Better Money Decisions, LLC Portfolio Holdings

Better Money Decisions, LLC

  • $164 Million
  • Q2 2025

Better Money Decisions, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $164 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $16.7M, Ishares Trust Ishares 1 5 Year with a value of $15.9M, Spdr Portfolio Short Term Trea with a value of $14.8M, Spdr Ser Tr Fds Spdr Portfolio with a value of $11.3M, and Dimensional ETF Tr U S Target with a value of $10.1M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $149M to 164M.

Below you can find more details about Better Money Decisions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Million
ETFs: $148 Million
Technology: $8.32 Million
Consumer Cyclical: $2.58 Million
Communication Services: $2.15 Million
Financial Services: $1.77 Million
Consumer Defensive: $696,000
Energy: $431,000
Industrials: $205,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.7 Million 10.2% of portfolio
200,431
Q2 2025 Added 2.44%
$0
$15.9 Million 9.68% of portfolio
301,082
Q2 2025 Added 5.29%
$0
$14.8 Million 9.01% of portfolio
504,368
Q2 2025 Added 5.04%
$0
$11.3 Million 6.86% of portfolio
263,223
Q2 2025 Added 4.3%
$0
$10.1 Million 6.16% of portfolio
187,289
Q2 2025 Added 5.3%
$0
$8.74 Million 5.33% of portfolio
140,957
Q2 2025 Added 3.9%
$0
$6.99 Million 4.26% of portfolio
12,299
Q2 2025 Reduced 6.7%
$0
$6.4 Million 3.9% of portfolio
207,496
Q2 2025 Added 8.46%
$0
$4.85 Million 2.96% of portfolio
189,378
Q2 2025 Added 10.18%
$0
$4.56 Million 2.78% of portfolio
19,257
Q2 2025 Added 0.74%
$0
$4.49 Million 2.74% of portfolio
126,504
Q2 2025 Added 2.09%
$0
$4.23 Million 2.58% of portfolio
88,618
Q2 2025 Added 2.12%
$3.69T
$4.11 Million 2.51% of portfolio
20,034
Q2 2025 Added 0.18%
$0
$4.1 Million 2.5% of portfolio
49,446
Q2 2025 Reduced 3.49%
$0
$2.45 Million 1.49% of portfolio
43,255
Q2 2025 Added 4.2%
$0
$2.14 Million 1.3% of portfolio
44,950
Q2 2025 Added 4.01%
$0
$1.92 Million 1.17% of portfolio
36,647
Q2 2025 Added 2.98%
$3.95T
$1.74 Million 1.06% of portfolio
3,498
Q2 2025 Added 0.6%
$0
$1.74 Million 1.06% of portfolio
69,075
Q2 2025 Added 2.49%
$456B
$1.58 Million 0.97% of portfolio
10,032
Q2 2025 Added 0.7%
$0
$1.5 Million 0.91% of portfolio
37,000
Q2 2025 Added 1.97%
$0
$1.48 Million 0.9% of portfolio
28,903
Q2 2025 Added 4.53%
$2.26T
$1.47 Million 0.89% of portfolio
6,686
Q2 2025 Reduced 1.63%
$0
$1.45 Million 0.89% of portfolio
15,234
Q2 2025 Added 0.14%
$0
$1.44 Million 0.88% of portfolio
19,177
Q2 2025 Added 3.37%
$0
$1.36 Million 0.83% of portfolio
34,450
Q2 2025 Added 4.45%
$0
$1.08 Million 0.66% of portfolio
1,741
Q2 2025 Reduced 0.17%
$0
$1.09 Million 0.66% of portfolio
22,883
Q2 2025 Added 1.97%
$0
$1.09 Million 0.66% of portfolio
6,273
Q2 2025 Added 0.05%
$0
$1.01 Million 0.62% of portfolio
9,278
Q2 2025 Reduced 1.28%
$0
$967,000 0.59% of portfolio
3,897
Q2 2025 Added 0.39%
$0
$911,000 0.56% of portfolio
27,458
Q2 2025 Added 2.24%
$545B
$895,000 0.55% of portfolio
669
Q1 2025 Reduced 1.18%
$0
$902,000 0.55% of portfolio
21,743
Q2 2025 Added 4.07%
$859B
$860,000 0.52% of portfolio
2,967
Q2 2025 Added 0.47%
$0
$860,000 0.52% of portfolio
20,516
Q2 2025 Added 3.45%
$1.08T
$789,000 0.48% of portfolio
2,486
Q2 2025 New
$0
$768,000 0.47% of portfolio
16,112
Q2 2025 Added 2.3%
$1.21T
$729,000 0.44% of portfolio
4,140
Q2 2025 Added 0.49%
$14.2B
$665,000 0.41% of portfolio
15,021
Q2 2025 Reduced 8.43%
$0
$652,000 0.4% of portfolio
18,203
Q2 2025 Reduced 3.54%
$0
$658,000 0.4% of portfolio
2,167
Q2 2025 Reduced 1.46%
$0
$605,000 0.37% of portfolio
3,323
Q1 2025 Added 0.48%
$0
$577,000 0.35% of portfolio
4,329
Q2 2025 Reduced 3.82%
$1.78T
$523,000 0.32% of portfolio
709
Q2 2025 Added 0.71%
$0
$505,000 0.31% of portfolio
14,250
Q2 2025 Reduced 3.01%
$0
$500,000 0.3% of portfolio
3,518
Q2 2025 Added 0.2%
$0
$477,000 0.29% of portfolio
3,636
Q2 2025 New
$621B
$460,000 0.28% of portfolio
949
Q2 2025 Added 0.32%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $164 Million
  • Prior Value $149 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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