BetterWealth, LLC — Q3 2025 13F Holdings

Name: BetterWealth, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001911702

Total reported value

$509.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	25.50%	-3.71%	-1.38%
2	DFAX	Dimensional World Ex US Core	ETF-Other	13.46%	-1.45%	-1.59%
3	BIV	Vanguard Intermediate-term B	ETF-Other	8.19%	-0.96%	+3.23%
4	AAPL	Apple INC	Stock-Tech	8.05%	+0.53%	-8.16%
5	EBI	Longview Advantage ETF	ETF-Other	7.65%	-0.90%	+0.36%
6	BSV	Vanguard Short-term Bond ETF	ETF-Other	4.89%	-0.55%	+6.20%
7	CGXU	Cap Group Intl Focus	ETF-Other	3.77%	-0.39%	+1.83%
8	AVUV	Avantis US Small Cap Value	ETF-Small Cap	3.59%	-0.18%	+3.55%
9	AVRE	Avantis Real Estate ETF	ETF-Other	3.35%	-0.36%	+0.83%
10	CGDV	Cap Group Dividend Value	ETF-Other	2.23%	—	+1.75%
11	CGGR	Cap Group Growth Equity	ETF-Other	2.11%	-0.41%	+0.11%
12	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	1.89%	-0.19%	+1.47%
13	DISV	Dimensional International Sm	ETF-Other	1.44%	-0.17%	-3.47%
14	DUHP	Dimensional US High Profi Et	ETF-Other	1.22%	-0.23%	-7.65%
15	DIHP	Dimensional International Hi	ETF-Other	1.22%	—	-2.50%
16	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	1.01%	-0.07%	+5.49%
17	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	1.00%	-0.10%	-3.17%
18	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.95%	-0.25%	-3.34%
19	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	0.78%	-0.09%	-8.62%
20	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	0.63%	-0.11%	+4.09%
21	TSLA	Tesla INC	Stock-Consumer Disc	0.48%	-0.13%	+28.86%
22	JNJ	Johnson & Johnson	Stock-Healthcare	0.43%	-0.02%	-2.33%
23	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.40%	—	+1.28%
24	NVDA	Nvidia CORP	Stock-Tech	0.38%	-0.04%	-54.27%
25	VBIL	Vanguard 0-3m T-bill ETF	ETF-Other	0.37%	+9.36%	—
26	VCEB	Vanguard Esg US CORP Bond	ETF-Corp Bonds	0.35%	—	+0.89%
27	ES	Eversource Energy	Stock-Utilities	0.32%	-0.11%	—
28	DFSD	Dimensional Short Duration	ETF-Other	0.28%	—	-5.43%
29	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	0.28%	—	+4.82%
30	DFAT	Dimensional US Target Value	ETF-Other	0.27%	—	-18.63%
31	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.22%	—	+0.99%
32	DFUV	Dimensional US Marketwide Va	ETF-Other	0.20%	—	-20.40%
33	DFSB	Dim Glb Sustain Fix INC ETF	ETF-Other	0.19%	—	+3.68%
34	AMZN	Amazon.com INC	Stock-Consumer Disc	0.18%	—	-8.05%
35	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.17%	—	+123.00%
36	MSFT	Microsoft CORP	Stock-Tech	0.15%	—	-40.92%
37	DFSE	Dimensional Em Sus Core1 ETF	ETF-Other	0.14%	—	+4.71%
38	CVX	Chevron CORP	Stock-Energy	0.14%	+0.04%	+58.67%
39	IWF	Ishares Russell 1000 Growth	ETF-Other	0.12%	—	—
40	LLY	Eli Lilly & Co	Stock-Healthcare	0.11%	—	+2.42%
41	MAGS	Roundhill Magnificent Seven	ETF-Other	0.09%	—	—
42	META	Meta Platforms Inc-class A	Stock-Comm Services	0.09%	—	—
43	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.09%	+0.04%	+19.50%
44	EXPO	Exponent INC	Stock-Industrials	0.08%	—	+0.45%
45	VTV	Vanguard Value ETF	ETF-Other	0.08%	—	-27.85%
46	WMT	Walmart INC	Stock-Consumer Staples	0.08%	+0.01%	+1.41%
47	QCOM	Qualcomm INC	Stock-Tech	0.08%	-0.06%	EXIT
48	VXUS	Vanguard Total Intl Stock	ETF-Other	0.07%	—	—
49	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.07%	+0.09%	+7.09%
50	WFC	Wells Fargo & Co	Stock-Financials	0.07%	—	+3.42%

