Investor
BetterWealth, LLC
CIK 0001911702 · filed 2026-04-24 · SEC filing
13F book
$509.8M
Positions
85
16 new · 1 sold
Largest name
21.6%
Dimensional Etf Trust
Est. mark
−$1.29M
Price effect on 69 names still held. Flow $72.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 2.83M | $110M | 21.6% | −$2.04M | Added−$901.4K |
| Dimensional Etf Trust | — | 1.82M | $61.9M | 12.1% | $2.26M | Added$2.31M |
| Vanguard Instl Index Fd | — | 655.1K | $49.6M | 9.7% | $4.62K | Added$48M |
| Apple Inc. | AAPL | 175.2K | $44.5M | 8.7% | −$2.39M | Added$8.56M |
| Vanguard Bd Index Fds | — | 482K | $37.2M | 7.3% | −$325.4K | Added$991.8K |
| Rbb Fund Trust | — | 582.6K | $33.7M | 6.6% | $743.6K | Added$776.2K |
| Vanguard Bd Index Fds | — | 285.7K | $22.4M | 4.4% | −$110K | Added$735.9K |
| American Centy Etf Tr | — | 163.8K | $18.1M | 3.5% | $1.36M | Added$1.74M |
| Capital Group Intl Focus Eqt | — | 579.6K | $17.1M | 3.4% | −$33.3K | Added$672K |
| American Centy Etf Tr | — | 339.3K | $14.9M | 2.9% | $162.4K | Added$505.5K |
| Capital Group Dividend Value | — | 240.6K | $10.2M | 2.0% | −$258.9K | Added−$39.2K |
| American Centy Etf Tr | — | 109.1K | $8.79M | 1.7% | $386.9K | Added$421.7K |
| Capital Group Growth Etf | — | 213.5K | $8.58M | 1.7% | −$880.5K | Added−$569.6K |
| Dimensional Etf Trust | — | 165.8K | $6.54M | 1.3% | $238.8K | Cut$178.4K |
| Dimensional Etf Trust | — | 165K | $5.32M | 1.0% | $91.6K | Cut$41.6K |
| Vanguard Scottsdale Fds | — | 59.9K | $4.95M | 1.0% | −$54.6K | Added$381.4K |
| Dimensional Etf Trust | — | 128.9K | $4.74M | 0.9% | −$163.8K | Cut−$337.9K |
| Alphabet Inc | — | 16.1K | $4.61M | 0.9% | −$432.6K | Cut−$457.1K |
| Dimensional Etf Trust | — | 127.8K | $4.41M | 0.9% | $187.8K | Cut$142.7K |
| Dimensional Etf Trust | — | 96.6K | $3.39M | 0.7% | $207.7K | Cut$85.7K |
| Dimensional Etf Trust | — | 55.2K | $2.27M | 0.4% | −$129.1K | Cut−$157.3K |
| Shopify Inc. | SHOP | 18.3K | $2.17M | 0.4% | — | New |
| Johnson & Johnson | JNJ | 8.51K | $2.08M | 0.4% | $319.1K | Cut$180.9K |
| Nvidia Corp | NVDA | 11.4K | $1.99M | 0.4% | −$123.3K | Added$89.5K |
| Vanguard Index Fds | — | 2.97K | $1.77M | 0.3% | −$81.8K | Added$39.5K |
| Tesla, Inc. | TSLA | 4.56K | $1.69M | 0.3% | −$349.3K | Added−$319.9K |
| Vanguard World Fd | — | 25.4K | $1.59M | 0.3% | −$20K | Added$1.84K |
| Dimensional Etf Trust | — | 30.1K | $1.44M | 0.3% | −$2.1K | Added$3.75K |
| Dimensional Etf Trust | — | 26.2K | $1.11M | 0.2% | −$11.7K | Cut−$27.3K |
| Dimensional Etf Trust | — | 17.7K | $1.11M | 0.2% | $51.7K | Cut$15.8K |
| Dimensional Etf Trust | — | 18.3K | $884.9K | 0.2% | $34.1K | Cut$16.4K |
| Berkshire Hathaway Inc Del | — | 1.83K | $875K | 0.2% | −$42.6K | Added−$38.8K |
| Dimensional Etf Trust | — | 15.7K | $810.1K | 0.2% | −$869 | Added$14.3K |
| Vanguard Tax-Managed Fds | — | 12.6K | $806K | 0.2% | $8.29K | Added$484.1K |
| Chevron Corp New | CVX | 3.85K | $796.2K | 0.2% | $195.8K | Added$248.4K |
| Amazon Com Inc | AMZN | 3.31K | $689.2K | 0.1% | −$65.1K | Added$22.6K |
| Vanguard Index Fds | — | 2.21K | $659.8K | 0.1% | — | New |
| Eversource Energy | ES | 9.5K | $658.1K | 0.1% | $18.5K | Cut−$385.5K |
| Invesco Qqq Tr | — | 1.14K | $655.8K | 0.1% | −$42.2K | Held |
