BL

BetterWealth, LLC

Sector-focusedMomentum followerLong-term holder

Total reported value

$509.8M

Reporting period: 2026-03-31 · Number of holdings: 85

BetterWealth, LLC disclosed 85 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $509.8M and a quarterly turnover rate of 16.7%.

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Personality snowflake

Concentration
38.01
Portfolio Stability
16.67
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
73.24

Recent moves

  • Add VBIL

    +3019.3%　$48.0M

  • Trim DFAC

    +1.1%　-$901.4K

  • Trim DFAX

    +0.1%　$2.3M

  • Trim BIV

    +3.7%　$991.8K

  • Trim EBI

    +0.1%　$776.2K

  • Trim BSV

    +3.9%　$735.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFACDimensional US Core Equity 2ETF-Other21.58%-3.71%+1.05%
2DFAXDimensional World Ex US CoreETF-Other12.14%-1.45%+0.09%
3VBILVanguard 0-3m T-bill ETFETF-Other9.72%+9.36%+3019.26%
4AAPLApple INCStock-Tech8.72%+0.53%+32.66%
5BIVVanguard Intermediate-term BETF-Other7.30%-0.96%+3.67%
6EBILongview Advantage ETFETF-Other6.61%-0.90%+0.10%
7BSVVanguard Short-term Bond ETFETF-Other4.39%-0.55%+3.92%
8AVUVAvantis US Small Cap ValueETF-Small Cap3.55%-0.18%+2.16%
9CGXUCap Group Intl FocusETF-Other3.35%-0.39%+4.30%
10AVREAvantis Real Estate ETFETF-Other2.93%-0.36%+2.35%
11CGDVCap Group Dividend ValueETF-Other2.01%—+2.19%
12AVEMAvantis Emerging Markets EqETF-Emerging Markets1.72%-0.19%+0.40%
13CGGRCap Group Growth EquityETF-Other1.68%-0.41%+3.76%
14DISVDimensional International SmETF-Other1.28%-0.17%-0.95%
15DIHPDimensional International HiETF-Other1.04%—-0.95%
16VCITVanguard Int-term CorporateETF-Corp Bonds0.97%-0.07%+9.65%
17DUHPDimensional US High Profi EtETF-Other0.93%-0.23%-3.43%
18GOOGAlphabet Inc-cl CStock-Comm Services0.90%-0.25%-0.48%
19DFEMDimensional Emrg Mrkt CoreETF-Other0.87%-0.10%-1.06%
20DFSVDimensional US Small Cap ValETF-Small Cap0.66%-0.09%-3.70%
21DFSUDimensional US Sus Core1 ETFETF-Other0.44%-0.11%-1.16%
22SHOPShopify INC - Class AStock-Tech0.43%+0.43%NEW
23JNJJohnson & JohnsonStock-Healthcare0.41%-0.02%-7.28%
24NVDANvidia CORPStock-Tech0.39%-0.04%+11.97%
25VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.35%—+7.34%
26TSLATesla INCStock-Consumer Disc0.33%-0.13%+1.76%
27VCEBVanguard Esg US CORP BondETF-Corp Bonds0.31%—+1.39%
28DFSDDimensional Short DurationETF-Other0.28%—+0.41%
29DFSIDimensional Int Sus Cor1 ETFETF-Other0.22%—-1.36%
30DFATDimensional US Target ValueETF-Other0.22%—-3.28%
31DFUVDimensional US Marketwide VaETF-Other0.17%—-2.04%
32BRK-BBerkshire Hathaway Inc-cl BStock-Other0.17%—+0.44%
33DFSBDim Glb Sustain Fix INC ETFETF-Other0.16%—+1.91%
34VEAVanguard Ftse Developed ETFETF-Other0.16%+0.09%+144.11%
35CVXChevron CORPStock-Energy0.16%+0.04%+7.07%
36AMZNAmazon.com INCStock-Consumer Disc0.14%—+14.58%
37VVVanguard Large-cap ETFETF-Other0.13%+0.13%NEW
38ESEversource EnergyStock-Utilities0.13%-0.11%-38.71%
39QQQInvesco Qqq Trust Series 1ETF-Tech0.13%——
40LLYEli Lilly & CoStock-Healthcare0.12%—+11.64%
41VTIVanguard Total Stock Mkt ETFETF-Other0.11%+0.11%NEW
42GOOGLAlphabet Inc-cl AStock-Comm Services0.11%+0.04%+97.94%
43MSFTMicrosoft CORPStock-Tech0.10%—+32.20%
44DFSEDimensional Em Sus Core1 ETFETF-Other0.10%—-1.36%
45AMATApplied Materials INCStock-Tech0.10%+0.02%+0.28%
46ADIAnalog Devices INCStock-Tech0.09%+0.09%NEW
47WMTWalmart INCStock-Consumer Staples0.09%+0.01%+22.02%
48FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other0.09%+0.09%NEW
49XOMExxon Mobil CORPStock-Energy0.08%+0.02%+17.89%
50KLACKla CORPStock-Tech0.08%+0.01%—
1–50 of 85

Holding changes this quarter

BetterWealth, LLC's most significant position changes for 2026-03-31: New buy: Shopify INC - Class A (SHOP); New buy: Vanguard Large-cap ETF (VV); New buy: Vanguard Total Stock Mkt ETF (VTI); New buy: Analog Devices INC (ADI); New buy: Schwab Fndmntl Em Mrk Eq ETF (FNDE).

