BetterWealth, LLC
CIK: 0001911702SEC EDGAR →
Portfolio Value
$438.6B
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 | $110.9B | 25.29% |
| 2 | DIMENSIONAL ETF TRUST | 1,820,653 | $59.6B | 13.59% |
| 3 | VANGUARD BD INDEX FDS | 464,919 | $36.2B | 8.26% |
| 4 | APPLE INC | 132,081 | $35.9B | 8.19% |
| 5 | RBB FUND TRUST | 582,018 | $32.9B | 7.51% |
| 6 | VANGUARD BD INDEX FDS | 274,869 | $21.7B | 4.94% |
| 7 | CAPITAL GROUP INTL FOCUS EQT | 555,653 | $16.4B | 3.74% |
| 8 | AMERICAN CENTY ETF TR | 160,295 | $16.3B | 3.73% |
| 9 | AMERICAN CENTY ETF TR | 331,488 | $14.4B | 3.29% |
| 10 | CAPITAL GROUP DIVIDEND VALUE | 235,393 | $10.3B | 2.34% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (70)
$110.9B · 2.8M shares
$59.6B · 1.8M shares
$36.2B · 465K shares
$35.9B · 132K shares
$32.9B · 582K shares
$21.7B · 275K shares
$16.4B · 556K shares
$16.3B · 160K shares
$14.4B · 331K shares
$10.3B · 235K shares
$9.1B · 206K shares
$8.4B · 109K shares
$6.4B · 167K shares
$5.3B · 167K shares
$5.1B · 134K shares
$5.1B · 16K shares
$4.6B · 55K shares
$4.3B · 129K shares
$3.3B · 100K shares
$2.4B · 56K shares
$2.0B · 4K shares
$1.9B · 10K shares
$1.9B · 9K shares
$1.7B · 3K shares
$1.6B · 25K shares
$1.6B · 21K shares
$1.4B · 30K shares
$1.1B · 27K shares
$1.1B · 18K shares
$1.0B · 15K shares
$913.0M · 2K shares
$868.0M · 19K shares
$795.0M · 15K shares
$697.0M · 1K shares
$666.0M · 3K shares
$627.0M · 584 shares
$547.0M · 4K shares
$527.0M · 1K shares
$519.0M · 13K shares
$384.0M · 6K shares
$364.0M · 1K shares
$340.0M · 3K shares
$330.0M · 2K shares
$326.0M · 4K shares
$326.0M · 4K shares
$325.0M · 268 shares
$324.0M · 5K shares
$321.0M · 5K shares
$317.0M · 4K shares
$311.0M · 472 shares
$304.0M · 973 shares
$291.0M · 1K shares
$289.0M · 425 shares
$272.0M · 412 shares
$258.0M · 2K shares
$254.0M · 1K shares
$252.0M · 3K shares
$248.0M · 1K shares
$228.0M · 8K shares
$225.0M · 261 shares
$225.0M · 8K shares
$225.0M · 2K shares
$220.0M · 14K shares
$218.0M · 3K shares
$218.0M · 4K shares
$213.0M · 551 shares
$209.0M · 8K shares
$203.0M · 633 shares
$200.0M · 1K shares
$198.0M · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $381.8B | 87.1% |
| Technology | 11 | $40.6B | 9.3% |
| Communication Services | 4 | $5.9B | 1.3% |
| Consumer Cyclical | 3 | $2.9B | 0.7% |
| Healthcare | 3 | $2.7B | 0.6% |
| Unknown | 2 | $1.6B | 0.4% |
| Utilities | 2 | $1.3B | 0.3% |
| Energy | 2 | $805.0M | 0.2% |
| Consumer Defensive | 2 | $565.0M | 0.1% |
| Industrials | 1 | $324.0M | 0.1% |