| Eli Lilly & Co | LLY | 652 | $599.5K | 0.1% | −$90.4K | Added−$27.9K |
| Vanguard Index Fds | — | 1.8K | $578K | 0.1% | — | New |
| Alphabet Inc | — | 1.93K | $553.8K | 0.1% | −$24.9K | Added$249.1K |
| Microsoft Corp | MSFT | 1.44K | $533.5K | 0.1% | −$123.6K | Added$6.31K |
| Dimensional Etf Trust | — | 12.4K | $523.6K | 0.1% | $11K | Cut$3.92K |
| Applied Matls Inc | — | 1.42K | $486.5K | 0.1% | $120.4K | Added$121.7K |
| Analog Devices Inc | ADI | 1.5K | $476.3K | 0.1% | — | New |
| Walmart Inc. | WMT | 3.73K | $463.4K | 0.1% | $39.3K | Added$123K |
| Schwab Strategic Tr | — | 12K | $458.3K | 0.1% | — | New |
| Exxon Mobil Corp | — | 2.54K | $430.4K | 0.1% | $106.1K | Added$171.4K |
| Kla Corp | KLAC | 268 | $394.2K | 0.1% | $68.9K | Held |
| Schwab Strategic Tr | — | 15.2K | $375.6K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.84K | $360.6K | 0.1% | $9K | Added$30.6K |
| Listed Fds Tr | — | 5.83K | $337.5K | 0.1% | −$46.7K | Held |
| Schwab Strategic Tr | — | 12.1K | $336.2K | 0.1% | — | New |
| Cisco Sys Inc | — | 4.25K | $329.7K | 0.1% | $2.37K | Added$2.92K |
| Vanguard Index Fds | — | 1.23K | $322.1K | 0.1% | — | New |
| Vanguard Star Fds | — | 4.07K | $313.4K | 0.1% | $6.79K | Cut−$4.53K |
| Vanguard Specialized Funds | — | 1.45K | $310.8K | 0.1% | — | New |
| Exponent Inc | EXPO | 4.67K | $304.5K | 0.1% | −$19.6K | Held |
| Costco Whsl Corp New | — | 295 | $293.9K | 0.1% | $35K | Added$68.9K |
| Schwab Strategic Tr | — | 11.4K | $293.1K | 0.1% | — | New |
| Wells Fargo Co New | — | 3.53K | $280.7K | 0.1% | −$47.6K | Added−$46K |
| Meta Platforms, Inc. | META | 477 | $273.1K | 0.1% | −$41.4K | Added−$38.6K |
| Jpmorgan Chase & Co. | — | 905 | $266.2K | 0.1% | −$17.8K | Added$62.3K |
| Netflix Inc | NFLX | 2.71K | $260.6K | 0.1% | $5.74K | Added$35.5K |
| Schwab Strategic Tr | — | 5.28K | $258.4K | 0.1% | — | New |
| Lam Research Corp | LRCX | 1.17K | $250.7K | 0.0% | $49.8K | Held |
| Ishares Tr | — | 3.76K | $247.9K | 0.0% | — | New |
| Spdr S&P 500 Etf Tr | — | 381 | $247.8K | 0.0% | −$12K | Cut−$42K |
| Micron Technology Inc | MU | 733 | $247.6K | 0.0% | $38.4K | Cut−$43.5K |
| Advanced Micro Devices Inc | AMD | 1.2K | $243.1K | 0.0% | −$12.7K | Added−$11.3K |
| Avidbank Hldgs Inc | — | 8.48K | $241.8K | 0.0% | $16.5K | Held |
| Pg&E Corp | — | 13.7K | $241.3K | 0.0% | $20.6K | Held |
| Amgen Inc | AMGN | 676 | $237.9K | 0.0% | — | New |
| Schwab Strategic Tr | — | 9.47K | $237.7K | 0.0% | — | New |
| Starbucks Corp | SBUX | 2.6K | $233.2K | 0.0% | $14K | Added$14.3K |
| Toronto Dominion Bk Ont | — | 2.48K | $231.4K | 0.0% | −$2.21K | Cut−$21K |
| Broadcom Inc. | AVGO | 737 | $228.1K | 0.0% | — | New |
| Spdr Series Trust | — | 7.8K | $227.5K | 0.0% | −$780 | Held |
| Caterpillar Inc | CAT | 318 | $225.3K | 0.0% | — | New |
| Us Bancorp Del | — | 4.09K | $212.6K | 0.0% | −$5.52K | Held |
| Koninklijke Philips N V | — | 7.75K | $212.4K | 0.0% | $2.48K | Held |
| Ishares Tr | — | 551 | $204.2K | 0.0% | −$8.91K | Held |
| Intuit Inc. | INTU | 468 | $202.4K | 0.0% | −$94.8K | Added−$70.6K |
| Manager Directed Portfolios | — | 18.9K | $195.4K | 0.0% | −$1.32K | Cut−$2.82K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.