Better Wealth, LLC Portfolio Holdings
Better Wealth, LLC
- $380 Million
- Q3 2025
Better Wealth, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $380 Million distributed in 69 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 $107M, Dimensional ETF Tr with a value of $56.5M, Vanguard Bd Index Fd Inc Inter with a value of $34.4M, Apple Inc. with a value of $33.8M, and Vanguard Bd Index Fd Inc Short with a value of $20.6M.
Examining the 13F form we can see an increase of $24.8M in the current position value, from $355M to 380M.
Below you can find more details about Better Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$380 Million
ETFs: $257 Million
Technology: $37.5 Million
Communication Services: $4.99 Million
Consumer Cyclical: $2.97 Million
Healthcare: $2.46 Million
Financial Services: $1.86 Million
Utilities: $1.56 Million
Energy: $831,000
Other: $906,000