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CIK: 0001911702
Total reported value
$565.3M
$565.3M
70 檔
48.7%
The Q4 2025 SEC filing reveals that BetterWealth, LLC held a total portfolio value of $565.3M, covering 70 public equity positions.
In Q4 2025, BetterWealth, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, BIV) accounted for 48.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
MU
市值: $291.1K
Top Position Liquidated / Trimmed
IWF
前期市值: $513.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.29% | +0.69% | +0.86% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 13.59% | -0.35% | +1.08% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.26% | -0.23% | +5.57% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 8.19% | -0.32% | -0.54% | |
| 5 | EBI | Longview Advantage ETF | ETF-Other | 7.51% | +0.08% | -0.69% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.94% | -0.19% | +5.54% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-Other | 3.74% | +0.23% | +3.88% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.73% | +0.06% | +5.94% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.29% | -0.02% | +4.69% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 2.34% | +0.16% | +5.46% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 2.09% | +0.16% | +2.18% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.91% | +0.07% | +3.02% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 1.45% | -0.10% | -1.42% | |
| 14 | DIHP | Dimensional International Hi | ETF-Other | 1.20% | -0.05% | -1.06% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.16% | — | -1.57% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | +0.10% | -1.22% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.04% | -0.06% | +8.65% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.97% | +0.04% | -1.43% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.75% | -0.01% | -2.63% | |
| 20 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.55% | +0.04% | -10.39% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.01% | -0.95% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.01% | +17.84% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.03% | -5.29% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.01% | +0.04% | |
| 25 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.36% | -0.02% | +7.90% | |
| 26 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.36% | -0.58% | +1.82% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.33% | — | +22.23% | |
| 28 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.26% | -0.01% | -7.01% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.25% | — | -6.68% | |
| 30 | ES | Eversource Energy | Stock-Utilities | 0.24% | -0.01% | -18.37% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.01% | -0.98% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.20% | +0.01% | — | |
| 33 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.18% | — | +4.86% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.02% | -3.15% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.02% | -14.58% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.02% | -1.35% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.05% | -4.47% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | +0.02% | -10.14% | |
| 39 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.12% | +0.01% | -13.36% | |
| 40 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.09% | — | — | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.08% | +0.08% | -1.25% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.02% | -1.48% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.07% | +0.03% | -0.91% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.07% | -0.01% | -0.93% | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.07% | +0.06% | — | |
| 47 | EXPO | Exponent Inc | Stock-Industrials | 0.07% | -0.01% | -0.45% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.07% | — | — | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.07% | — | — | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | — | -4.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.2% | -1.22% | Trim |
| 2 | AAPL | Apple Inc | +0.1% | -0.54% | Trim |
| 3 | AVUV | Avantis US Small Cap Value | +0.1% | +5.94% | Add |
| 4 | DFAX | Dimensional World Ex US Core | +0.1% | +1.08% | Add |
| 5 | CGDV | Cap Group Dividend Value | +0.1% | +5.46% | Add |
| 6 | BIV | Vanguard Intermediate-term B | +0.1% | +5.57% | Add |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.1% | +5.54% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +17.84% | Add |
| 9 | DFSD | Dimensional Short Duration | +0.1% | +22.23% | Add |
| 10 | VCIT | Vanguard Int-term Corporate | 0% | +8.65% | Add |
| 11 | LLY | Eli Lilly & Co | 0% | -1.35% | Trim |
| 12 | AVEM | Avantis Emerging Markets Eq | 0% | +3.02% | Add |
| 13 | DISV | Dimensional International Sm | 0% | -1.42% | Trim |
| 14 | VCEB | Vanguard Esg US CORP Bond | 0% | +7.90% | Add |
| 15 | AMAT | Applied Materials Inc | 0% | -1.25% | Trim |
| 16 | TD | Toronto-dominion Bank | 0% | -2.72% | Trim |
| 17 | JNJ | Johnson & Johnson | — | -5.29% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | — | +0.04% | Add |
| 19 | KLAC | Kla CORP | — | — | Unchanged |
| 20 | DFUV | Dimensional US Marketwide Va | — | — | Unchanged |
| 21 | CSCO | Cisco Systems Inc | — | -0.91% | Trim |
| 22 | WFC | Wells Fargo & Co | — | -0.93% | Trim |
| 23 | COST | Costco Wholesale CORP | 0% | -8.10% | Trim |
| 24 | CGGR | Cap Group Growth Equity | 0% | +2.18% | Add |
| 25 | DIHP | Dimensional International Hi | 0% | -1.06% | Trim |
| 26 | DFSE | Dimensional Em Sus Core1 ETF | 0% | -13.36% | Trim |
| 27 | QCOM | Qualcomm Inc | 0% | -24.09% | Trim |
| 28 | NFLX | Netflix Inc | 0% | +883.61% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | -34.12% | Trim |
| 30 | DFAT | Dimensional US Target Value | 0% | -6.68% | Trim |
| 31 | META | Meta Platforms Inc-class A | 0% | -4.65% | Trim |
| 32 | CVX | Chevron CORP | 0% | -4.47% | Trim |
| 33 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | -7.01% | Trim |
| 34 | CGXU | Cap Group Intl Focus | 0% | +3.88% | Add |
| 35 | MSFT | Microsoft CORP | 0% | -10.14% | Trim |
| 36 | AMZN | Amazon.com Inc | 0% | -14.58% | Trim |
| 37 | DFEM | Dimensional Emrg Mrkt Core | 0% | -1.43% | Trim |
| 38 | AVRE | Avantis Real Estate ETF | -0.1% | +4.69% | Add |
| 39 | DUHP | Dimensional US High Profi Et | -0.1% | -1.57% | Trim |
| 40 | ES | Eversource Energy | -0.1% | -18.37% | Trim |
| 41 | DFSU | Dimensional US Sus Core1 ETF | -0.1% | -10.39% | Trim |
| 42 | EBI | Longview Advantage ETF | -0.1% | -0.69% | Trim |
| 43 | DFAC | Dimensional US Core Equity 2 | -0.2% | +0.86% | Add |
| 44 | IWF | Ishares Russell 1000 Growth | — | EXIT | Sold out |
| 45 | MU | Micron Technology Inc | — | NEW | New buy |
| 46 | ITOT | Ishares Core S&p Total U.s. | — | EXIT | Sold out |
| 47 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 48 | VGUS | Vanguard Ultra Shrt Treasury | — | EXIT | Sold out |
| 49 | USB | US Bancorp | — | NEW | New buy |
| 50 | LRCX | Lam Research CORP | — | NEW | New buy |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $565.3M across 70 disclosed positions in Q4 2025.
During Q4 2025, BetterWealth, LLC's top holdings by market value included DFAC (25.3%)、DFAX (13.6%)、BIV (8.3%). The largest single position, DFAC, represented 25.3% of total portfolio value.
In Q4 2025, BetterWealth, LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 25 holdings, and fully liquidating 3 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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