BetterWealth, LLC — Q4 2025 13F Holdings

Name: BetterWealth, LLC — 13F Holdings, Q4 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	25.29%	-3.71%	+0.86%
2	DFAX	Dimensional World Ex US Core	ETF-Other	13.59%	-1.45%	+1.08%
3	BIV	Vanguard Intermediate-term B	ETF-Other	8.26%	-0.96%	+5.57%
4	AAPL	Apple INC	Stock-Tech	8.19%	+0.53%	-0.54%
5	EBI	Longview Advantage ETF	ETF-Other	7.51%	-0.90%	-0.69%
6	BSV	Vanguard Short-term Bond ETF	ETF-Other	4.94%	-0.55%	+5.54%
7	CGXU	Cap Group Intl Focus	ETF-Other	3.74%	-0.39%	+3.88%
8	AVUV	Avantis US Small Cap Value	ETF-Small Cap	3.73%	-0.18%	+5.94%
9	AVRE	Avantis Real Estate ETF	ETF-Other	3.29%	-0.36%	+4.69%
10	CGDV	Cap Group Dividend Value	ETF-Other	2.34%	—	+5.46%
11	CGGR	Cap Group Growth Equity	ETF-Other	2.09%	-0.41%	+2.18%
12	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	1.91%	-0.19%	+3.02%
13	DISV	Dimensional International Sm	ETF-Other	1.45%	-0.17%	-1.42%
14	DIHP	Dimensional International Hi	ETF-Other	1.20%	—	-1.06%
15	DUHP	Dimensional US High Profi Et	ETF-Other	1.16%	-0.23%	-1.57%
16	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.15%	-0.25%	-1.22%
17	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	1.04%	-0.07%	+8.65%
18	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	0.97%	-0.10%	-1.43%
19	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	0.75%	-0.09%	-2.63%
20	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	0.55%	-0.11%	-10.39%
21	TSLA	Tesla INC	Stock-Consumer Disc	0.46%	-0.13%	-0.95%
22	NVDA	Nvidia CORP	Stock-Tech	0.43%	-0.04%	+17.84%
23	JNJ	Johnson & Johnson	Stock-Healthcare	0.43%	-0.02%	-5.29%
24	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.40%	—	+0.04%
25	VCEB	Vanguard Esg US CORP Bond	ETF-Corp Bonds	0.36%	—	+7.90%
26	VBIL	Vanguard 0-3m T-bill ETF	ETF-Other	0.36%	+9.36%	+1.82%
27	DFSD	Dimensional Short Duration	ETF-Other	0.33%	—	+22.23%
28	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	0.26%	—	-7.01%
29	DFAT	Dimensional US Target Value	ETF-Other	0.25%	—	-6.68%
30	ES	Eversource Energy	Stock-Utilities	0.24%	-0.11%	-18.37%
31	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.21%	—	-0.98%
32	DFUV	Dimensional US Marketwide Va	ETF-Other	0.20%	—	—
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%	—	-3.15%
35	AMZN	Amazon.com INC	Stock-Consumer Disc	0.15%	—	-14.58%
36	LLY	Eli Lilly & Co	Stock-Healthcare	0.14%	—	-1.35%
37	CVX	Chevron CORP	Stock-Energy	0.12%	+0.04%	-4.47%
38	MSFT	Microsoft CORP	Stock-Tech	0.12%	—	-10.14%
39	DFSE	Dimensional Em Sus Core1 ETF	ETF-Other	0.12%	—	-13.36%
40	MAGS	Roundhill Magnificent Seven	ETF-Other	0.09%	—	—
41	AMAT	Applied Materials INC	Stock-Tech	0.08%	+0.02%	-1.25%
42	WMT	Walmart INC	Stock-Consumer Staples	0.08%	+0.01%	-1.48%
43	VTV	Vanguard Value ETF	ETF-Other	0.08%	—	—
44	CSCO	Cisco Systems INC	Stock-Tech	0.07%	—	-0.91%
45	WFC	Wells Fargo & Co	Stock-Financials	0.07%	—	-0.93%
46	KLAC	Kla CORP	Stock-Tech	0.07%	+0.01%	—
47	EXPO	Exponent INC	Stock-Industrials	0.07%	—	-0.45%
48	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.07%	+0.09%	—
49	VXUS	Vanguard Total Intl Stock	ETF-Other	0.07%	—	—
50	META	Meta Platforms Inc-class A	Stock-Comm Services	0.07%	—	-4.65%

1–50 of 70

Holding changes this quarter

Position changes disclosed by BetterWealth, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	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