Better Wealth, LLC Portfolio Holdings
Better Wealth, LLC
- $324 Million
- Q1 2025
Better Wealth, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $324 Million distributed in 61 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 $90.4M, Dimensional ETF Tr with a value of $47M, Apple Inc. with a value of $32.8M, Vanguard Bd Index Fd Inc Inter with a value of $31M, and Vanguard Bd Index Fd Inc Short with a value of $17.9M.
Examining the 13F form we can see an decrease of $32.7M in the current position value, from $357M to 324M.
Below you can find more details about Better Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$324 Million
ETFs: $217 Million
Technology: $36.6 Million
Communication Services: $2.66 Million
Healthcare: $2.13 Million
Consumer Cyclical: $1.86 Million
Financial Services: $1.21 Million
Consumer Defensive: $765,000
Energy: $661,000
Other: $613,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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