BetterWealth, LLC — 13F Holdings & Portfolio
CIK 1911702 · latest 13F-HR filed 2026-04-24
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$509.8M
Long-equity book
Holdings
85
Distinct positions
Period
2026-03-31
Filed 2026-04-24
Q/Q Activity
+16 / −1 / ↑21 / ↓15
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INSTL INDEX FD$48.0M +3028.4%
- APPLE INC$8.6M +23.8%
- AMERICAN CENTY ETF TR$1.7M +10.7%
- VANGUARD TAX-MANAGED FDS$484.1K +150.4%
- AMERICAN CENTY ETF TR$421.7K +5.0%
Top Trims
- CAPITAL GROUP GROWTH ETF-$569.6K -6.2%
- ALPHABET INC-$457.1K -9.0%
- EVERSOURCE ENERGY-$385.5K -36.9%
- DIMENSIONAL ETF TRUST-$337.9K -6.7%
- TESLA INC-$319.9K -15.9%
New Positions
- SHOPIFY INC$2.2M
- VANGUARD INDEX FDS$659.8K
- VANGUARD INDEX FDS$578.0K
- ANALOG DEVICES INC$476.3K
- SCHWAB STRATEGIC TR$458.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $110.0M | 21.58% | 2,830,509 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $61.9M | 12.14% | 1,822,328 | SH |
| 3 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $49.6M | 9.72% | 655,107 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $44.5M | 8.72% | 175,212 | SH |
| 5 | VANGUARD BD INDEX FDS | BIV | 921937819 | $37.2M | 7.30% | 481,986 | SH |
| 6 | RBB FUND TRUST | EBI | 75526L852 | $33.7M | 6.61% | 582,580 | SH |
| 7 | VANGUARD BD INDEX FDS | BSV | 921937827 | $22.4M | 4.39% | 285,657 | SH |
| 8 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $18.1M | 3.55% | 163,756 | SH |
| 9 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $17.1M | 3.35% | 579,572 | SH |
| 10 | AMERICAN CENTY ETF TR | AVRE | 025072356 | $14.9M | 2.93% | 339,282 | SH |
| 11 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $10.2M | 2.01% | 240,559 | SH |
| 12 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $8.8M | 1.72% | 109,104 | SH |
| 13 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $8.6M | 1.68% | 213,461 | SH |
| 14 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $6.5M | 1.28% | 165,839 | SH |
| 15 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $5.3M | 1.04% | 164,993 | SH |
| 16 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $5.0M | 0.97% | 59,868 | SH |
| 17 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $4.7M | 0.93% | 128,950 | SH |
| 18 | ALPHABET INC | GOOG | 02079K107 | $4.6M | 0.90% | 16,057 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $4.4M | 0.87% | 127,767 | SH |
| 20 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $3.4M | 0.66% | 96,612 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $2.3M | 0.44% | 55,184 | SH |
| 22 | SHOPIFY INC | SHOP | 82509L107 | $2.2M | 0.43% | 18,317 | SH |
| 23 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.1M | 0.41% | 8,513 | SH |
| 24 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.0M | 0.39% | 11,412 | SH |
| 25 | VANGUARD INDEX FDS | VOO | 922908363 | $1.8M | 0.35% | 2,969 | SH |
| 26 | TESLA INC | TSLA | 88160R101 | $1.7M | 0.33% | 4,559 | SH |
| 27 | VANGUARD WORLD FD | VCEB | 921910691 | $1.6M | 0.31% | 25,375 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $1.4M | 0.28% | 30,074 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $1.1M | 0.22% | 26,243 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $1.1M | 0.22% | 17,746 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $884.9K | 0.17% | 18,261 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $875.0K | 0.17% | 1,826 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFSB | 25434V674 | $810.1K | 0.16% | 15,656 | SH |
| 34 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $806.0K | 0.16% | 12,579 | SH |
| 35 | CHEVRON CORPORATION | CVX | 166764100 | $796.2K | 0.16% | 3,848 | SH |
| 36 | AMAZON COM INC | AMZN | 023135106 | $689.2K | 0.14% | 3,309 | SH |
| 37 | VANGUARD INDEX FDS | VV | 922908637 | $659.8K | 0.13% | 2,208 | SH |
| 38 | EVERSOURCE ENERGY | ES | 30040W108 | $658.1K | 0.13% | 9,499 | SH |
| 39 | INVESCO QQQ TR | QQQ | 46090E103 | $655.8K | 0.13% | 1,136 | SH |
| 40 | ELI LILLY & CO | LLY | 532457108 | $599.5K | 0.12% | 652 | SH |
| 41 | VANGUARD INDEX FDS | VTI | 922908769 | $578.0K | 0.11% | 1,802 | SH |
| 42 | ALPHABET INC | GOOGL | 02079K305 | $553.8K | 0.11% | 1,926 | SH |
| 43 | MICROSOFT CORP | MSFT | 594918104 | $533.5K | 0.10% | 1,441 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $523.6K | 0.10% | 12,357 | SH |
| 45 | APPLIED MATLS INC | AMAT | 038222105 | $486.5K | 0.10% | 1,423 | SH |
| 46 | ANALOG DEVICES INC | ADI | 032654105 | $476.3K | 0.09% | 1,497 | SH |
| 47 | WALMART INC | WMT | 931142103 | $463.4K | 0.09% | 3,729 | SH |
| 48 | SCHWAB STRATEGIC TR | FNDE | 808524730 | $458.3K | 0.09% | 11,979 | SH |
| 49 | EXXON MOBIL CORP | XOM | 30231G102 | $430.4K | 0.08% | 2,537 | SH |
| 50 | KLA CORP | KLAC | 482480100 | $394.2K | 0.08% | 268 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $509.8M | 85 | 0002085853-26-000492 |
| 2025-12-31 | 2026-01-15 | $438.6M | 70 | 0001911702-26-000001 |