 $784k 654.00 1199.13
Vanguard Index Fds Large Cap Etf (VV) 0.1 $759k 2.2k 343.88
Advanced Micro Devices (AMD) 0.1 $694k 1.2k 580.91
Eversource Energy (ES) 0.1 $687k 9.5k 72.27
Microsoft Corporation (MSFT) 0.1 $679k 1.8k 373.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $667k 1.8k 369.98
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.1 $639k 13k 48.88
Chevron Corporation (CVX) 0.1 $605k 3.6k 165.76
Analog Devices (ADI) 0.1 $594k 1.5k 397.17
Alphabet Cap Stk Cl A (GOOGL) 0.1 $546k 1.5k 357.45
Lam Research Corp Com New (LRCX) 0.1 $513k 1.2k 433.50
Cisco Systems (CSCO) 0.1 $500k 4.3k 117.45
Zymeworks Del (ZYME) 0.1 $487k 19k 26.14
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.1 $447k 11k 39.68
Wal-Mart Stores (WMT) 0.1 $422k 3.7k 113.25
Vanguard Index Fds Value Etf (VTV) 0.1 $401k 1.8k 217.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $390k 14k 27.70
Vanguard Index Fds Small Cp Etf (VB) 0.1 $378k 1.2k 303.10
Listed Fds Tr Roun Ma Seve Etf (MAGS) 0.1 $375k 5.8k 64.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $348k 4.1k 85.48
Exxon Mobil Corporation (XOM) 0.1 $347k 2.5k 136.73
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $342k 1.4k 236.69
Caterpillar (CAT) 0.1 $339k 318.00 1064.90
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $331k 11k 31.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $304k 10k 29.43
JPMorgan Chase & Co. (JPM) 0.1 $296k 905.00 327.33
Wells Fargo & Company (WFC) 0.1 $291k 3.5k 82.64
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $285k 381.00 746.77
Ishares Tr U S Equity Factr (LRGF) 0.1 $284k 3.8k 75.63
Avidbank Holdings (AVBH) 0.0 $280k 8.5k 33.03
Broadcom (AVGO) 0.0 $278k 737.00 377.75
Costco Wholesale Corporation (COST) 0.0 $276k 295.00 935.47
Exponent (EXPO) 0.0 $274k 4.7k 58.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $274k 9.5k 28.96
Meta Platforms Cl A (META) 0.0 $271k 480.00 563.78
Qualcomm (QCOM) 0.0 $270k 1.5k 184.79
Starbucks Corporation (SBUX) 0.0 $266k 2.6k 102.17
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $250k 4.7k 52.76
Us Bancorp Com New (USB) 0.0 $247k 4.1k 60.40
Amgen (AMGN) 0.0 $246k 678.00 362.12
Ishares Tr Russell 3000 Etf (IWV) 0.0 $235k 551.00 426.40
PG&E Corporation (PCG) 0.0 $231k 14k 16.82
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $227k 20k 11.38
Spdr Series Trust St Sho Treas Etf (SPTS) 0.0 $226k 7.8k 29.01
Ishares Tr Russell 2000 Etf (IWM) 0.0 $221k 734.00 300.45
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $219k 8.0k 27.19
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $203k 2.4k 83.74