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.