BetterWealth

BetterWealth as of Sept. 30, 2026

Portfolio Holdings for BetterWealth

BetterWealth holds 86 positions in its portfolio as reported in the September 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) 21.4 $127M 2.8M 44.45
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 13.9 $82M 1.1M 75.72
Dimensional Etf Trust World Ex Us Core (DFAX) 11.4 $68M 1.8M 37.02
Apple (AAPL) 8.8 $52M 156k 333.02
Vanguard Bd Index Fds Intermed Term (BIV) 6.7 $40M 545k 72.86
Rbb Fund Trust Longview Advantg (EBI) 6.4 $38M 581k 65.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $24M 307k 76.40
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 3.5 $21M 609k 34.29
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.3 $20M 166k 117.77
American Centy Etf Tr Real Estate Etf (AVRE) 2.7 $16M 354k 44.35
Capital Group Dividend Value Shs Creat Unit (CGDV) 2.1 $12M 251k 48.85
Capital Group Growth Etf Shs Creat Unit (CGGR) 1.8 $11M 224k 47.43
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $10M 106k 94.02
Dimensional Etf Trust Intl Small Cap V (DISV) 1.2 $7.1M 164k 43.29
Dimensional Etf Trust Intl High Profit (DIHP) 0.9 $5.5M 163k 33.69
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $5.0M 126k 39.72
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $5.0M 64k 78.31
Alphabet Cap Stk Cl C (GOOG) 0.7 $4.4M 13k 340.75
Shopify Cl A Sub Vtg Shs (SHOP) 0.5 $3.0M 20k 148.30
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $2.8M 60k 47.17
NVIDIA Corporation (NVDA) 0.4 $2.2M 9.7k 228.38
Johnson & Johnson (JNJ) 0.4 $2.1M 7.9k 264.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.1M 3.0k 700.86
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.3 $1.9M 40k 46.47
Tesla Motors (TSLA) 0.3 $1.6M 4.4k 354.81
Vanguard World Esg Us Corp Bd (VCEB) 0.2 $1.5M 25k 59.58
Dimensional Etf Trust International (DFSI) 0.2 $1.3M 29k 45.17
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.2M 18k 66.44
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $1.0M 18k 55.00
Microsoft Corporation (MSFT) 0.2 $937k 1.8k 512.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $909k 1.8k 497.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $888k 13k 70.61
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $849k 17k 49.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $844k 1.1k 739.92
Amazon (AMZN) 0.1 $823k 3.3k 249.15
Vanguard Index Fds Mrngstr Lrg Cap (VV) 0.1 $777k 2.2k 351.82
Eli Lilly & Co. (LLY) 0.1 $757k 654.00 1156.79
Advanced Micro Devices (AMD) 0.1 $731k 1.2k 611.76
Applied Materials (AMAT) 0.1 $728k 1.4k 511.49
Chevron Corporation (CVX) 0.1 $694k 3.4k 204.21
Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.1 $674k 1.8k 374.18
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.1 $652k 14k 48.35
Eversource Energy (ES) 0.1 $610k 9.5k 64.16
Analog Devices (ADI) 0.1 $581k 1.5k 396.71
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $544k 11k 47.67
Alphabet Cap Stk Cl A (GOOGL) 0.1 $526k 1.5k 344.16
Kla Corp Com New (KLAC) 0.1 $524k 2.7k 194.91
Zymeworks Del (ZYME) 0.1 $493k 19k 26.49
Listed Fds Tr Roun Ma Seve Etf (MAGS) 0.1 $418k 5.8k 71.69
Cisco Systems (CSCO) 0.1 $417k 3.9k 107.64
Exxonmobil Holdings Corp Com Shs 0.1 $413k 2.5k 162.73
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.1 $412k 9.8k 41.87
Vanguard Index Fds Mrngstr Val Etf (VTV) 0.1 $397k 1.8k 216.08
Lam Research Corp Com New (LRCX) 0.1 $389k 1.2k 328.64
Wal-Mart Stores (WMT) 0.1 $388k 3.7k 103.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $384k 14k 27.47
Vanguard Index Fds Mrngstr Sml Cap (VB) 0.1 $355k 1.2k 284.47
Meta Platforms Cl A (META) 0.1 $348k 480.00 725.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $345k 4.1k 84.95
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $337k 1.4k 233.38
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $335k 11k 31.47
International Business Machines (IBM) 0.1 $326k 1.5k 219.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $310k 10k 30.00
Exponent (EXPO) 0.1 $305k 4.7k 65.42
JPMorgan Chase & Co. (JPM) 0.1 $299k 905.00 330.83
Ishares Tr U S Equity Factr (LRGF) 0.0 $292k 3.8k 77.85
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $291k 381.00 762.63
Amgen (AMGN) 0.0 $286k 678.00 421.51
Wells Fargo & Company (WFC) 0.0 $282k 3.5k 80.05
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $278k 9.5k 29.31
Ishares Tr Russell 3000 Etf (IWV) 0.0 $276k 698.00 395.36
Costco Wholesale Corporation (COST) 0.0 $269k 295.00 910.34
Qualcomm (QCOM) 0.0 $269k 1.5k 184.04
Micron Technology (MU) 0.0 $268k 252.00 1065.11
Avidbank Holdings (AVBH) 0.0 $263k 8.5k 30.98
Broadcom (AVGO) 0.0 $259k 737.00 351.19
Caterpillar (CAT) 0.0 $258k 318.00 810.79
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $254k 4.7k 53.75
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $249k 23k 10.62
Starbucks Corporation (SBUX) 0.0 $245k 2.6k 93.94
Us Bancorp Com New (USB) 0.0 $236k 4.1k 57.76
Spdr Series Trust St Sho Treas Etf (SPTS) 0.0 $224k 7.8k 28.67
Target Corporation (TGT) 0.0 $205k 1.3k 156.69
Ishares Tr Russell 2000 Etf (IWM) 0.0 $204k 734.00 277.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $201k 2.4k 82.96
PG&E Corporation (PCG) 0.0 $168k 14k 12.25