BetterWealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, BetterWealth, LLC held in its portfolio 70 assets valued at $438,567,047 (i.e. $438.57M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($110.90M), DIMENSIONAL ETF TRUST ($59.59M), and VANGUARD BD INDEX FDS ($36.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BetterWealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2801085 | 110894940 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 1820653 | 59589976 | WORLD EX US CORE |
| VANGUARD BD INDEX FDS | 464919 | 36207892 | INTERMED TERM |
| APPLE INC | 132081 | 35907506 | COM |
| RBB FUND TRUST | 582018 | 32932489 | LONGVIEW ADVANTG |
| VANGUARD BD INDEX FDS | 274869 | 21662458 | SHORT TRM BOND |
| CAPITAL GROUP INTL FOCUS EQT | 555653 | 16419546 | SHS CREATION UNI |
| AMERICAN CENTY ETF TR | 160295 | 16346834 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 331488 | 14429683 | REAL ESTATE ETF |
| CAPITAL GROUP DIVIDEND VALUE | 235393 | 10272551 | SHS CREATION UNI |
| CAPITAL GROUP GROWTH ETF | 205726 | 9148635 | SHS CREATION UNI |
| AMERICAN CENTY ETF TR | 108672 | 8369917 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 167429 | 6362292 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 166572 | 5274506 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 133529 | 5078097 | US HIGH PROFITAB |
| ALPHABET INC | 16135 | 5063306 | CAP STK CL C |
| VANGUARD SCOTTSDALE FDS | 54599 | 4572658 | INT-TERM CORP |
| DIMENSIONAL ETF TRUST | 129130 | 4271632 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 100323 | 3299614 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 55833 | 2424847 | US SUSTAINABILTY |
| TESLA INC | 4480 | 2014746 | COM |
| NVIDIA CORPORATION | 10192 | 1900721 | COM |
| JOHNSON & JOHNSON | 9181 | 1899997 | COM |
| VANGUARD INDEX FDS | 2766 | 1734642 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 25027 | 1592468 | ESG US CORP BD |
| VANGUARD INSTL INDEX FD | 21002 | 1584181 | 0-3 MO TREAS BIL |
| DIMENSIONAL ETF TRUST | 29952 | 1436198 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 26606 | 1139936 | INTERNATIONAL |
| DIMENSIONAL ETF TRUST | 18348 | 1092412 | US TARGETED VLU |
| EVERSOURCE ENERGY | 15499 | 1043548 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1818 | 913817 | CL B NEW |
| DIMENSIONAL ETF TRUST | 18641 | 868477 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 15363 | 795816 | GLOBAL SUSTAINA |
| INVESCO QQQ TR | 1136 | 697994 | UNIT SER 1 |
| AMAZON COM INC | 2888 | 666608 | COM |
| ELI LILLY & CO | 584 | 627435 | COM |
| CHEVRON CORP NEW | 3594 | 547762 | COM |
| MICROSOFT CORP | 1090 | 527146 | COM |
| DIMENSIONAL ETF TRUST | 12528 | 519654 | EMERGING MARKETS |
| LISTED FDS TR | 5825 | 384217 | ROUNDHILL MAGNIF |
| APPLIED MATLS INC | 1419 | 364745 | COM |
| WALMART INC | 3056 | 340442 | COM |
| VANGUARD INDEX FDS | 1728 | 330031 | VALUE ETF |
| CISCO SYS INC | 4242 | 326741 | COM |
| WELLS FARGO CO NEW | 3505 | 326666 | COM |
| KLA CORP | 268 | 325271 | COM NEW |
| EXPONENT INC | 4666 | 324100 | COM |
| VANGUARD TAX-MANAGED FDS | 5153 | 321908 | VAN FTSE DEV MKT |
| VANGUARD STAR FDS | 4215 | 317948 | VG TL INTL STK F |
| META PLATFORMS INC | 472 | 311709 | CL A |
| ALPHABET INC | 973 | 304657 | CAP STK CL A |
| MICRON TECHNOLOGY INC | 1020 | 291118 | COM |
| SPDR S&P 500 ETF TR | 425 | 289816 | TR UNIT |
| INTUIT | 412 | 272917 | COM |
| EXXON MOBIL CORP | 2152 | 258965 | COM |
| ADVANCED MICRO DEVICES INC | 1188 | 254422 | COM |
| TORONTO DOMINION BK ONT | 2680 | 252456 | COM NEW |
| QUALCOMM INC | 1453 | 248536 | COM |
| SPDR SERIES TRUST | 7796 | 228267 | STATE STREET SPD |
| AVIDBANK HLDGS INC | 8484 | 225335 | COM |
| COSTCO WHSL CORP NEW | 261 | 225071 | COM |
| NETFLIX INC | 2400 | 225024 | COM |
| PG&E CORP | 13731 | 220657 | COM |
| STARBUCKS CORP | 2599 | 218824 | COM |
| US BANCORP DEL | 4088 | 218136 | COM NEW |
| ISHARES TR | 551 | 213154 | RUSSELL 3000 ETF |
| KONINKLIJKE PHILIPS N V | 7752 | 209924 | NY REGIS SHS NEW |
| JPMORGAN CHASE & CO. | 633 | 203965 | COM |
| LAM RESEARCH CORP | 1173 | 200874 | COM NEW |
| MANAGER DIRECTED PORTFOLIOS | 19059 | 198214 | VERT GLB SUST RE |
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