Filed: 1/15/2026ACC: 0001911702-26-000001
📋 What this filing means
BETTERWEALTH, LLC filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $438.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$438.57M
Total AUM (reported)
8.83M
Total Shares
Allocation by class
US CORE EQUITY 2$110.89M25.3%
WORLD EX US CORE$59.59M13.6%
COM$49.46M11.3%
INTERMED TERM$36.21M8.3%
SHS CREATION UNI$35.84M8.2%
LONGVIEW ADVANTG$32.93M7.5%
SHORT TRM BOND$21.66M4.9%
Portfolio Concentration
Top 3$206.69M47.1%
4–10$147.97M33.7%
11–25$63.01M14.4%
Rest$20.90M4.8%
Top 3 weight
47.1%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 8.83M
Sole
Full voting authority
8.83M
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)
Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.80M
TypeSH
Market value$110.89M
25.29%
Sole
2.80M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.82M
TypeSH
Market value$59.59M
13.59%
Sole
1.82M
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares464.92K
TypeSH
Market value$36.21M
8.26%
Sole
464.92K
Shared
0.00
None
0.00
APPLE INC
SOLEShares132.08K
TypeSH
Market value$35.91M
8.19%
Sole
132.08K
Shared
0.00
None
0.00
RBB FUND TRUST
SOLEShares582.02K
TypeSH
Market value$32.93M
7.51%
Sole
582.02K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares274.87K
TypeSH
Market value$21.66M
4.94%
Sole
274.87K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares555.65K
TypeSH
Market value$16.42M
3.74%
Sole
555.65K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares160.29K
TypeSH
Market value$16.35M
3.73%
Sole
160.29K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares331.49K
TypeSH
Market value$14.43M
3.29%
Sole
331.49K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares235.39K
TypeSH
Market value$10.27M
2.34%
Sole
235.39K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares205.73K
TypeSH
Market value$9.15M
2.09%
Sole
205.73K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares108.67K
TypeSH
Market value$8.37M
1.91%
Sole
108.67K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares167.43K
TypeSH
Market value$6.36M
1.45%
Sole
167.43K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares166.57K
TypeSH
Market value$5.27M
1.20%
Sole
166.57K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares133.53K
TypeSH
Market value$5.08M
1.16%
Sole
133.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares16.14K
TypeSH
Market value$5.06M
1.15%
Sole
16.14K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares54.60K
TypeSH
Market value$4.57M
1.04%
Sole
54.60K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares129.13K
TypeSH
Market value$4.27M
0.97%
Sole
129.13K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares100.32K
TypeSH
Market value$3.30M
0.75%
Sole
100.32K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares55.83K
TypeSH
Market value$2.42M
0.55%
Sole
55.83K
Shared
0.00
None
0.00
TESLA INC
SOLEShares4.48K
TypeSH
Market value$2.01M
0.46%
Sole
4.48K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares10.19K
TypeSH
Market value$1.90M
0.43%
Sole
10.19K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares9.18K
TypeSH
Market value$1.90M
0.43%
Sole
9.18K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.77K
TypeSH
Market value$1.73M
0.40%
Sole
2.77K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares25.03K
TypeSH
Market value$1.59M
0.36%
Sole
25.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.80M | SH | $110.89M 25.29% | 2.80M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.82M | SH | $59.59M 13.59% | 1.82M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 464.92K | SH | $36.21M 8.26% | 464.92K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 132.08K | SH | $35.91M 8.19% | 132.08K | 0.00 | 0.00 |
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 582.02K | SH | $32.93M 7.51% | 582.02K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 274.87K | SH | $21.66M 4.94% | 274.87K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 555.65K | SH | $16.42M 3.74% | 555.65K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 160.29K | SH | $16.35M 3.73% | 160.29K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 331.49K | SH | $14.43M 3.29% | 331.49K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 235.39K | SH | $10.27M 2.34% | 235.39K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 205.73K | SH | $9.15M 2.09% | 205.73K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 108.67K | SH | $8.37M 1.91% | 108.67K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 167.43K | SH | $6.36M 1.45% | 167.43K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 166.57K | SH | $5.27M 1.20% | 166.57K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 133.53K | SH | $5.08M 1.16% | 133.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 16.14K | SH | $5.06M 1.15% | 16.14K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 54.60K | SH | $4.57M 1.04% | 54.60K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 129.13K | SH | $4.27M 0.97% | 129.13K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 100.32K | SH | $3.30M 0.75% | 100.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 55.83K | SH | $2.42M 0.55% | 55.83K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 4.48K | SH | $2.01M 0.46% | 4.48K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 10.19K | SH | $1.90M 0.43% | 10.19K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.18K | SH | $1.90M 0.43% | 9.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.77K | SH | $1.73M 0.40% | 2.77K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 25.03K | SH | $1.59M 0.36% | 25.03K | 0.00 | 0.00 |
Page 1 of 3