Better Wealth, LLC Portfolio Holdings

Better Wealth, LLC

  • $324 Million
  • Q1 2025

Better Wealth, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $324 Million distributed in 61 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 $90.4M, Dimensional ETF Tr with a value of $47M, Apple Inc. with a value of $32.8M, Vanguard Bd Index Fd Inc Inter with a value of $31M, and Vanguard Bd Index Fd Inc Short with a value of $17.9M.

Examining the 13F form we can see an decrease of $32.7M in the current position value, from $357M to 324M.

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

Portfolio value $324 Million
ETFs: $217 Million
Technology: $36.6 Million
Communication Services: $2.66 Million
Healthcare: $2.13 Million
Consumer Cyclical: $1.86 Million
Financial Services: $1.21 Million
Consumer Defensive: $765,000
Energy: $661,000
Other: $613,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$90.4 Million 27.88% of portfolio
2,738,803
Q1 2025 Reduced 3.85%
$0
$47 Million 14.51% of portfolio
1,794,893
Q1 2025 Added 2.29%
$3.42T
$32.8 Million 10.11% of portfolio
147,484
Q1 2025 Reduced 17.09%
$0
$31 Million 9.58% of portfolio
405,438
Q1 2025 Added 2.13%
$0
$17.9 Million 5.54% of portfolio
229,193
Q1 2025 Added 2.3%
$0
$13.2 Million 4.07% of portfolio
306,461
Q1 2025 Added 7.51%
$0
$11.7 Million 3.62% of portfolio
479,388
Q1 2025 Added 9.66%
$0
$11.2 Million 3.47% of portfolio
129,005
Q1 2025 Added 10.0%
$0
$7.26 Million 2.24% of portfolio
203,761
Q1 2025 Added 11.13%
$0
$6.4 Million 1.98% of portfolio
186,884
Q1 2025 Added 9.7%
$0
$5.82 Million 1.8% of portfolio
96,806
Q1 2025 Added 15.08%
$0
$5.23 Million 1.61% of portfolio
179,699
Q1 2025 Reduced 2.37%
$0
$4.95 Million 1.53% of portfolio
149,312
Q1 2025 Reduced 56.7%
$0
$4.76 Million 1.47% of portfolio
176,826
Q1 2025 Reduced 4.98%
$0
$3.78 Million 1.17% of portfolio
46,220
Q1 2025 Added 0.26%
$0
$3.67 Million 1.13% of portfolio
138,733
Q1 2025 Reduced 6.03%
$979B
$2.66 Million 0.82% of portfolio
17,048
Q1 2025 Reduced 6.95%
$271B
$1.98 Million 0.61% of portfolio
18,299
Q1 2025 Added 0.83%
$409B
$1.65 Million 0.51% of portfolio
9,938
Q1 2025 Reduced 2.51%
$0
$1.43 Million 0.44% of portfolio
22,768
Q1 2025 Reduced 29.67%
$0
$1.4 Million 0.43% of portfolio
2,730
Q1 2025 Reduced 0.73%
$0
$1.26 Million 0.39% of portfolio
24,547
Q1 2025 Reduced 62.15%
$0
$1.2 Million 0.37% of portfolio
25,166
Q1 2025 Added 6.01%
$0
$965,000 0.3% of portfolio
23,419
Q1 2025 Reduced 51.65%
$694B
$968,000 0.3% of portfolio
1,818
Q1 2025 Reduced 5.07%
$891B
$909,000 0.28% of portfolio
3,510
Q1 2025 Reduced 1.29%
$2.95T
$780,000 0.24% of portfolio
2,079
Q1 2025 Reduced 15.11%
$1.88T
$699,000 0.22% of portfolio
3,677
Q1 2025 Reduced 48.45%
$854B
$477,000 0.15% of portfolio
578
Q1 2025 Reduced 1.87%
$0
$424,000 0.13% of portfolio
19,695
Q4 2024 Added 200.0%
$266B
$406,000 0.13% of portfolio
2,429
Q1 2025 Reduced 20.88%
$0
$412,000 0.13% of portfolio
1,500
Q4 2024 Added 0.13%
$0
$413,000 0.13% of portfolio
2,395
Q1 2025 Reduced 2.32%
$4.02B
$378,000 0.12% of portfolio
4,666
Q4 2021 New
$0
$395,000 0.12% of portfolio
1,096
Q4 2024 Added 0.09%
$0
$346,000 0.11% of portfolio
1,348
Q1 2025 Added 3.53%
$167B
$300,000 0.09% of portfolio
1,953
Q1 2025 Reduced 25.54%
$237B
$288,000 0.09% of portfolio
4,679
Q1 2025 Reduced 49.06%
$99.6B
$307,000 0.09% of portfolio
452
Q1 2025 Reduced 13.24%
$264B
$271,000 0.08% of portfolio
3,092
Q1 2025 Reduced 0.74%
$0
$244,000 0.08% of portfolio
4,812
Q1 2025 New
$440B
$261,000 0.08% of portfolio
277
Q1 2025 Reduced 3.15%
$0
$261,000 0.08% of portfolio
4,215
Q1 2025 Reduced 15.95%
$97.4B
$256,000 0.08% of portfolio
2,620
Q1 2025 Reduced 17.27%
$270B
$245,000 0.08% of portfolio
3,421
Q1 2025 Added 3.1%
$0
$246,000 0.08% of portfolio
526
Q1 2025 New
$440B
$255,000 0.08% of portfolio
2,151
Q1 2025 Added 1.13%
$0
$227,000 0.07% of portfolio
7,796
Q2 2024 Reduced 63.38%
$0
$237,000 0.07% of portfolio
425
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $324 Million
  • Prior Value $357 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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