Position changes disclosed by BetterWealth, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VBILVanguard 0-3m T-bill ETF+9.4%+3019.26%Add
2AAPLApple INC+0.5%+32.66%Add
3VEAVanguard Ftse Developed ETF+0.1%+144.11%Add
4GOOGLAlphabet Inc-cl A0%+97.94%Add
5CVXChevron CORP0%+7.07%Add
6XOMExxon Mobil CORP0%+17.89%Add
7AMATApplied Materials INC0%+0.28%Add
8WMTWalmart INC0%+22.02%Add
9KLACKla CORP0%—Unchanged
10COSTCostco Wholesale CORP0%+13.03%Add
11JPMJpmorgan Chase & Co—+42.97%Add
12JNJJohnson & Johnson0%-7.28%Trim
13INTUIntuit INC0%+13.59%Add
14NVDANvidia CORP0%+11.97%Add
15VCITVanguard Int-term Corporate-0.1%+9.65%Add
16DFSVDimensional US Small Cap Val-0.1%-3.70%Trim
17DFEMDimensional Emrg Mrkt Core-0.1%-1.06%Trim
18ESEversource Energy-0.1%-38.71%Trim
19DFSUDimensional US Sus Core1 ETF-0.1%-1.16%Trim
20TSLATesla INC-0.1%+1.76%Add
21DISVDimensional International Sm-0.2%-0.95%Trim
22AVUVAvantis US Small Cap Value-0.2%+2.16%Add
23AVEMAvantis Emerging Markets Eq-0.2%+0.40%Add
24DUHPDimensional US High Profi Et-0.2%-3.43%Trim
25GOOGAlphabet Inc-cl C-0.3%-0.48%Trim
26AVREAvantis Real Estate ETF-0.4%+2.35%Add
27CGXUCap Group Intl Focus-0.4%+4.30%Add
28CGGRCap Group Growth Equity-0.4%+3.76%Add
29BSVVanguard Short-term Bond ETF-0.6%+3.92%Add
30EBILongview Advantage ETF-0.9%+0.10%Add
31BIVVanguard Intermediate-term B-1%+3.67%Add
32DFAXDimensional World Ex US Core-1.5%+0.09%Add
33DFACDimensional US Core Equity 2-3.7%+1.05%Add
34SHOPShopify INC - Class A—NEWNew buy
35VVVanguard Large-cap ETF—NEWNew buy
36VTIVanguard Total Stock Mkt ETF—NEWNew buy
37ADIAnalog Devices INC—NEWNew buy
38FNDESchwab Fndmntl Em Mrk Eq ETF—NEWNew buy
39SCHFSchwab Intl Equity ETF—NEWNew buy
40FNDXSchwab Fndmntl US Lrg Co ETF—NEWNew buy
41VBVanguard Small-cap ETF—NEWNew buy
42VIGVanguard Dividend Apprec ETF—NEWNew buy
43SCHXSchwab US Large-cap ETF—NEWNew buy
44FNDFSchwab Fndmn Intl Lrg Co ETF—NEWNew buy
45QCOMQualcomm INC—EXITSold out
46LRGFIshares US Equity Factor ETF—NEWNew buy
47AMGNAmgen INC—NEWNew buy
48SCHBSchwab US Broad Market ETF—NEWNew buy
49AVGOBroadcom INC—NEWNew buy
50CATCaterpillar INC—NEWNew buy

FAQ

What is BetterWealth, LLC and what type of investor is it?
BetterWealth, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $509.8M, spread across 85 disclosed positions.
What are BetterWealth, LLC's largest equity positions?
Based on the latest 13F filing, BetterWealth, LLC's top holdings by market value are: 1. Dimensional US Core Equity 2 (DFAC) — $110.0M (21.6%) 2. Dimensional World Ex US Core (DFAX) — $61.9M (12.1%) 3. Vanguard 0-3m T-bill ETF (VBIL) — $49.6M (9.7%) 4. Apple INC (AAPL) — $44.5M (8.7%) 5. Vanguard Intermediate-term B (BIV) — $37.2M (7.3%)
What changes did BetterWealth, LLC make in its most recent portfolio filing?
In the latest reported quarter, BetterWealth, LLC made 49 notable position adjustments: 16 new positions were initiated, 24 existing holdings were added to, 8 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Shopify INC - Class A (SHOP); New buy: Vanguard Large-cap ETF (VV); New buy: Vanguard Total Stock Mkt ETF (VTI); New buy: Analog Devices INC (ADI); New buy: Schwab Fndmntl Em Mrk Eq ETF (FNDE)
What sectors does BetterWealth, LLC focus on?
BetterWealth, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 77.4% • Communication Services: 8.5% • Health Care: 4.4% • Consumer Discretionary: 3.9% • Financials: 2.1% • Energy: 1.8%

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