Filed: 4/24/2026ACC: 0002085853-26-000492
📋 What this filing means
BETTERWEALTH, LLC filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $509.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$509.76M
Total AUM (reported)
9.71M
Total Shares
Allocation by class
US CORE EQUITY 2$109.99M21.6%
WORLD EX US CORE$61.90M12.1%
COM$59.20M11.6%
0-3 MO TREAS BIL$49.56M9.7%
INTERMED TERM$37.20M7.3%
SHS CREATION UNI$35.90M7.0%
LONGVIEW ADVANTG$33.71M6.6%
Portfolio Concentration
Top 3$221.46M43.4%
4–10$187.89M36.9%
11–25$71.85M14.1%
Rest$28.57M5.6%
Top 3 weight
43.4%
Top 10 weight
80.3%
Voting Authority Distribution
Total shares with voting rights: 9.71M
Sole
Full voting authority
9.71M
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)
Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.83M
TypeSH
Market value$109.99M
21.58%
Sole
2.83M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.82M
TypeSH
Market value$61.90M
12.14%
Sole
1.82M
Shared
0.00
None
0.00
VANGUARD INSTL INDEX FD
SOLEShares655.11K
TypeSH
Market value$49.56M
9.72%
Sole
655.11K
Shared
0.00
None
0.00
APPLE INC
SOLEShares175.21K
TypeSH
Market value$44.47M
8.72%
Sole
175.21K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares481.99K
TypeSH
Market value$37.20M
7.30%
Sole
481.99K
Shared
0.00
None
0.00
RBB FUND TRUST
SOLEShares582.58K
TypeSH
Market value$33.71M
6.61%
Sole
582.58K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares285.66K
TypeSH
Market value$22.40M
4.39%
Sole
285.66K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares163.76K
TypeSH
Market value$18.09M
3.55%
Sole
163.76K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares579.57K
TypeSH
Market value$17.09M
3.35%
Sole
579.57K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares339.28K
TypeSH
Market value$14.94M
2.93%
Sole
339.28K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares240.56K
TypeSH
Market value$10.23M
2.01%
Sole
240.56K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares109.10K
TypeSH
Market value$8.79M
1.72%
Sole
109.10K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares213.46K
TypeSH
Market value$8.58M
1.68%
Sole
213.46K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares165.84K
TypeSH
Market value$6.54M
1.28%
Sole
165.84K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares164.99K
TypeSH
Market value$5.32M
1.04%
Sole
164.99K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares59.87K
TypeSH
Market value$4.95M
0.97%
Sole
59.87K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares128.95K
TypeSH
Market value$4.74M
0.93%
Sole
128.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares16.06K
TypeSH
Market value$4.61M
0.90%
Sole
16.06K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares127.77K
TypeSH
Market value$4.41M
0.87%
Sole
127.77K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares96.61K
TypeSH
Market value$3.39M
0.66%
Sole
96.61K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares55.18K
TypeSH
Market value$2.27M
0.44%
Sole
55.18K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares18.32K
TypeSH
Market value$2.17M
0.43%
Sole
18.32K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares8.51K
TypeSH
Market value$2.08M
0.41%
Sole
8.51K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares11.41K
TypeSH
Market value$1.99M
0.39%
Sole
11.41K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.97K
TypeSH
Market value$1.77M
0.35%
Sole
2.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.83M | SH | $109.99M 21.58% | 2.83M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.82M | SH | $61.90M 12.14% | 1.82M | 0.00 | 0.00 |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 655.11K | SH | $49.56M 9.72% | 655.11K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 175.21K | SH | $44.47M 8.72% | 175.21K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 481.99K | SH | $37.20M 7.30% | 481.99K | 0.00 | 0.00 |
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 582.58K | SH | $33.71M 6.61% | 582.58K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 285.66K | SH | $22.40M 4.39% | 285.66K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 163.76K | SH | $18.09M 3.55% | 163.76K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 579.57K | SH | $17.09M 3.35% | 579.57K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 339.28K | SH | $14.94M 2.93% | 339.28K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 240.56K | SH | $10.23M 2.01% | 240.56K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 109.10K | SH | $8.79M 1.72% | 109.10K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 213.46K | SH | $8.58M 1.68% | 213.46K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 165.84K | SH | $6.54M 1.28% | 165.84K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 164.99K | SH | $5.32M 1.04% | 164.99K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 59.87K | SH | $4.95M 0.97% | 59.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 128.95K | SH | $4.74M 0.93% | 128.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 16.06K | SH | $4.61M 0.90% | 16.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 127.77K | SH | $4.41M 0.87% | 127.77K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 96.61K | SH | $3.39M 0.66% | 96.61K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 55.18K | SH | $2.27M 0.44% | 55.18K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 18.32K | SH | $2.17M 0.43% | 18.32K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 8.51K | SH | $2.08M 0.41% | 8.51K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.41K | SH | $1.99M 0.39% | 11.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.97K | SH | $1.77M 0.35% | 2.97K | 0.00 | 0.00 |
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