Filed: 10/21/2025ACC: 0001911702-25-000002
📋 What this filing means
BETTERWEALTH, LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $420.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$420.03M
Total AUM (reported)
8.70M
Total Shares
Allocation by class
US CORE EQUITY 2$107.11M25.5%
WORLD EX US CORE$56.52M13.5%
COM$46.78M11.1%
INTERMED TERM$34.39M8.2%
SHS CREATION UNI$34.07M8.1%
LONGVIEW ADVANTG$32.15M7.7%
SHORT TRM BOND$20.55M4.9%
Portfolio Concentration
Top 3$198.03M47.1%
4–10$140.88M33.5%
11–25$60.08M14.3%
Rest$21.05M5.0%
Top 3 weight
47.1%
Top 10 weight
80.7%
Voting Authority Distribution
Total shares with voting rights: 8.70M
Sole
Full voting authority
8.70M
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)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.78M
TypeSH
Market value$107.11M
25.50%
Sole
2.78M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.80M
TypeSH
Market value$56.52M
13.46%
Sole
1.80M
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares440.39K
TypeSH
Market value$34.39M
8.19%
Sole
440.39K
Shared
0.00
None
0.00
APPLE INC
SOLEShares132.79K
TypeSH
Market value$33.81M
8.05%
Sole
132.79K
Shared
0.00
None
0.00
RBB FUND TRUST
SOLEShares586.08K
TypeSH
Market value$32.15M
7.65%
Sole
586.08K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares260.45K
TypeSH
Market value$20.55M
4.89%
Sole
260.45K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares534.88K
TypeSH
Market value$15.84M
3.77%
Sole
534.88K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares151.31K
TypeSH
Market value$15.06M
3.59%
Sole
151.31K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares316.65K
TypeSH
Market value$14.08M
3.35%
Sole
316.65K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares223.21K
TypeSH
Market value$9.38M
2.23%
Sole
223.21K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares201.33K
TypeSH
Market value$8.84M
2.11%
Sole
201.33K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares105.49K
TypeSH
Market value$7.92M
1.89%
Sole
105.49K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares169.84K
TypeSH
Market value$6.06M
1.44%
Sole
169.84K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares135.66K
TypeSH
Market value$5.12M
1.22%
Sole
135.66K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares168.35K
TypeSH
Market value$5.12M
1.22%
Sole
168.35K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares50.25K
TypeSH
Market value$4.23M
1.01%
Sole
50.25K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares131K
TypeSH
Market value$4.20M
1.00%
Sole
131K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares16.33K
TypeSH
Market value$3.98M
0.95%
Sole
16.33K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares103.03K
TypeSH
Market value$3.28M
0.78%
Sole
103.03K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares62.31K
TypeSH
Market value$2.65M
0.63%
Sole
62.31K
Shared
0.00
None
0.00
TESLA INC
SOLEShares4.52K
TypeSH
Market value$2.01M
0.48%
Sole
4.52K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares9.69K
TypeSH
Market value$1.80M
0.43%
Sole
9.69K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.77K
TypeSH
Market value$1.69M
0.40%
Sole
2.77K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.65K
TypeSH
Market value$1.61M
0.38%
Sole
8.65K
Shared
0.00
None
0.00
VANGUARD INSTL INDEX FD
SOLEShares20.63K
TypeSH
Market value$1.56M
0.37%
Sole
20.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.78M | SH | $107.11M 25.50% | 2.78M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.80M | SH | $56.52M 13.46% | 1.80M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 440.39K | SH | $34.39M 8.19% | 440.39K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 132.79K | SH | $33.81M 8.05% | 132.79K | 0.00 | 0.00 |
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 586.08K | SH | $32.15M 7.65% | 586.08K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 260.45K | SH | $20.55M 4.89% | 260.45K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 534.88K | SH | $15.84M 3.77% | 534.88K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 151.31K | SH | $15.06M 3.59% | 151.31K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 316.65K | SH | $14.08M 3.35% | 316.65K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 223.21K | SH | $9.38M 2.23% | 223.21K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 201.33K | SH | $8.84M 2.11% | 201.33K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 105.49K | SH | $7.92M 1.89% | 105.49K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 169.84K | SH | $6.06M 1.44% | 169.84K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 135.66K | SH | $5.12M 1.22% | 135.66K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 168.35K | SH | $5.12M 1.22% | 168.35K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 50.25K | SH | $4.23M 1.01% | 50.25K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 131K | SH | $4.20M 1.00% | 131K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 16.33K | SH | $3.98M 0.95% | 16.33K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 103.03K | SH | $3.28M 0.78% | 103.03K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 62.31K | SH | $2.65M 0.63% | 62.31K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 4.52K | SH | $2.01M 0.48% | 4.52K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.69K | SH | $1.80M 0.43% | 9.69K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.77K | SH | $1.69M 0.40% | 2.77K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.65K | SH | $1.61M 0.38% | 8.65K | 0.00 | 0.00 |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 20.63K | SH | $1.56M 0.37% | 20.63K | 0.00 | 0.00 |
Page 1 of 3