Better Wealth, LLC Reduced Holdings in Q4 2025

Better Wealth, LLC

  • $391 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ES
Eversource Energy

Utilities
-3.49K
- 18.37%
$70.59 - $74.88 $246K - $261K
15.5K $1.14M
TSLA
Tesla, Inc.

Consumer Cyclical
-43
- 0.95%
$401.99 - $468.37 $17.3K - $20.1K
4.48K $1.83M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-2.71K
- 2.63%
$30.55 - $32.35 $82.8K - $87.7K
100K $3.15M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.31K
- 6.68%
$55.75 - $58.83 $73.3K - $77.3K
18.3K $1.04M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-2.14K
- 1.57%
$37.18 - $38.47 $79.4K - $82.2K
134K $5.03M
GOOGL
Alphabet Inc.

Communication Services
-504
- 34.12%
$236.57 - $291.31 $119K - $147K
973 $268K
META
Meta Platforms, Inc.

Communication Services
-23
- 4.65%
$609.01 - $751.67 $14K - $17.3K
472 $287K
QCOM
Qualcomm Inc

Technology
-461
- 24.09%
$153.59 - $187.68 $70.8K - $86.5K
1.45K $242K
MSFT
Microsoft Corp

Technology
-123
- 10.14%
$496.82 - $542.07 $61.1K - $66.7K
1.09K $553K
AMZN
Amazon Com Inc

Consumer Cyclical
-493
- 14.58%
$213.04 - $254.0 $105K - $125K
2.89K $677K
CVX
Chevron Corp

Energy
-168
- 4.47%
$148.9 - $157.72 $25K - $26.5K
3.59K $556K
COST
Costco Wholesale Corp

Consumer Defensive
-23
- 8.1%
$910.94 - $954.99 $21K - $22K
261 $238K
JPM
Jpmorgan Chase & CO

Financial Services
-42
- 6.22%
$294.11 - $320.41 $12.4K - $13.5K
633 $190K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-37
- 3.15%
$589.5 - $635.77 $21.8K - $23.5K
1.14K $685K
WMT
Walmart Inc.

Consumer Defensive
-46
- 1.48%
$101.18 - $109.03 $4.65K - $5.02K
3.06K $314K
WFC
Wells Fargo & Company

Financial Services
-33
- 0.93%
$77.62 - $87.3 $2.56K - $2.88K
3.51K $292K
TD
Toronto Dominion Bank

Financial Services
-75
- 2.72%
$78.32 - $82.74 $5.87K - $6.21K
2.68K $218K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.23%
$653.02 - $687.39 $653 - $687
425 $282K
DFSI
Dimensional ETF Tr Dimen Intl
-2.01K
- 7.01%
N/A
26.6K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-6.48K
- 10.39%
N/A
55.8K $0
Rbb Fund Trust
-4.06K
- 0.69%
N/A
582K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.93K
- 13.36%
N/A
12.5K $0
EXPO
Exponent Inc

Industrials
-21
- 0.45%
$65.27 - $73.66 $1.37K - $1.55K
4.67K $326K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 0.98%
$475.68 - $513.11 $8.56K - $9.24K
1.82K $925K
XOM
Exxon Mobil Corp

Energy
-42
- 1.91%
$110.64 - $119.78 $4.65K - $5.03K
2.15K $253K
AMAT
Applied Materials Inc

Technology
-18
- 1.25%
$209.95 - $240.89 $3.78K - $4.34K
1.42K $324K
JNJ
Johnson & Johnson

Healthcare
-513
- 5.29%
$185.98 - $199.58 $95.4K - $102K
9.18K $1.83M
CSCO
Cisco Systems, Inc.

Technology
-39
- 0.91%
$67.46 - $78.0 $2.63K - $3.04K
4.24K $329K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.78K
- 1.06%
$30.11 - $31.43 $53.6K - $55.9K
167K $5.18M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.87K
- 1.43%
$31.28 - $33.46 $58.5K - $62.6K
129K $4.27M
LLY
Eli Lilly & CO

Healthcare
-8
- 1.35%
$799.57 - $1025.28 $6.4K - $8.2K
584 $596K
GOOG
Alphabet Inc.

Communication Services
-199
- 1.22%
$237.49 - $291.74 $47.3K - $58.1K
16.1K $4.61M
AAPL
Apple Inc.

Technology
-712
- 0.54%
$245.27 - $275.25 $175K - $196K
132K $35.3M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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