Better Wealth, LLC Purchases in Q3 2025

Better Wealth, LLC

  • $380 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
5.19K
+ 3.55%
$90.37 - $102.12 $469K - $530K
151K $15.1M
CGXU
Capital Group Intl Focus Equit

ETFs
9.64K
+ 1.83%
$26.49 - $29.62 $255K - $285K
535K $15.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.8K
+ 3.23%
$76.16 - $78.59 $1.05M - $1.08M
440K $34.4M
ES
Eversource Energy

Utilities
19K
New
$62.86 - $71.14 $1.19M - $1.35M
19K $1.35M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.2K
+ 6.2%
$78.11 - $79.07 $1.19M - $1.2M
260K $20.6M
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
+ 28.86%
$293.94 - $444.72 $298K - $451K
4.52K $2.01M
AVEM
American Centy ETF Tr Avantis

ETFs
1.53K
+ 1.47%
$68.33 - $75.41 $105K - $115K
105K $7.92M
CGDV
Capital Group Divid Value ETF

ETFs
3.84K
+ 1.75%
$39.59 - $42.21 $152K - $162K
223K $9.38M
CGGR
Capital Group Growth ETF Shs C

ETFs
214
+ 0.11%
$40.2 - $44.58 $8.6K - $9.54K
201K $8.84M
QQQ
Invesco Qqq Trust, Series 1

ETFs
647
+ 123.0%
$546.99 - $602.2 $354K - $390K
1.17K $704K
NFLX
Netflix Inc

Communication Services
244
New
$1147.87 - $1297.18 $280K - $317K
244 $292K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.62K
+ 5.49%
$81.75 - $84.54 $214K - $221K
50.3K $4.23M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.85K
New
$135.0 - $146.02 $249K - $269K
1.85K $268K
CVX
Chevron Corp

Energy
1.39K
+ 58.67%
$145.57 - $161.83 $202K - $225K
3.76K $584K
TD
Toronto Dominion Bank

Financial Services
2.76K
New
$72.55 - $79.95 $200K - $220K
2.76K $220K
AVRE
American Centy ETF Tr Avantis
2.61K
+ 0.83%
$43.53 - $45.34 $114K - $118K
317K $14.1M
AVBH
Avidbank Holdings, Inc.

Financial Services
8.48K
New
$20.67 - $26.23 $175K - $223K
8.48K $213K
JPM
Jpmorgan Chase & CO

Financial Services
675
New
$282.78 - $316.06 $191K - $213K
675 $212K
PHG
Koninklijke Philips Nv

Healthcare
7.75K
New
$23.84 - $28.62 $185K - $222K
7.75K $211K
IWV
Ishares Russell 3000 ETF

ETFs
551
New
$351.04 - $379.81 $193K - $209K
551 $208K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
35
+ 1.28%
$567.77 - $614.76 $19.9K - $21.5K
2.77K $1.69M
GOOGL
Alphabet Inc.

Communication Services
241
+ 19.5%
$174.36 - $254.72 $42K - $61.4K
1.48K $359K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 0.99%
$459.11 - $506.91 $8.26K - $9.12K
1.84K $923K
AMAT
Applied Materials Inc

Technology
18
+ 1.27%
$156.25 - $204.95 $2.81K - $3.69K
1.44K $294K
VEA
Vanguard Ftse Developed Market

ETFs
341
+ 7.09%
$56.02 - $60.3 $19.1K - $20.6K
5.15K $308K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
205
+ 0.89%
$62.49 - $64.56 $12.8K - $13.2K
23.2K $1.49M
WFC
Wells Fargo & Company

Financial Services
117
+ 3.42%
$77.05 - $85.16 $9.01K - $9.96K
3.54K $296K
WMT
Walmart Inc.

Consumer Defensive
43
+ 1.41%
$94.4 - $104.27 $4.06K - $4.48K
3.1K $319K
XOM
Exxon Mobil Corp

Energy
43
+ 2.0%
$105.83 - $117.22 $4.55K - $5.04K
2.19K $247K
QCOM
Qualcomm Inc

Technology
11
+ 0.58%
$145.84 - $173.55 $1.6K - $1.91K
1.91K $318K
LLY
Eli Lilly & CO

Healthcare
14
+ 2.42%
$625.65 - $812.69 $8.76K - $11.4K
592 $451K
Manager Directed Portfolios
1.2K
+ 7.12%
N/A
18.1K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
651
+ 4.71%
N/A
14.5K $0
DFSB
Dimensional ETF Tr Dimensional
520
+ 3.68%
N/A
14.7K $0
Vanguard Instl Index Fd
20.6K
New
N/A
20.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
1.32K
+ 4.82%
N/A
28.6K $0
DFSU
Dimensional ETF Tr Dimen Us Su
2.45K
+ 4.09%
N/A
62.3K $0
Rbb Fund Trust
2.13K
+ 0.36%
N/A
586K $0
Vanguard Instl Index Fd
2.93K
New
N/A
2.93K $0
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 2.53%
$915.95 - $994.57 $6.41K - $6.96K
284 $262K
EXPO
Exponent Inc

Industrials
21
+ 0.45%
$68.33 - $77.6 $1.43K - $1.63K
4.69K $325K
INTU
Intuit Inc

Technology
15
+ 3.78%
$646.03 - $807.39 $9.69K - $12.1K
412 $281K
Activity Summary
Buys All Purchases 43 New Holdings 11 Increased Positions 32 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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