1–50 of 69

Holding changes this quarter

Position changes disclosed by BetterWealth, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CGXU	Cap Group Intl Focus	+0.5%	+1.83%	Add
2	AVUV	Avantis US Small Cap Value	+0.4%	+3.55%	Add
3	CGGR	Cap Group Growth Equity	+0.3%	+0.11%	Add
4	DFAX	Dimensional World Ex US Core	+0.3%	-1.59%	Add
5	AVEM	Avantis Emerging Markets Eq	+0.3%	+1.47%	Add
6	TSLA	Tesla INC	+0.2%	+28.86%	Add
7	GOOG	Alphabet Inc-cl C	+0.2%	-3.34%	Trim
8	CGDV	Cap Group Dividend Value	+0.2%	+1.75%	Add
9	DFAC	Dimensional US Core Equity 2	+0.2%	-1.38%	Add
10	QQQ	Invesco Qqq Trust Series 1	+0.1%	+123.00%	Add
11	DFSU	Dimensional US Sus Core1 ETF	0%	+4.09%	Add
12	CVX	Chevron CORP	0%	+58.67%	Add
13	VOO	Vanguard S&p 500 ETF	0%	+1.28%	Add
14	DFSI	Dimensional Int Sus Cor1 ETF	0%	+4.82%	Add
15	DFSE	Dimensional Em Sus Core1 ETF	0%	+4.71%	Add
16	IWF	Ishares Russell 1000 Growth	0%	—	Unchanged
17	DISV	Dimensional International Sm	0%	-3.47%	Trim
18	DFEM	Dimensional Emrg Mrkt Core	0%	-3.17%	Trim
19	JNJ	Johnson & Johnson	0%	-2.33%	Trim
20	VCIT	Vanguard Int-term Corporate	-0.1%	+5.49%	Add
21	MSFT	Microsoft CORP	-0.1%	-40.92%	Trim
22	DFUV	Dimensional US Marketwide Va	-0.1%	-20.40%	Trim
23	DFAT	Dimensional US Target Value	-0.1%	-18.63%	Trim
24	EBI	Longview Advantage ETF	-0.1%	+0.36%	Add
25	DIHP	Dimensional International Hi	-0.1%	-2.50%	Trim
26	BSV	Vanguard Short-term Bond ETF	-0.1%	+6.20%	Add
27	DUHP	Dimensional US High Profi Et	-0.2%	-7.65%	Trim
28	NVDA	Nvidia CORP	-0.2%	-54.27%	Trim
29	DFSV	Dimensional US Small Cap Val	-0.2%	-8.62%	Trim
30	AVRE	Avantis Real Estate ETF	-0.4%	+0.83%	Add
31	BIV	Vanguard Intermediate-term B	-0.5%	+3.23%	Add
32	AAPL	Apple INC	-1.1%	-8.16%	Trim
33	VBIL	Vanguard 0-3m T-bill ETF	—	NEW	New buy
34	ES	Eversource Energy	—	NEW	New buy
35	SCHB	Schwab US Broad Market ETF	—	EXIT	Sold out
36	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	Sold out
37	META	Meta Platforms Inc-class A	—	NEW	New buy
38	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
39	VV	Vanguard Large-cap ETF	—	EXIT	Sold out
40	NFLX	Netflix INC	—	NEW	New buy
41	INTU	Intuit INC	—	NEW	New buy
42	ITOT	Ishares Core S&p Total U.s.	—	NEW	New buy
43	PG	Procter & Gamble Co/the	—	EXIT	Sold out
44	VIG	Vanguard Dividend Apprec ETF	—	EXIT	Sold out
45	VGUS	Vanguard Ultra Shrt Treasury	—	NEW	New buy
46	TD	Toronto-dominion Bank	—	NEW	New buy
47	AVBH	Avidbank Holdings INC	—	NEW	New buy
48	JPM	Jpmorgan Chase & Co	—	NEW	New buy
49	PHG	Koninklijke Philips Nvr- Ny	—	NEW	New buy
50	IWV	Ishares Russell 3000 ETF	—	NEW	New buy