Better Wealth, LLC Portfolio Holdings

Better Wealth, LLC

  • $391 Million
  • Q4 2025

Better Wealth, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $391 Million distributed in 70 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 $108M, Dimensional ETF Tr with a value of $58.3M, Vanguard Bd Index Fd Inc Inter with a value of $36.2M, Apple Inc. with a value of $35.3M, and Vanguard Bd Index Fd Inc Short with a value of $21.6M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $380M to 391M.

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

Portfolio value $391 Million
ETFs: $263 Million
Technology: $39.8 Million
Communication Services: $5.43 Million
Consumer Cyclical: $2.73 Million
Healthcare: $2.65 Million
Financial Services: $2.02 Million
Utilities: $1.36 Million
Energy: $809,000
Other: $878,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$108 Million 27.64% of portfolio
2,801,085
Q4 2025 Added 0.86%
$0
$58.3 Million 14.89% of portfolio
1,820,653
Q4 2025 Added 1.08%
$0
$36.2 Million 9.25% of portfolio
464,919
Q4 2025 Added 5.57%
$4.3T
$35.3 Million 9.02% of portfolio
132,081
Q4 2025 Reduced 0.54%
$0
$21.6 Million 5.53% of portfolio
274,869
Q4 2025 Added 5.54%
$0
$16.7 Million 4.26% of portfolio
555,653
Q4 2025 Added 3.88%
$0
$15.6 Million 4.0% of portfolio
160,295
Q4 2025 Added 5.94%
$0
$14.6 Million 3.73% of portfolio
331,488
Q4 2025 Added 4.69%
$0
$10.1 Million 2.58% of portfolio
235,393
Q4 2025 Added 5.46%
$0
$8.87 Million 2.27% of portfolio
205,726
Q4 2025 Added 2.18%
$0
$8.43 Million 2.15% of portfolio
108,672
Q4 2025 Added 3.02%
$0
$6.01 Million 1.54% of portfolio
167,429
Q4 2025 Reduced 1.42%
$0
$5.18 Million 1.32% of portfolio
166,572
Q4 2025 Reduced 1.06%
$0
$5.03 Million 1.28% of portfolio
133,529
Q4 2025 Reduced 1.57%
$1.74T
$4.61 Million 1.18% of portfolio
16,135
Q4 2025 Reduced 1.22%
$0
$4.56 Million 1.17% of portfolio
54,599
Q4 2025 Added 8.65%
$0
$3.15 Million 0.8% of portfolio
100,323
Q4 2025 Reduced 2.63%
$465B
$1.9 Million 0.49% of portfolio
10,192
Q4 2025 Added 17.84%
$522B
$1.83 Million 0.47% of portfolio
9,181
Q4 2025 Reduced 5.29%
$1.29T
$1.83 Million 0.47% of portfolio
4,480
Q4 2025 Reduced 0.95%
$0
$1.71 Million 0.44% of portfolio
2,766
Q4 2025 Added 0.04%
$0
$1.59 Million 0.41% of portfolio
25,027
Q4 2025 Added 7.9%
$0
$1.44 Million 0.37% of portfolio
29,952
Q4 2025 Added 22.23%
$25.4B
$1.14 Million 0.29% of portfolio
15,499
Q4 2025 Reduced 18.37%
$0
$1.04 Million 0.27% of portfolio
18,348
Q4 2025 Reduced 6.68%
$662B
$925,000 0.24% of portfolio
1,818
Q4 2025 Reduced 0.98%
$0
$839,000 0.21% of portfolio
18,641
Q3 2025 Reduced 20.4%
$2.39T
$677,000 0.17% of portfolio
2,888
Q4 2025 Reduced 14.58%
$0
$685,000 0.17% of portfolio
1,136
Q4 2025 Reduced 3.15%
$971B
$596,000 0.15% of portfolio
584
Q4 2025 Reduced 1.35%
$303B
$556,000 0.14% of portfolio
3,594
Q4 2025 Reduced 4.47%
$3.78T
$553,000 0.14% of portfolio
1,090
Q4 2025 Reduced 10.14%
$279B
$314,000 0.08% of portfolio
3,056
Q4 2025 Reduced 1.48%
$161B
$303,000 0.08% of portfolio
268
Q2 2025 Reduced 40.71%
$0
$323,000 0.08% of portfolio
1,728
Q3 2025 Reduced 27.85%
$197B
$324,000 0.08% of portfolio
1,419
Q4 2025 Reduced 1.25%
$3.58B
$326,000 0.08% of portfolio
4,666
Q4 2025 Reduced 0.45%
$0
$315,000 0.08% of portfolio
4,215
Q1 2025 Reduced 15.95%
$319B
$329,000 0.08% of portfolio
4,242
Q4 2025 Reduced 0.91%
$0
$315,000 0.08% of portfolio
5,153
Q3 2025 Added 7.09%
$0
$282,000 0.07% of portfolio
425
Q4 2025 Reduced 0.23%
$317B
$292,000 0.07% of portfolio
3,505
Q4 2025 Reduced 0.93%
$49.1B
$264,000 0.07% of portfolio
2,400
Q4 2025 Added 883.61%
$1.37T
$287,000 0.07% of portfolio
472
Q4 2025 Reduced 4.65%
$1.65T
$268,000 0.07% of portfolio
973
Q4 2025 Reduced 34.12%
$388B
$285,000 0.07% of portfolio
1,188
Q4 2025 New
$182B
$266,000 0.07% of portfolio
412
Q3 2025 Added 3.78%
$404B
$238,000 0.06% of portfolio
261
Q4 2025 Reduced 8.1%
$490B
$253,000 0.06% of portfolio
2,152
Q4 2025 Reduced 1.91%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $391 Million
  • Prior Value $380 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
Track This Portfolio

Track Better Wealth, LLC Portfolio

Follow Better Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Better Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email