Betterwealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Betterwealth, Llc disclosed 86 stock positions valued at approximately $590.92M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD INSTL INDEX FD, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 86
- Portfolio Value
- $590.92M
Holdings by Sector
Betterwealth, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 21.40% | 2,845,172 | +7,497 | +0.26% | $126,467,885 |
| VANGUARD INSTL INDEX FD | VBIL | Other | 13.91% | 1,085,581 | +402,768 | +58.99% | $82,200,166 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 11.42% | 1,823,321 | +14,586 | +0.81% | $67,499,349 |
| APPLE INC | AAPL | Technology | 8.81% | 156,307 | -7,696 | -4.69% | $52,053,339 |
| VANGUARD BD INDEX FDS | BIV | Other | 6.72% | 544,736 | +23,490 | +4.51% | $39,689,487 |
| RBB FUND TRUST | EBI | Other | 6.44% | 581,424 | -1,156 | -0.20% | $38,038,790 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.97% | 307,279 | +2,655 | +0.87% | $23,476,088 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 3.53% | 608,575 | +23,989 | +4.10% | $20,868,036 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.31% | 165,890 | +2,321 | +1.42% | $19,536,832 |
| AMERICAN CENTY ETF TR | AVRE | Other | 2.66% | 354,130 | +6,538 | +1.88% | $15,705,678 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.07% | 250,838 | +2,455 | +0.99% | $12,253,417 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.80% | 223,855 | +3,887 | +1.77% | $10,617,437 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.69% | 106,052 | +1,431 | +1.37% | $9,971,005 |
| DIMENSIONAL ETF TRUST | DISV | Other | 1.20% | 164,439 | -1,397 | -0.84% | $7,118,564 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.93% | 162,760 | -1,545 | -0.94% | $5,483,384 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.85% | 125,715 | -1,057 | -0.83% | $4,993,402 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.84% | 63,516 | +1,329 | +2.14% | $4,973,905 |
| ALPHABET INC | GOOG | Communication Services | 0.75% | 12,954 | -3,009 | -18.85% | $4,414,114 |
| SHOPIFY INC | SHOP | Technology | 0.50% | 19,947 | +1,630 | +8.90% | $2,958,140 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.48% | 59,834 | +2,149 | +3.73% | $2,822,385 |
| NVIDIA CORPORATION | NVDA | Technology | 0.37% | 9,699 | -1,656 | -14.58% | $2,215,030 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.35% | 7,913 | -500 | -5.94% | $2,094,873 |
| VANGUARD INDEX FDS | VOO | Other | 0.35% | 2,980 | +14 | +0.47% | $2,088,563 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.32% | 40,257 | +7,276 | +22.06% | $1,870,822 |
| TESLA INC | TSLA | Consumer Cyclical | 0.27% | 4,419 | -138 | -3.03% | $1,567,905 |
| VANGUARD WORLD FD | VCEB | Other | 0.25% | 24,754 | -1,438 | -5.49% | $1,474,827 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.22% | 29,011 | +2,246 | +8.39% | $1,310,423 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.20% | 17,488 | - | - | $1,161,896 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.17% | 18,261 | - | - | $1,004,346 |
| MICROSOFT CORP | MSFT | Technology | 0.16% | 1,826 | +6 | +0.33% | $936,555 |
Showing 30 of 86 holdings in the latest reporting period.