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CIK: 0001911702
Total reported value
$565.3M
$565.3M
85 檔
53.6%
In Q1 2026, BetterWealth, LLC's U.S. equity holdings reached a combined market value of $565.3M, distributed across 85 disclosed stock positions.
In Q1 2026, BetterWealth, LLC displayed an active expansion posture, initiating 16 new positions and adding to 40 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, VBIL) accounted for 53.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
SHOP
市值: $2.2M
Top Position Liquidated / Trimmed
QCOM
前期市值: $248.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.58% | +0.69% | +1.05% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 12.14% | -0.35% | +0.09% | |
| 3 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 9.72% | -0.58% | +3019.26% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 8.72% | -0.32% | +32.66% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 7.30% | -0.23% | +3.67% | |
| 6 | EBI | Longview Advantage ETF | ETF-Other | 6.61% | +0.08% | +0.10% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.39% | -0.19% | +3.92% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.55% | +0.06% | +2.16% | |
| 9 | CGXU | Cap Group Intl Focus | ETF-Other | 3.35% | +0.23% | +4.30% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.93% | -0.02% | +2.35% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 2.01% | +0.16% | +2.19% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.72% | +0.07% | +0.40% | |
| 13 | CGGR | Cap Group Growth Equity | ETF-Other | 1.68% | +0.16% | +3.76% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.28% | -0.10% | -0.95% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.04% | -0.05% | -0.95% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.97% | -0.06% | +9.65% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.93% | — | -3.43% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.10% | -0.48% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.87% | +0.04% | -1.06% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.66% | -0.01% | -3.70% | |
| 21 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.44% | +0.04% | -1.16% | |
| 22 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.43% | -0.06% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.03% | -7.28% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.01% | +11.97% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | +7.34% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | +0.01% | +1.76% | |
| 27 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.31% | -0.02% | +1.39% | |
| 28 | DFSD | Dimensional Short Duration | ETF-Other | 0.28% | — | +0.41% | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.22% | -0.01% | -1.36% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.22% | — | -3.28% | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.17% | +0.01% | -2.04% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.01% | +0.44% | |
| 33 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.16% | — | +1.91% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | — | +144.11% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.05% | +7.07% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.02% | +14.58% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | — | — | |
| 38 | ES | Eversource Energy | Stock-Utilities | 0.13% | -0.01% | -38.71% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | +0.02% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.02% | +11.64% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | +0.01% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | -0.01% | +97.94% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | +0.02% | +32.20% | |
| 44 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.10% | +0.01% | -1.36% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.10% | +0.08% | +0.28% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.09% | +0.01% | — | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | -0.02% | +22.02% | |
| 48 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.09% | -0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.02% | +17.89% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.08% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +9.4% | +3019.26% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +32.66% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.1% | +144.11% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | 0% | +97.94% | Add |
| 5 | CVX | Chevron CORP | 0% | +7.07% | Add |
| 6 | XOM | Exxon Mobil CORP | 0% | +17.89% | Add |
| 7 | AMAT | Applied Materials Inc | 0% | +0.28% | Add |
| 8 | WMT | Walmart Inc | 0% | +22.02% | Add |
| 9 | KLAC | Kla CORP | 0% | — | Unchanged |
| 10 | COST | Costco Wholesale CORP | 0% | +13.03% | Add |
| 11 | JPM | Jpmorgan Chase & Co | — | +42.97% | Add |
| 12 | LRCX | Lam Research CORP | — | — | Unchanged |
| 13 | NFLX | Netflix Inc | — | +12.92% | Add |
| 14 | PCG | P G & E CORP | — | — | Unchanged |
| 15 | AVBH | Avidbank Holdings Inc | — | — | Unchanged |
| 16 | SBUX | Starbucks CORP | — | +0.15% | Add |
| 17 | WFC | Wells Fargo & Co | 0% | +0.60% | Add |
| 18 | VTV | Vanguard Value ETF | 0% | +6.37% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +14.58% | Add |
| 20 | TD | Toronto-dominion Bank | 0% | -7.46% | Trim |
| 21 | EXPO | Exponent Inc | 0% | — | Unchanged |
| 22 | AMD | Advanced Micro Devices | 0% | +0.59% | Add |
| 23 | IWV | Ishares Russell 3000 ETF | 0% | — | Unchanged |
| 24 | USB | US Bancorp | 0% | — | Unchanged |
| 25 | VXUS | Vanguard Total Intl Stock | 0% | -3.56% | Trim |
| 26 | CSCO | Cisco Systems Inc | 0% | +0.17% | Add |
| 27 | VGSR | Vert Glb Sust Re ETF | 0% | -0.76% | Trim |
| 28 | PHG | Koninklijke Philips Nvr- Ny | 0% | — | Unchanged |
| 29 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | — | Unchanged |
| 30 | JNJ | Johnson & Johnson | 0% | -7.28% | Trim |
| 31 | INTU | Intuit Inc | 0% | +13.59% | Add |
| 32 | MAGS | Roundhill Magnificent Seven | 0% | — | Unchanged |
| 33 | MU | Micron Technology Inc | 0% | -28.14% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -10.35% | Trim |
| 35 | META | Meta Platforms Inc-class A | 0% | +1.06% | Add |
| 36 | LLY | Eli Lilly & Co | 0% | +11.64% | Add |
| 37 | DFSB | Dim Glb Sustain Fix Inc ETF | 0% | +1.91% | Add |
| 38 | MSFT | Microsoft CORP | 0% | +32.20% | Add |
| 39 | DFSE | Dimensional Em Sus Core1 ETF | 0% | -1.36% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 41 | DFUV | Dimensional US Marketwide Va | 0% | -2.04% | Trim |
| 42 | DFAT | Dimensional US Target Value | 0% | -3.28% | Trim |
| 43 | NVDA | Nvidia CORP | 0% | +11.97% | Add |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.44% | Add |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | -1.36% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | -0.1% | +7.34% | Add |
| 47 | DFSD | Dimensional Short Duration | -0.1% | +0.41% | Add |
| 48 | VCEB | Vanguard Esg US CORP Bond | -0.1% | +1.39% | Add |
| 49 | VCIT | Vanguard Int-term Corporate | -0.1% | +9.65% | Add |
| 50 | DFSV | Dimensional US Small Cap Val | -0.1% | -3.70% | Trim |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $565.3M across 85 disclosed positions in Q1 2026.
During Q1 2026, BetterWealth, LLC's top holdings by market value included DFAC (21.6%)、DFAX (12.1%)、VBIL (9.7%). The largest single position, DFAC, represented 21.6% of total portfolio value.
In Q1 2026, BetterWealth, LLC made 75 total portfolio adjustments, initiating 16 new buys, adding to 40 positions, trimming 18 holdings, and fully liquidating 1 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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