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