BetterWealth, LLC
CIK: 0001911702SEC EDGAR →
Portfolio Value
$438.6M
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,801,085 | $110.9M | 25.29% |
| 2 | DIMENSIONAL ETF TRUST | 1,820,653 | $59.6M | 13.59% |
| 3 | VANGUARD BD INDEX FDS | 464,919 | $36.2M | 8.26% |
| 4 | APPLE INC | 132,081 | $35.9M | 8.19% |
| 5 | RBB FUND TRUST | 582,018 | $32.9M | 7.51% |
| 6 | VANGUARD BD INDEX FDS | 274,869 | $21.7M | 4.94% |
| 7 | CAPITAL GROUP INTL FOCUS EQT | 555,653 | $16.4M | 3.74% |
| 8 | AMERICAN CENTY ETF TR | 160,295 | $16.3M | 3.73% |
| 9 | AMERICAN CENTY ETF TR | 331,488 | $14.4M | 3.29% |
| 10 | CAPITAL GROUP DIVIDEND VALUE | 235,393 | $10.3M | 2.34% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (70)
$110.9M · 2.8M shares
$59.6M · 1.8M shares
$36.2M · 465K shares
$35.9M · 132K shares
$32.9M · 582K shares
$21.7M · 275K shares
$16.4M · 556K shares
$16.3M · 160K shares
$14.4M · 331K shares
$10.3M · 235K shares
$9.1M · 206K shares
$8.4M · 109K shares
$6.4M · 167K shares
$5.3M · 167K shares
$5.1M · 134K shares
$5.1M · 16K shares
$4.6M · 55K shares
$4.3M · 129K shares
$3.3M · 100K shares
$2.4M · 56K shares
$2.0M · 4K shares
$1.9M · 10K shares
$1.9M · 9K shares
$1.7M · 3K shares
$1.6M · 25K shares
$1.6M · 21K shares
$1.4M · 30K shares
$1.1M · 27K shares
$1.1M · 18K shares
$1.0M · 15K shares
$913K · 2K shares
$868K · 19K shares
$795K · 15K shares
$697K · 1K shares
$666K · 3K shares
$627K · 584 shares
$547K · 4K shares
$527K · 1K shares
$519K · 13K shares
$384K · 6K shares
$364K · 1K shares
$340K · 3K shares
$330K · 2K shares
$326K · 4K shares
$326K · 4K shares
$325K · 268 shares
$324K · 5K shares
$321K · 5K shares
$317K · 4K shares
$311K · 472 shares
$304K · 973 shares
$291K · 1K shares
$289K · 425 shares
$272K · 412 shares
$258K · 2K shares
$254K · 1K shares
$252K · 3K shares
$248K · 1K shares
$228K · 8K shares
$225K · 261 shares
$225K · 8K shares
$225K · 2K shares
$220K · 14K shares
$218K · 3K shares
$218K · 4K shares
$213K · 551 shares
$209K · 8K shares
$203K · 633 shares
$200K · 1K shares
$198K · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $381.8M | 87.1% |
| Technology | 11 | $40.6M | 9.3% |
| Communication Services | 4 | $5.9M | 1.3% |
| Consumer Cyclical | 3 | $2.9M | 0.7% |
| Healthcare | 3 | $2.7M | 0.6% |
| Unknown | 2 | $1.6M | 0.4% |
| Utilities | 2 | $1.3M | 0.3% |
| Energy | 2 | $805K | 0.2% |
| Consumer Defensive | 2 | $565K | 0.1% |
| Industrials | 1 | $324K | 0.1% |