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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Better Wealth, LLC Portfolio

Follow Better Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Better Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Wealth, LLC with notifications on news.