Better Wealth, LLC Portfolio Holdings

Better Wealth, LLC

  • $380 Million
  • Q3 2025

Better Wealth, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $380 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $107M, Dimensional ETF Tr with a value of $56.5M, Vanguard Bd Index Fd Inc Inter with a value of $34.4M, Apple Inc. with a value of $33.8M, and Vanguard Bd Index Fd Inc Short with a value of $20.6M.

Examining the 13F form we can see an increase of $24.8M in the current position value, from $355M to 380M.

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

Portfolio value $380 Million
ETFs: $257 Million
Technology: $37.5 Million
Communication Services: $4.99 Million
Consumer Cyclical: $2.97 Million
Healthcare: $2.46 Million
Financial Services: $1.86 Million
Utilities: $1.56 Million
Energy: $831,000
Other: $906,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$107 Million 28.17% of portfolio
2,777,126
Q3 2025 Reduced 1.38%
$0
$56.5 Million 14.86% of portfolio
1,801,189
Q3 2025 Reduced 1.59%
$0
$34.4 Million 9.04% of portfolio
440,389
Q3 2025 Added 3.23%
$4.3T
$33.8 Million 8.89% of portfolio
132,793
Q3 2025 Reduced 8.16%
$0
$20.6 Million 5.4% of portfolio
260,446
Q3 2025 Added 6.2%
$0
$15.8 Million 4.17% of portfolio
534,884
Q3 2025 Added 1.83%
$0
$15.1 Million 3.96% of portfolio
151,311
Q3 2025 Added 3.55%
$0
$14.1 Million 3.7% of portfolio
316,649
Q3 2025 Added 0.83%
$0
$9.38 Million 2.47% of portfolio
223,209
Q3 2025 Added 1.75%
$0
$8.84 Million 2.32% of portfolio
201,332
Q3 2025 Added 0.11%
$0
$7.92 Million 2.08% of portfolio
105,487
Q3 2025 Added 1.47%
$0
$6.06 Million 1.59% of portfolio
169,837
Q3 2025 Reduced 3.47%
$0
$5.12 Million 1.35% of portfolio
168,351
Q3 2025 Reduced 2.5%
$0
$5.12 Million 1.35% of portfolio
135,665
Q3 2025 Reduced 7.65%
$0
$4.23 Million 1.11% of portfolio
50,254
Q3 2025 Added 5.49%
$0
$4.2 Million 1.1% of portfolio
131,000
Q3 2025 Reduced 3.17%
$0
$3.28 Million 0.86% of portfolio
103,033
Q3 2025 Reduced 8.62%
$1.29T
$2.01 Million 0.53% of portfolio
4,523
Q3 2025 Added 28.86%
$522B
$1.8 Million 0.47% of portfolio
9,694
Q3 2025 Reduced 2.33%
$0
$1.69 Million 0.45% of portfolio
2,765
Q3 2025 Added 1.28%
$465B
$1.61 Million 0.42% of portfolio
8,649
Q3 2025 Reduced 54.27%
$0
$1.49 Million 0.39% of portfolio
23,195
Q3 2025 Added 0.89%
$25.4B
$1.35 Million 0.35% of portfolio
18,987
Q3 2025 New
$0
$1.18 Million 0.31% of portfolio
24,505
Q3 2025 Reduced 5.43%
$0
$1.14 Million 0.3% of portfolio
19,662
Q3 2025 Reduced 18.63%
$662B
$923,000 0.24% of portfolio
1,836
Q3 2025 Added 0.99%
$0
$833,000 0.22% of portfolio
18,641
Q3 2025 Reduced 20.4%
$2.39T
$742,000 0.2% of portfolio
3,381
Q3 2025 Reduced 8.05%
$0
$704,000 0.19% of portfolio
1,173
Q3 2025 Added 123.0%
$3.78T
$628,000 0.17% of portfolio
1,213
Q3 2025 Reduced 40.92%
$303B
$584,000 0.15% of portfolio
3,762
Q3 2025 Added 58.67%
$0
$513,000 0.13% of portfolio
1,096
Q4 2024 Added 0.09%
$971B
$451,000 0.12% of portfolio
592
Q3 2025 Added 2.42%
$1.37T
$363,000 0.1% of portfolio
495
Q3 2025 New
$3.58B
$325,000 0.09% of portfolio
4,687
Q3 2025 Added 0.45%
$1.65T
$359,000 0.09% of portfolio
1,477
Q3 2025 Added 19.5%
$317B
$296,000 0.08% of portfolio
3,538
Q3 2025 Added 3.42%
$187B
$318,000 0.08% of portfolio
1,914
Q3 2025 Added 0.58%
$0
$308,000 0.08% of portfolio
5,153
Q3 2025 Added 7.09%
$161B
$289,000 0.08% of portfolio
268
Q2 2025 Reduced 40.71%
$197B
$294,000 0.08% of portfolio
1,437
Q3 2025 Added 1.27%
$0
$322,000 0.08% of portfolio
1,728
Q3 2025 Reduced 27.85%
$279B
$319,000 0.08% of portfolio
3,102
Q3 2025 Added 1.41%
$0
$309,000 0.08% of portfolio
4,215
Q1 2025 Reduced 15.95%
$319B
$292,000 0.08% of portfolio
4,281
Q3 2025 Reduced 8.86%
$49.1B
$292,000 0.08% of portfolio
244
Q3 2025 New
$0
$283,000 0.07% of portfolio
426
Q2 2025 Added 0.24%
$404B
$262,000 0.07% of portfolio
284
Q3 2025 Added 2.53%
$182B
$281,000 0.07% of portfolio
412
Q3 2025 Added 3.78%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $380 Million
  • Prior Value $355 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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