Betterwealth, Llc Portfolio Stock Holdings
Betterwealth, Llc disclosed 85 stock positions valued at approximately $509.8 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 85
- Portfolio Value
- $509.8M
Holdings by Sector
Betterwealth, Llc Portfolio Holdings in Q1 2026
82 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 21.58% | 2,830,509 | +29,424 | +1.05% | $109,993,582 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 12.14% | 1,822,328 | +1,675 | +0.09% | $61,904,498 |
| APPLE INC | AAPL | Technology | 8.72% | 175,212 | +43,131 | +32.65% | $44,467,046 |
| VANGUARD BD INDEX FDS | BIV | Other | 7.30% | 481,986 | +17,067 | +3.67% | $37,199,679 |
| VANGUARD BD INDEX FDS | BSV | Other | 4.39% | 285,657 | +10,788 | +3.92% | $22,398,343 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.55% | 163,756 | +3,461 | +2.16% | $18,090,136 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 3.35% | 579,572 | +23,919 | +4.30% | $17,091,578 |
| AMERICAN CENTY ETF TR | AVRE | Other | 2.93% | 339,282 | +7,794 | +2.35% | $14,935,181 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.01% | 240,559 | +5,166 | +2.19% | $10,233,380 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.72% | 109,104 | +432 | +0.40% | $8,791,611 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.68% | 213,461 | +7,735 | +3.76% | $8,578,998 |
| DIMENSIONAL ETF TRUST | DISV | Other | 1.28% | 165,839 | -1,590 | -0.95% | $6,540,680 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 1.04% | 164,993 | -1,579 | -0.95% | $5,316,079 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.97% | 59,868 | +5,269 | +9.65% | $4,954,069 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.93% | 128,950 | -4,579 | -3.43% | $4,740,192 |
| ALPHABET INC | GOOG | Communication Services | 0.90% | 16,057 | -78 | -0.48% | $4,606,242 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.87% | 127,767 | -1,363 | -1.06% | $4,414,362 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.66% | 96,612 | -3,711 | -3.70% | $3,385,294 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.44% | 55,184 | -649 | -1.16% | $2,267,527 |
| SHOPIFY INC | SHOP | Technology | 0.43% | 18,317 | +18,317 | +100.00% | $2,172,763 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.41% | 8,513 | -668 | -7.28% | $2,080,904 |
| NVIDIA CORPORATION | NVDA | Technology | 0.39% | 11,412 | +1,220 | +11.97% | $1,990,173 |
| VANGUARD INDEX FDS | VOO | Other | 0.35% | 2,969 | +203 | +7.34% | $1,774,126 |
| TESLA INC | TSLA | Consumer Cyclical | 0.33% | 4,559 | +79 | +1.76% | $1,694,808 |
| VANGUARD WORLD FD | VCEB | Other | 0.31% | 25,375 | +348 | +1.39% | $1,594,311 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.28% | 30,074 | +122 | +0.41% | $1,439,943 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.22% | 26,243 | -363 | -1.36% | $1,112,682 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.22% | 17,746 | -602 | -3.28% | $1,108,231 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.17% | 18,261 | -380 | -2.04% | $884,920 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 1,826 | +8 | +0.44% | $875,019 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 0.16% | 15,656 | +293 | +1.91% | $810,108 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.16% | 12,579 | +7,426 | +144.11% | $806,045 |
| CHEVRON CORPORATION | CVX | Energy | 0.16% | 3,848 | +254 | +7.07% | $796,151 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.14% | 3,309 | +421 | +14.58% | $689,165 |
| VANGUARD INDEX FDS | VV | Other | 0.13% | 2,208 | +2,208 | +100.00% | $659,802 |
| EVERSOURCE ENERGY | ES | Utilities | 0.13% | 9,499 | -6,000 | -38.71% | $658,091 |
| INVESCO QQQ TR | QQQ | Other | 0.13% | 1,136 | - | - | $655,806 |
| ELI LILLY & CO | LLY | Healthcare | 0.12% | 652 | +68 | +11.64% | $599,537 |
