Investor
BetterWealth, LLC
CIK 0001911702 · filed 2026-01-15 · SEC filing
13F book
$438.6M
Positions
70
Largest name
25.3%
Dimensional Etf Trust
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 2.8M | $110.9M | 25.3% | — | Held |
| Dimensional Etf Trust | — | 1.82M | $59.6M | 13.6% | — | Held |
| Vanguard Bd Index Fds | — | 464.9K | $36.2M | 8.3% | — | Held |
| Apple Inc. | AAPL | 132.1K | $35.9M | 8.2% | — | Held |
| Rbb Fund Trust | — | 582K | $32.9M | 7.5% | — | Held |
| Vanguard Bd Index Fds | — | 274.9K | $21.7M | 4.9% | — | Held |
| Capital Group Intl Focus Eqt | — | 555.7K | $16.4M | 3.7% | — | Held |
| American Centy Etf Tr | — | 160.3K | $16.3M | 3.7% | — | Held |
| American Centy Etf Tr | — | 331.5K | $14.4M | 3.3% | — | Held |
| Capital Group Dividend Value | — | 235.4K | $10.3M | 2.3% | — | Held |
| Capital Group Growth Etf | — | 205.7K | $9.15M | 2.1% | — | Held |
| American Centy Etf Tr | — | 108.7K | $8.37M | 1.9% | — | Held |
| Dimensional Etf Trust | — | 167.4K | $6.36M | 1.5% | — | Held |
| Dimensional Etf Trust | — | 166.6K | $5.27M | 1.2% | — | Held |
| Dimensional Etf Trust | — | 133.5K | $5.08M | 1.2% | — | Held |
| Alphabet Inc | — | 16.1K | $5.06M | 1.2% | — | Held |
| Vanguard Scottsdale Fds | — | 54.6K | $4.57M | 1.0% | — | Held |
| Dimensional Etf Trust | — | 129.1K | $4.27M | 1.0% | — | Held |
| Dimensional Etf Trust | — | 100.3K | $3.3M | 0.8% | — | Held |
| Dimensional Etf Trust | — | 55.8K | $2.42M | 0.6% | — | Held |
| Tesla, Inc. | TSLA | 4.48K | $2.01M | 0.5% | — | Held |
| Nvidia Corp | NVDA | 10.2K | $1.9M | 0.4% | — | Held |
| Johnson & Johnson | JNJ | 9.18K | $1.9M | 0.4% | — | Held |
| Vanguard Index Fds | — | 2.77K | $1.73M | 0.4% | — | Held |
| Vanguard World Fd | — | 25K | $1.59M | 0.4% | — | Held |
| Vanguard Instl Index Fd | — | 21K | $1.58M | 0.4% | — | Held |
| Dimensional Etf Trust | — | 30K | $1.44M | 0.3% | — | Held |
| Dimensional Etf Trust | — | 26.6K | $1.14M | 0.3% | — | Held |
| Dimensional Etf Trust | — | 18.3K | $1.09M | 0.2% | — | Held |
| Eversource Energy | ES | 15.5K | $1.04M | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.82K | $913.8K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 18.6K | $868.5K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 15.4K | $795.8K | 0.2% | — | Held |
| Invesco Qqq Tr | — | 1.14K | $698K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 2.89K | $666.6K | 0.2% | — | Held |
| Eli Lilly & Co | LLY | 584 | $627.4K | 0.1% | — | Held |
| Chevron Corp New | CVX | 3.59K | $547.8K | 0.1% | — | Held |
| Microsoft Corp | MSFT | 1.09K | $527.1K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 12.5K | $519.7K | 0.1% | — | Held |
| Listed Fds Tr | — | 5.83K | $384.2K | 0.1% | — | Held |
| Applied Matls Inc | — | 1.42K | $364.7K | 0.1% | — | Held |
| Walmart Inc. | WMT | 3.06K | $340.4K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.73K | $330K | 0.1% | — | Held |
| Cisco Sys Inc | — | 4.24K | $326.7K | 0.1% | — | Held |
| Wells Fargo Co New | — | 3.5K | $326.7K | 0.1% | — | Held |
| Kla Corp | KLAC | 268 | $325.3K | 0.1% | — | Held |
| Exponent Inc | EXPO | 4.67K | $324.1K | 0.1% | — | Held |
| Vanguard Tax-Managed Fds | — | 5.15K | $321.9K | 0.1% | — | Held |
| Vanguard Star Fds | — | 4.21K | $317.9K | 0.1% | — | Held |
| Meta Platforms, Inc. | META | 472 | $311.7K | 0.1% | — | Held |
| Alphabet Inc | — | 973 | $304.7K | 0.1% | — | Held |
| Micron Technology Inc | MU | 1.02K | $291.1K | 0.1% | — | Held |
| Spdr S&P 500 Etf Tr | — | 425 | $289.8K | 0.1% | — | Held |
| Intuit Inc. | INTU | 412 | $272.9K | 0.1% | — | Held |
| Exxon Mobil Corp | — | 2.15K | $259K | 0.1% | — | Held |
| Advanced Micro Devices Inc | AMD | 1.19K | $254.4K | 0.1% | — | Held |
| Toronto Dominion Bk Ont | — | 2.68K | $252.5K | 0.1% | — | Held |
| Qualcomm Inc | — | 1.45K | $248.5K | 0.1% | — | Held |
| Spdr Series Trust | — | 7.8K | $228.3K | 0.1% | — | Held |
| Avidbank Hldgs Inc | — | 8.48K | $225.3K | 0.1% | — | Held |
| Costco Whsl Corp New | — | 261 | $225.1K | 0.1% | — | Held |
| Netflix Inc | NFLX | 2.4K | $225K | 0.1% | — | Held |
| Pg&E Corp | — | 13.7K | $220.7K | 0.1% | — | Held |
| Starbucks Corp | SBUX | 2.6K | $218.8K | 0.1% | — | Held |
| Us Bancorp Del | — | 4.09K | $218.1K | 0.1% | — | Held |
| Ishares Tr | — | 551 | $213.2K | 0.0% | — | Held |
| Koninklijke Philips N V | — | 7.75K | $209.9K | 0.0% | — | Held |
| Jpmorgan Chase & Co. | — | 633 | $204K | 0.0% | — | Held |
| Lam Research Corp | LRCX | 1.17K | $200.9K | 0.0% | — | Held |
| Manager Directed Portfolios | — | 19.1K | $198.2K | 0.0% | — | Held |
Positions as of Q4 2025. 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.