13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001911702
Total reported value
$565.3M
$565.3M
63 檔
43.7%
According to the latest 13F quarterly dataset, BetterWealth, LLC managed an equity portfolio of $565.3M at the end of Q2 2025, spanning 63 distinct U.S. exchange-listed positions.
In Q2 2025, BetterWealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.85% | +0.69% | +2.82% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 13.77% | -0.35% | +1.97% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.45% | -0.23% | +5.22% | |
| 4 | EBI | Longview Advantage ETF | ETF-Other | 7.61% | +0.08% | +0.18% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 7.60% | -0.32% | -1.97% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.94% | -0.19% | +7.00% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-Other | 3.65% | +0.23% | +9.57% | |
| 8 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.55% | -0.02% | +2.47% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.41% | +0.06% | +13.27% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 2.22% | +0.16% | +7.66% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 2.09% | +0.16% | +7.62% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.82% | +0.07% | +7.39% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 1.48% | -0.10% | -2.09% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.34% | — | -1.62% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.30% | -0.05% | -2.35% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.03% | +0.04% | -2.48% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.01% | -0.06% | +3.07% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.85% | -0.01% | -7.27% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.10% | -0.88% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.01% | +3.36% | |
| 21 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.60% | +0.04% | +0.50% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.01% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.03% | -0.13% | |
| 24 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.37% | -0.02% | +0.98% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | — | -1.56% | |
| 26 | DFSD | Dimensional Short Duration | ETF-Other | 0.32% | — | +2.96% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.01% | — | |
| 28 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.28% | -0.01% | -1.14% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | +0.02% | -1.25% | |
| 30 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.25% | +0.01% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.01% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.02% | — | |
| 33 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.19% | — | +4.31% | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | +0.01% | +1.23% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | — | — | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | — | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.02% | — | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | — | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | +0.01% | -14.00% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.10% | — | — | |
| 41 | EXPO | Exponent Inc | Stock-Industrials | 0.09% | -0.01% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.05% | -2.39% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.08% | +0.03% | +0.38% | |
| 44 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.08% | — | -16.02% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.08% | -0.04% | EXIT | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.08% | +0.05% | NEW | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.02% | -1.07% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.07% | — | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | +0.02% | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAX | Dimensional World Ex US Core | +0.6% | +1.97% | Add |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.5% | +2.82% | Add |
| 3 | CGXU | Cap Group Intl Focus | +0.4% | +9.57% | Add |
| 4 | CGGR | Cap Group Growth Equity | +0.3% | +7.62% | Add |
| 5 | AVUV | Avantis US Small Cap Value | +0.3% | +13.27% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | +3.36% | Add |
| 7 | AVEM | Avantis Emerging Markets Eq | +0.2% | +7.39% | Add |
| 8 | CGDV | Cap Group Dividend Value | +0.2% | +7.66% | Add |
| 9 | INTU | Intuit Inc | +0.1% | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 11 | MSFT | Microsoft CORP | 0% | -1.25% | Trim |
| 12 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 13 | GOOG | Alphabet Inc-cl C | 0% | -0.88% | Trim |
| 14 | DISV | Dimensional International Sm | 0% | -2.09% | Trim |
| 15 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 16 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | -1.14% | Trim |
| 17 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 18 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 19 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 20 | DFEM | Dimensional Emrg Mrkt Core | — | -2.48% | Trim |
| 21 | DFSU | Dimensional US Sus Core1 ETF | — | +0.50% | Add |
| 22 | DFSE | Dimensional Em Sus Core1 ETF | — | +1.23% | Add |
| 23 | SCHB | Schwab US Broad Market ETF | — | — | Unchanged |
| 24 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 25 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 26 | CSCO | Cisco Systems Inc | — | +0.38% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
| 28 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 29 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 30 | WMT | Walmart Inc | — | -1.07% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.24% | Add |
| 32 | DFSB | Dim Glb Sustain Fix Inc ETF | 0% | +4.31% | Add |
| 33 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 34 | CVX | Chevron CORP | 0% | -2.39% | Trim |
| 35 | DFSD | Dimensional Short Duration | 0% | +2.96% | Add |
| 36 | PCG | P G & E CORP | 0% | — | Unchanged |
| 37 | DFAT | Dimensional US Target Value | 0% | -1.56% | Trim |
| 38 | EXPO | Exponent Inc | 0% | — | Unchanged |
| 39 | KLAC | Kla CORP | 0% | -40.71% | Trim |
| 40 | DIHP | Dimensional International Hi | 0% | -2.35% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 42 | DUHP | Dimensional US High Profi Et | -0.1% | -1.62% | Trim |
| 43 | VCIT | Vanguard Int-term Corporate | -0.1% | +3.07% | Add |
| 44 | JNJ | Johnson & Johnson | -0.1% | -0.13% | Trim |
| 45 | BSV | Vanguard Short-term Bond ETF | -0.1% | +7.00% | Add |
| 46 | DFSV | Dimensional US Small Cap Val | -0.1% | -7.27% | Trim |
| 47 | EBI | Longview Advantage ETF | -0.1% | +0.18% | Add |
| 48 | AVRE | Avantis Real Estate ETF | -0.2% | +2.47% | Add |
| 49 | BIV | Vanguard Intermediate-term B | -0.3% | +5.22% | Add |
| 50 | AAPL | Apple Inc | -1.6% | -1.97% | Trim |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $565.3M across 63 disclosed positions in Q2 2025.
During Q2 2025, BetterWealth, LLC's top holdings by market value included DFAC (25.9%)、DFAX (13.8%)、BIV (8.4%). The largest single position, DFAC, represented 25.9% 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.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, BIV) accounted for 43.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
INTU
市值: $312.7K
Top Position Liquidated / Trimmed
AAPL
前期市值: $32.8M
In Q2 2025, BetterWealth, LLC made 35 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 14 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.