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CIK: 0001911702
Total reported value
$590.9M
$590.9M
86 檔
56.1%
As reported in its official Q2 2026 Form 13F filing, BetterWealth, LLC's tracked investment portfolio stood at $590.9M with 86 total positions.
BetterWealth, LLC executed strategic sector rebalancing during Q2 2026, establishing 4 new positions while fully exiting 3 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, VBIL) accounted for 56.1% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 22.27% | -0.87% | +0.25% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 11.79% | -0.37% | -0.75% | |
| 3 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 9.14% | +4.77% | +4.23% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 8.40% | +0.41% | -6.40% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 7.07% | -0.35% | +8.15% | |
| 6 | EBI | Longview Advantage ETF | ETF-Other | 6.69% | -0.25% | — | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.20% | -0.23% | +6.64% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.61% | -0.30% | -0.11% | |
| 9 | CGXU | Cap Group Intl Focus | ETF-Other | 3.58% | -0.05% | +0.87% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.91% | -0.25% | +2.45% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 2.17% | -0.10% | +3.25% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 1.84% | -0.04% | +3.05% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.79% | -0.10% | -4.11% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.18% | +0.02% | -0.00% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | -0.25% | -0.59% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 0.99% | -0.06% | -0.42% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.93% | -0.93% | EXIT | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.91% | -0.07% | -0.78% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.91% | -0.07% | +3.87% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.65% | -0.65% | EXIT | |
| 21 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.48% | — | +4.53% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | -0.03% | -0.50% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.03% | -1.17% | |
| 24 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.37% | +0.13% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.01% | -0.10% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.07% | -0.04% | |
| 27 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.29% | -0.04% | +3.22% | |
| 28 | DFSD | Dimensional Short Duration | ETF-Other | 0.28% | +0.04% | +9.67% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.22% | -0.02% | -1.45% | |
| 30 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.21% | +0.01% | +1.99% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.18% | -0.06% | — | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.18% | -0.01% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.01% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | -0.02% | +14.38% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | -0.01% | — | |
| 36 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.16% | -0.02% | +8.85% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.15% | -0.10% | -0.14% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | -0.01% | +0.18% | |
| 39 | KLAC | Kla CORP | Stock-Tech | 0.14% | -0.05% | +902.61% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | -0.01% | +0.31% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | — | — | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.12% | — | — | |
| 43 | ES | Eversource Energy | Stock-Utilities | 0.12% | -0.02% | +0.03% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | +0.04% | +26.30% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -0.01% | — | |
| 46 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.11% | — | +5.75% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.11% | +0.01% | -5.20% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.11% | — | -0.13% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | -0.01% | -20.66% | |
| 50 | LRCX | Lam Research CORP | Stock-Tech | 0.09% | -0.02% | +0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +0.7% | +0.25% | Add |
| 2 | CGXU | Cap Group Intl Focus | +0.2% | +0.87% | Add |
| 3 | CGDV | Cap Group Dividend Value | +0.2% | +3.25% | Add |
| 4 | CGGR | Cap Group Growth Equity | +0.2% | +3.05% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -0.59% | Trim |
| 6 | MU | Micron Technology Inc | +0.1% | -0.14% | Trim |
| 7 | ZYME | Zymeworks Inc | +0.1% | NEW | New buy |
| 8 | EBI | Longview Advantage ETF | +0.1% | — | Unchanged |
| 9 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 10 | AVEM | Avantis Emerging Markets Eq | +0.1% | -4.11% | Trim |
| 11 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 12 | AVUV | Avantis US Small Cap Value | +0.1% | -0.11% | Trim |
| 13 | KLAC | Kla CORP | +0.1% | +902.61% | Add |
| 14 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 15 | DFEM | Dimensional Emrg Mrkt Core | 0% | -0.78% | Trim |
| 16 | DFSU | Dimensional US Sus Core1 ETF | 0% | +4.53% | Add |
| 17 | LRCX | Lam Research CORP | 0% | +0.85% | Add |
| 18 | IWM | Ishares Russell 2000 ETF | 0% | NEW | New buy |
| 19 | VEU | Vanguard Ftse All-world Ex-u | 0% | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | 0% | +0.16% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +14.38% | Add |
| 22 | LLY | Eli Lilly & Co | 0% | +0.31% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.18% | Add |
| 24 | MSFT | Microsoft CORP | 0% | +26.30% | Add |
| 25 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 26 | NVDA | Nvidia CORP | 0% | -0.50% | Trim |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | -0.10% | Trim |
| 28 | TSLA | Tesla Inc | 0% | -0.04% | Trim |
| 29 | DFUV | Dimensional US Marketwide Va | 0% | — | Unchanged |
| 30 | ADI | Analog Devices Inc | 0% | -0.13% | Trim |
| 31 | DFSE | Dimensional Em Sus Core1 ETF | 0% | +5.75% | Add |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 33 | VB | Vanguard Small-cap ETF | 0% | +1.46% | Add |
| 34 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 35 | DUHP | Dimensional US High Profi Et | — | -2.71% | Trim |
| 36 | DFSD | Dimensional Short Duration | — | +9.67% | Add |
| 37 | DFAT | Dimensional US Target Value | — | -1.45% | Trim |
| 38 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 39 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
| 40 | DFSB | Dim Glb Sustain Fix Inc ETF | — | +8.85% | Add |
| 41 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 42 | AVBH | Avidbank Holdings Inc | — | — | Unchanged |
| 43 | MAGS | Roundhill Magnificent Seven | — | — | Unchanged |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 45 | SCHB | Schwab US Broad Market ETF | — | — | Unchanged |
| 46 | LRGF | Ishares US Equity Factor ETF | — | — | Unchanged |
| 47 | USB | US Bancorp | — | +0.07% | Add |
| 48 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 49 | SBUX | Starbucks CORP | — | — | Unchanged |
| 50 | VGSR | Vert Glb Sust Re ETF | — | +5.27% | Add |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $590.9M across 86 disclosed positions in Q2 2026.
During Q2 2026, BetterWealth, LLC's top holdings by market value included DFAC (22.3%)、DFAX (11.8%)、VBIL (9.1%). The largest single position, DFAC, represented 22.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
ZYME
市值: $486.8K
Top Position Liquidated / Trimmed
NFLX
前期市值: $260.6K
In Q2 2026, BetterWealth, LLC made 61 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 24 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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