| VANGUARD INDEX FDS | VTI | Other | 0.11% | 1,802 | +1,802 | +100.00% | $578,007 |
| ALPHABET INC | GOOGL | Communication Services | 0.11% | 1,926 | +953 | +97.94% | $553,784 |
| MICROSOFT CORP | MSFT | Technology | 0.10% | 1,441 | +351 | +32.20% | $533,457 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.10% | 12,357 | -171 | -1.36% | $523,569 |
| APPLIED MATLS INC | AMAT | Technology | 0.10% | 1,423 | +4 | +0.28% | $486,468 |
| ANALOG DEVICES INC | ADI | Technology | 0.09% | 1,497 | +1,497 | +100.00% | $476,256 |
| WALMART INC | WMT | Consumer Defensive | 0.09% | 3,729 | +673 | +22.02% | $463,410 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.09% | 11,979 | +11,979 | +100.00% | $458,317 |
| EXXON MOBIL CORP | XOM | Energy | 0.08% | 2,537 | +385 | +17.89% | $430,351 |
| KLA CORP | KLAC | Technology | 0.08% | 268 | - | - | $394,157 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.07% | 15,174 | +15,174 | +100.00% | $375,557 |
| VANGUARD INDEX FDS | VTV | Other | 0.07% | 1,838 | +110 | +6.37% | $360,616 |
| LISTED FDS TR | MAGS | Other | 0.07% | 5,825 | - | - | $337,501 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.07% | 12,071 | +12,071 | +100.00% | $336,177 |
| CISCO SYS INC | CSCO | Technology | 0.06% | 4,249 | +7 | +0.17% | $329,659 |
| VANGUARD INDEX FDS | VB | Other | 0.06% | 1,230 | +1,230 | +100.00% | $322,137 |
| VANGUARD STAR FDS | VXUS | Other | 0.06% | 4,065 | -150 | -3.56% | $313,420 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.06% | 1,445 | +1,445 | +100.00% | $310,849 |
| EXPONENT INC | EXPO | Industrials | 0.06% | 4,666 | - | - | $304,457 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.06% | 295 | +34 | +13.03% | $293,947 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.06% | 11,430 | +11,430 | +100.00% | $293,065 |
| WELLS FARGO & CO | WFC | Financial Services | 0.06% | 3,526 | +21 | +0.60% | $280,705 |
| META PLATFORMS INC | META | Communication Services | 0.05% | 477 | +5 | +1.06% | $273,133 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.05% | 905 | +272 | +42.97% | $266,215 |
| NETFLIX INC. | NFLX | Communication Services | 0.05% | 2,710 | +310 | +12.92% | $260,567 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.05% | 5,281 | +5,281 | +100.00% | $258,399 |
| LAM RESEARCH CORP | LRCX | Other | 0.05% | 1,173 | - | - | $250,723 |
| ISHARES TR | LRGF | Other | 0.05% | 3,756 | +3,756 | +100.00% | $247,896 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.05% | 381 | -44 | -10.35% | $247,780 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.05% | 733 | -287 | -28.14% | $247,637 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.05% | 1,195 | +7 | +0.59% | $243,099 |
| PG&E CORP | PCG | Utilities | 0.05% | 13,731 | - | - | $241,254 |
| AMGEN INC | AMGN | Healthcare | 0.05% | 676 | +676 | +100.00% | $237,851 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.05% | 9,469 | +9,469 | +100.00% | $237,672 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.05% | 2,603 | +4 | +0.15% | $233,163 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 0.05% | 2,480 | -200 | -7.46% | $231,409 |
| BROADCOM INC | AVGO | Technology | 0.04% | 737 | +737 | +100.00% | $228,109 |
| SPDR SERIES TRUST | SPTS | Other | 0.04% | 7,796 | - | - | $227,487 |
| CATERPILLAR INC | CAT | Industrials | 0.04% | 318 | +318 | +100.00% | $225,290 |
| US BANCORP | USB | Financial Services | 0.04% | 4,088 | - | - | $212,617 |
| KONINKLIJKE PHILIPS N V | PHG | Healthcare | 0.04% | 7,752 | - | - | $212,405 |
| ISHARES TR | IWV | Other | 0.04% | 551 | - | - | $204,245 |
| INTUIT | INTU | Technology | 0.04% | 468 | +56 | +13.59% | $202,354 |
| MANAGER DIRECTED PORTFOLIOS | VGSR | Other | 0.04% | 18,915 | -144 | -0.76% | $195,392 |