Better Wealth, LLC Portfolio Holdings

Better Wealth, LLC

  • $355 Million
  • Q2 2025

Better Wealth, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $355 Million distributed in 63 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 $101M, Dimensional ETF Tr with a value of $53.8M, Vanguard Bd Index Fd Inc Inter with a value of $33M, Apple Inc. with a value of $29.7M, and Vanguard Bd Index Fd Inc Short with a value of $19.3M.

Examining the 13F form we can see an increase of $31.5M in the current position value, from $324M to 355M.

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

Portfolio value $355 Million
ETFs: $242 Million
Technology: $35.1 Million
Communication Services: $3.21 Million
Consumer Cyclical: $2.16 Million
Healthcare: $1.97 Million
Financial Services: $1.16 Million
Consumer Defensive: $791,000
Energy: $570,000
Other: $539,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$101 Million 28.39% of portfolio
2,816,105
Q2 2025 Added 2.82%
$0
$53.8 Million 15.12% of portfolio
1,830,211
Q2 2025 Added 1.97%
$0
$33 Million 9.28% of portfolio
426,604
Q2 2025 Added 5.22%
$3.69T
$29.7 Million 8.34% of portfolio
144,586
Q2 2025 Reduced 1.96%
$0
$19.3 Million 5.43% of portfolio
245,236
Q2 2025 Added 7.0%
$0
$14.2 Million 4.01% of portfolio
525,246
Q2 2025 Added 9.57%
$0
$13.9 Million 3.9% of portfolio
314,040
Q2 2025 Added 2.47%
$0
$13.3 Million 3.74% of portfolio
146,123
Q2 2025 Added 13.27%
$0
$8.66 Million 2.44% of portfolio
219,370
Q2 2025 Added 7.66%
$0
$8.18 Million 2.3% of portfolio
201,118
Q2 2025 Added 7.62%
$0
$7.13 Million 2.0% of portfolio
103,956
Q2 2025 Added 7.39%
$0
$5.79 Million 1.63% of portfolio
175,943
Q2 2025 Reduced 2.09%
$0
$5.22 Million 1.47% of portfolio
146,898
Q2 2025 Reduced 1.62%
$0
$5.09 Million 1.43% of portfolio
172,663
Q2 2025 Reduced 2.35%
$0
$4.02 Million 1.13% of portfolio
135,292
Q2 2025 Reduced 2.48%
$0
$3.95 Million 1.11% of portfolio
47,637
Q2 2025 Added 3.07%
$456B
$2.99 Million 0.84% of portfolio
18,914
Q2 2025 Added 3.36%
$1.24T
$3 Million 0.84% of portfolio
16,898
Q2 2025 Reduced 0.88%
$0
$1.55 Million 0.44% of portfolio
2,730
Q1 2025 Reduced 0.73%
$452B
$1.52 Million 0.43% of portfolio
9,925
Q2 2025 Reduced 0.13%
$0
$1.46 Million 0.41% of portfolio
22,990
Q2 2025 Added 0.98%
$0
$1.3 Million 0.37% of portfolio
24,165
Q2 2025 Reduced 1.56%
$0
$1.24 Million 0.35% of portfolio
25,911
Q2 2025 Added 2.96%
$1.08T
$1.11 Million 0.31% of portfolio
3,510
Q1 2025 Reduced 1.29%
$3.95T
$1.02 Million 0.29% of portfolio
2,053
Q2 2025 Reduced 1.25%
$0
$990,000 0.28% of portfolio
23,419
Q1 2025 Reduced 51.65%
$621B
$883,000 0.25% of portfolio
1,818
Q1 2025 Reduced 5.07%
$2.26T
$806,000 0.23% of portfolio
3,677
Q1 2025 Reduced 48.45%
$608B
$450,000 0.13% of portfolio
578
Q1 2025 Reduced 1.87%
$0
$462,000 0.13% of portfolio
1,096
Q4 2024 Added 0.09%
$0
$469,000 0.13% of portfolio
19,695
Q4 2024 Added 200.0%
$0
$423,000 0.12% of portfolio
2,395
Q1 2025 Reduced 2.32%
$0
$384,000 0.11% of portfolio
1,348
Q1 2025 Added 3.53%
$0
$392,000 0.11% of portfolio
1,290
Q2 2025 Reduced 14.0%
$3.63B
$348,000 0.1% of portfolio
4,666
Q4 2021 New
$302B
$339,000 0.1% of portfolio
2,371
Q2 2025 Reduced 2.39%
$293B
$325,000 0.09% of portfolio
4,697
Q2 2025 Added 0.38%
$201B
$312,000 0.09% of portfolio
397
Q2 2025 New
$173B
$303,000 0.09% of portfolio
1,903
Q2 2025 Reduced 2.56%
$281B
$299,000 0.08% of portfolio
3,059
Q2 2025 Reduced 1.07%
$439B
$274,000 0.08% of portfolio
277
Q1 2025 Reduced 3.15%
$302B
$274,000 0.08% of portfolio
3,421
Q1 2025 Added 3.1%
$0
$291,000 0.08% of portfolio
4,215
Q1 2025 Reduced 15.95%
$0
$274,000 0.08% of portfolio
4,812
Q1 2025 New
$0
$290,000 0.08% of portfolio
526
Q1 2025 New
$108B
$238,000 0.07% of portfolio
2,599
Q2 2025 Reduced 0.8%
$0
$263,000 0.07% of portfolio
426
Q2 2025 Added 0.24%
$162B
$259,000 0.07% of portfolio
1,419
Q1 2025 Reduced 5.65%
$133B
$240,000 0.07% of portfolio
268
Q2 2025 Reduced 40.71%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $355 Million
  • Prior Value $324 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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