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CIK: 0001911702
Total reported value
$565.3M
$565.3M
69 檔
46.7%
During the Q3 2025 filing period, BetterWealth, LLC (CIK: 0001911702) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $565.3M across 69 reported positions.
In Q3 2025, BetterWealth, LLC displayed an active expansion posture, initiating 13 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 | 25.50% | +0.69% | -1.38% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 13.46% | -0.35% | -1.59% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.19% | -0.23% | +3.23% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 8.05% | -0.32% | -8.16% | |
| 5 | EBI | Longview Advantage ETF | ETF-Other | 7.65% | +0.08% | +0.36% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.89% | -0.19% | +6.20% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-Other | 3.77% | +0.23% | +1.83% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.59% | +0.06% | +3.55% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.35% | -0.02% | +0.83% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 2.23% | +0.16% | +1.75% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 2.11% | +0.16% | +0.11% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.89% | +0.07% | +1.47% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 1.44% | -0.10% | -3.47% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.22% | — | -7.65% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.22% | -0.05% | -2.50% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.01% | -0.06% | +5.49% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.00% | +0.04% | -3.17% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.10% | -3.34% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.78% | -0.01% | -8.62% | |
| 20 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.63% | +0.04% | +4.09% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.01% | +28.86% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.03% | -2.33% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.01% | +1.28% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.01% | -54.27% | |
| 25 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.37% | -0.58% | — | |
| 26 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.35% | -0.02% | +0.89% | |
| 27 | ES | Eversource Energy | Stock-Utilities | 0.32% | -0.01% | — | |
| 28 | DFSD | Dimensional Short Duration | ETF-Other | 0.28% | — | -5.43% | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.28% | -0.01% | +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% | -0.01% | +0.99% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.20% | +0.01% | -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% | +0.02% | -8.05% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.02% | +123.00% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.02% | -40.92% | |
| 37 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.14% | +0.01% | +4.71% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.05% | +58.67% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | — | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.02% | +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% | -0.01% | +19.50% | |
| 44 | EXPO | Exponent Inc | Stock-Industrials | 0.08% | -0.01% | +0.45% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | -27.85% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.02% | +1.41% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.08% | +0.05% | NEW | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.07% | — | — | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.07% | — | +7.09% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.07% | -0.01% | +3.42% |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $565.3M across 69 disclosed positions in Q3 2025.
During Q3 2025, BetterWealth, LLC's top holdings by market value included DFAC (25.5%)、DFAX (13.5%)、BIV (8.2%). The largest single position, DFAC, represented 25.5% 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 46.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
VBIL
市值: $1.6M
Top Position Liquidated / Trimmed
SCHB
前期市值: $424.0K
In Q3 2025, BetterWealth, LLC made 49 total portfolio adjustments, initiating 13 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 5 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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