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CIK: 0001911702
Total reported value
$565.3M
$565.3M
61 檔
40.5%
The Q1 2025 SEC filing reveals that BetterWealth, LLC held a total portfolio value of $565.3M, covering 61 public equity positions.
In Q1 2025, BetterWealth, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 11 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, AAPL) accounted for 40.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.35% | +0.69% | -3.85% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 13.20% | -0.35% | +2.29% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.19% | -0.32% | -17.09% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.71% | -0.23% | +2.13% | |
| 5 | EBI | Longview Advantage ETF | ETF-Other | 7.74% | +0.08% | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.03% | -0.19% | +2.30% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.70% | -0.02% | +7.51% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 3.29% | +0.23% | +9.66% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.16% | +0.06% | +10.00% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 2.04% | +0.16% | +11.13% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 1.80% | +0.16% | +9.70% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.63% | +0.07% | +15.08% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 1.47% | -0.10% | -2.37% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.39% | — | -56.70% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.34% | -0.05% | -4.98% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.06% | -0.06% | +0.26% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.03% | +0.04% | -6.03% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.96% | -0.01% | -47.97% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.10% | -6.95% | |
| 20 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.60% | +0.04% | -23.27% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.01% | +0.83% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.03% | -2.51% | |
| 23 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.40% | -0.02% | -29.67% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.01% | -0.73% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 0.35% | — | -62.15% | |
| 26 | DFSD | Dimensional Short Duration | ETF-Other | 0.34% | — | +6.01% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.01% | -5.07% | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.27% | +0.01% | -51.65% | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.27% | -0.01% | -25.83% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | +0.01% | -1.29% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +0.02% | -15.11% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.02% | -48.45% | |
| 33 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.20% | — | -21.03% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.02% | -1.87% | |
| 35 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | +0.01% | -23.74% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | — | — | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | -2.32% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.01% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.05% | -20.88% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | — | — | |
| 41 | EXPO | Exponent Inc | Stock-Industrials | 0.11% | -0.01% | — | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.10% | — | +3.53% | |
| 43 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.09% | — | — | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.09% | +0.06% | -13.24% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.08% | +0.05% | NEW | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.08% | +0.03% | -49.06% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.02% | -0.74% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.01% | -3.15% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.07% | — | -15.95% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.07% | — | -17.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EBI | Longview Advantage ETF | +7.7% | NEW | New buy |
| 2 | DFAX | Dimensional World Ex US Core | +1.2% | +2.29% | Add |
| 3 | BIV | Vanguard Intermediate-term B | +0.5% | +2.13% | Add |
| 4 | AVRE | Avantis Real Estate ETF | +0.4% | +7.51% | Add |
| 5 | CGXU | Cap Group Intl Focus | +0.3% | +9.66% | Add |
| 6 | AVEM | Avantis Emerging Markets Eq | +0.3% | +15.08% | Add |
| 7 | CGDV | Cap Group Dividend Value | +0.3% | +11.13% | Add |
| 8 | BSV | Vanguard Short-term Bond ETF | +0.3% | +2.30% | Add |
| 9 | DISV | Dimensional International Sm | +0.1% | -2.37% | Trim |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 13 | CGGR | Cap Group Growth Equity | +0.1% | +9.70% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | -2.51% | Trim |
| 15 | VCIT | Vanguard Int-term Corporate | 0% | +0.26% | Add |
| 16 | AVUV | Avantis US Small Cap Value | 0% | +10.00% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.07% | Trim |
| 18 | DFSD | Dimensional Short Duration | 0% | +6.01% | Add |
| 19 | VGSR | Vert Glb Sust Re ETF | 0% | -33.48% | Trim |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | -0.73% | Trim |
| 21 | DFSE | Dimensional Em Sus Core1 ETF | 0% | -23.74% | Trim |
| 22 | F | Ford Motor Co | 0% | EXIT | Sold out |
| 23 | QCOM | Qualcomm Inc | 0% | -25.54% | Trim |
| 24 | DFEM | Dimensional Emrg Mrkt Core | 0% | -6.03% | Trim |
| 25 | DFSB | Dim Glb Sustain Fix Inc ETF | 0% | -21.03% | Trim |
| 26 | MSFT | Microsoft CORP | -0.1% | -15.11% | Trim |
| 27 | ROK | Rockwell Automation Inc | -0.1% | EXIT | Sold out |
| 28 | DFSI | Dimensional Int Sus Cor1 ETF | -0.1% | -25.83% | Trim |
| 29 | CSCO | Cisco Systems Inc | -0.1% | -49.06% | Trim |
| 30 | VBR | Vanguard Small-cap Value ETF | -0.1% | EXIT | Sold out |
| 31 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 32 | IP | International Paper Co | -0.1% | EXIT | Sold out |
| 33 | BKR | Baker Hughes Co | -0.1% | EXIT | Sold out |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | EXIT | Sold out |
| 35 | NVDA | Nvidia CORP | -0.1% | +0.83% | Add |
| 36 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 37 | TSLA | Tesla Inc | -0.1% | -1.29% | Trim |
| 38 | VCEB | Vanguard Esg US CORP Bond | -0.2% | -29.67% | Trim |
| 39 | UNP | Union Pacific CORP | -0.2% | EXIT | Sold out |
| 40 | GOOG | Alphabet Inc-cl C | -0.2% | -6.95% | Trim |
| 41 | DFSU | Dimensional US Sus Core1 ETF | -0.2% | -23.27% | Trim |
| 42 | AMZN | Amazon.com Inc | -0.2% | -48.45% | Trim |
| 43 | DFAS | Dimensional US Small Cap ETF | -0.3% | EXIT | Sold out |
| 44 | DFUV | Dimensional US Marketwide Va | -0.3% | -51.65% | Trim |
| 45 | AVMU | Avantis Core Municipal Fixed | -0.5% | EXIT | Sold out |
| 46 | DFAT | Dimensional US Target Value | -0.6% | -62.15% | Trim |
| 47 | DFSV | Dimensional US Small Cap Val | -1% | -47.97% | Trim |
| 48 | DFAC | Dimensional US Core Equity 2 | -1.8% | -3.85% | Trim |
| 49 | DUHP | Dimensional US High Profi Et | -1.8% | -56.70% | Trim |
| 50 | AAPL | Apple Inc | -3.1% | -17.09% | Trim |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $565.3M across 61 disclosed positions in Q1 2025.
During Q1 2025, BetterWealth, LLC's top holdings by market value included DFAC (25.4%)、DFAX (13.2%)、AAPL (9.2%). The largest single position, DFAC, represented 25.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
EBI
市值: $27.6M
Top Position Liquidated / Trimmed
AVMU
前期市值: $1.7M
In Q1 2025, BetterWealth, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 23 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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