Filed: 7/14/2025ACC: 0001085146-25-003797
📋 What this filing means
BETTERWEALTH, LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $390.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$390.44M
Total AUM (reported)
8.73M
Total Shares
Allocation by class
US CORE EQUITY 2$100.93M25.8%
WORLD EX US CORE$53.75M13.8%
COM$41.18M10.5%
INTERMED TERM$32.99M8.5%
SHS CREATION UNI$31.09M8.0%
LONGVIEW ADVANTG$29.71M7.6%
SHORT TRM BOND$19.30M4.9%
Portfolio Concentration
Top 3$187.68M48.1%
4–10$128.77M33.0%
11–25$56.85M14.6%
Rest$17.14M4.4%
Top 3 weight
48.1%
Top 10 weight
81.0%
Voting Authority Distribution
Total shares with voting rights: 8.73M
Sole
Full voting authority
8.73M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.82M
TypeSH
Market value$100.93M
25.85%
Sole
2.82M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.83M
TypeSH
Market value$53.75M
13.77%
Sole
1.83M
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares426.60K
TypeSH
Market value$32.99M
8.45%
Sole
426.60K
Shared
0.00
None
0.00
RBB FUND TRUST
SOLEShares583.95K
TypeSH
Market value$29.71M
7.61%
Sole
583.95K
Shared
0.00
None
0.00
APPLE INC
SOLEShares144.59K
TypeSH
Market value$29.66M
7.60%
Sole
144.59K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares245.24K
TypeSH
Market value$19.30M
4.94%
Sole
245.24K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares525.25K
TypeSH
Market value$14.25M
3.65%
Sole
525.25K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares314.04K
TypeSH
Market value$13.87M
3.55%
Sole
314.04K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares146.12K
TypeSH
Market value$13.31M
3.41%
Sole
146.12K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares219.37K
TypeSH
Market value$8.66M
2.22%
Sole
219.37K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares201.12K
TypeSH
Market value$8.18M
2.09%
Sole
201.12K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares103.96K
TypeSH
Market value$7.13M
1.82%
Sole
103.96K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares175.94K
TypeSH
Market value$5.79M
1.48%
Sole
175.94K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares146.90K
TypeSH
Market value$5.22M
1.34%
Sole
146.90K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares172.66K
TypeSH
Market value$5.09M
1.30%
Sole
172.66K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares135.29K
TypeSH
Market value$4.02M
1.03%
Sole
135.29K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares47.64K
TypeSH
Market value$3.95M
1.01%
Sole
47.64K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares112.75K
TypeSH
Market value$3.32M
0.85%
Sole
112.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares16.90K
TypeSH
Market value$3.00M
0.77%
Sole
16.90K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares18.91K
TypeSH
Market value$2.99M
0.77%
Sole
18.91K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares59.86K
TypeSH
Market value$2.35M
0.60%
Sole
59.86K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.73K
TypeSH
Market value$1.55M
0.40%
Sole
2.73K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares9.93K
TypeSH
Market value$1.52M
0.39%
Sole
9.93K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares22.99K
TypeSH
Market value$1.46M
0.37%
Sole
22.99K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares24.16K
TypeSH
Market value$1.30M
0.33%
Sole
24.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.82M | SH | $100.93M 25.85% | 2.82M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.83M | SH | $53.75M 13.77% | 1.83M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 426.60K | SH | $32.99M 8.45% | 426.60K | 0.00 | 0.00 |
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 583.95K | SH | $29.71M 7.61% | 583.95K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 144.59K | SH | $29.66M 7.60% | 144.59K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 245.24K | SH | $19.30M 4.94% | 245.24K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 525.25K | SH | $14.25M 3.65% | 525.25K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 314.04K | SH | $13.87M 3.55% | 314.04K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 146.12K | SH | $13.31M 3.41% | 146.12K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 219.37K | SH | $8.66M 2.22% | 219.37K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 201.12K | SH | $8.18M 2.09% | 201.12K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 103.96K | SH | $7.13M 1.82% | 103.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 175.94K | SH | $5.79M 1.48% | 175.94K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 146.90K | SH | $5.22M 1.34% | 146.90K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 172.66K | SH | $5.09M 1.30% | 172.66K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 135.29K | SH | $4.02M 1.03% | 135.29K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 47.64K | SH | $3.95M 1.01% | 47.64K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 112.75K | SH | $3.32M 0.85% | 112.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 16.90K | SH | $3.00M 0.77% | 16.90K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.91K | SH | $2.99M 0.77% | 18.91K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 59.86K | SH | $2.35M 0.60% | 59.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.73K | SH | $1.55M 0.40% | 2.73K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.93K | SH | $1.52M 0.39% | 9.93K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 22.99K | SH | $1.46M 0.37% | 22.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 24.16K | SH | $1.30M 0.33% | 24.16K | 0.00 | 0.00 |
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