BetterWealth, LLC

Est. AUM

$509.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$110.0M	2830509	21.58%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$61.9M	1822328	12.14%	SOLE
3	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$49.6M	655107	9.72%	SOLE
4	APPLE INC	COM	$44.5M	175212	8.72%	SOLE
5	VANGUARD BD INDEX FDS	INTERMED TERM	$37.2M	481986	7.30%	SOLE
6	RBB FUND TRUST	LONGVIEW ADVANTG	$33.7M	582580	6.61%	SOLE
7	VANGUARD BD INDEX FDS	SHORT TRM BOND	$22.4M	285657	4.39%	SOLE
8	AMERICAN CENTY ETF TR	US SML CP VALU	$18.1M	163756	3.55%	SOLE
9	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$17.1M	579572	3.35%	SOLE
10	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$14.9M	339282	2.93%	SOLE
11	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$10.2M	240559	2.01%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$8.8M	109104	1.72%	SOLE
13	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$8.6M	213461	1.68%	SOLE
14	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$6.5M	165839	1.28%	SOLE
15	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$5.3M	164993	1.04%	SOLE
16	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.0M	59868	0.97%	SOLE
17	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$4.7M	128950	0.93%	SOLE
18	ALPHABET INC	CAP STK CL C	$4.6M	16057	0.90%	SOLE
19	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$4.4M	127767	0.87%	SOLE
20	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.4M	96612	0.66%	SOLE
21	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.3M	55184	0.44%	SOLE
22	SHOPIFY INC	CL A SUB VTG SHS	$2.2M	18317	0.43%	SOLE
23	JOHNSON & JOHNSON	COM	$2.1M	8513	0.41%	SOLE
24	NVIDIA CORPORATION	COM	$2.0M	11412	0.39%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	2969	0.35%	SOLE
26	TESLA INC	COM	$1.7M	4559	0.33%	SOLE
27	VANGUARD WORLD FD	ESG US CORP BD	$1.6M	25375	0.31%	SOLE
28	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.4M	30074	0.28%	SOLE
29	DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.1M	26243	0.22%	SOLE
30	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.1M	17746	0.22%	SOLE
31	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$885K	18261	0.17%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$875K	1826	0.17%	SOLE
33	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$810K	15656	0.16%	SOLE
34	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$806K	12579	0.16%	SOLE
35	CHEVRON CORPORATION	COM	$796K	3848	0.16%	SOLE
36	AMAZON COM INC	COM	$689K	3309	0.14%	SOLE
37	VANGUARD INDEX FDS	LARGE CAP ETF	$660K	2208	0.13%	SOLE
38	EVERSOURCE ENERGY	COM	$658K	9499	0.13%	SOLE
39	INVESCO QQQ TR	UNIT SER 1	$656K	1136	0.13%	SOLE
40	ELI LILLY & CO	COM	$600K	652	0.12%	SOLE
41	VANGUARD INDEX FDS	TOTAL STK MKT	$578K	1802	0.11%	SOLE
42	ALPHABET INC	CAP STK CL A	$554K	1926	0.11%	SOLE
43	MICROSOFT CORP	COM	$533K	1441	0.10%	SOLE
44	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$524K	12357	0.10%	SOLE
45	APPLIED MATLS INC	COM	$486K	1423	0.10%	SOLE
46	ANALOG DEVICES INC	COM	$476K	1497	0.09%	SOLE
47	WALMART INC	COM	$463K	3729	0.09%	SOLE
48	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$458K	11979	0.09%	SOLE
49	EXXON MOBIL CORP	COM	$430K	2537	0.08%	SOLE
50	KLA CORP	COM NEW	$394K	268	0.08%	SOLE

1–50 of 85

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.